Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.

NAPLES, Fla. --(BUSINESS WIRE)

Rob Edwards, Managing Director and Senior PIM® Portfolio Manager at Edwards Asset Management, has been named to the 2025 Forbes Best-in-State Wealth Advisors list, a prestigious ranking recognizing top financial advisors across the country who demonstrate exceptional expertise, integrity, and client dedication.

This marks another significant recognition for Edwards, who has been previously honored with multiple industry accolades for his commitment to helping high-net-worth families preserve, grow, and enjoy their wealth through customized, values-based planning.

“This recognition from Forbes reflects the work our entire team puts in every day to help our clients navigate the complexities of wealth – allowing them to enjoy all aspects of their wealth,” said Edwards. “We don’t take trust for granted – it’s something we work hard to earn, and even harder to keep.”

With nearly two decades of experience, Rob leads a Florida-based wealth management practice that serves clients across the country. Known for blending institutional-level investment strategies with deeply personal service, Edwards Asset Management is built around long-term relationships and multi-generational planning.

About Edwards Asset Management

Edwards Asset Management is a full-service investment management and wealth advisory practice headquartered in Naples, Florida. The practice offers a wide range of wealth solutions to meet the needs of their high-net-worth clients – helping them to unlock the full potential of their wealth. Edwards Management also has offices in Fort. Lauderdale, Florida, and Albany, New York.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source:Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is a separate entity from WFAFN.

Society22 PR
Kymberlee Bolden
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