Insights

Family-focus value Target affluent family offices and high-net-worth clients in Naples and Rochester who value comprehensive, family-centered wealth planning and long-term relationships, highlighting Ciccarelli's 35+ years of experience.

Independent advisory Position as an independent, registered investment adviser with alliance to Osaic Wealth Inc., emphasizing fiduciary duty, tailored investment strategies, and transparent fee structures to differentiate from larger retail firms.

Scale and reach Leverage a regional footprint with two offices to pursue cross-market opportunities between Florida and New York, promoting diversified client bases and resilience across local market cycles.

Digital presence Utilize tech stack and analytics capabilities to enhance client onboarding, advisory reporting, and digital marketing to attract prospects seeking modern, data-driven wealth management.

Growth potential With mid-market revenue in the tens of millions and a lean employee base, pursue strategic partnerships, referral programs, and targeted outreach to family offices and small institutions seeking personalized advisory services.

Ciccarelli Advisory Services, Inc. Tech Stack

Ciccarelli Advisory Services, Inc. uses 8 technology products and services including Hotjar, FMG Suite, Vue.js, and more. Explore Ciccarelli Advisory Services, Inc.'s tech stack below.

  • Hotjar
    Analytics
  • FMG Suite
    Content Marketing
  • Vue.js
    Javascript Frameworks
  • ScrollReveal
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Web Font Loader
    Web Fonts
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

Ciccarelli Advisory Services, Inc.'s Email Address Formats

Ciccarelli Advisory Services, Inc. uses at least 2 format(s):
Ciccarelli Advisory Services, Inc. Email FormatsExamplePercentage
FLast@cas-rocny.comJDoe@cas-rocny.com
100%
First@casmoneymatters.comJohn@casmoneymatters.com
71%
FLast@casmoneymatters.comJDoe@casmoneymatters.com
15%
F.Last@casmoneymatters.comJ.Doe@casmoneymatters.com
14%

Frequently Asked Questions

What is Ciccarelli Advisory Services, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Ciccarelli Advisory Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ciccarelli Advisory Services, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Ciccarelli Advisory Services, Inc.'s official website is casmoneymatters.com and has social profiles on LinkedIn.

How much revenue does Ciccarelli Advisory Services, Inc. generate?

Minus sign iconPlus sign icon
As of July 2026, Ciccarelli Advisory Services, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Ciccarelli Advisory Services, Inc.'s NAICS code?

Minus sign iconPlus sign icon
Ciccarelli Advisory Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Ciccarelli Advisory Services, Inc. have currently?

Minus sign iconPlus sign icon
As of July 2026, Ciccarelli Advisory Services, Inc. has approximately 29 employees across 1 continents, including North America. Key team members include Partner: L. F.Client Services Associate & Operations Specialist: J. B.. Explore Ciccarelli Advisory Services, Inc.'s employee directory with LeadIQ.

What industry does Ciccarelli Advisory Services, Inc. belong to?

Minus sign iconPlus sign icon
Ciccarelli Advisory Services, Inc. operates in the Financial Services industry.

What technology does Ciccarelli Advisory Services, Inc. use?

Minus sign iconPlus sign icon
Ciccarelli Advisory Services, Inc.'s tech stack includes HotjarFMG SuiteVue.jsScrollRevealGoogle AnalyticsWeb Font LoaderNginxOpenResty.

What is Ciccarelli Advisory Services, Inc.'s email format?

Minus sign iconPlus sign icon
Ciccarelli Advisory Services, Inc.'s email format typically follows the pattern of FLast@cas-rocny.com. Find more Ciccarelli Advisory Services, Inc. email formats with LeadIQ.
Ciccarelli Advisory Services, Inc. logo

Ciccarelli Advisory Services, Inc.

Financial ServicesFlorida, United States11-50 Employees

Ciccarelli Advisory Services, Inc. operates in the financial services sector, offering investment advisory services to families. A family-focused team works to simplify and organize each client’s overall financial picture, drawing on more than 35 years of experience. They begin by understanding a family’s goals, concerns, and long-term vision, then design a comprehensive plan to help guide them toward a future they aspire to achieve.

The firm serves client families seeking integrated wealth management and planning within the broader financial services industry. Investment advisory services are provided through Ciccarelli Advisory Services, Inc., which is registered as an investment adviser and operates independently of Osaic Wealth Inc., with additional securities and advisory services offered through Osaic Wealth Inc. The company is based in Naples, Florida, and maintains an office in Rochester, New York.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Ciccarelli Advisory Services, Inc.'s revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Ciccarelli Advisory Services, Inc.'s revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.