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Insights

Family-centric Wealth Target family-led wealth management opportunities by highlighting Ciccarelli’s 35+ years of experience and a holistic, family-focused approach to simplify and align the financial picture with long-term goals. Emphasize advisory services and comprehensive planning to address multi-generational needs.

Regional Expansion Leverage the presence in two distinct markets (Naples, FL and Rochester, NY) to explore partnerships, referrals, and cross-market services. Offer tailored solutions for affluent clients in both coastal Florida and upstate New York with scalable advisory models.

Independent Advisory Alignment Position as an independent RIA affiliated with Osaic Wealth Inc. to reassure potential clients about objective advice and access to a broad suite of investment products. Use this to differentiate from captive alternatives and to support conversations with fiduciary-focused prospects.

Tech-Driven Growth Highlight use of modern tech stack (AWS, Datadog, analytics tools, digital onboarding like iCIMS, WordPress, Shopify) to support scalable, secure client experiences. Propose digital marketing, onboarding, and client portal enhancements to attract tech-savvy families and streamline operations.

Mid-Market Opportunity With revenue in the mid-range and a lean team, target mid-market families and small business owners seeking comprehensive planning, legacy planning, and coordinated financial strategies. Propose scalable service tiers and bundled advisory offerings to increase wallet share.

Similar companies to Ciccarelli Advisory Services, Inc.

Ciccarelli Advisory Services, Inc. Tech Stack

Ciccarelli Advisory Services, Inc. uses 8 technology products and services including Hotjar, iCIMS, Amazon Web Services, and more. Explore Ciccarelli Advisory Services, Inc.'s tech stack below.

Ciccarelli Advisory Services, Inc.'s Email Address Formats

Ciccarelli Advisory Services, Inc. uses at least 4 email formats:
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
+1-585-383-****
. 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 iconCiccarelli 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 October 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 iconCiccarelli 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 iconAs of October 2026, Ciccarelli Advisory Services, Inc. has approximately 28 employees across 2 continents, including North America and Europe. Key team members include Partner: L. F. and 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 iconCiccarelli Advisory Services, Inc. operates in the Financial Services industry.

What technology does Ciccarelli Advisory Services, Inc. use?

Minus sign iconPlus sign iconCiccarelli Advisory Services, Inc.'s tech stack includes Hotjar, iCIMS, Amazon Web Services, WordPress, Shopify, Datadog, Piwik and Piwik PRO Core.

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

Minus sign iconPlus sign iconCiccarelli 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
+1-585-383-****
Website
casmoneymatters.com
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

Company Leadership

  • Partner at Ciccarelli Advisory Services, Inc.
    L. F.
    Partner
    Mobile Phone
  • Client Services Associate & Operations Specialist at Ciccarelli Advisory Services, Inc.
    J. B.
    Client Services Associate & Operations Specialist
    Mobile Phone

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