MEIRA is a small investment advisory firm based out of Miami, FL, with a strong focus on delivering personalized financial solutions to its clients. With a team of 7 dedicated professionals, MEIRA offers a wide range of investment advisory services, with 4 experts specializing in providing tailored guidance and advice. The firm boasts an impressive average of approximately $79,380,000 in assets under management per investment advisor, which aligns with the industry average. MEIRA's compensation structure is designed to ensure transparency and fairness, encompassing various types of fees such as a percentage of assets under management and hourly charges. MEIRA takes pride in its extensive client base, serving over 50 individual clients with assets under management totaling over $223,405,000. While the majority of the assets managed are for high net worth individuals, the firm also has the expertise and capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. All of the assets managed by MEIRA are discretionary, reflecting the trust clients place in the firm's expertise and judgment. Operating from a single office in Miami, MEIRA has cultivated a team of highly experienced advisors, with notable members such as Deborah Badillo, Jorge Padilla, and Linda Boone, who have been with the firm for many years. MEIRA's commitment to personalized financial solutions and its team's expertise position it as a trusted partner for individuals seeking comprehensive investment advisory services in the Miami area.

Nautilus Wealth Advisors, a small investment advisory firm based in Indialantic, FL, is dedicated to delivering comprehensive financial solutions to its clients. With a team of two employees, including one experienced investment advisor, Nautilus Wealth Advisors maintains an average of approximately $53,910,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is designed to accommodate various client needs, incorporating a range of options such as a percentage of assets under management, hourly charges, and fixed fees. Serving over 60 individual clients, Nautilus Wealth Advisors manages a substantial total of more than $91,075,000 in assets under management, primarily catering to high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets under management, Nautilus Wealth Advisors possesses the capability to effectively manage employer funds, showcasing their ability to meet the diverse needs of their clients. Importantly, all the assets they manage are handled with discretion, allowing the firm to make informed investment decisions on behalf of their clients. In addition to investment advisory services, Nautilus Wealth Advisors also provides insurance brokerage services, demonstrating their commitment to offering a comprehensive suite of financial solutions. Operating from a single office in Indialantic, FL, Nautilus Wealth Advisors prides itself on personalized attention and a client-centric approach. Shannon Pitner, one of the firm's longest-tenured registered advisors, has been with the company since 2021, contributing their expertise to the team's success. With a focus on building strong relationships and delivering exceptional service, Nautilus Wealth Advisors strives to help clients achieve their financial goals.

Destiny Wealth Partners, LLC, based out of Tavares, FL, is a reputable investment advisory firm that caters to a diverse clientele. With a total of 21 dedicated employees, including 11 experienced investment advisors, they provide comprehensive financial services and guidance to individuals seeking to maximize their wealth. Known for their expertise in managing substantial assets, Destiny Wealth Partners, LLC boasts an impressive average of approximately $52,900,000 in assets under management per investment advisor. While this figure aligns with the industry average, the firm's exceptional track record and commitment to client success set them apart. With over 770 individual clients entrusting them with their financial goals, Destiny Wealth Partners, LLC manages a staggering $805,805,000 in assets. The majority of these assets belong to high-net-worth individuals, while a smaller portion comprises 401K and individual accounts, which collectively represent less than 30% of their assets under management. Destiny Wealth Partners, LLC distinguishes itself by offering a wide range of compensation structures, including a percentage of assets under management. This flexible approach ensures that their clients' interests are aligned with their own, promoting a mutually beneficial relationship. Operating from five offices, the firm has established a strong local presence within the Tavares community. Its long-standing success can be attributed, in part, to the expertise and dedication of their seasoned advisors, including Audrey Ralicki, Morgan Hatfield, and Thomas Ruggie, who have been instrumental in shaping the firm's reputation. With a 99% discretion over the assets they manage, Destiny Wealth Partners, LLC exemplifies a client-centric approach, providing tailored financial solutions and personalized investment strategies to help individuals navigate the complexities of the market and achieve their financial aspirations.

Stonebridge Financial Planning Group, LLC is a highly regarded local investment advisory firm operating out of Orlando, FL. With a single office, they have established themselves as a trusted resource in the financial planning industry. Led by a team of experienced professionals, Stonebridge Financial Planning Group, LLC employs a total of eight dedicated individuals, seven of whom specialize in providing top-notch investment advisory services. As an esteemed firm, Stonebridge Financial Planning Group, LLC boasts an impressive average of approximately $27,310,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges to cater to a variety of client needs. One of the key strengths of Stonebridge Financial Planning Group, LLC lies in their extensive experience with employer 401Ks and individual accounts, which collectively account for about half of their assets under management. This expertise has solidified their position as industry leaders in managing retirement accounts and individual portfolios. Notably, all assets managed by the firm are done so on a discretionary basis, emphasizing their commitment to delivering comprehensive and tailored financial solutions. In addition to their investment advisory services, Stonebridge Financial Planning Group, LLC also serves as an insurance broker or agent, expanding their capabilities to meet the diverse needs of their clientele. Currently, they proudly serve over 330 individual clients, effectively managing assets totaling over $191,170,000. Stonebridge Financial Planning Group, LLC attributes its success to the contributions of their exceptional advisors, including Rebecca Robey, Rhonda Shurtleff, and Dianne Webb, who have been with the firm for a significant duration, showcasing their dedication and commitment to providing top-quality financial planning services.

Aristotle Atlantic Partners, LLC, headquartered in Sarasota, FL, is a highly esteemed local investment advisory firm. With a substantial client base of over 250 individuals, they boast an impressive $1,845,916,000 in assets under management. Operating from two offices, Aristotle Atlantic Partners excels in providing personalized investment advice and wealth management solutions to their discerning clientele. While employer funds form a significant portion of their assets under management, 401K and individual accounts make up less than 30%. Notably, an impressive 83% of the assets they manage are discretionary, showcasing their expertise in discretionary portfolio management. The firm's compensation structure is comprehensive and flexible, offering various types of fee arrangements, including a percentage of assets under management and performance-based fees. This approach ensures that the interests of Aristotle Atlantic Partners are closely aligned with those of their clients. Employing a team of ten dedicated professionals, five of whom provide exceptional investment advisory services, the firm maintains an outstanding average of approximately $369,180,000 in assets under management per investment advisor. This figure significantly exceeds the industry average, underlining their commitment to delivering exceptional value to their clients. Aristotle Atlantic Partners takes pride in their team's extensive experience and stability. Notably, advisors Thomas Hynes, Brendan O'Neill, and Owen Fitzpatrick have been with the firm for an extended period, providing trusted guidance and insight to their clients. With an unwavering dedication to client satisfaction and a proven track record of success, Aristotle Atlantic Partners, LLC continues to be a leading force in the investment advisory industry, offering unparalleled expertise, exceptional service, and superior results.

Martin Investment Management, LLC is a reputable local investment advisory firm headquartered in Palm Beach Gardens, FL. With two offices, the company serves a diverse clientele seeking expert financial guidance. Martin Investment Management, LLC boasts a team of 12 dedicated professionals, with seven advisors offering comprehensive investment advisory services. Drawing on their extensive industry knowledge, Martin Investment Management, LLC consistently manages an impressive average of approximately $125,670,000 in assets per investment advisor. While in line with the industry average, their commitment to delivering optimal results sets them apart. The firm's compensation structure is flexible, catering to clients' unique needs. They offer various options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Demonstrating their expertise and trustworthiness, Martin Investment Management, LLC exercises full discretionary control over all the assets they manage, ensuring clients' financial interests are protected and optimized. Boasting a substantial client base, Martin Investment Management, LLC serves over 150 individual clients with a remarkable $879,710,000 in assets under management. The firm takes pride in the longevity of their registered advisors, with Mary Ellen Zellerbach and Patrick Martin being among the longest-tenured professionals, embodying the company's commitment to stability and expertise. For individuals and businesses seeking reliable and knowledgeable investment advisory services, Martin Investment Management, LLC is an excellent choice. Their team of seasoned professionals provides tailored solutions to help clients achieve their financial goals with confidence and peace of mind.

Fifth Avenue Family Office, based out of Naples, FL, is a small yet prestigious investment advisory firm. With a team of six dedicated professionals, they offer a range of comprehensive financial services tailored to meet the unique needs of their esteemed clientele. Two of their highly experienced advisors, Kyle Shoemaker and Gary Price, have been instrumental in providing exceptional investment advisory services. The firm boasts an impressive average of approximately $223,860,000 in assets under management per investment advisor, surpassing the industry average and exemplifying their expertise in wealth management. With over $190,674,000 in assets under management for individual clients, Fifth Avenue Family Office caters predominantly to high net worth individuals, successfully navigating their financial portfolios to optimize returns and minimize risk. One of the key strengths of Fifth Avenue Family Office lies in their compensation structure, which includes various types such as a percentage of assets under management. This approach ensures that the firm's interests are aligned with their clients, fostering a mutually beneficial relationship built on trust and transparency. A significant portion of Fifth Avenue Family Office's managed assets, approximately 83%, is discretionary, allowing them to make informed investment decisions on behalf of their clients. This discretionary authority demonstrates the firm's proven track record and ability to generate favorable outcomes while maintaining a vigilant approach to risk management. Situated in Naples, FL, the firm operates from a single office, ensuring a focused and personalized approach to client service. With their exceptional team, extensive experience, and commitment to excellence, Fifth Avenue Family Office continues to provide unparalleled financial guidance and advisory services to their discerning clientele.

Moran Wealth Management, LLC is a reputable investment advisory firm headquartered in Naples, FL, and operates from two offices in the area. With a total of 37 dedicated employees, 20 of whom specialize in investment advisory services, the firm is well-equipped to provide expert financial guidance to its clients. Known for their exceptional track record, Moran Wealth Management, LLC manages a substantial average of approximately $202,620,000 in assets under management per investment advisor, surpassing the industry average. The firm offers a diverse compensation structure, which includes a percentage of assets under management. While their asset portfolio is predominantly composed of discretionary assets, 401K and individual accounts make up less than 30% of their total assets under management. However, Moran Wealth Management, LLC possesses the expertise and capacity to effectively manage employer funds, expanding their reach in the market. Catering primarily to high-net-worth individuals, Moran Wealth Management, LLC prides itself on its extensive client base of over 600 individual clients, with a staggering $4,052,370,000 in assets under management. The firm's success can be attributed in part to the dedication and expertise of their longest tenured advisors, including Ashley Buboltz, Julie Rich, and Jeffrey Lebriton. With a commitment to providing personalized financial solutions tailored to each client's needs, Moran Wealth Management, LLC has established itself as a trusted partner in helping individuals navigate the complexities of wealth management. Whether it's retirement planning, investment strategies, or estate planning, the firm's experienced team is dedicated to delivering comprehensive financial services that align with their clients' goals and aspirations.

One + One Wealth Management, LLC, a small investment advisory firm headquartered in Jupiter, FL, is committed to helping individuals and high net worth clients achieve their financial goals. With a team of four dedicated professionals, including three experienced investment advisors, they provide personalized wealth management solutions. With an average of $125,480,000 in assets under management per investment advisor, One + One Wealth Management, LLC demonstrates industry-average performance. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. The firm boasts an impressive portfolio, managing over $229,693,000 in assets for more than 130 individual clients. While the majority of their assets under management cater to high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts account for less than 30% of their managed assets. One + One Wealth Management, LLC takes pride in their discretionary asset management, as 96% of the assets they oversee are under their control. Their commitment to providing comprehensive financial services extends to both individual clients and employer-sponsored plans. The firm's distinguished team includes experienced advisors such as Frank Maurno, Keith Dubauskas, and Carolyn Sipperley, who have contributed significantly to the firm's success. With their expertise and a track record of delivering exceptional client service, One + One Wealth Management, LLC stands as a trusted partner in helping clients navigate the complexities of wealth management and investment strategies.

Strategic Asset Management Group Advisors, headquartered in Pompano Beach, FL, is a reputable investment advisory firm with a strong track record in managing client assets. With a team of five dedicated professionals, three of whom specialize in investment advisory services, the firm demonstrates a commitment to providing personalized and expert financial guidance. Impressively, each investment advisor at Strategic Asset Management Group Advisors oversees an average of approximately $420,990,000 in assets under management, surpassing industry standards. This remarkable achievement highlights the firm's ability to attract and retain affluent clients who trust their expertise and strategic investment approach. The compensation structure at Strategic Asset Management Group Advisors is designed to align the interests of the advisors with their clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. This ensures that the firm's success is directly tied to the performance of their clients' portfolios. Catering primarily to high-net-worth individuals, Strategic Asset Management Group Advisors manages over $330,521,000 in assets for more than 60 individual clients. While the majority of their managed assets are discretionary, the firm also possesses the capability to effectively handle employer funds, showcasing their versatility and comprehensive wealth management solutions. With a single office, Strategic Asset Management Group Advisors maintains a close-knit environment that fosters strong relationships with clients. Among their accomplished team, Robert Oden and Jacob Ivey stand out as two of the firm's longest-tenured registered advisors, bringing extensive experience and industry knowledge to their clients. As a small investment advisory firm with a remarkable reputation, Strategic Asset Management Group Advisors continues to deliver exceptional financial services and tailor-made investment strategies to help their clients achieve their long-term goals.

RM Financial Services, LLC is a small investment advisory firm headquartered in Delray Beach, FL, with a sole office location. With a team of six dedicated professionals, three of whom specialize in investment advisory services, the firm offers comprehensive financial solutions to individuals and businesses. Their primary focus lies in managing assets for high net worth individuals, serving over 260 individual clients and overseeing a substantial $172,362,000 in assets under management. RM Financial Services, LLC prides itself on its experienced team, providing expert guidance in managing employer 401Ks and individual investments. They possess extensive knowledge in this realm, as evidenced by their successful track record. As a discretionary investment advisor, the firm maintains full authority over the assets they manage. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. On average, each investment advisor at RM Financial Services, LLC oversees approximately $85,400,000 in assets under management, which aligns with the industry average. With a commitment to delivering personalized financial strategies tailored to individual needs, RM Financial Services, LLC strives to build lasting relationships with their clients. By combining their expertise, comprehensive services, and an unwavering dedication to client satisfaction, they aim to provide reliable financial guidance and assist their clients in achieving their long-term financial objectives.