Stillwater Wealth Management Group LLC is a small investment advisory firm based out of Juno Beach, FL. With one office, they offer personalized financial services to clients seeking expert guidance in managing their wealth. Comprised of a dedicated team of three professionals, Stillwater Wealth Management Group LLC focuses on providing comprehensive investment advisory services to individuals and families. Their team of experienced advisors assists clients in navigating the complexities of the financial markets and developing tailored investment strategies to achieve their financial goals. With an average of approximately $35,840,000 in assets under management per investment advisor, Stillwater Wealth Management Group LLC demonstrates a commitment to delivering quality service to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. Although 401(k) and individual accounts make up less than 30% of their assets under management, Stillwater Wealth Management Group LLC possesses the capability to manage employer funds, further diversifying their client base. With 95% of the assets they manage being discretionary, the firm emphasizes their expertise in making investment decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Stillwater Wealth Management Group LLC boasts an impressive roster of over 130 individual clients, with more than $107,508,000 in assets under management. Richard Blumenfeld and Tyler Wright, two of the longest tenured registered advisors with the firm, bring extensive industry knowledge and insight to Stillwater Wealth Management Group LLC. Through their professionalism and dedication, the firm strives to build enduring relationships with their clients, guiding them towards financial success and security.

Core Wealth Management, Inc., a small investment advisory firm headquartered in Jupiter, FL, is dedicated to providing personalized financial solutions to its clients. With a team of five highly skilled professionals, including four experienced investment advisors, Core Wealth Management, Inc. offers comprehensive investment advisory services. With an average of approximately $61,780,000 in assets under management per investment advisor, Core Wealth Management, Inc. maintains a solid standing within the industry. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored services to meet individual client needs. A notable aspect of Core Wealth Management, Inc.'s client base is their extensive experience managing employer 401Ks and individual portfolios, which collectively account for roughly half of their assets under management. With a proven track record in this space, they possess the expertise necessary to guide clients towards optimal financial outcomes. The firm's assets under management total over $247,105,000, spread across more than 260 individual clients. This impressive portfolio demonstrates Core Wealth Management, Inc.'s ability to attract and retain a diverse range of clients who trust their expertise and rely on their guidance to safeguard and grow their wealth. Among the firm's accomplished advisors, Jonathon Fernandez-Rubio, Jacquelyn Goldstick, and Todd Schanel stand out as some of the longest tenured professionals, exemplifying the continuity and stability that Core Wealth Management, Inc. offers to its clientele. Overall, Core Wealth Management, Inc. combines their industry knowledge, personalized approach, and extensive experience to deliver top-quality investment advisory services and help clients navigate the complexities of wealth management with confidence.

GUIRY CAPITAL MANAGEMENT, LLC is a distinguished investment advisory firm based in Palm Beach Gardens, FL. With over $243,244,000 in assets under management (AUM), they have built a solid reputation as a trusted partner in financial management. Serving a diverse clientele, Guiry Capital Management, LLC caters to high net worth individuals seeking personalized investment strategies. The company's commitment to exceptional service is reflected in their two well-equipped offices, strategically located to efficiently serve their clients. Guiry Capital Management, LLC boasts a team of two highly skilled employees, each providing expert investment advisory services. This ensures that clients receive personalized attention and tailored investment advice to meet their unique financial goals. As a discretionary manager, Guiry Capital Management, LLC handles 14% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is flexible, incorporating a variety of fee types, including a percentage of AUM and fixed fees. This ensures transparency and alignment of interests between the firm and its clients. On average, each investment advisor at Guiry Capital Management, LLC manages approximately $121,620,000 in AUM. This figure places them in line with industry standards, showcasing their ability to handle substantial portfolios effectively. With a focus on delivering exceptional financial solutions, Guiry Capital Management, LLC continues to guide their clients towards long-term success and financial prosperity.

ATLANTIC WEALTH PARTNERS, LLC is a small investment advisory firm based out of Jupiter, FL. With its headquarters in this vibrant city, the company operates one office, catering to a diverse range of clients. Committed to providing exceptional financial guidance, Atlantic Wealth Partners, LLC has built a team of highly skilled professionals who specialize in investment advisory services. Employing a client-centered approach, the firm's team of four dedicated investment advisors focuses on delivering tailored solutions to meet individual financial goals. With an average of approximately $54,260,000 in assets under management per advisor, Atlantic Wealth Partners, LLC maintains a competitive position within the industry. The firm's compensation structure is designed to suit clients' preferences and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, Atlantic Wealth Partners, LLC possesses the expertise to manage employer funds, expanding its reach to corporate clients. As a discretionary manager, Atlantic Wealth Partners, LLC oversees a significant portion, approximately 88%, of the assets it manages. The firm primarily focuses on serving high-net-worth individuals, with over 100 individual clients entrusting them with a substantial total of more than $217,036,000 in assets under management. With a solid reputation for excellence, Atlantic Wealth Partners, LLC boasts a team of experienced advisors, including Greggory Brant, Tad Sacheck, and Stephen Olson, who have contributed significantly to the firm's success over the years.

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.