Oxford Wealth Group, LLC is a highly reputable investment advisory firm located in Orlando, FL. With a total of six offices, they have established a strong presence in the region. This small yet dynamic firm boasts four talented employees, with one dedicated to providing top-notch investment advisory services. Oxford Wealth Group, LLC stands out in the industry, as each investment advisor manages an impressive average of approximately $156,370,000 in assets under management, surpassing the industry average. The firm's compensation structure is flexible, offering a range of options such as a percentage of assets under management and fixed fees. Their client base primarily consists of employer 401(k) plans and individual investors, which collectively account for over 80% of their assets under management. Oxford Wealth Group, LLC excels in managing 401(k) plans, serving both employers and employees with exceptional expertise. In addition to their investment advisory services, the firm also operates as an insurance broker or agent. This diversified approach allows Oxford Wealth Group, LLC to cater to a wide range of financial needs for their clients. With over 460 individual clients, the firm manages an impressive sum of over $156,367,000 in assets. The experienced team at Oxford Wealth Group, LLC includes industry veterans such as Luke Mutchie, Samuel Dixon, and Matthew Sams, who have contributed significantly to the firm's success. With their extensive knowledge and unwavering commitment to client satisfaction, Oxford Wealth Group, LLC has positioned itself as a trusted partner for individuals and businesses seeking expert financial guidance.

TSP Financial, LLC is a small investment advisory firm based out of Vero Beach, FL, specializing in managing assets for high net worth individuals. With over 0 individual clients and assets under management totaling more than $1,348,000, TSP Financial provides comprehensive investment solutions tailored to their clients' unique financial goals. While 401K and individual accounts constitute less than 30% of their assets under management, TSP Financial possesses the expertise to effectively manage employer funds. Offering discretionary management services, the firm ensures that all investment decisions are made on behalf of their clients in alignment with their financial objectives. TSP Financial's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to choose the payment option that best suits their needs and preferences. The firm boasts a dedicated team of one registered investment advisor who provides personalized and expert investment advisory services. On average, each investment advisor oversees approximately $1,350,000 in assets under management. Theodore Zamerski, one of the longest-tenured registered advisors, has been with the company since 2022, contributing his extensive knowledge and experience to the firm's success. TSP Financial's commitment to delivering tailored investment solutions, coupled with their experienced team and client-centric approach, has positioned them as a trusted partner for high net worth individuals seeking comprehensive financial management services.

Imz Advisory Inc. is a reputable investment advisory firm headquartered in Boca Raton, FL. With a focus on personalized service and expert guidance, they cater to a diverse range of clients. With four dedicated employees, including two investment advisors, Imz Advisory Inc. provides comprehensive financial solutions to their clients. Each investment advisor at Imz Advisory Inc. manages an average of approximately $84,180,000 in assets under management. This figure aligns with the industry average, demonstrating their ability to effectively handle and grow client portfolios. Their compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that their clients receive customized solutions that meet their specific needs. Imz Advisory Inc. serves over 160 individual clients, managing a substantial $201,659,000 in assets. While 401(k) plans and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds. The firm's approach to asset management is entirely discretionary, allowing them to make informed investment decisions on behalf of their clients. This commitment to discretion reflects their dedication to delivering optimal outcomes and managing risk effectively. Imz Advisory Inc., despite being a small firm, has established a strong presence in the investment advisory landscape. Christian Russo, one of their longest-tenured registered advisors, brings valuable expertise and has been with the firm since 2021. Imz Advisory Inc.'s commitment to personalized service, extensive industry knowledge, and comprehensive financial solutions make them a trusted choice for individuals seeking expert investment advice in Boca Raton and beyond.

Wealth Square Inc., based out of Miami, FL, is a small investment advisory firm dedicated to helping individuals and employers manage their assets effectively. With over 0 individual clients and more than $1,000 in assets under management, they have established a strong reputation in the industry. Specializing in employer 401K plans and individual investments, Wealth Square Inc. boasts an impressive track record, with over 80% of their assets under management coming from these sources. Their team of highly qualified professionals possesses the expertise required to handle the complexities of managing 401K plans for both employers and employees. With a compensation structure that includes subscription fees and commissions, Wealth Square Inc. ensures that their interests are aligned with their clients' financial success. As a testament to their commitment, 100% of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Wealth Square Inc. operates from a single office, where their dedicated team of four employees diligently caters to the needs of their clients. One member of their team is solely focused on providing investment advisory services, ensuring personalized attention and tailored solutions. On average, Wealth Square Inc. manages approximately $0 in assets per investment advisor, emphasizing their dedication to maintaining a manageable client-to-advisor ratio. Through their comprehensive financial expertise and unwavering commitment to their clients' financial goals, Wealth Square Inc. continues to be a trusted partner in wealth management and investment advisory services.

QP Wealth Management, LLC, a small investment advisory firm headquartered in Boca Raton, FL, boasts a distinguished reputation in the financial industry. With three offices strategically located, they cater to a diverse clientele seeking expert guidance on wealth management. Comprising a team of seven professionals, including two investment advisors, QP Wealth Management, LLC strives to deliver exceptional financial solutions to its valued clients. As an industry-average performer, QP Wealth Management, LLC has an impressive average assets under management of approximately $100,140,000 per investment advisor. The firm employs a flexible compensation structure, incorporating various methods such as a percentage of assets under management and fixed fees. Notably, 54% of the assets they manage are under discretionary control, reflecting the trust and confidence clients place in their expertise. Focusing primarily on high net worth individuals, QP Wealth Management, LLC oversees a substantial portfolio valued at over $200,285,000, distributed among their 30 individual clients. The firm's success can be attributed, in part, to the long-standing expertise of key advisors, including Lisa Heerwagen, James Lloyd, and Thomas Leidner, who have demonstrated unwavering dedication and exceptional performance. QP Wealth Management, LLC takes pride in its commitment to personalized service, understanding that each client's financial goals are unique. By leveraging their extensive knowledge, experience, and a comprehensive suite of financial tools, QP Wealth Management, LLC aims to empower clients to make informed decisions and navigate the complexities of the financial landscape with confidence.

James I. Black & Company, based out of Lakeland, FL, is a small investment advisory firm with a remarkable track record. With over 110 individual clients and an impressive $133,303,000 in assets under management, they are highly regarded in the financial industry. While their 1 office serves as their operational hub, their influence reaches far beyond Lakeland. Specializing in managing the wealth of high net worth individuals, James I. Black & Company has built a reputation for providing personalized and effective investment strategies. Though 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to skillfully handle employer funds. Their compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With 9 dedicated employees, including 2 investment advisory professionals, the firm boasts a wealth of expertise and knowledge. One of the key strengths of James I. Black & Company is their impressive average of approximately $66,650,000 in assets under management per investment advisor, aligning with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while delivering personalized attention to each client. The firm takes pride in its experienced team, with Gerald Black and John Christian serving as two of the longest-tenured registered advisors. Their longevity with the company reflects their commitment to client satisfaction and their deep understanding of the ever-evolving financial landscape. James I. Black & Company continues to provide exceptional investment advisory services, guiding clients towards financial success and long-term prosperity.

Golden Road Advisors LLC is a small investment advisory firm based out of Tampa, FL, with two offices. With a team of four employees, including two dedicated investment advisors, they provide expert financial guidance and management services. The firm's average assets under management per investment advisor stand at approximately $60,980,000, aligning with the industry average. Golden Road Advisors LLC offers a diverse compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. Notably, they possess substantial experience in managing assets from employer 401Ks and individual clients, representing approximately half of their assets under management. This expertise positions them as a trusted partner for individuals and organizations seeking sound investment strategies. Impressively, 85% of the assets managed by Golden Road Advisors LLC are discretionary, showcasing their expertise in making strategic investment decisions on behalf of clients. They have amassed a substantial client base, serving over 150 individual clients with a total of more than $121,961,000 in assets under management. Within the firm, Jeffrey Kikoler and Kevin Caldwell stand out as two of the longest-tenured registered advisors, bringing their extensive experience and knowledge to clients' portfolios. With their dedicated team and commitment to delivering exceptional financial advice, Golden Road Advisors LLC strives to help clients navigate the complexities of the investment landscape and secure their financial future.

Oliver Wealth Management is a well-established investment advisory firm headquartered in Boca Raton, FL. With three offices, they provide comprehensive financial solutions to clients in the region. With a team of six dedicated professionals, including four experienced investment advisors, Oliver Wealth Management offers a range of services to meet their clients' needs. With over 860 individual clients and a remarkable $248,116,000 in assets under management, Oliver Wealth Management has built a substantial portfolio. They have earned a strong reputation in managing assets from employer 401(k) plans and individual accounts, which collectively account for approximately half of their total assets under management. This extensive experience positions them as trusted advisors in the retirement plan space. The firm's compensation structure is aligned with the clients' interests, primarily based on a percentage of assets under management. This ensures that Oliver Wealth Management is dedicated to generating optimal returns and delivering value to their clients. All of the assets managed by Oliver Wealth Management are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, the firm also provides insurance brokerage services, further expanding their comprehensive offerings. Brandon Oliver, Joseph Darpel, and Heath Harris are among the firm's longest-tenured advisors. Their deep expertise and commitment to client success have contributed to the firm's continued growth and client satisfaction. Oliver Wealth Management's dedication to personalized service, proven expertise, and comprehensive financial solutions have made them a trusted partner for individuals and businesses seeking wealth management services in Boca Raton and beyond.

Winning Points Advisors, L.L.C., headquartered in Boca Raton, FL, is a small investment advisory firm with a team of two dedicated professionals who specialize in providing comprehensive investment advisory services. With an average of $47,660,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Winning Points Advisors, L.L.C. serves a diverse clientele, boasting a portfolio of over 180 individual clients and managing a substantial $131,705,000 in assets. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Their investment services are entirely discretionary, enabling them to make independent decisions on behalf of their clients. In addition to their investment advisory services, Winning Points Advisors, L.L.C. also serves as an insurance broker or agent, further expanding their range of expertise and offering comprehensive financial solutions to their clients. With one office in Boca Raton, Winning Points Advisors, L.L.C. is deeply rooted in the local community. The firm takes pride in their experienced team, which includes esteemed advisors such as Douglas Alden, John Brandt, and Charles Stoll, who have demonstrated a long-standing commitment to the firm and its clients. As a small but accomplished investment advisory firm, Winning Points Advisors, L.L.C. strives to provide personalized and tailored financial advice, ensuring that their clients' investment goals and objectives are met with the utmost professionalism and expertise.

Noble Family Wealth, a small investment advisory firm headquartered in Clearwater, FL, is dedicated to providing comprehensive wealth management services to their esteemed clientele. With over 60 individual clients and an impressive $315,027,000 in assets under management, the firm has established itself as a trusted partner in financial planning. Operating from a single office, Noble Family Wealth exercises discretionary management over 100% of the assets they oversee, allowing them to make informed investment decisions tailored to the unique needs of their clients. Their expertise primarily lies in managing the assets of high net worth individuals, reflecting their specialized focus. The compensation structure at Noble Family Wealth includes various types, with a particular emphasis on a percentage of assets under management, aligning their success with the success of their clients. With a dedicated team of four employees, three of whom provide investment advisory services, Noble Family Wealth achieves an average of approximately $105,010,000 in assets under management per investment advisor, which falls in line with the industry average. The firm prides itself on the expertise and experience of their team. Matthew Szabad, Brian Glas, and Sandra Nesbit are among the longest tenured advisors at Noble Family Wealth, bringing a wealth of industry knowledge and a client-centered approach to their work. Through their personalized and holistic approach to wealth management, Noble Family Wealth strives to help clients achieve their financial goals and secure their financial well-being.

Amuni Financial, Inc., a local investment advisory firm based out of St. Petersburg, FL, boasts a team of 19 skilled professionals, 10 of whom specialize in providing top-notch investment advisory services. With an average of $83,290,000 in assets under management per investment advisor, Amuni Financial performs on par with the industry standard. The firm offers a diverse compensation structure, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, commissions, and performance-based fees. Catering to a wide client base, Amuni Financial serves over 120 individual clients, effectively managing more than $114,150,000 in assets. The company primarily focuses on high-net-worth individuals, with a substantial portion of their managed assets allocated to this demographic. While 401(k) and individual accounts make up less than 30% of their assets under management, Amuni Financial possesses the capacity to effectively oversee employer funds. In addition to their investment advisory services, Amuni Financial, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to their clients. The company operates from two offices, and its team includes industry veterans Mark Donohue, Robert House, and Jay Lake, who boast some of the longest tenures at the firm. With a dedication to delivering personalized financial solutions and a strong presence in St. Petersburg, Amuni Financial, Inc. continues to build a reputation for excellence in the financial industry.

Banyan Global Investment Advisors, LLC, headquartered in Boca Raton, FL, is a reputable investment advisory firm that serves over 50 individual clients, overseeing a substantial $147,772,000 in assets under management. Specializing in providing personalized financial solutions, Banyan Global caters primarily to high net worth individuals, ensuring their investment portfolios align with their specific goals. With a team of four dedicated professionals, including two experienced investment advisors, Banyan Global demonstrates its commitment to delivering top-notch service. Their compensation structure encompasses various models, including a percentage of the assets under management, ensuring a fair and mutually beneficial relationship with their valued clients. Within the industry, Banyan Global Investment Advisors maintains a competitive edge by managing an average of approximately $73,890,000 in assets under management per investment advisor, aligning with the industry standard. The firm's success is attributed to the expertise and dedication of individuals like Daniel Reich and Becky Lightman, who have established themselves as the longest-tenured registered advisors within the company. As a small investment advisory firm, Banyan Global focuses on building strong relationships with its clients, providing tailored investment strategies, and guiding them towards financial success. With their unwavering commitment to excellence, Banyan Global Investment Advisors, LLC continues to serve as a trusted partner in wealth management for individuals seeking personalized and reliable financial solutions.