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.

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.

Gyroscope Capital Management Group LLC is a highly regarded local investment advisory firm based in Naples, Florida. With a strong focus on high-net-worth individuals, they manage a portfolio of over 30 clients, overseeing more than $350,951,000 in assets. Gyroscope Capital operates from a single office, providing personalized financial services to their esteemed clientele. The firm prides itself on their discretionary asset management approach, ensuring that all investment decisions are made in the best interest of their clients. With a compensation structure that includes a percentage of assets under management, their interests are aligned with the success of their clients' portfolios. Gyroscope Capital Management Group consists of a team of seven professionals, all of whom provide investment advisory services. With an average of approximately $50,140,000 in assets under management per investment advisor, they maintain industry-standard performance levels. The firm benefits from the expertise of their experienced advisors, including Anthony Cirillo, Robert Carr, and Michael Egan, who have been with the company for a considerable period. Their extensive knowledge and dedication have contributed to the firm's reputation and success in providing exceptional financial guidance. Gyroscope Capital Management Group LLC remains committed to offering tailored investment strategies and comprehensive wealth management solutions to their high-net-worth clients. Their strong presence in the Naples community positions them as a trusted partner for individuals seeking expertise in navigating the complexities of the financial markets.

Vesta Wealth Management, LLC, headquartered in the vibrant city of Miami Beach, FL, is a distinguished investment advisory firm dedicated to providing exceptional financial services. With a solid track record and a commitment to excellence, Vesta Wealth Management has successfully managed assets totaling over $267,611,000 for their esteemed clientele. Catering to a select group of high net worth individuals, Vesta Wealth Management prides itself on its personalized approach to wealth management. With a focus on discretion and tailored strategies, they offer comprehensive investment advisory services that meet the unique financial goals and aspirations of each client. Led by a team of experienced professionals, Vesta Wealth Management ensures that their clients receive expert guidance and comprehensive support. Their compensation structure includes various types, such as a percentage of assets under management, demonstrating their dedication to aligning their interests with the success of their clients. Daniele Ghiotti, one of Vesta Wealth Management's highly skilled and trusted registered advisors, has been an integral part of the firm since 2015. With their combined expertise and extensive industry knowledge, the team at Vesta Wealth Management is committed to delivering outstanding results and creating long-term value for their clients. As a testament to their success and reputation, Vesta Wealth Management manages a remarkable average of approximately $267,610,000 in assets under management per investment advisor, surpassing industry standards. With their unwavering commitment to client satisfaction, Vesta Wealth Management stands out as a premier choice for individuals seeking exceptional financial guidance and investment services.

Investment Advisory Professionals LLC, based out of Boca Raton, FL, is a reputable investment advisory firm with a focus on providing top-notch services to their clients. With a team of three highly experienced professionals, they specialize in offering personalized investment advisory services to individuals and businesses. With an average of approximately $504,040,000 in assets under management per investment advisor, Investment Advisory Professionals LLC stands out in the industry for their ability to handle substantial portfolios effectively. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management and fixed fees. Boasting a diverse clientele, Investment Advisory Professionals LLC serves over 70 individual clients with a combined total of more than $259,600,000 in assets under management. While the majority of their managed assets cater to high-net-worth individuals, they also possess the expertise to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets. As a small investment advisory firm, Investment Advisory Professionals LLC operates out of two offices in Boca Raton, FL. They take pride in their team's longevity, with some of their most tenured advisors including Alexandra Demosthenes, Mark Miclean, and Arthur Canter. These seasoned professionals bring their extensive experience and expertise to ensure the highest level of service for their clients. Investment Advisory Professionals LLC's commitment to providing comprehensive and tailored investment advisory services has positioned them as a trusted partner for clients seeking to grow and protect their assets.

Safe Harbor Fiduciary, LLC, a small investment advisory firm based out of Pensacola, FL, caters to a diverse clientele with over 270 individual clients and assets under management totaling more than $106,183,000. With three strategically located offices, Safe Harbor Fiduciary is well-positioned to serve its clients' needs effectively. The firm has established a solid reputation in managing employer 401Ks and individual assets, constituting roughly 50% of their portfolio. Their extensive experience in this space allows them to provide exceptional guidance and support to clients seeking to secure their financial future. Safe Harbor Fiduciary operates under a discretionary management structure, enabling them to make investment decisions on behalf of their clients without constant consultation. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and fixed fees to align with clients' unique needs. Comprising a total of four employees, Safe Harbor Fiduciary dedicates two professionals to provide comprehensive investment advisory services. On average, each investment advisor oversees approximately $53,090,000 in assets under management, in line with industry standards. Scott McCaghren and Howard Marshall, two highly experienced registered advisors, have been instrumental in establishing Safe Harbor Fiduciary's credibility and are recognized as the firm's longest-tenured professionals. Their expertise, combined with the firm's commitment to personalized service and sound financial strategies, make Safe Harbor Fiduciary a trusted partner for clients seeking reliable investment management and advisory solutions in the Pensacola area.

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.

Rivertree Advisors, LLC is a small investment advisory firm based out of Winter Park, FL, with two offices. With a total of three employees, one of whom provides investment advisory services, the firm has established itself as a trusted financial partner. Drawing on their extensive experience and expertise, Rivertree Advisors manages assets under management averaging approximately $18,140,000 per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. With over 70 individual clients, Rivertree Advisors oversees an impressive portfolio of assets under management, totaling over $162,355,000. Their clientele primarily consists of high net worth individuals, as the majority of the assets they manage are for this specific group. While 401K and individual accounts account for less than 30% of their assets under management, Rivertree Advisors also possesses the capability to manage employer funds. As a discretionary investment firm, they have full authority to make investment decisions on behalf of their clients, with 99% of the assets they manage falling under this category. Theodore Rich and Lisa Grady-Strange are two of the longest-tenured registered advisors at Rivertree Advisors, lending their seasoned perspectives to the firm's operations. With their dedication to providing tailored investment advisory services and their commitment to building long-lasting client relationships, Rivertree Advisors, LLC continues to thrive in the ever-evolving financial landscape.

Moseley Investment Management, Inc. is a reputable local investment advisory firm headquartered in Bradention, FL, with two well-established offices. With a team of seven dedicated professionals, five of whom specialize in investment advisory services, they provide comprehensive financial guidance to a diverse client base. With an average of $51,620,000 in assets under management per investment advisor, Moseley Investment Management, Inc. maintains an industry-average position. The firm offers a flexible compensation structure that includes various models such as a percentage of assets under management and hourly charges. While the majority of their assets under management consist of discretionary accounts, they possess the necessary expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets. Moseley Investment Management, Inc. primarily caters to high net worth individuals, managing over $258,098,000 in assets for more than 260 individual clients. With a focus on delivering personalized and tailored investment strategies, they strive to optimize client portfolios and achieve their financial goals. The firm boasts a team of seasoned advisors, including Dina Villalobos, Ryan Moseley, and Susan Moseley, who bring years of experience and industry knowledge to the table. Their expertise and commitment to exceptional client service have contributed to the firm's stellar reputation in the Bradention area and beyond. Moseley Investment Management, Inc. remains dedicated to providing reliable investment advisory services, leveraging their expertise and experience to help clients navigate the complexities of the financial markets and secure a prosperous financial future.

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.