Compass Financial Advisory Services, LLC, a small investment advisory firm based in Ormond Beach, FL, is dedicated to providing exceptional financial guidance and investment management to its clients. With over 570 individual clients and an impressive $295,936,000 in assets under management, Compass Financial Advisory Services is recognized for its expertise and track record of success. The firm prides itself on its extensive experience in managing employer 401Ks and individual investments, with approximately half of its assets under management stemming from these sources. The team at Compass Financial Advisory Services possesses deep knowledge of this space, enabling them to navigate the intricacies of retirement planning and investment strategies effectively. Compass Financial Advisory Services operates under a comprehensive compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive tailored financial solutions aligned with their unique needs and preferences. With a total of three dedicated employees, including two investment advisors, Compass Financial Advisory Services offers personalized attention and a high level of service to its clients. The firm's average of approximately $147,970,000 in assets under management per investment advisor exceeds the industry average, emphasizing their ability to handle substantial portfolios effectively. Tara Sanders, Bruce Boyle, and Lauren Tanksley are among the firm's longest-tenured advisors, showcasing their commitment to building lasting relationships with clients and providing trusted financial advice. Compass Financial Advisory Services continues to make a positive impact in the financial industry by helping individuals and businesses achieve their financial goals with confidence and clarity.

G. A. Repple & Company is a highly reputable regional investment advisory firm based in Casselberry, FL. With over 3,640 individual clients and an impressive $548,010,000 in assets under management, they have established themselves as a trusted partner in financial management. Operating from 23 offices, G. A. Repple & Company offers a comprehensive range of services, including investment advice and insurance brokerage. Specializing in employer 401K plans and individual investments, G. A. Repple & Company boasts an impressive track record of success. Over 80% of their assets under management are comprised of employer 401K plans or individual portfolios. Demonstrating their expertise and commitment to personalized service, 84% of these assets are managed with discretionary authority. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. With a dedicated team of 68 employees, including 60 experienced investment advisors, G. A. Repple & Company ensures that clients receive the attention and expertise they deserve. On average, each investment advisor manages approximately $9,130,000 in assets, showcasing their ability to handle substantial portfolios. G. A. Repple & Company takes pride in their team of seasoned advisors, some of whom have been with the firm for many years. Notable individuals such as Robert Wolfe, Glenn Repple, and Jeffrey Woodward have proven their commitment to delivering exceptional financial guidance to clients. With their extensive experience, diverse service offerings, and impressive client base, G. A. Repple & Company is a trusted partner for individuals and businesses seeking expert investment advice and insurance solutions in Casselberry, FL, and beyond.

Summit Wealth Partners, LLC is a reputable investment advisory firm based in Orlando, FL. With a strong local presence, they operate from six well-established offices, serving a diverse client base. The firm comprises a team of 20 dedicated professionals, with 12 of them specializing in investment advisory services. Their knowledgeable advisors provide expert guidance and support to clients, helping them navigate the complexities of the financial market. As an average-sized investment advisory firm, Summit Wealth Partners, LLC manages approximately $47,140,000 in assets per advisor. While this figure aligns with industry standards, the firm distinguishes itself through its extensive experience in handling employer 401Ks and individual portfolios. In fact, nearly half of the assets they manage are derived from these sources, showcasing their expertise in this area. Summit Wealth Partners, LLC maintains a diverse compensation structure that caters to the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to each client's specific requirements and financial goals. With over 93% of the assets they manage being discretionary, clients trust Summit Wealth Partners, LLC to make informed decisions on their behalf. The firm boasts a substantial client base of more than 700 individuals, with over $565,717,000 in assets under management, indicating a strong track record of success. Summit Wealth Partners, LLC is home to a team of highly experienced professionals. Notable advisors include Chad Leatherwood, Jack Malarik, and Chad Warrick, who have contributed to the firm's longevity and success. Their expertise and dedication have earned them a stellar reputation within the industry and among their extensive client network.

Mcdonough Capital Management, Inc., a small investment advisory firm based out of Orlando, FL, boasts a solid reputation in the financial industry. With over 110 individual clients and an impressive $110,941,000 in assets under management, they offer personalized and comprehensive investment solutions. Their expertise extends to being a registered representative of a broker-dealer, insurance broker, or agent. While employer funds constitute a significant portion of their managed assets, they also cater to 401K and individual accounts, albeit representing less than 30% of their portfolio. What sets Mcdonough Capital Management, Inc. apart is their commitment to discretion, as they manage 100% of their assets on a discretionary basis. Their client base predominantly comprises high-net-worth individuals, for whom they provide tailored investment strategies. The firm's compensation structure is diverse, including a percentage of assets under management. With four skilled employees, all engaged in investment advisory services, Mcdonough Capital Management, Inc. ensures a personalized approach to each client. On average, their investment advisors oversee approximately $27,740,000 in assets under management, reflecting their expertise and ability to handle substantial portfolios. Mcdonough Capital Management, Inc. takes pride in their team of experienced advisors, with notable individuals such as George Jackson, Thanh-Cam Nguyen, and Edward Mcdonough, who have contributed significantly to the firm's success. With a single office location in Orlando, FL, Mcdonough Capital Management, Inc. remains dedicated to providing exceptional investment advisory services and fostering long-term financial growth for their valued clients.

Holland Advisory Services, Inc. is a local investment advisory firm based out Ormond Beach, FL with 1 offices. Holland Advisory Services, Inc. has 14 total employees with 7 of them providing investment advisory services. They average approximately $26,440,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, fixed fees, . Approximately half of their assets under management are from employer 401Ks or individuals; they have good experience in this space. 100% of the assets they manage are discretionary. Holland Advisory Services, Inc. has over 460 individual clients with over $185,100,000 in assets under management.

American Financial Advisors Inc, based out of Winter Park, FL, is a local investment advisory firm providing comprehensive financial services. With a team of 6 highly skilled professionals, they specialize in investment advisory services for a diverse client base. Each investment advisor manages an average of $262,440,000 in assets, surpassing the industry average and showcasing their expertise in wealth management. Their compensation structure offers flexibility and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 460 individual clients, American Financial Advisors Inc manages a substantial portfolio of assets totaling over $725,690,000. The majority of these assets are held by high-net-worth individuals, demonstrating their ability to cater to the unique financial needs of affluent clients. One of the firm's notable strengths lies in their experience managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This expertise has established them as trusted advisors in retirement planning and investment strategies within this space. In addition to their investment advisory services, American Financial Advisors Inc also serves as an insurance broker or agent, ensuring comprehensive financial protection for their clients. Headquartered in Winter Park, FL, the firm operates from three conveniently located offices. The team includes seasoned advisors with long-standing tenures, such as William Mertes, Matthew Boyce, and Leslie Kelly. These professionals bring a wealth of experience and knowledge to the firm, further enhancing the quality of service provided to their valued clients.

Moisand Fitzgerald Tamayo, LLC is a prominent local investment advisory firm based in Orlando, FL, with three strategically located offices. With a team of 21 highly skilled professionals, including 8 dedicated investment advisors, they provide exceptional financial services to a diverse client base. The firm boasts an impressive track record, managing over $901,423,000 in assets under management for more than 420 individual clients. As a testament to their expertise, Moisand Fitzgerald Tamayo, LLC has an average of $97,810,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, such as a percentage of assets under management, ensuring a fair and transparent approach to client relationships. Specializing in high net worth individuals, the firm focuses primarily on managing discretionary assets. While 401K and individual accounts account for less than 30% of their assets under management, they possess the capability to effectively handle employer funds as well. Noteworthy industry veterans contribute to the firm's success, including Daniel Moisand, Ronald Tamayo, and Charles Fitzgerald, who have been instrumental in the company's longevity and reputation. Their collective experience, combined with a client-centric approach, has established Moisand Fitzgerald Tamayo, LLC as a trusted and reliable partner in wealth management.

FIRSTRUST is a reputable local investment advisory firm headquartered in the vibrant city of Daytona Beach, Florida. With a single office location, the company boasts a dedicated team of 8 highly skilled professionals, of which 5 specialize in providing comprehensive investment advisory services. Each investment advisor at FIRSTRUST oversees an impressive average of $36,000,000 in assets under management. FIRSTRUST prides itself on its diverse compensation structure, offering clients various options that include a percentage-based fee calculated on the assets under management, hourly charges, and fixed fees. Notably, a significant 93% of the assets entrusted to the firm are managed with discretion, allowing for customized strategies tailored to the unique needs and objectives of each client. Renowned for their expertise in serving high net worth individuals, FIRSTRUST effectively manages a substantial portfolio of assets, surpassing $180,000,000 in assets under management from more than 10 individual clients. The firm's success and longevity can be attributed in part to its team of experienced advisors. Among the most tenured and respected professionals at FIRSTRUST are Elayne Pisarik, Daniel Brownsberger, and Michael Koenig, who bring extensive industry knowledge and a track record of delivering exceptional results. As a local investment advisory firm, FIRSTRUST is deeply committed to providing personalized financial guidance and investment strategies that align with the unique circumstances and goals of its esteemed clientele. With a strong presence in the Daytona Beach community, FIRSTRUST continues to solidify its reputation as a trusted partner in wealth management and financial planning.

CERTIFIED ADVISORY CORP is a reputable investment advisory firm based out of Altamonte Springs, FL. With over 1,760 individual clients and an impressive $1,921,926,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Certified Advisory Corp operates from six strategically located offices, ensuring accessibility and convenience for their diverse client base. With a focus on employer 401Ks and individual investors, Certified Advisory Corp possesses extensive experience and expertise in managing these types of assets. Their dedication to providing exceptional service is reflected in their discretionary management approach, as 100% of the assets they oversee are under their professional discretion. The firm's compensation structure offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their specific needs and preferences. Certified Advisory Corp boasts a skilled team of 38 employees, 22 of whom specialize in investment advisory services. Each investment advisor manages an average of approximately $87,360,000 in assets, a figure that aligns with the industry average. Notably, the firm is distinguished by its long-tenured advisors, including Nancy Hecht, Harry Stadelmayer, and Barry Smith, who contribute their extensive knowledge and experience to the success of the firm. As a local investment advisory firm, Certified Advisory Corp remains committed to serving their clients' financial goals and building lasting relationships within the Altamonte Springs community.

Wells Global Investment Advisers LLC, based out of Winter Haven, FL, is a small investment advisory firm dedicated to providing comprehensive financial solutions. With a team of three skilled professionals, two of whom specialize in investment advisory services, the firm caters to a diverse clientele. As an industry-average asset management firm, Wells Global Investment Advisers oversees an impressive average of approximately $103,110,000 in assets per investment advisor. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and commissions. With over 100 individual clients, the firm manages a substantial portfolio totaling over $91,000,000 in assets. Notably, a significant portion of these assets come from high net worth individuals, demonstrating the firm's expertise in catering to this specialized market segment. Furthermore, Wells Global Investment Advisers has developed a strong track record and extensive experience in managing assets derived from employer 401(k) plans and individual accounts. Operating with full discretion, the firm ensures that all investment decisions are made solely by their expert advisors. While Wells Global Investment Advisers is a small firm, it makes a big impact in the industry. Their Winter Haven office serves as the hub for their operations, where they offer personalized and client-focused investment strategies. Dedicated to guiding their clients towards financial success, Wells Global Investment Advisers LLC combines their industry expertise, diverse compensation options, and a commitment to discretion to provide exceptional investment advisory services to individuals and businesses alike.

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.