BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a prominent investment advisory firm based in Boca Raton, FL. With a solid track record and an extensive client base, they cater to over 140 individual clients and manage assets worth over $732,747,000. Operating from their single office, the firm offers a range of services including investment management and acts as an insurance broker or agent. While BARON SILVER STEVENS serves a diverse client base, the majority of their assets under management are derived from high net worth individuals. Notably, they possess the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Around 84% of the assets they manage are under discretionary management, showcasing their expertise in making investment decisions on behalf of their clients. The firm employs a team of ten dedicated professionals, with seven of them specializing in providing investment advisory services. On average, each investment advisor manages approximately $104,680,000 in assets, which aligns with the industry average. BARON SILVER STEVENS also boasts a core group of seasoned advisors, including Kristopher Moody, Joel Levy, and Michael Silver, who have demonstrated long-term commitment and expertise in the field. BARON SILVER STEVENS operates under a comprehensive compensation structure, offering multiple options to clients, such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This allows them to tailor their services to meet the unique needs and preferences of each client, fostering a strong and trusted relationship. With their solid reputation, diverse range of services, and skilled team of advisors, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC continues to provide exceptional financial guidance and support to their valued clients in the Boca Raton area and beyond.

Palisades Hudson Asset Management, L.P., based out of Fort Lauderdale, FL, is a reputable investment advisory firm with a strong focus on providing personalized financial services to its clients. With a team of 18 dedicated professionals, Palisades Hudson offers comprehensive investment advisory services tailored to meet the unique needs of each client. The firm manages a significant portfolio, with over $1,376,025,000 in assets under management for more than 50 individual clients. With an average of approximately $94,640,000 in assets per investment advisor, Palisades Hudson's advisors possess the expertise and experience necessary to guide clients in achieving their financial goals. As an investment advisory firm, Palisades Hudson employs a diverse compensation structure, including a percentage of assets under management and fixed fees. This approach ensures alignment of interests between the firm and its clients, as advisors' compensation is tied to the performance and growth of the assets they manage. Palisades Hudson distinguishes itself by maintaining a 47% discretionary asset management ratio, empowering its advisors to make informed investment decisions on behalf of clients. The firm's commitment to transparency, integrity, and client satisfaction has earned them a loyal clientele. With six offices, Palisades Hudson serves clients both locally and across the United States. The firm takes pride in its team of seasoned advisors, including industry veterans Paul Jacobs, Shomari Hearn, and Larry Elkin, who bring a wealth of knowledge and expertise to their roles. Through their collective experience, Palisades Hudson Asset Management, L.P. remains dedicated to delivering exceptional financial solutions and strategies that help clients navigate the complexities of the investment landscape.

BCP Advisors LLC, based out of Miami, FL, is a reputable small investment advisory firm with a proven track record of success. With over 2,070 individual clients and a staggering $168,606,000 in assets under management, BCP Advisors is dedicated to providing personalized financial solutions to their diverse clientele. Specializing in managing employer 401K plans and individual portfolios, BCP Advisors is well-equipped to handle the complex needs of both employers and employees. In fact, more than 80% of their assets under management come from these sources, showcasing their expertise in retirement planning and wealth management. With a team of four highly qualified and experienced investment advisors, BCP Advisors ensures that each client receives individualized attention and tailored investment strategies. On average, each advisor manages approximately $42,150,000 in assets under management, a testament to their commitment to delivering outstanding results. BCP Advisors offers a transparent compensation structure that includes a percentage of assets under management. This alignment of interests ensures that their success is directly tied to the success of their clients. Notably, BCP Advisors prides itself on its long-tenured advisors, including Ignacio Del Fresno, Mauricio Armando, and Santiago Maggi. Their deep industry knowledge and extensive experience contribute to the firm's exceptional reputation and client satisfaction. Whether it's maximizing investment returns, optimizing retirement plans, or providing comprehensive financial guidance, BCP Advisors LLC stands out as a trusted partner in helping clients achieve their financial goals.

Amerant Investments, Inc., a local investment advisory firm based out of Coral Gables, FL, is dedicated to providing comprehensive financial solutions to their clients. With 37 employees, including 19 skilled investment advisors, the company boasts a strong team capable of managing a wide range of investment portfolios. Their expertise enables them to handle over $601,033,000 in assets under management for more than 410 individual clients. With an average of $39,100,000 in assets under management per investment advisor, Amerant Investments, Inc. demonstrates their commitment to personalized service and attention to detail. Their compensation structure is designed to align the interests of the advisors with the success of their clients, utilizing a percentage of assets under management as one of its components. While employer funds make up a significant portion of their assets under management, 401K and individual accounts collectively represent less than 30%. However, the company does possess the capability to effectively manage employer funds. Impressively, 57% of the assets they oversee are handled with discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. Amerant Investments, Inc. operates from six strategically located offices, ensuring accessibility and convenience for their clientele. Renowned for their seasoned team, the company boasts advisors such as Carla Parra, Miguel Gras, and Anabel Ferreiro Lopez, whose extensive experience contributes to the firm's success and the satisfaction of their diverse client base. With their comprehensive services and expertise, Amerant Investments, Inc. remains a trusted and reliable partner in achieving financial goals.

Bluekey Wealth Advisors, LLC is a small investment advisory firm based out of Hollywood, FL. With two offices, the firm employs a total of three professionals, two of whom specialize in providing investment advisory services. Known for their commitment to client satisfaction, Bluekey Wealth Advisors maintains an average of $65,940,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure offers flexibility, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, Bluekey Wealth Advisors possesses the capability to manage employer funds. Notably, 88% of the assets they oversee are discretionary, showcasing their expertise in handling clients' investments with autonomy. Catering primarily to high net worth individuals, Bluekey Wealth Advisors manages over $131,878,000 in assets for more than 70 individual clients. Among the firm's notable registered advisors, Amaury Sanchez-Cifuentes and Bruce Konners hold esteemed positions as the longest tenured professionals. Bluekey Wealth Advisors, LLC aims to provide personalized and comprehensive financial solutions to their discerning clientele. By combining their industry expertise, commitment to client satisfaction, and sound investment strategies, the firm strives to help individuals achieve their financial goals and secure their future.

Singer Wealth Advisors LLC, based out of Boca Raton, FL, is a reputable local investment advisory firm serving a diverse clientele. With 15 total employees, 13 of whom specialize in investment advisory services, the company boasts a strong team of professionals dedicated to providing expert financial guidance. Each investment advisor at Singer Wealth Advisors manages an impressive average of approximately $10,760,000 in assets under management, showcasing their extensive expertise in wealth management. The firm's compensation structure is tailored to meet the needs of their clients, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. With over 380 individual clients, Singer Wealth Advisors manages a significant amount of assets, amounting to over $299,152,000. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, highlighting their extensive experience in this specific area. Singer Wealth Advisors operates from four offices, allowing them to conveniently serve their clientele in Boca Raton and the surrounding areas. The company takes pride in its longstanding advisors, including Avis Burwasser, Janyl Smith, and Brandon Judas, who bring a wealth of knowledge and experience to the table. As a fully discretionary investment advisory firm, Singer Wealth Advisors exercises complete authority in managing their clients' assets, ensuring a proactive and personalized approach to wealth management. With their track record of success and commitment to client satisfaction, Singer Wealth Advisors LLC stands as a trusted partner for individuals and businesses seeking sound financial guidance in the Boca Raton community 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.

Benchmark Financial Wealth Advisors LLC is a small investment advisory firm based out of Boca Raton, FL, with three offices. With a team of nine dedicated professionals, four of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. Leveraging their expertise, Benchmark Financial Wealth Advisors LLC manages an impressive average of approximately $154,180,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure offers flexibility to clients, with options including a percentage of assets under management, fixed fees, and hourly charges. While 401(k) and individual accounts make up less than 30% of their assets under management, Benchmark Financial Wealth Advisors LLC also possesses the capability to oversee employer funds. All of the assets they manage are handled on a discretionary basis, ensuring their clients' financial interests are their top priority. In addition to investment advisory services, Benchmark Financial Wealth Advisors LLC extends its expertise as an insurance broker or agent, providing clients with a holistic approach to their financial well-being. With a roster of over 230 individual clients, the firm manages a substantial $616,727,000 in assets under management. Notably, several of the firm's advisors, including Willard Schoch, Roger Kalina, and Philip Piedt, boast long tenures at the company, showcasing their deep commitment to client satisfaction and lasting relationships.

EMFO, LLC, headquartered in Weston, FL, is a prominent local investment advisory firm providing comprehensive financial solutions. With a dedicated team of 16 skilled professionals, including 6 investment advisors, EMFO, LLC excels in managing substantial assets with an average of $31,960,000 per advisor. Their compensation structure is diverse, incorporating a percentage of assets under management and fixed fees. Boasting an impressive track record, EMFO, LLC oversees a robust client base, serving over 30 individuals who entrust the firm with more than $821,688,000 in assets under management. Their unwavering commitment to excellence is exemplified by their discretionary management of 100% of the assets they handle. EMFO, LLC prides itself on its team of seasoned advisors who possess a wealth of experience. Among the firm's most tenured professionals are George Suarez, Allan Budelman, and Scot Hunter, who bring extensive industry knowledge and expertise to the table. Driven by a client-centric approach, EMFO, LLC strives to understand the unique goals and objectives of each client, offering tailored investment strategies to optimize financial growth. They prioritize transparency, accountability, and building long-lasting relationships based on trust. With their commitment to delivering exceptional results and their strong presence in the Weston community, EMFO, LLC has established itself as a trusted partner for individuals seeking comprehensive investment advisory services. Through their one office location, they continue to empower clients to make informed financial decisions and navigate the complexities of the ever-evolving market.

Sky Alpha Asset Advisors LLC is a small investment advisory firm headquartered in Boca Raton, FL. With one office, they provide professional financial guidance to clients seeking expert advice for their investment portfolios. Led by a team of experienced professionals, Sky Alpha Asset Advisors LLC employs five dedicated individuals, four of whom specialize in delivering top-notch investment advisory services. With an average of $67,290,000 in assets under management per investment advisor, Sky Alpha Asset Advisors LLC aligns with the industry's average, showcasing their ability to handle substantial portfolios effectively. They offer a competitive compensation structure, including a percentage of assets under management and performance-based fees, ensuring their interests are closely aligned with their clients'. As a discretionary asset management firm, Sky Alpha Asset Advisors LLC manages 100% of the assets under their care, affording them the flexibility to make investment decisions on behalf of their clients autonomously. Their client base primarily comprises high-net-worth individuals, demonstrating their expertise in catering to affluent investors. Having built a reputation for excellence, Sky Alpha Asset Advisors LLC boasts a roster of over 20 individual clients, entrusting them with a remarkable $269,175,000 in assets under management. The firm takes pride in the extensive tenure of their advisors, with notable professionals such as John Entenberg, Alex Lee, and Michael Shatsky serving as key members of their team. With a commitment to providing tailored investment strategies and unparalleled client service, Sky Alpha Asset Advisors LLC continues to deliver exceptional financial advice, helping their clients navigate the complexities of the investment landscape and strive towards their financial goals.

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.