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ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC
Wesley Chapel, Florida
Accurate Wealth Management, LLC is a reputable regional investment advisory firm headquartered in Wesley Chapel, FL. With over 11 offices, they serve a diverse clientele of more than 2,810 individual clients. The firm manages a substantial amount of assets, boasting an impressive $473,420,000 under their expert care. Distinguished by their extensive experience, Accurate Wealth Management, LLC excels in handling employer 401Ks and individual investments, which collectively contribute to approximately half of their assets under management. What sets them apart is their commitment to discretion, as they exclusively manage 100% of the assets on a discretionary basis. Accurate Wealth Management, LLC employs a flexible compensation structure, accommodating various client preferences. They offer different payment options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This adaptable approach ensures that clients can choose the compensation model that best aligns with their financial goals. The firm employs a total of 38 skilled professionals, with 28 dedicated investment advisors providing personalized services to their discerning clientele. Notably, Accurate Wealth Management, LLC boasts an impressive average of approximately $16,910,000 in assets under management per investment advisor, indicative of their proficiency in delivering tailored financial strategies. Among the firm's notable advisors are Trevor Taylor, Paul O'Grady, and Konstantinos Gotsis, who have demonstrated their expertise and commitment to client success over the years. Their longstanding presence exemplifies Accurate Wealth Management, LLC's dedication to building enduring relationships and ensuring the utmost satisfaction of their clients.
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Tampa, Florida
Jaffe Tilchin Investment Partners, LLC is a prominent regional investment advisory firm headquartered in Tampa, FL. With a single office, the company is comprised of a dedicated team of 31 employees, the majority of whom are highly skilled investment advisors. Demonstrating their expertise and commitment to client satisfaction, Jaffe Tilchin Investment Partners manages an impressive average of $44,120,000 in assets per investment advisor. The firm's compensation structure encompasses various models, such as a percentage of assets under management and fixed fees. While the management of 401K and individual accounts constitutes less than 30% of their assets, Jaffe Tilchin Investment Partners also possesses the capability to oversee employer funds. Notably, an overwhelming majority of the assets they manage, 93% to be precise, are discretionary. Catering primarily to high net worth individuals, Jaffe Tilchin Investment Partners boasts a substantial clientele of over 1,050 individual clients, representing an impressive $1,235,384,000 in assets under management. The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable individuals include Scott Jaffe, Michael Jones, and Louis Tilchin, who have played instrumental roles in the firm's success and garnered extensive industry experience. As a regional investment advisory firm, Jaffe Tilchin Investment Partners, LLC upholds a strong reputation for its exceptional service, comprehensive investment strategies, and dedication to helping clients achieve their financial goals.
PFG PRIVATE WEALTH MANAGEMENT, LLC
PFG PRIVATE WEALTH MANAGEMENT, LLC
Lutz, Florida
PFG Private Wealth Management, LLC, based out of Lutz, FL, is a reputable investment advisory firm that caters to a diverse client base. With over 530 individual clients, the company manages an impressive $239,608,000 in assets. PFG has built a strong presence in the industry, particularly in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. As a local firm, PFG Private Wealth Management, LLC understands the unique financial needs of its clients in the Lutz area. Their team of six dedicated employees, all experienced investment advisors, offer personalized services to assist clients in achieving their financial goals. With an average of $39,930,000 in assets under management per investment advisor, PFG ensures that each client receives the attention and guidance they deserve. PFG's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and allows clients to choose the most suitable arrangement for their investment needs. At PFG Private Wealth Management, LLC, clients benefit from the expertise of their longest tenured advisors, including James Serrano, Joao Teixeira, and Jeffrey Perry. These seasoned professionals bring a wealth of knowledge and experience to the table, ensuring that clients receive informed and strategic investment advice. With its solid track record, local presence, and commitment to client satisfaction, PFG Private Wealth Management, LLC stands as a trusted partner for individuals and businesses seeking comprehensive and reliable wealth management solutions.
ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC
Trinity, Florida
Orca Wealth Management, LLC, a small investment advisory firm based in Trinity, FL, is dedicated to providing personalized financial services to its clients. With over 250 individual clients and an impressive $151,281,000 in assets under management, Orca Wealth Management has earned a reputation for delivering tailored investment solutions. The firm operates from two offices and offers comprehensive advisory services across various investment avenues. While 401K and individual accounts make up less than 30% of their assets under management, Orca Wealth Management possesses the expertise and capability to effectively manage employer funds, ensuring comprehensive portfolio management. With a strong emphasis on discretionary management, Orca Wealth Management handles 99% of the assets they manage with the utmost care and expertise. This approach enables their clients to trust the firm's experienced advisors to make informed investment decisions on their behalf. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that their advisors' interests are aligned with the success of their clients' portfolios. Orca Wealth Management is staffed by a dedicated team of three professionals, with one specializing in investment advisory services. The firm prides itself on having investment advisors who manage an average of approximately $151,280,000 in assets, which exceeds the industry average. Kenneth Ouellette is one of the longest-tenured registered advisors at the firm, having been with Orca Wealth Management since 2021. With a commitment to excellence and personalized service, Orca Wealth Management strives to help their clients achieve their financial goals through prudent and strategic investment management.
RUTHERFORD ASSET PLANNING, INC.
RUTHERFORD ASSET PLANNING, INC.
Tampa, Florida
Rutherford Asset Planning, Inc., a small investment advisory firm based in Tampa, FL, specializes in providing comprehensive wealth management services to high net worth individuals. With over 40 individual clients and more than $159,215,000 in assets under management, Rutherford Asset Planning, Inc. is committed to helping their clients achieve their financial goals. Although 401K and individual accounts make up less than 30% of their assets under management, Rutherford Asset Planning, Inc. possesses the expertise to effectively manage employer funds as well. Their investment approach is entirely discretionary, enabling them to make strategic decisions on behalf of their clients to maximize returns. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a transparent and fair relationship with their clients. With a team of five dedicated professionals, including one investment advisor, Rutherford Asset Planning, Inc. delivers personalized financial strategies tailored to each client's unique needs. One of their longest-tenured registered advisors is Keith Amburgey, who has been with the firm since 2009. His extensive experience and expertise contribute to the firm's success in delivering exceptional investment advisory services. With an impressive average of approximately $159,210,000 in assets under management per investment advisor, Rutherford Asset Planning, Inc. surpasses the industry average, demonstrating their ability to handle substantial portfolios effectively. As Rutherford Asset Planning, Inc. continues to serve its clients with integrity and professionalism, they remain dedicated to helping individuals and families navigate the complexities of wealth management and achieve long-term financial success.
PSI ADVISORS, LLC
PSI ADVISORS, LLC
Tampa, Florida
Psi Advisors, LLC is a local investment advisory firm based out of Tampa, FL. With four offices, they cater to a diverse range of clients in the area. With a total of 22 dedicated employees, 13 of them specialize in providing expert investment advisory services. The firm boasts an impressive average of approximately $39,430,000 in assets under management per investment advisor, reflecting their proficiency in managing substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Psi Advisors, LLC has established itself as a trusted partner in managing employer 401Ks and individual investments, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space enables them to navigate the intricacies of retirement planning and individual wealth management effectively. Moreover, the firm also serves as a registered representative of a broker-dealer, expanding their range of services to provide comprehensive financial solutions to their clients. With over 1,350 individual clients, Psi Advisors, LLC oversees an impressive $512,576,000 in assets under management. Their commitment to delivering personalized and reliable investment advice has earned them a loyal client base. Notably, the firm is characterized by its seasoned advisors, including Brandan Teague, Eric Eaton, and Christopher Ferrell, who bring a wealth of experience to the table. Psi Advisors, LLC continues to prioritize its clients' financial goals and consistently strives to provide excellent investment advisory services to help them achieve long-term success.
NOBLE FAMILY WEALTH
NOBLE FAMILY WEALTH
Clearwater, Florida
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.
PERSONALIZED FINANCIAL SOLUTIONS LLC
PERSONALIZED FINANCIAL SOLUTIONS LLC
Clearwater, Florida
Personalized Financial Solutions LLC, headquartered in Clearwater, FL, is a small investment advisory firm that specializes in providing personalized financial solutions to individuals and employer-sponsored 401K plans. With 4 dedicated employees, including one investment advisor, the firm has established a solid reputation within the industry. Their expertise is evident as they manage an impressive average of approximately $57,610,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, offering various types of remuneration, including a percentage of assets under management. Personalized Financial Solutions LLC prides itself on its extensive experience in managing employer 401Ks and individual portfolios, with these categories accounting for roughly half of their assets under management. At Personalized Financial Solutions LLC, all the assets they manage are under discretionary authority, allowing them to make informed investment decisions on behalf of their clients. With a clientele of over 70 individuals, the firm oversees a substantial amount of assets, totaling over $57,606,000 under management. Notably, Todd Seymour stands as one of the firm's most tenured registered advisors, having been with Personalized Financial Solutions LLC since 2021. His expertise and dedication contribute to the firm's overall success, ensuring clients receive exceptional financial guidance and service. Personalized Financial Solutions LLC's commitment to personalized attention, combined with their experience in managing diverse portfolios, distinguishes them as a trusted and reliable partner in achieving clients' financial goals.
KAHN FINANCIAL GROUP
KAHN FINANCIAL GROUP
Clearwater, Florida
Kahn Financial Group, headquartered in Clearwater, FL, is a small investment advisory firm committed to providing comprehensive financial solutions to its clients. With a team of two dedicated professionals, they offer personalized investment advisory services tailored to meet individual needs. Their knowledgeable advisors boast an impressive track record, managing an average of $71,610,000 in assets per investment advisor. This figure aligns with the industry average, reflecting their competence and expertise in wealth management. Kahn Financial Group serves a diverse clientele, catering to over 130 individual clients with a combined $87,806,000 in assets under management. Notably, a significant portion of their assets comes from employer 401Ks and individuals, showcasing their proficiency in this area. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with their clients' financial success, fostering a mutually beneficial relationship. In addition to their investment advisory services, Kahn Financial Group acts as a registered representative of a broker-dealer and operates as an insurance broker or agent. This multifaceted approach allows them to offer a wide range of financial solutions to address diverse needs and goals. With a rich history and deep-rooted expertise, Kahn Financial Group has established itself as a trusted partner in the financial industry. The firm's success can be attributed to the invaluable contributions of its longest-tenured advisors, including Michael Kahn, Michael Carey, and David Kahn. Operating from their single office in Clearwater, FL, Kahn Financial Group continues to provide exceptional financial guidance, empowering their clients to achieve their financial aspirations.
ROGAN & ASSOCIATES
ROGAN & ASSOCIATES
Safety Harbor, Florida
Rogan & Associates is a reputable investment advisory firm based out of Safety Harbor, FL, boasting an extensive client base of over 1,370 individuals. With a staggering $286,017,000 in assets under management, the firm has firmly established itself as a trusted player in the financial industry. Operating from three conveniently located offices, Rogan & Associates specializes in providing comprehensive investment advice and portfolio management services. A significant portion of their assets under management, roughly 50%, is derived from employer-sponsored 401K plans and individual clients, highlighting their expertise in this particular realm. The firm excels in discretionary asset management, with approximately 90% of the assets they oversee falling under this category. Rogan & Associates prides itself on its flexible compensation structure, offering clients various options including a percentage of assets under management, hourly charges, and commissions. With a total workforce of 16 employees, 10 of whom serve as investment advisors, the firm maintains a highly skilled and dedicated team. Each investment advisor at Rogan & Associates manages an average of $28,600,000 in assets, showcasing their ability to handle substantial portfolios. Among the firm's seasoned advisors are Edwin Foss, Jason White, and Michael Rogan, who have been with the company for an extended period. Their wealth of experience and expertise contribute to the firm's strong track record of delivering sound investment strategies and excellent client service. Rogan & Associates is committed to assisting clients in achieving their financial goals through personalized investment advice, meticulous portfolio management, and a client-centric approach. With their impressive assets under management and a team of seasoned professionals, Rogan & Associates is a trusted partner for individuals and employers alike in the Safety Harbor, FL area.
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J. W. COLE ADVISORS, INC.
J. W. COLE ADVISORS, INC.
Tampa, Florida
J. W. Cole Advisors, Inc. is a well-established regional investment advisory firm headquartered in Tampa, FL. With an extensive network of 389 offices, the company has positioned itself as a trusted source of financial guidance and wealth management services. Employing a team of 521 professionals, including 434 dedicated to investment advisory, J. W. Cole Advisors, Inc. boasts a wealth of expertise and knowledge in the industry. With an average of $11,180,000 in assets under management per investment advisor, the firm demonstrates a strong track record of effectively managing clients' portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and tailored solutions to meet clients' needs. J. W. Cole Advisors, Inc. has established a solid reputation in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. The firm's impressive 71% of discretionary assets under management highlights their ability to provide customized investment strategies aligned with clients' goals and risk profiles. A testament to their success, J. W. Cole Advisors, Inc. serves over 21,750 individual clients, with a remarkable $4,854,030,000 in assets under management. The firm's longevity is exemplified by the tenure of their experienced advisors, including John Carlson, Rebecca Gaylor, and Robert Wood, who have played instrumental roles in shaping the company's continued growth and success. J. W. Cole Advisors, Inc. combines their vast industry knowledge, personalized approach, and commitment to client satisfaction to provide comprehensive investment advisory services that empower individuals and organizations to achieve their financial objectives.
PAYANT WEALTH MANAGEMENT GROUP
PAYANT WEALTH MANAGEMENT GROUP
Sun City Center, Florida
Payant Wealth Management Group is a highly regarded investment advisory firm based in Sun City Center, FL. With a strong presence in the community, they operate from two well-established offices. Comprised of a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services, the firm has earned a reputation for excellence. Drawing from their extensive expertise, Payant Wealth Management Group oversees an impressive average of $40,660,000 in assets under management per investment advisor. Their compensation structure is flexible and tailored to meet clients' needs, including options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Payant Wealth Management Group's business lies in their deep understanding and experience in managing employer 401Ks and individual accounts, which constitute approximately half of their total assets under management. This expertise positions them as trusted advisors in this domain. With an unwavering commitment to discretion and personalized service, Payant Wealth Management Group maintains full discretionary control over 100% of the assets they manage. Serving over 250 individual clients, they currently oversee an impressive $203,318,000 in assets under management. The firm takes pride in its team of accomplished advisors, several of whom have been with the company for many years. Among them are Peter Farina, Glenn Krcmaric, and Thomas Payant, individuals whose wealth of experience and dedication have contributed to the firm's continued success. As a leading investment advisory firm, Payant Wealth Management Group is known for its exceptional service, expertise, and commitment to helping clients achieve their financial goals.