MEIRA is a small investment advisory firm based out of Miami, FL, with a strong focus on delivering personalized financial solutions to its clients. With a team of 7 dedicated professionals, MEIRA offers a wide range of investment advisory services, with 4 experts specializing in providing tailored guidance and advice. The firm boasts an impressive average of approximately $79,380,000 in assets under management per investment advisor, which aligns with the industry average. MEIRA's compensation structure is designed to ensure transparency and fairness, encompassing various types of fees such as a percentage of assets under management and hourly charges. MEIRA takes pride in its extensive client base, serving over 50 individual clients with assets under management totaling over $223,405,000. While the majority of the assets managed are for high net worth individuals, the firm also has the expertise and capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. All of the assets managed by MEIRA are discretionary, reflecting the trust clients place in the firm's expertise and judgment. Operating from a single office in Miami, MEIRA has cultivated a team of highly experienced advisors, with notable members such as Deborah Badillo, Jorge Padilla, and Linda Boone, who have been with the firm for many years. MEIRA's commitment to personalized financial solutions and its team's expertise position it as a trusted partner for individuals seeking comprehensive investment advisory services in the Miami area.

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.

Heritage Investment Group, Inc. is a well-established local investment advisory firm based out of Pompano Beach, FL. With a team of 23 dedicated professionals, including 15 investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm's expertise lies in managing assets under management (AUM), which averages around $46,940,000 per investment advisor, a figure in line with industry standards. As a testament to their success, Heritage Investment Group, Inc. oversees an impressive portfolio of over $1,502,110,000 in AUM for more than 480 individual clients. While their primary focus is on catering to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their total AUM. Heritage Investment Group, Inc. prides itself on its discretionary asset management approach, meaning they have full authority to make investment decisions on behalf of their clients. Their compensation structure is diversified, offering a range of options, including a percentage of AUM, fixed fees, and performance-based fees. With five offices spread across the region, Heritage Investment Group, Inc. has firmly established itself as a trusted and respected financial advisory firm in the community. Their longevity can be attributed in part to the expertise and experience of their advisors, with notable figures such as Darryl Hinkle, Frederick Maclean, Jr., and Anne Maclean contributing to the firm's success over the years.

Linn Wealth Capital Management, LLC, headquartered in Miami Beach, FL, is a distinguished investment advisory firm serving a diverse clientele of over 40 individual clients. With more than $104,496,000 in assets under management, Linn Wealth Capital Management specializes in managing discretionary accounts, with 98% of the assets they oversee falling under this category. While high net worth individuals constitute the majority of their client base, the firm also possesses the capacity to handle employer funds. With a comprehensive compensation structure, Linn Wealth Capital Management offers a range of fee options, including a percentage of assets under management, hourly charges, and fixed fees. The firm's commitment to personalized service and expertise is reflected in the presence of two seasoned investment advisors, Jordan Linn and Ericka Herrera, who have established themselves as the longest tenured registered advisors at the company. With three dedicated employees in total, Linn Wealth Capital Management ensures that clients receive the attention and support they deserve. On average, each investment advisor oversees approximately $52,250,000 in assets under management, which aligns with the industry average. The firm operates from a single office, prioritizing a localized approach to cultivating lasting relationships with their valued clientele. As a small but accomplished investment advisory firm, Linn Wealth Capital Management is dedicated to delivering tailored financial solutions and managing client portfolios to help them achieve their long-term financial goals.

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.

Gladstone Wealth Partners, based out of Boca Raton, FL, is a regional investment advisory firm specializing in providing comprehensive financial services to individuals and employer 401Ks. With 109 dedicated employees, each offering investment advisory services, the firm boasts an impressive average of approximately $666,000,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management. One of Gladstone Wealth Partners' key strengths lies in their extensive client base, which comprises over 5,040 individual clients with a staggering $3,538,625,000 in assets under management. Notably, around half of these assets stem from employer 401Ks or individuals, showcasing the firm's expertise in this space. Furthermore, Gladstone Wealth Partners prides itself on its discretionary management approach, with 100% of the assets they handle falling under this category. The firm's presence spans across 54 offices, strategically positioned to better serve their diverse clientele. Within their ranks, Gladstone Wealth Partners boasts several long-tenured advisors who have amassed a wealth of experience. Notable names among these seasoned professionals include Michael Nedreski, Robert Maring, and Stephen Roth. Gladstone Wealth Partners distinguishes itself through its commitment to delivering personalized financial solutions, comprehensive wealth management strategies, and a client-centric approach. By leveraging their industry expertise and capitalizing on their significant assets under management, the firm aims to guide their clients towards achieving their financial goals and securing their financial future.

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.

Core Wealth Management, Inc., a small investment advisory firm headquartered in Jupiter, FL, is dedicated to providing personalized financial solutions to its clients. With a team of five highly skilled professionals, including four experienced investment advisors, Core Wealth Management, Inc. offers comprehensive investment advisory services. With an average of approximately $61,780,000 in assets under management per investment advisor, Core Wealth Management, Inc. maintains a solid standing within the industry. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored services to meet individual client needs. A notable aspect of Core Wealth Management, Inc.'s client base is their extensive experience managing employer 401Ks and individual portfolios, which collectively account for roughly half of their assets under management. With a proven track record in this space, they possess the expertise necessary to guide clients towards optimal financial outcomes. The firm's assets under management total over $247,105,000, spread across more than 260 individual clients. This impressive portfolio demonstrates Core Wealth Management, Inc.'s ability to attract and retain a diverse range of clients who trust their expertise and rely on their guidance to safeguard and grow their wealth. Among the firm's accomplished advisors, Jonathon Fernandez-Rubio, Jacquelyn Goldstick, and Todd Schanel stand out as some of the longest tenured professionals, exemplifying the continuity and stability that Core Wealth Management, Inc. offers to its clientele. Overall, Core Wealth Management, Inc. combines their industry knowledge, personalized approach, and extensive experience to deliver top-quality investment advisory services and help clients navigate the complexities of wealth management with confidence.

RM Financial Services, LLC is a small investment advisory firm headquartered in Delray Beach, FL, with a sole office location. With a team of six dedicated professionals, three of whom specialize in investment advisory services, the firm offers comprehensive financial solutions to individuals and businesses. Their primary focus lies in managing assets for high net worth individuals, serving over 260 individual clients and overseeing a substantial $172,362,000 in assets under management. RM Financial Services, LLC prides itself on its experienced team, providing expert guidance in managing employer 401Ks and individual investments. They possess extensive knowledge in this realm, as evidenced by their successful track record. As a discretionary investment advisor, the firm maintains full authority over the assets they manage. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. On average, each investment advisor at RM Financial Services, LLC oversees approximately $85,400,000 in assets under management, which aligns with the industry average. With a commitment to delivering personalized financial strategies tailored to individual needs, RM Financial Services, LLC strives to build lasting relationships with their clients. By combining their expertise, comprehensive services, and an unwavering dedication to client satisfaction, they aim to provide reliable financial guidance and assist their clients in achieving their long-term financial objectives.