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.

GUIRY CAPITAL MANAGEMENT, LLC is a distinguished investment advisory firm based in Palm Beach Gardens, FL. With over $243,244,000 in assets under management (AUM), they have built a solid reputation as a trusted partner in financial management. Serving a diverse clientele, Guiry Capital Management, LLC caters to high net worth individuals seeking personalized investment strategies. The company's commitment to exceptional service is reflected in their two well-equipped offices, strategically located to efficiently serve their clients. Guiry Capital Management, LLC boasts a team of two highly skilled employees, each providing expert investment advisory services. This ensures that clients receive personalized attention and tailored investment advice to meet their unique financial goals. As a discretionary manager, Guiry Capital Management, LLC handles 14% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is flexible, incorporating a variety of fee types, including a percentage of AUM and fixed fees. This ensures transparency and alignment of interests between the firm and its clients. On average, each investment advisor at Guiry Capital Management, LLC manages approximately $121,620,000 in AUM. This figure places them in line with industry standards, showcasing their ability to handle substantial portfolios effectively. With a focus on delivering exceptional financial solutions, Guiry Capital Management, LLC continues to guide their clients towards long-term success and financial prosperity.

Blackridge Asset Management, LLC, headquartered in Jupiter, FL, is a leading regional investment advisory firm. With an extensive network of 62 offices, the company has established a strong presence in the financial industry. Blackridge Asset Management, LLC boasts a dedicated team of 80 highly skilled employees, all of whom specialize in providing comprehensive investment advisory services. With an impressive average of approximately $1,780,000 in assets under management per investment advisor, Blackridge Asset Management, LLC is known for its exceptional expertise in managing various compensation structures. These structures include a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm's primary focus lies in managing employer 401K plans and individual assets, which together account for over 80% of their total assets under management. Blackridge Asset Management, LLC is renowned for its discretionary management approach, as 98% of the assets they oversee fall under this category. With a substantial client base of over 600 individuals, the firm currently manages more than $142,558,000 in assets. This achievement can be attributed to the firm's exceptional advisors, many of whom have been with the company for a significant period. Notable among these seasoned professionals are Dennis Pellegrini, Bryan Kaarlsen, and Brian Breisinger, who contribute their extensive knowledge and experience to the firm's success. In summary, Blackridge Asset Management, LLC is a highly regarded regional investment advisory firm that excels in managing employer 401K plans and individual assets. With its vast network of offices, qualified team of advisors, and impressive track record, the firm continues to provide exceptional investment advisory services to its diverse clientele.

ATLANTIC WEALTH PARTNERS, LLC is a small investment advisory firm based out of Jupiter, FL. With its headquarters in this vibrant city, the company operates one office, catering to a diverse range of clients. Committed to providing exceptional financial guidance, Atlantic Wealth Partners, LLC has built a team of highly skilled professionals who specialize in investment advisory services. Employing a client-centered approach, the firm's team of four dedicated investment advisors focuses on delivering tailored solutions to meet individual financial goals. With an average of approximately $54,260,000 in assets under management per advisor, Atlantic Wealth Partners, LLC maintains a competitive position within the industry. The firm's compensation structure is designed to suit clients' preferences and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, Atlantic Wealth Partners, LLC possesses the expertise to manage employer funds, expanding its reach to corporate clients. As a discretionary manager, Atlantic Wealth Partners, LLC oversees a significant portion, approximately 88%, of the assets it manages. The firm primarily focuses on serving high-net-worth individuals, with over 100 individual clients entrusting them with a substantial total of more than $217,036,000 in assets under management. With a solid reputation for excellence, Atlantic Wealth Partners, LLC boasts a team of experienced advisors, including Greggory Brant, Tad Sacheck, and Stephen Olson, who have contributed significantly to the firm's success over the years.

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.

LWM Advisory Services, LLC is a reputable investment advisory firm based out of Plantation, FL. With over 810 individual clients and an impressive $596,569,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. Catering to a diverse range of clients, LWM Advisory Services, LLC offers personalized investment solutions tailored to meet the unique goals and risk tolerances of each individual. While the firm's primary focus is on managing discretionary assets, they also possess the expertise to handle employer funds. This versatility enables them to provide comprehensive investment strategies that encompass both 401K and individual accounts. LWM Advisory Services, LLC's compensation structure is designed to align with their clients' success, including a percentage of assets under management. With a team of nine dedicated professionals, including eight experienced investment advisors, LWM Advisory Services, LLC ensures that each client receives personalized attention and expert guidance. On average, each investment advisor manages approximately $74,570,000 in assets, placing them on par with the industry average. Notably, the firm prides itself on the tenure and expertise of its advisors, with long-standing professionals such as Marco Bohorquez, Joel Palatnik, and Sonja Koppenwallner contributing to the firm's continued success. Operating from their Plantation office, LWM Advisory Services, LLC remains committed to providing exceptional investment advisory services that help clients achieve their financial objectives and secure a prosperous future.

Northstar Financial Planners, Inc. is a reputable investment advisory firm located in Plantation, FL. With over 260 individual clients and a staggering $206,979,000 in assets under management, they have established themselves as a trusted resource for financial planning and wealth management. Serving both employer 401Ks and individuals, Northstar Financial Planners, Inc. boasts extensive experience in these areas. All of the firm's assets under management are discretionary, allowing their skilled advisors to make informed investment decisions on behalf of their clients. With one office in Plantation, Northstar Financial Planners, Inc. provides personalized and comprehensive financial services to their diverse clientele. Their compensation structure encompasses various options, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with clients' needs. The firm takes pride in their team of six dedicated employees, each of whom offers expert investment advisory services. Notably, Northstar Financial Planners, Inc. has an impressive average of approximately $34,500,000 in assets under management per investment advisor, highlighting their ability to handle substantial portfolios. Their success can be attributed, in part, to the expertise and dedication of their long-serving advisors, such as Steve Tepper, Gary Glanz, and Allen Giese. These experienced professionals have played a vital role in the firm's continued growth and client satisfaction. Whether assisting individuals or managing employer 401Ks, Northstar Financial Planners, Inc. provides comprehensive financial planning solutions tailored to each client's unique goals and circumstances. With their proven track record, commitment to excellence, and exceptional team, Northstar Financial Planners, Inc. stands out as a trusted partner for individuals and businesses seeking professional and reliable investment advisory services.

MG&A Wealth is a reputable investment advisory firm headquartered in Plantation, FL. With a single office, the company operates with a team of 11 skilled professionals, 5 of whom specialize in providing top-notch investment advisory services. Boasting an impressive track record, MG&A Wealth manages an average of $141,840,000 in assets per investment advisor, significantly surpassing industry standards. At MG&A Wealth, their compensation structure incorporates various methods, including a percentage of assets under management, fixed fees, and hourly charges. Notably, an overwhelming 99% of the assets they oversee are under their discretion, demonstrating the trust placed in their expertise. The firm primarily serves high net worth individuals, whose assets comprise the majority of their portfolio. With a robust client base, MG&A Wealth caters to over 70 individual clients, collectively entrusting the firm with a staggering $709,195,000 in assets under management. The firm takes pride in their long-standing advisory team, with Hugo Calenzani, Todd Battaglia, and James O'Halloran among the most experienced and tenured advisors at MG&A Wealth. Driven by a commitment to excellence and a client-centric approach, MG&A Wealth leverages their extensive knowledge and expertise to provide tailored investment solutions. Their consistent ability to exceed industry standards and deliver exceptional results has solidified their reputation as a trusted partner in wealth management within the Plantation, FL community and beyond.

Tobias Financial Advisors is a renowned investment advisory firm located in Plantation, FL, serving clients locally and nationwide. With its main office in Plantation, they have established a strong presence in the financial services industry. Led by a team of highly skilled professionals, Tobias Financial Advisors employs a total of 19 dedicated individuals, seven of whom specialize in providing expert investment advisory services. With an average of $91,570,000 in assets under management per investment advisor, Tobias Financial Advisors maintains an industry-standard position. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their managed assets, the firm possesses the expertise to handle employer funds effectively. Notably, 97% of the assets they manage are under discretionary management, showcasing their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Tobias Financial Advisors boasts an impressive portfolio of over 130 individual clients, with a cumulative $641,000,000 in assets under management. The firm's success can be attributed, in part, to the expertise of their longest-tenured advisors, including Catalina Franco-Cicero, Marianela Collado, and Matthew Saneholtz, who bring extensive industry experience and a deep understanding of financial markets. At Tobias Financial Advisors, their mission is to provide personalized financial guidance and superior investment strategies to their esteemed clients. By combining a client-centric approach with comprehensive wealth management solutions, they strive to help individuals and families achieve their financial goals and secure a prosperous future.

Fusco Financial Services Inc is a small investment advisory firm based out of Wilton Manors, FL, with one office. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services. On average, each investment advisor at Fusco Financial Services Inc manages approximately $58,870,000 in assets under management, which is consistent with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, fixed fees, and commissions. While their assets under management are predominantly derived from high net worth individuals, with 401K and individual accounts representing less than 30% of the total, Fusco Financial Services Inc also possesses the expertise to manage employer funds. In addition to investment advisory services, the firm also serves as an insurance broker or agent, offering a comprehensive suite of insurance solutions to meet their clients' diverse needs. With over 50 individual clients, Fusco Financial Services Inc oversees a substantial portfolio of assets under management, amounting to more than $117,750,000. Kenneth Fusco and Johanna Lobdell are two of the firm's most seasoned registered advisors, exemplifying their commitment to delivering exceptional financial guidance and building long-term relationships with their clients. With their expertise and personalized approach, Fusco Financial Services Inc aims to assist individuals and organizations in achieving their financial goals and securing their financial future.

Stillwater Wealth Management Group LLC is a small investment advisory firm based out of Juno Beach, FL. With one office, they offer personalized financial services to clients seeking expert guidance in managing their wealth. Comprised of a dedicated team of three professionals, Stillwater Wealth Management Group LLC focuses on providing comprehensive investment advisory services to individuals and families. Their team of experienced advisors assists clients in navigating the complexities of the financial markets and developing tailored investment strategies to achieve their financial goals. With an average of approximately $35,840,000 in assets under management per investment advisor, Stillwater Wealth Management Group LLC demonstrates a commitment to delivering quality service to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. Although 401(k) and individual accounts make up less than 30% of their assets under management, Stillwater Wealth Management Group LLC possesses the capability to manage employer funds, further diversifying their client base. With 95% of the assets they manage being discretionary, the firm emphasizes their expertise in making investment decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Stillwater Wealth Management Group LLC boasts an impressive roster of over 130 individual clients, with more than $107,508,000 in assets under management. Richard Blumenfeld and Tyler Wright, two of the longest tenured registered advisors with the firm, bring extensive industry knowledge and insight to Stillwater Wealth Management Group LLC. Through their professionalism and dedication, the firm strives to build enduring relationships with their clients, guiding them towards financial success and security.