Belleair Asset Management, LLC, based in Belleair Bluffs, FL, is a reputable investment advisory firm with a distinguished track record. With over 80 individual clients and assets under management exceeding $212,509,000, Belleair Asset Management is committed to providing top-notch financial services. The firm's expertise lies in managing a diverse portfolio of assets, with discretionary accounts constituting 75% of their overall management. While their focus is primarily on high-net-worth individuals, they also possess the capability to oversee employer funds. Having a keen understanding of the importance of compensation structures, Belleair Asset Management offers multiple options tailored to their clients' needs. These include a percentage-based fee structure as well as fixed fees. With a small team of three employees, one of whom provides dedicated investment advisory services, the firm ensures personalized attention and efficient management. Their impressive average of approximately $212,510,000 in assets under management per investment advisor surpasses industry standards, reflecting their commitment to delivering exceptional results. Belleair Asset Management prides itself on its experienced staff, including James Clark, one of the firm's longest-tenured registered advisors, who has been with the company since 2018. By combining their extensive knowledge, unwavering dedication, and client-centric approach, Belleair Asset Management, LLC continues to establish itself as a trusted partner in the financial services industry, helping clients navigate their investment journey and achieve their long-term financial goals.

Darwin Wealth Management is a reputable investment advisory firm based out of Tampa, FL, with four offices strategically located to serve their clients. With a team of 14 dedicated professionals, including eight experienced investment advisors, they provide comprehensive investment advisory services to a diverse clientele. Their average assets under management per investment advisor amount to approximately $59,150,000, aligning them with industry standards. The firm offers a versatile compensation structure, tailored to meet their clients' unique needs. This includes options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Notably, over 80% of their assets under management come from employer 401K plans and individual clients. Darwin Wealth Management possesses specialized expertise in managing 401K plans for employers and employees alike, making them an ideal choice for businesses seeking reliable investment management services. Remarkably, the firm manages all assets on a discretionary basis, demonstrating their clients' trust in their decision-making abilities. With a robust client base of over 2,660 individuals, Darwin Wealth Management oversees an impressive $473,212,000 in assets under management. The firm's success is partly attributed to its dedicated team, including seasoned advisors such as Matthew Krueger, Michael Sorrentino, and Kevin Harwood, who have been instrumental in serving clients over the long term. Darwin Wealth Management takes pride in delivering tailored investment solutions, offering comprehensive advisory services, and fostering strong relationships with their clients. With their proven track record, expertise in managing 401K plans, and commitment to client success, Darwin Wealth Management stands as a trusted partner in the financial industry.

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.

E. Batoff & Co., Inc. is a small investment advisory firm based out of Tampa, FL, specializing in providing comprehensive investment services. With over 20 individual clients, they manage a substantial portfolio of assets totaling more than $212,225,000. The firm's primary focus is on serving high net worth individuals, although they also possess the capability to manage employer funds. Led by Edward Batoff and Evan Batoff, who are among the firm's longest tenured registered advisors, E. Batoff & Co., Inc. prides itself on delivering personalized investment strategies tailored to each client's unique financial goals. Their team consists of two dedicated professionals, both of whom are fully committed to delivering exceptional investment advisory services. With an average of approximately $19,210,000 in assets under management per investment advisor, E. Batoff & Co., Inc. boasts a solid track record of successfully growing and preserving client wealth. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a strong alignment of interests between the firm and its clients. While the majority of assets managed are for high net worth individuals, E. Batoff & Co., Inc. also accommodates 401K and individual accounts, although these represent less than 30% of their total assets under management. Notably, the firm manages 100% of their assets on a discretionary basis, empowering them to make informed investment decisions based on their expertise and market insights. Located in Tampa, FL, E. Batoff & Co., Inc. operates out of a single office, offering a personalized and accessible experience for their valued clientele.

Raymond James & Associates, Inc., based out of St. Petersburg, FL, is a national investment advisory firm with a strong presence in the financial industry. With over 615 offices, they serve a wide range of clients, including individual investors and employer 401Ks, managing a substantial $306,121,310,000 in assets. Their expertise in the investment space is evident, as approximately 70% of the assets they manage are discretionary. With a client base of over 397,800 individuals, Raymond James & Associates, Inc. offers comprehensive services that extend beyond investment advisory. They also serve as an insurance broker or agent and a registered municipal advisor, ensuring a holistic approach to their clients' financial needs. Raymond James & Associates, Inc. has a diverse compensation structure, including a percentage of assets under management, hourly charges, fixed fees, and commissions. Their commitment to providing tailored financial solutions is further emphasized by their team of 4,620 investment advisors, each averaging around $66,260,000 in assets under management. This level of expertise is on par with industry standards. The firm takes pride in its seasoned advisors, such as Francis Godbold, Dennis Zank, and Bruce Rhodes, who have demonstrated their dedication and longevity within the organization. With a workforce of 11,789 employees, Raymond James & Associates, Inc. combines experience, knowledge, and a wide array of services to support their clients' financial goals and aspirations.

Lawrence Financial Planning, LLC is a leading investment advisory firm based out of Tampa, FL. With a total of 5 dedicated professionals, including 2 experienced investment advisors, they offer comprehensive financial planning services to individuals and businesses. Their exceptional track record and commitment to delivering top-tier results have propelled them to an average of approximately $204,210,000 in assets under management per investment advisor, surpassing the industry average. Lawrence Financial Planning, LLC's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Their expertise in managing employer 401Ks and individual accounts is evident, as over half of their impressive $114,596,000 in assets under management are derived from these sources. Additionally, they possess extensive experience in the discretionary asset management space, with 6% of the assets they oversee falling under this category. As a small investment advisory firm, Lawrence Financial Planning, LLC boasts a strong reputation built on the commitment and expertise of their team. With a single office location, they provide personalized attention and tailored solutions to their diverse client base. Julie Lawrence, one of their longest-tenured registered advisors, has been with the firm since 2009, contributing her wealth of knowledge and experience to the company's success. In summary, Lawrence Financial Planning, LLC is a distinguished investment advisory firm in Tampa, FL, delivering exceptional financial planning services to a wide range of clients. With their outstanding assets under management, seasoned professionals, and extensive experience in employer 401Ks and discretionary asset management, they continue to thrive as a trusted partner in helping clients achieve their financial goals.

Transamerica Financial Advisors, Inc., headquartered in St. Petersburg, FL, is a leading national investment advisory firm with a network of 287 offices. With a client base exceeding 58,570 individuals, the firm manages an impressive $1,815,426,000 in assets. Specializing in investment management and insurance brokerage, Transamerica Financial Advisors offers a comprehensive range of services to cater to their clients' financial needs. The firm's expertise lies in managing employer-sponsored 401K plans and individual investment portfolios, which collectively represent over 80% of their assets under management. Their highly qualified team of 1235 employees provides exceptional investment advisory services, averaging approximately $1,470,000 in assets under management per advisor. Transamerica Financial Advisors boasts a robust compensation structure that includes various types, such as a percentage of assets under management, ensuring alignment with their clients' interests and goals. With a strong emphasis on discretionary management, 75% of the assets they oversee are handled with discretion, allowing for proactive decision-making based on market conditions and client preferences. Among the firm's notable achievements are the contributions of their longest tenured advisors, including Carl Kennedy, Carl Cook, and Byron Patton, who have played pivotal roles in the firm's success over the years. With their vast client base, significant assets under management, and experienced team of professionals, Transamerica Financial Advisors, Inc. is well-positioned to provide exceptional financial guidance and support to both employers and individuals seeking expert investment and insurance solutions.

Atlas Fiduciary Financial, LLC is a reputable investment advisory firm headquartered in Sarasota, FL, with an additional office location. With a dedicated team of seven professionals, including five experienced investment advisors, they provide comprehensive investment advisory services. The firm boasts an impressive average of approximately $35,650,000 in assets under management per investment advisor. Atlas Fiduciary Financial, LLC offers a flexible compensation structure, tailored to meet the diverse needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the expertise to handle employer funds. Notably, all assets managed by the firm are discretionary. The firm primarily caters to high-net-worth individuals, managing a significant portion of their wealth. With a client base of over 80 individuals, Atlas Fiduciary Financial, LLC oversees an impressive $178,236,000 in assets under management. The firm takes pride in its experienced advisors, some of whom have demonstrated remarkable tenure. Alison Hall, Laura Mattia, and Stephen Craffen are among the notable and longest-serving advisors at the firm, offering their expertise to guide clients toward financial success. Atlas Fiduciary Financial, LLC stands as a trusted local partner for individuals seeking reliable and comprehensive investment advisory services in Sarasota, FL. With their seasoned team and track record of success, they are well-positioned to serve the diverse needs of their valued clients.

Compound Family Offices, LLC is a local investment advisory firm headquartered in Sarasota, FL. With a single office, they offer comprehensive financial services to clients seeking expert guidance in managing their wealth. Boasting a team of six highly skilled professionals, Compound Family Offices, LLC specializes in providing investment advisory services to their esteemed clientele. With an average of $62,920,000 in assets under management per investment advisor, Compound Family Offices, LLC demonstrates a solid track record in delivering sound financial solutions. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, ensuring flexibility and transparency in their fee arrangements. While a minor portion of their assets under management is attributed to 401K and individual accounts, Compound Family Offices, LLC possesses the expertise to oversee employer funds. They exclusively manage discretionary assets, with the majority of their portfolio catering to high-net-worth individuals. The firm proudly serves over 70 individual clients, collectively managing assets valued at more than $314,618,000. Compound Family Offices, LLC benefits from the experience of their long-standing advisors, including Scott Gurr, Erik Popham, and Jeffrey Mullens, who have consistently delivered exceptional financial solutions. Committed to their clients' success, Compound Family Offices, LLC remains dedicated to providing personalized strategies tailored to individual goals and objectives.

Walsh & Associates, LLC, a reputable investment advisory firm based out of Sarasota, FL, distinguishes itself through its highly skilled team and impressive track record. With a total of 13 dedicated employees, including 5 experienced investment advisors, they deliver exceptional financial guidance to a diverse clientele. Their robust asset management portfolio averages an impressive $766,410,000 per investment advisor, surpassing industry standards. Having cultivated strong relationships with over 720 individual clients, Walsh & Associates, LLC oversees a substantial $481,850,000 in assets under management. Catering primarily to high-net-worth individuals, they have earned a reputation for their expertise in handling sizable investments. While managing employer funds is within their capabilities, they allocate less than 30% of their assets under management to 401K and individual accounts. As a testament to their commitment to their clients, Walsh & Associates, LLC exclusively offers discretionary asset management services, ensuring their expertise guides every investment decision. Additionally, they extend their services beyond investment advisory, acting as registered representatives of a broker-dealer and serving as insurance brokers or agents. Located in Sarasota, FL, Walsh & Associates, LLC operates from two offices to better serve their clients. The firm takes pride in its team's longevity, with Suzanne Stacy McKelvey, Thomas Walsh, and Michael Walsh among their most tenured advisors. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment of interests with their clients. With a steadfast commitment to excellence, Walsh & Associates, LLC continues to empower individuals and businesses to achieve their financial goals.

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.