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.

Actitrust Wealth Management LLC, a small investment advisory firm headquartered in Plantation, FL, caters to a diverse client base of over 50 individuals. With a strong track record of success, they manage a substantial portfolio of assets, surpassing $115,525,000 in value. While individual accounts and 401Ks account for less than 30% of their assets under management, Actitrust Wealth Management LLC possesses the expertise to oversee employer funds as well. With their commitment to providing exceptional service, Actitrust Wealth Management LLC ensures that all assets they manage are under their full discretion, allowing them to make informed investment decisions aligned with their clients' goals. Their compensation structure offers various options, including a percentage of assets under management, ensuring a mutually beneficial relationship. At Actitrust Wealth Management LLC, a team of four dedicated professionals provides comprehensive investment advisory services. The average assets under management per investment advisor stands at an impressive $28,880,000, highlighting their ability to handle substantial portfolios. Among the firm's longest-serving advisors are Eduardo Bello, Alejandro Yanes, and Alfredo Yanes, who bring extensive experience and industry knowledge to their clients' investment strategies. With a commitment to personalized financial solutions and a strong emphasis on building long-term relationships, Actitrust Wealth Management LLC is well-positioned to assist clients in achieving their financial objectives.

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.

Templeton Investment Counsel, LLC, headquartered in Ft. Lauderdale, FL, is a leading investment advisory firm catering to a diverse clientele. With a total of 33 dedicated professionals, 18 of whom specialize in providing investment advisory services, the company boasts a team of experienced and knowledgeable experts. ChatGPT Knowledge: Templeton Investment Counsel, LLC, has a strong track record in managing assets for its clients. Templeton Investment Counsel, LLC stands out with an impressive average of approximately $35,230,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring alignment with clients' interests and specific needs. With over $8,045,902,000 in assets under management, Templeton Investment Counsel, LLC serves more than 590 individual clients. What sets them apart is their dedication to providing discretionary management for 100% of the assets they oversee. This approach allows them to make investment decisions on behalf of their clients, leveraging their expertise and deep understanding of the market. In addition to their core investment advisory services, Templeton Investment Counsel, LLC offers commodity pool operator or commodity trading advisor services, both for registered and exempt clients. This comprehensive range of services enables them to cater to a wide array of investment strategies and preferences. As a local firm, Templeton Investment Counsel, LLC has established a strong presence in Ft. Lauderdale, FL, operating from three offices strategically positioned to better serve their clients. Their commitment to excellence and personalized approach make them a trusted partner for individuals seeking expert guidance and effective management of their investment portfolios.

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.

FIORI FINANCIAL GROUP: Fiori Financial Group, a prominent investment advisory firm located in Fort Lauderdale, FL, prides itself on delivering comprehensive financial solutions to a diverse clientele. With a dedicated team of eight highly skilled professionals, including six experienced investment advisors, the firm is committed to helping individuals and businesses achieve their financial goals. With an impressive average of $29,080,000 in assets under management per investment advisor, Fiori Financial Group demonstrates its expertise in managing clients' wealth. The firm's compensation structure encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a transparent and fair arrangement for both clients and advisors. Fiori Financial Group boasts an extensive client base, serving over 140 individual clients and overseeing a substantial $324,231,000 in assets under management. Primarily catering to high net worth individuals, the firm specializes in providing tailored financial strategies to maximize returns and mitigate risks. Although 401K and individual accounts comprise less than 30% of the total assets under management, Fiori Financial Group also possesses the expertise to manage employer funds. Operating from two offices in Fort Lauderdale, Fiori Financial Group offers local accessibility and personalized service to its valued clients. The firm takes pride in its long-tenured advisors, including Marguerite Fiori, Abraham Arce, and Leslie Vigil, who bring a wealth of experience and knowledge to the team. With a 100% discretionary approach to managing assets, Fiori Financial Group distinguishes itself as a trusted partner, consistently delivering comprehensive financial solutions tailored to each client's unique needs and objectives.

Bridges Capital LLC is a small investment advisory firm based out of Fort Lauderdale, FL. With one office, they offer comprehensive investment advisory services to their clients. With a total of one dedicated employee, Bridges Capital LLC ensures personalized attention and a high level of expertise in managing their clients' investments. The firm boasts an impressive average of approximately $10,970,000 in assets under management per investment advisor. Their compensation structure is diverse, including a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, Bridges Capital LLC possesses the capability to manage employer funds. Notably, all of the assets managed by Bridges Capital LLC are discretionary, allowing them to make informed investment decisions on behalf of their clients. The firm primarily serves high net worth individuals, managing a substantial number of individual client accounts, totaling over $10,968,000 in assets under management. Raymond Bridges, one of the longest-tenured registered advisors at Bridges Capital LLC, has been with the firm since 2018. His extensive experience and dedication contribute to the firm's reputation for providing reliable investment advisory services. Bridges Capital LLC aims to create a solid bridge between their clients' financial goals and successful investment strategies. With their personalized approach, extensive expertise, and commitment to their clients' financial well-being, Bridges Capital LLC is a trusted partner in navigating the complex world of investment management.

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.