Rivertree Advisors, LLC is a small investment advisory firm based out of Winter Park, FL, with two offices. With a total of three employees, one of whom provides investment advisory services, the firm has established itself as a trusted financial partner. Drawing on their extensive experience and expertise, Rivertree Advisors manages assets under management averaging approximately $18,140,000 per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. With over 70 individual clients, Rivertree Advisors oversees an impressive portfolio of assets under management, totaling over $162,355,000. Their clientele primarily consists of high net worth individuals, as the majority of the assets they manage are for this specific group. While 401K and individual accounts account for less than 30% of their assets under management, Rivertree Advisors also possesses the capability to manage employer funds. As a discretionary investment firm, they have full authority to make investment decisions on behalf of their clients, with 99% of the assets they manage falling under this category. Theodore Rich and Lisa Grady-Strange are two of the longest-tenured registered advisors at Rivertree Advisors, lending their seasoned perspectives to the firm's operations. With their dedication to providing tailored investment advisory services and their commitment to building long-lasting client relationships, Rivertree Advisors, LLC continues to thrive in the ever-evolving financial landscape.

Financial Advisory Partners, LLC, a small investment advisory firm located in Winter Park, FL, is committed to providing personalized and comprehensive financial services to its clients. With a team of three dedicated professionals, all of whom provide investment advisory services, they prioritize individualized attention and tailored solutions. With an average of $76,560,000 in assets under management per investment advisor, Financial Advisory Partners, LLC maintains performance levels on par with the industry average. Their compensation structure is designed to align the interests of the firm with their clients and may include a percentage of assets under management. The firm manages a diverse portfolio, overseeing more than $270,707,000 in assets for over 40 individual clients. The majority of their assets are managed for high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. Although 401K and individual accounts represent less than 30% of their assets under management, Financial Advisory Partners, LLC possesses the capability to effectively manage employer funds. A distinguishing aspect of Financial Advisory Partners, LLC is their discretionary asset management, with 100% of the assets they oversee falling under this category. This approach allows them to make informed decisions on behalf of their clients, taking into account their individual circumstances and financial objectives. As a small investment advisory firm, Financial Advisory Partners, LLC operates from a single office in Winter Park, FL. The firm is proud to have long-tenured advisors such as Patricia Manley, Alexander Vandenberg, and David Sutphin, whose experience and dedication contribute to the firm's success. With a commitment to personalized service and a focus on achieving their clients' financial goals, Financial Advisory Partners, LLC continues to be a trusted partner for individuals seeking expert guidance in Winter Park and beyond.

Spraker West Wealth Management, Inc is a small investment advisory firm based out of Maitland, FL, with one office. With a team of five employees, four of whom provide investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Their average assets under management per investment advisor is approximately $49,100,000, which aligns with the industry average. Spraker West Wealth Management, Inc utilizes a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Notably, all of the assets they manage are under discretionary control, ensuring efficient decision-making and timely execution. The firm primarily caters to high net worth individuals, managing over $196,395,000 in assets for more than 50 individual clients. Susan Spraker and John West, two of the longest-tenured registered advisors with the firm, bring extensive experience and expertise to their roles. Their commitment to building long-term relationships and providing personalized investment strategies sets them apart in the industry. Spraker West Wealth Management, Inc strives to deliver exceptional client service, combining their deep financial knowledge with a holistic approach to wealth management. With their strong track record and dedication to client success, they aim to help individuals achieve their financial goals and preserve their wealth over time.

MATTHIAS PRIVATE WEALTH, LLC is a small investment advisory firm based out of Winter Park, FL, with a solid reputation for delivering exceptional financial services. With a team of 10 dedicated professionals, a small percentage of whom provide investment advisory services, they cater to a diverse clientele. The firm's average assets under management per investment advisor amount to approximately $81,080,000, aligning with the industry average. Matthias Private Wealth's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures that the firm's success is closely tied to their clients' financial growth. Boasting over 10 individual clients and managing more than $168,961,000 in assets, Matthias Private Wealth specializes in serving high-net-worth individuals. While the majority of their managed assets cater to this segment, the firm also possesses the expertise to oversee employer funds, although 401K and individual accounts represent a smaller proportion of their assets under management. With 85% of the assets they manage being discretionary, Matthias Private Wealth holds the trust of their clients in making independent decisions that align with their financial objectives. In addition to their investment advisory services, the firm also provides comprehensive accounting services, reinforcing their commitment to meeting all their clients' financial needs. Richard Matthias, one of the firm's longest tenured registered advisors, has been instrumental in its success since joining in 2017. With their exceptional team and personalized approach, Matthias Private Wealth, LLC continues to thrive as a trusted financial partner for individuals and businesses alike.

XCEL WEALTH MANAGEMENT, LLC is a small investment advisory firm based out of Holly Hill, FL, offering comprehensive financial services to clients. With a team of four dedicated professionals, three of whom specialize in providing investment advisory services, XCEL Wealth Management is committed to delivering personalized solutions that align with their clients' financial goals. The firm manages an impressive average of approximately $71,230,000 in assets under management per investment advisor, which is on par with industry standards. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees. With over 420 individual clients, XCEL Wealth Management oversees a substantial $360,977,000 in assets under management. Notably, half of these assets are derived from employer 401Ks and individuals, showcasing the firm's expertise and experience in this space. Moreover, an impressive 97% of the assets they manage are discretionary, emphasizing their clients' trust in their financial decision-making. XCEL Wealth Management operates from a single office, and their seasoned team includes some of the longest tenured advisors in the firm, including Randall Beardsley, Erick Palacios, and Jonathan Xynidis. These experienced professionals bring a wealth of knowledge and a client-centered approach to their work, ensuring that each client receives tailored strategies and excellent service. As a trusted partner in wealth management, XCEL Wealth Management, LLC strives to help their clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.

Financial Harvest Wealth Advisors, based out of Winter Park, FL, is a reputable investment advisory firm serving over 140 individual clients. With assets under management totaling more than $276,426,000, they are dedicated to providing comprehensive financial solutions to their clients. Specializing in serving high net worth individuals, Financial Harvest Wealth Advisors offers personalized wealth management services tailored to meet the unique needs and goals of each client. With a strong focus on discretionary asset management, Financial Harvest Wealth Advisors has the expertise to oversee a wide range of investment portfolios. While they primarily manage assets for high net worth individuals, they also possess the capability to effectively manage employer funds. In addition to their investment advisory services, Financial Harvest Wealth Advisors also functions as an insurance broker or agent, providing their clients with comprehensive insurance solutions. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Comprising a team of 8 dedicated professionals, Financial Harvest Wealth Advisors ensures that each client receives the individual attention and guidance they require. Their experienced investment advisors, including Kellen Williams, Nancy Witter, and David Witter, bring a wealth of knowledge and expertise to the table. On average, each investment advisor manages approximately $46,070,000 in assets under management, which aligns with the industry average. With a track record of success and a commitment to excellence, Financial Harvest Wealth Advisors continues to establish itself as a trusted partner in helping clients achieve their financial goals.

AEGIS WEALTH MANAGEMENT, LLC is a reputable investment advisory firm headquartered in Maitland, FL. With over 130 individual clients and more than $134,529,000 in assets under management, Aegis Wealth Management prides itself on providing personalized financial solutions to meet their clients' diverse needs. Operating from a single office, their dedicated team of four employees, including three investment advisors, diligently work to optimize their clients' portfolios and safeguard their financial future. Specializing in managing assets for high net worth individuals, Aegis Wealth Management boasts an impressive track record of success. While 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the expertise to effectively handle employer funds. A remarkable 91% of the assets they manage are discretionary, highlighting their clients' trust in their investment decisions. Aegis Wealth Management offers a flexible compensation structure that includes various types such as fixed fees. Their investment advisors, with an average of approximately $44,840,000 in assets under management per advisor, align with the industry average in terms of performance. The firm takes pride in its experienced team, which includes long-tenured advisors like Matthew McMahan, Christine Carlson, and Thuong Pham, who have consistently provided exceptional service to their clients. As Aegis Wealth Management continues to grow and build upon its solid reputation, it remains committed to delivering comprehensive wealth management strategies and maintaining a client-centric approach. With their expertise and dedication, Aegis Wealth Management aims to ensure their clients' financial goals are not only met but exceeded.

CERTIFIED ADVISORY CORP is a reputable investment advisory firm based out of Altamonte Springs, FL. With over 1,760 individual clients and an impressive $1,921,926,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Certified Advisory Corp operates from six strategically located offices, ensuring accessibility and convenience for their diverse client base. With a focus on employer 401Ks and individual investors, Certified Advisory Corp possesses extensive experience and expertise in managing these types of assets. Their dedication to providing exceptional service is reflected in their discretionary management approach, as 100% of the assets they oversee are under their professional discretion. The firm's compensation structure offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their specific needs and preferences. Certified Advisory Corp boasts a skilled team of 38 employees, 22 of whom specialize in investment advisory services. Each investment advisor manages an average of approximately $87,360,000 in assets, a figure that aligns with the industry average. Notably, the firm is distinguished by its long-tenured advisors, including Nancy Hecht, Harry Stadelmayer, and Barry Smith, who contribute their extensive knowledge and experience to the success of the firm. As a local investment advisory firm, Certified Advisory Corp remains committed to serving their clients' financial goals and building lasting relationships within the Altamonte Springs community.

Holland Advisory Services, Inc. is a local investment advisory firm based out Ormond Beach, FL with 1 offices. Holland Advisory Services, Inc. has 14 total employees with 7 of them providing investment advisory services. They average approximately $26,440,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, fixed fees, . Approximately half of their assets under management are from employer 401Ks or individuals; they have good experience in this space. 100% of the assets they manage are discretionary. Holland Advisory Services, Inc. has over 460 individual clients with over $185,100,000 in assets under management.

Compass Financial Advisory Services, LLC, a small investment advisory firm based in Ormond Beach, FL, is dedicated to providing exceptional financial guidance and investment management to its clients. With over 570 individual clients and an impressive $295,936,000 in assets under management, Compass Financial Advisory Services is recognized for its expertise and track record of success. The firm prides itself on its extensive experience in managing employer 401Ks and individual investments, with approximately half of its assets under management stemming from these sources. The team at Compass Financial Advisory Services possesses deep knowledge of this space, enabling them to navigate the intricacies of retirement planning and investment strategies effectively. Compass Financial Advisory Services operates under a comprehensive compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive tailored financial solutions aligned with their unique needs and preferences. With a total of three dedicated employees, including two investment advisors, Compass Financial Advisory Services offers personalized attention and a high level of service to its clients. The firm's average of approximately $147,970,000 in assets under management per investment advisor exceeds the industry average, emphasizing their ability to handle substantial portfolios effectively. Tara Sanders, Bruce Boyle, and Lauren Tanksley are among the firm's longest-tenured advisors, showcasing their commitment to building lasting relationships with clients and providing trusted financial advice. Compass Financial Advisory Services continues to make a positive impact in the financial industry by helping individuals and businesses achieve their financial goals with confidence and clarity.

401K Generation is a highly reputable investment advisory firm based in Altamonte Springs, FL. With over 80 individual clients, they have built a strong foundation of trust and expertise in managing assets. Currently, their portfolio boasts an impressive $130,583,000 in assets under management. Despite the majority of their assets being derived from 401K and individual accounts, the firm also possesses the capability to effectively oversee employer funds. With a commitment to delivering personalized financial solutions, 401K Generation emphasizes discretionary management, ensuring clients' assets are handled with utmost care and tailored to their specific needs. Their compensation structure is designed to accommodate various preferences, offering options such as a percentage of assets under management and fixed fees. Driven by a team of 35 dedicated professionals, including 7 investment advisory experts, 401K Generation consistently delivers exceptional service to their clients. Each investment advisor manages an average of $18,650,000 in assets, showcasing their proficiency in handling substantial portfolios. Notably, the firm takes pride in the experience and tenure of some of their key advisors, including Eric Stauffer, Edward Rojas, and Kelli Rojas, who have been instrumental in establishing the company's longstanding success. As a local firm with a global outlook, 401K Generation combines their extensive industry knowledge, personalized approach, and commitment to integrity to help clients navigate the complexities of investment management and secure their financial future.