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.

G. A. Repple & Company is a highly reputable regional investment advisory firm based in Casselberry, FL. With over 3,640 individual clients and an impressive $548,010,000 in assets under management, they have established themselves as a trusted partner in financial management. Operating from 23 offices, G. A. Repple & Company offers a comprehensive range of services, including investment advice and insurance brokerage. Specializing in employer 401K plans and individual investments, G. A. Repple & Company boasts an impressive track record of success. Over 80% of their assets under management are comprised of employer 401K plans or individual portfolios. Demonstrating their expertise and commitment to personalized service, 84% of these assets are managed with discretionary authority. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. With a dedicated team of 68 employees, including 60 experienced investment advisors, G. A. Repple & Company ensures that clients receive the attention and expertise they deserve. On average, each investment advisor manages approximately $9,130,000 in assets, showcasing their ability to handle substantial portfolios. G. A. Repple & Company takes pride in their team of seasoned advisors, some of whom have been with the firm for many years. Notable individuals such as Robert Wolfe, Glenn Repple, and Jeffrey Woodward have proven their commitment to delivering exceptional financial guidance to clients. With their extensive experience, diverse service offerings, and impressive client base, G. A. Repple & Company is a trusted partner for individuals and businesses seeking expert investment advice and insurance solutions in Casselberry, FL, 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.

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.

American Financial Advisors Inc, based out of Winter Park, FL, is a local investment advisory firm providing comprehensive financial services. With a team of 6 highly skilled professionals, they specialize in investment advisory services for a diverse client base. Each investment advisor manages an average of $262,440,000 in assets, surpassing the industry average and showcasing their expertise in wealth management. Their compensation structure offers flexibility and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 460 individual clients, American Financial Advisors Inc manages a substantial portfolio of assets totaling over $725,690,000. The majority of these assets are held by high-net-worth individuals, demonstrating their ability to cater to the unique financial needs of affluent clients. One of the firm's notable strengths lies in their experience managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This expertise has established them as trusted advisors in retirement planning and investment strategies within this space. In addition to their investment advisory services, American Financial Advisors Inc also serves as an insurance broker or agent, ensuring comprehensive financial protection for their clients. Headquartered in Winter Park, FL, the firm operates from three conveniently located offices. The team includes seasoned advisors with long-standing tenures, such as William Mertes, Matthew Boyce, and Leslie Kelly. These professionals bring a wealth of experience and knowledge to the firm, further enhancing the quality of service provided to their valued clients.

FIRSTRUST is a reputable local investment advisory firm headquartered in the vibrant city of Daytona Beach, Florida. With a single office location, the company boasts a dedicated team of 8 highly skilled professionals, of which 5 specialize in providing comprehensive investment advisory services. Each investment advisor at FIRSTRUST oversees an impressive average of $36,000,000 in assets under management. FIRSTRUST prides itself on its diverse compensation structure, offering clients various options that include a percentage-based fee calculated on the assets under management, hourly charges, and fixed fees. Notably, a significant 93% of the assets entrusted to the firm are managed with discretion, allowing for customized strategies tailored to the unique needs and objectives of each client. Renowned for their expertise in serving high net worth individuals, FIRSTRUST effectively manages a substantial portfolio of assets, surpassing $180,000,000 in assets under management from more than 10 individual clients. The firm's success and longevity can be attributed in part to its team of experienced advisors. Among the most tenured and respected professionals at FIRSTRUST are Elayne Pisarik, Daniel Brownsberger, and Michael Koenig, who bring extensive industry knowledge and a track record of delivering exceptional results. As a local investment advisory firm, FIRSTRUST is deeply committed to providing personalized financial guidance and investment strategies that align with the unique circumstances and goals of its esteemed clientele. With a strong presence in the Daytona Beach community, FIRSTRUST continues to solidify its reputation as a trusted partner in wealth management and financial planning.

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.

Dorman Financial Management, P.A. is a reputable investment advisory firm based out of Maitland, FL, providing comprehensive financial solutions to its clients. With over 260 individual clients and assets under management totaling more than $143,226,000, they have established a strong presence in the industry. This small yet dynamic firm operates out of a single office in Maitland, FL, catering to a diverse range of clients. Dorman Financial Management, P.A. has garnered extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. Notably, 99% of the assets they oversee are under their discretionary control, reflecting their clients' trust in their expertise and decision-making capabilities. Dorman Financial Management, P.A. has a well-structured compensation system that includes various fee types, such as a percentage of assets under management and fixed fees. This ensures that their clients receive tailored financial advice while aligning the firm's interests with their clients' investment goals. With a dedicated team of five employees, three of whom provide investment advisory services, Dorman Financial Management, P.A. maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $47,740,000 in assets under management, which is in line with industry standards. James Dorman and Chelsea Arb are among the firm's longest-tenured registered advisors, showcasing their commitment to providing consistent and reliable financial guidance. Dorman Financial Management, P.A. prides itself on its personalized approach, expert knowledge, and commitment to helping clients achieve their financial objectives.

Keyes, Stange & Wooten Wealth Management, LLC is a well-established investment advisory firm located in Palm Coast, FL. With two offices, the company serves a diverse range of clients, primarily focusing on high net worth individuals. Committed to delivering exceptional financial guidance, Keyes, Stange & Wooten Wealth Management, LLC boasts a team of seven highly skilled professionals, four of whom specialize in investment advisory services. As a trusted partner in wealth management, the firm currently manages assets worth an impressive $280,012,000 for over 230 individual clients. With an average of $70,000,000 in assets under management per investment advisor, Keyes, Stange & Wooten Wealth Management, LLC performs at the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. While the majority of their assets under management are discretionary, Keyes, Stange & Wooten Wealth Management, LLC also possesses the expertise to handle employer funds. Although 401K and individual accounts represent less than 30% of their assets, the firm takes pride in providing comprehensive solutions to meet diverse investment needs. Keyes, Stange & Wooten Wealth Management, LLC is distinguished by its team of experienced advisors, including Marcus Wooten, Howard Stange, and Gerald Keyes, who have demonstrated their commitment to client success over the years. With a customer-centric approach and a focus on delivering tailored financial strategies, the firm has earned a reputation for excellence in the industry.

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.

Lyons Investment Management is a small investment advisory firm based out of Winter Park, FL, with two offices strategically located for convenient client access. With a team of six dedicated professionals, Lyons Investment Management provides comprehensive investment advisory services to individuals, families, and businesses. Led by experienced financial experts, Lyons Investment Management boasts a track record of successfully managing a substantial amount of assets under management (AUM). On average, each of their two investment advisors oversees approximately $35,320,000 in AUM. With their client-centric approach, they prioritize personalized investment strategies tailored to meet the unique financial goals and risk tolerance of each client. The firm's compensation structure includes various types, such as a percentage of AUM and performance-based fees, aligning their interests with their clients' investment success. While Lyons Investment Management's AUM is predominantly composed of non-retirement accounts, representing over 70% of their managed assets, they also possess the expertise to manage employer funds, including 401(k) plans. Lyons Investment Management operates with full discretion over the assets they manage, providing clients with peace of mind and allowing for swift decision-making based on market conditions. Currently, they serve over 20 individual clients, successfully managing assets totaling more than $70,637,000. One of the firm's longest-tenured registered advisors, Mark Zavanelli, has been an integral part of Lyons Investment Management since 2019. His extensive industry knowledge and dedication contribute to the firm's reputation for delivering top-tier investment advisory services to clients seeking financial stability and growth.

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.