Forza Wealth Management, based out of Sarasota, FL, is a distinguished investment advisory firm catering to high net worth individuals. With over 60 individual clients and an impressive $285,477,000 in assets under management, Forza Wealth Management prides itself on its commitment to excellence and personalized financial strategies. As a small firm with a single office, Forza Wealth Management offers comprehensive investment advisory services, specializing in discretionary asset management. While employer funds comprise a significant portion of their assets, 401K and individual accounts represent less than 30% of their portfolio. This allows the firm to focus on providing tailored solutions that align with each client's unique financial goals. With a compensation structure that includes a percentage of assets under management and hourly charges, Forza Wealth Management ensures transparency and alignment of interests with their clients. The firm's dedicated team of four experienced professionals provides investment advisory services, averaging approximately $71,370,000 in assets under management per investment advisor, in line with the industry average. Forza Wealth Management takes pride in its long-tenured advisors, including Kimberly Evener, Timothy Videnka, and Michael Demassa, who bring a wealth of expertise and knowledge to the table. Their collective experience and dedication enable the firm to navigate the complex financial landscape and provide insightful guidance to their clients. With a track record of success and a commitment to delivering exceptional service, Forza Wealth Management stands as a trusted partner for affluent individuals seeking comprehensive wealth management solutions in the Sarasota area.

Macke Financial Advisory Group is a well-established investment advisory firm based in Fort Myers, FL. With their single office location, they cater to a diverse range of clients seeking professional financial guidance. The firm boasts a team of four highly skilled professionals, two of whom specialize in providing investment advisory services. Their expertise and dedication have allowed them to maintain an impressive average of $68,210,000 in assets under management per investment advisor, which aligns with the industry standard. Macke Financial Advisory Group offers a comprehensive compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach to financial planning. Although their focus primarily lies on managing assets for high-net-worth individuals, they possess the necessary expertise and capabilities to oversee employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. With over 70 individual clients, Macke Financial Advisory Group demonstrates their ability to cultivate strong, long-lasting relationships built on trust and reliability. Their exceptional services have attracted clients with a combined total of over $136,418,000 in assets under management. Notably, Todd Macke and Kevin Jordan stand as the firm's most experienced and tenured registered advisors, contributing their extensive knowledge and expertise to the success of the firm. Overall, Macke Financial Advisory Group distinguishes itself as a reputable and trusted financial advisor, offering personalized and comprehensive solutions to help clients navigate the complex world of investments and achieve their financial goals.

Global Financial Private Client is a reputable investment advisory firm headquartered in Sarasota, FL. With one office location, they offer personalized financial solutions to a diverse clientele. Comprising a team of six dedicated professionals, five of whom specialize in investment advisory services, Global Financial Private Client manages an average of $83,840,000 in assets per advisor, aligning with industry standards. Their compensation structure is designed to meet clients' unique needs, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Impressively, 81% of the assets they oversee are managed on a discretionary basis, demonstrating their clients' trust in their decision-making abilities. Catering primarily to high net worth individuals, Global Financial Private Client serves a distinguished client base, boasting over 60 individual clients with a substantial $419,218,000 in assets under management. The firm takes pride in its experienced advisors, with Stephen Fedak, Cynthia Shuford, and Derek Hartman standing out as some of the longest-tenured professionals within the organization. Global Financial Private Client distinguishes itself by delivering tailored investment strategies, maintaining industry-standard asset management levels, and cultivating long-standing client relationships. Their commitment to excellence and client satisfaction has solidified their position as a trusted investment advisory firm in Sarasota, FL.

Plan Confidence Corporation is a small investment advisory firm based out of Sarasota, FL. With a single office, they cater to a diverse clientele seeking expert guidance in managing their investments. The firm is composed of two dedicated professionals, one of whom specializes in providing comprehensive investment advisory services. With an average of approximately $80,000 in assets under management per investment advisor, Plan Confidence Corporation ensures that their clients' financial interests are well-protected. Their compensation structure includes various options such as a percentage of assets under management and fixed fees, tailored to suit individual client needs. Over 80% of the assets they manage are either employer 401K's or individuals, demonstrating their expertise in effectively handling retirement accounts. Their extensive experience and qualifications make them highly qualified to oversee 401K plans for both employers and employees. Impressively, 74% of the assets managed by Plan Confidence Corporation are discretionary, showcasing their expertise in making strategic investment decisions on behalf of their clients. With a focus on personalized service, the firm serves a significant number of individual clients, each with over $75,000 in assets under management. Kevin Clark, one of the firm's longest-tenured registered advisors, has been an integral part of Plan Confidence Corporation since 2016. His extensive knowledge and experience contribute to the firm's commitment to delivering exceptional investment advisory services. Plan Confidence Corporation prides itself on providing a reliable and trusted partner to navigate the complexities of investment management, offering clients peace of mind and confidence in their financial future.

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.

Sara-Bay Financial Corp., a small investment advisory firm based out of Sarasota, FL, is renowned for its exceptional financial services. With over 250 individual clients and a staggering $213,242,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from a single office, Sara-Bay Financial Corp. caters to a diverse clientele, with approximately half of their assets under management originating from employer 401Ks and individual investors. With a wealth of experience in managing employer 401Ks and individual assets, Sara-Bay Financial Corp. demonstrates expertise and reliability in this specialized field. They possess the unique distinction of managing 100% of their clients' assets on a discretionary basis, ensuring utmost dedication to achieving their financial goals. Sara-Bay Financial Corp. employs a team of five professionals, three of whom are dedicated to providing comprehensive investment advisory services. The company follows a compensation structure that includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. Notably, Sara-Bay Financial Corp. maintains an average of $71,080,000 in assets under management per investment advisor, which aligns with the industry average. The firm takes pride in its experienced team, with James Mills, Benjamin Hard, and James Hard among their longest-tenured advisors. These individuals bring a wealth of knowledge and expertise to the table, further enhancing the company's ability to serve its clients effectively. Sara-Bay Financial Corp. continues to build its reputation as a premier investment advisory firm, combining a client-centric approach with seasoned professionals, all driven by a shared commitment to delivering outstanding financial services.

Pullen Investment Management is a small investment advisory firm headquartered in Bradenton, FL, boasting two office locations. With a total of two dedicated employees, the firm exclusively focuses on providing top-notch investment advisory services. On average, each investment advisor at Pullen manages approximately $65,870,000 in assets under management, aligning with the industry average. Pullen Investment Management utilizes a comprehensive compensation structure, encompassing various types of fees such as a percentage of assets under management and fixed fees. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all the assets entrusted to them are under their discretionary management. Catering primarily to high-net-worth individuals, Pullen Investment Management proudly serves over 40 individual clients, expertly managing their assets totaling over $131,743,000. Among the highly experienced registered advisors at the firm, Tyler Pullen and Allen Butler hold the distinction of being two of the longest-tenured professionals, ensuring continuity and expertise in providing exceptional service to their discerning clientele. With an unwavering commitment to delivering personalized investment strategies and superior financial guidance, Pullen Investment Management strives to optimize clients' portfolios, safeguard their financial interests, and cultivate long-lasting relationships built on trust and results.

Monorail Securities, a small investment advisory firm based out of Sarasota, FL, boasts a team of 8 dedicated professionals, with 3 experts specializing in providing top-notch investment advisory services. With their knowledge and experience, they have established themselves as leaders in the industry. On average, each investment advisor at Monorail Securities manages approximately $1,000,000 in assets, ensuring their clients receive personalized attention and optimal returns on their investments. Monorail Securities' compensation structure is designed to align their interests with those of their clients. They receive a percentage of the assets under management, ensuring that their success is directly tied to the growth and profitability of their clients' portfolios. A significant portion of their assets under management, over 80%, consists of employer 401K plans and individual investments. This makes them well-equipped and highly qualified to manage 401K plans for employers and employees alike. With a focus on discretionary asset management, Monorail Securities has gained the trust of over 5,550 individual clients. Their exceptional track record has resulted in them overseeing a substantial $3,000,000 in assets under management. By providing comprehensive investment strategies tailored to each client's unique goals and risk tolerance, Monorail Securities has built a reputation for delivering superior financial advice and guidance. Monorail Securities' dedication to their clients' success, combined with their expertise in managing investments and 401K plans, sets them apart in the industry. As they continue to expand their reach, Monorail Securities remains committed to delivering exceptional service and ensuring their clients' financial well-being for years to come.

Liberty Private Client, LLC is a small investment advisory firm based out of Fort Myers, FL, with a rich history of providing personalized financial services to its clients. With a team of six dedicated professionals, including four investment advisors, Liberty Private Client offers comprehensive investment advisory services tailored to meet the unique needs of their clients. Their expertise in managing assets is evident, as they boast an impressive average of approximately $97,920,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure is flexible, accommodating various methods such as a percentage of assets under management, fixed fees, and hourly charges. With over 60 individual clients entrusting them with their financial well-being, Liberty Private Client manages an impressive total of over $198,651,000 in assets. While the majority of these assets are held by high-net-worth individuals, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent a smaller portion of their assets under management. Operating from two office locations, Liberty Private Client prides itself on its longstanding advisors, some of whom have been with the firm for many years. Notable individuals include Harry Dittmann, Richard Seidel, and Michael Mccort, who bring a wealth of experience and expertise to the team. With 100% of the assets they manage being discretionary, Liberty Private Client ensures that clients' investment portfolios are handled with the utmost care and attention, allowing them to focus on achieving their financial goals with peace of mind.

Setchfield Asset Management, headquartered in Bradenton, FL, is a reputable investment advisory firm catering to a diverse clientele. With over 200 individual clients, they currently oversee an impressive $126,500,000 in assets under management. As a small but dynamic firm, Setchfield Asset Management operates from a single office and specializes in providing comprehensive investment advice and services. With a focus on financial security and risk management, Setchfield Asset Management also operates as an insurance broker or agent. They possess extensive expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Notably, an overwhelming majority of 94% of the assets they handle are discretionary, showcasing their proficiency in making strategic investment decisions. The firm's compensation structure is designed to align with their clients' success, including a percentage-based fee model tied to the assets under management. Although Setchfield Asset Management boasts a lean team of two employees, one of them is dedicated to providing top-notch investment advisory services. With an average of $126,500,000 in assets under management per investment advisor, Setchfield Asset Management matches the industry standard. Steven Setchfield, one of their registered advisors, stands as a seasoned professional with an enduring commitment to the firm since 2017. Setchfield Asset Management is driven by a passion for helping clients achieve their financial goals while delivering personalized service and exceptional results. Through their expertise and dedication, they have established a strong presence in the Bradenton area and continue to expand their footprint in the investment advisory space.