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.

Fourthought Financial Partners, LLC is a reputable investment advisory firm located in Venice, FL. With a team of 17 dedicated professionals, they provide expert financial guidance to a diverse clientele. Six of their employees specialize in offering investment advisory services, catering to the unique needs of their clients. On average, each investment advisor oversees approximately $108,190,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to tailor their services to meet the specific requirements of each client. Fourthought Financial Partners, LLC boasts an impressive client base, serving over 460 individuals and managing assets worth more than $1,071,313,000. While a significant portion of their assets under management is for high-net-worth individuals, they also have the capacity to handle employer funds, although 401K and individual accounts make up less than 30% of their assets. The firm operates under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. With a local presence and a single office in Venice, FL, Fourthought Financial Partners, LLC offers a personalized and accessible experience to their clients. Several of the firm's most experienced advisors include Alexander Wolfe, James Stamper, and Bradley Patton, who have contributed significantly to the firm's longstanding reputation for excellence in the financial industry.

J. L. Bainbridge & Co., Inc., based out of Sarasota, FL, is a reputable investment advisory firm catering to high net worth individuals. With over $740,302,000 in assets under management and a client base of more than 570 individuals, they have established themselves as a trusted partner in wealth management. The firm operates from a single office and boasts a team of eight dedicated employees, with five of them specializing in providing investment advisory services. While J. L. Bainbridge & Co., Inc. primarily focuses on managing discretionary assets, they also possess the expertise to handle employer funds, although these constitute less than 30% of their assets under management. Their compensation structure is diverse, incorporating various models, such as a percentage of assets under management, ensuring a flexible approach to meet the needs of their clients. Notably, the average assets under management per investment advisor at J. L. Bainbridge & Co., Inc. amount to approximately $148,060,000, which significantly exceeds the industry average. This highlights their ability to effectively manage substantial wealth portfolios. The firm takes pride in their experienced team of advisors, with Joel Oldham, John Leeming, and Jerry Bainbridge among the longest tenured professionals, bringing their wealth of knowledge and expertise to serve their clients' financial goals. As a local investment advisory firm, J. L. Bainbridge & Co., Inc. has cultivated strong relationships within the Sarasota community. Their commitment to delivering personalized wealth management solutions, coupled with their impressive track record, positions them as a reliable and capable partner for high net worth individuals seeking professional guidance in navigating the complexities of the financial market.

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.

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.

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.

Day Hagan Asset Management, based out of Sarasota, FL, is a reputable investment advisory firm that caters to over 190 individual clients, managing an impressive $636,236,000 in assets. As a small firm with two offices, Day Hagan specializes in providing personalized investment solutions tailored to their clients' unique financial goals. With a discretionary approach, they have complete authority to make investment decisions on behalf of their clients. The compensation structure at Day Hagan Asset Management is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, commissions, and hourly charges. This flexible approach ensures that clients can choose a payment method that aligns with their preferences and needs. With a team of 11 dedicated professionals, including four experienced investment advisors, Day Hagan Asset Management maintains a high level of expertise and client service. Each investment advisor oversees an average of approximately $159,060,000 in assets under management, surpassing the industry average. This achievement demonstrates the firm's commitment to delivering exceptional results and growing clients' wealth. Notably, Day Hagan Asset Management prides itself on its longstanding advisors who have played pivotal roles in the firm's success. Regan Teague, Arthur Day, and Donald Hagan are among the longest tenured advisors, exemplifying their deep knowledge and commitment to their clients' financial well-being. Overall, Day Hagan Asset Management stands as a trusted partner for individuals seeking expert guidance and comprehensive investment management, ensuring their financial success and peace of mind.

Advantage Retirement Group, based out of Fort Myers, FL, is a distinguished investment advisory firm serving clients with integrity and expertise. With two offices, they offer comprehensive financial solutions to individuals and employer-sponsored 401Ks. This small yet dynamic firm boasts a team of six highly qualified professionals, two of whom specialize in investment advisory services. Impressively, Advantage Retirement Group manages an average of approximately $162,350,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, they exercise full discretion over the assets they oversee, ensuring optimal investment decisions aligned with their clients' objectives. Moreover, Advantage Retirement Group serves as an insurance broker or agent, broadening their scope of services to provide comprehensive coverage and protection. With an extensive portfolio of over 440 individual clients, they manage a remarkable $324,702,000 in assets. Among the firm's notable advisors are Alfred Tounjian and David Antonucci, both possessing extensive experience and tenure with Advantage Retirement Group. These seasoned professionals contribute to the firm's outstanding reputation and client satisfaction. Advantage Retirement Group's commitment to excellence, personalized attention, and vast knowledge of retirement planning distinguishes them within the financial industry. Clients can trust them to navigate the complexities of investment management and insurance, securing a prosperous and secure future.

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.

Wealth Planning And Design LLC, a small investment advisory firm based out of Sarasota, FL, boasts an impressive track record in managing wealth for high net worth individuals. With over 240 individual clients and more than $92,188,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. While their primary focus lies in managing discretionary assets, including 401K and individual accounts, Wealth Planning And Design LLC also possesses the expertise to effectively handle employer funds. Their comprehensive compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with client objectives. The firm takes pride in its dedicated team of professionals, with all three employees actively providing investment advisory services. With an average of approximately $30,730,000 in assets under management per investment advisor, clients benefit from personalized attention and tailored strategies. Wealth Planning And Design LLC places a strong emphasis on continuity and expertise, evident in the long-standing tenure of several advisors. Notable individuals include Jeffrey Speers, Joni Rametta, and Leonard Leetzow, whose extensive experience contributes to the firm's exceptional service and client satisfaction. Operating from their Sarasota office, Wealth Planning And Design LLC remains committed to delivering comprehensive wealth planning and investment management services to their valued clientele.

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.

Ranch Capital Advisors Inc., based out of Sarasota, FL, is a prominent local investment advisory firm. With over 260 individual clients and more than $226,803,000 in assets under management, they have established themselves as a trusted partner in wealth management. With two offices, they cater to a diverse clientele seeking financial guidance and investment solutions. Ranch Capital Advisors Inc. offers a comprehensive range of services, acting as a registered representative of a broker-dealer and an insurance broker or agent. While their assets under management consist of less than 30% from 401K and individual accounts, they possess the expertise to handle employer funds. All of the assets they manage are discretionary, ensuring clients have full confidence in their investment decisions. Catering primarily to high-net-worth individuals, Ranch Capital Advisors Inc. is well-versed in managing substantial wealth portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a dedicated team of six employees, including five experienced investment advisors, Ranch Capital Advisors Inc. maintains a balanced workload. On average, each investment advisor oversees approximately $45,360,000 in assets under management, which aligns with industry standards. The firm takes pride in its experienced team, boasting several long-tenured advisors such as Gregory Pacitti, Abigail Skipper, and Elissa Lovell. Their collective expertise, coupled with a commitment to personalized service, enables Ranch Capital Advisors Inc. to provide exceptional investment advisory solutions to their valued clients.