Smith Asset Management Co., LLC, based out of Chiefland, FL, is a well-established investment advisory firm with a strong track record. With over 800 individual clients and more than $228,987,000 in assets under management, they have built a solid reputation in the industry. The company operates out of a single office and offers investment advisory services to a diverse range of clients. One of Smith Asset Management Co., LLC's notable strengths lies in their expertise in managing employer 401Ks and individual accounts. Around half of their assets under management come from these sources, showcasing their deep understanding of this space. The firm's services are entirely discretionary, allowing them to make investment decisions on behalf of their clients without requiring prior approval. The compensation structure at Smith Asset Management Co., LLC is flexible and includes various types such as a percentage of assets under management and hourly charges. This adaptability ensures that clients can choose a payment method that aligns with their preferences and needs. With two dedicated employees, the company maintains a favorable client-to-staff ratio. Each investment advisor at Smith Asset Management Co., LLC handles an average of approximately $114,490,000 in assets under management, which is on par with the industry average. Notably, Benjamin Smith stands out as one of the firm's longest-tenured registered advisors, having been with the company since 4026. Smith Asset Management Co., LLC is committed to providing top-notch investment advisory services, leveraging their experience, expertise, and commitment to their clients' financial goals.

Chacon Diaz & Di Virgilio Wealth Management, LLC is a reputable investment advisory firm headquartered in Gainesville, FL. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Chacon Diaz & Di Virgilio Wealth Management, LLC boasts an impressive portfolio of over 140 individual clients, entrusted with managing more than $90,000,000 in assets. Notably, approximately half of their assets under management stem from employer 401Ks or individual accounts, showcasing their expertise in this domain. Importantly, all the assets they manage are handled on a discretionary basis, providing clients with peace of mind and the assurance that their investments are in capable hands. Operating out of two offices, Chacon Diaz & Di Virgilio Wealth Management, LLC has established itself as a small yet influential player in the investment advisory field. The firm takes pride in the experience and knowledge of its advisors, with Guillermo Diaz, Lisa Chacon, and James DiVirgilio among the longest-tenured professionals on the team. Their collective expertise ensures that clients receive personalized, strategic financial guidance tailored to their unique goals and circumstances. With a strong focus on client satisfaction and a track record of successful wealth management, Chacon Diaz & Di Virgilio Wealth Management, LLC continues to solidify its position as a trusted partner for individuals and organizations seeking reliable investment advisory services in the Gainesville, FL area.