Imz Advisory Inc. is a reputable investment advisory firm headquartered in Boca Raton, FL. With a focus on personalized service and expert guidance, they cater to a diverse range of clients. With four dedicated employees, including two investment advisors, Imz Advisory Inc. provides comprehensive financial solutions to their clients. Each investment advisor at Imz Advisory Inc. manages an average of approximately $84,180,000 in assets under management. This figure aligns with the industry average, demonstrating their ability to effectively handle and grow client portfolios. Their compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that their clients receive customized solutions that meet their specific needs. Imz Advisory Inc. serves over 160 individual clients, managing a substantial $201,659,000 in assets. While 401(k) plans and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds. The firm's approach to asset management is entirely discretionary, allowing them to make informed investment decisions on behalf of their clients. This commitment to discretion reflects their dedication to delivering optimal outcomes and managing risk effectively. Imz Advisory Inc., despite being a small firm, has established a strong presence in the investment advisory landscape. Christian Russo, one of their longest-tenured registered advisors, brings valuable expertise and has been with the firm since 2021. Imz Advisory Inc.'s commitment to personalized service, extensive industry knowledge, and comprehensive financial solutions make them a trusted choice for individuals seeking expert investment advice in Boca Raton and beyond.

Wealth Square Inc., based out of Miami, FL, is a small investment advisory firm dedicated to helping individuals and employers manage their assets effectively. With over 0 individual clients and more than $1,000 in assets under management, they have established a strong reputation in the industry. Specializing in employer 401K plans and individual investments, Wealth Square Inc. boasts an impressive track record, with over 80% of their assets under management coming from these sources. Their team of highly qualified professionals possesses the expertise required to handle the complexities of managing 401K plans for both employers and employees. With a compensation structure that includes subscription fees and commissions, Wealth Square Inc. ensures that their interests are aligned with their clients' financial success. As a testament to their commitment, 100% of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Wealth Square Inc. operates from a single office, where their dedicated team of four employees diligently caters to the needs of their clients. One member of their team is solely focused on providing investment advisory services, ensuring personalized attention and tailored solutions. On average, Wealth Square Inc. manages approximately $0 in assets per investment advisor, emphasizing their dedication to maintaining a manageable client-to-advisor ratio. Through their comprehensive financial expertise and unwavering commitment to their clients' financial goals, Wealth Square Inc. continues to be a trusted partner in wealth management and investment advisory services.

QP Wealth Management, LLC, a small investment advisory firm headquartered in Boca Raton, FL, boasts a distinguished reputation in the financial industry. With three offices strategically located, they cater to a diverse clientele seeking expert guidance on wealth management. Comprising a team of seven professionals, including two investment advisors, QP Wealth Management, LLC strives to deliver exceptional financial solutions to its valued clients. As an industry-average performer, QP Wealth Management, LLC has an impressive average assets under management of approximately $100,140,000 per investment advisor. The firm employs a flexible compensation structure, incorporating various methods such as a percentage of assets under management and fixed fees. Notably, 54% of the assets they manage are under discretionary control, reflecting the trust and confidence clients place in their expertise. Focusing primarily on high net worth individuals, QP Wealth Management, LLC oversees a substantial portfolio valued at over $200,285,000, distributed among their 30 individual clients. The firm's success can be attributed, in part, to the long-standing expertise of key advisors, including Lisa Heerwagen, James Lloyd, and Thomas Leidner, who have demonstrated unwavering dedication and exceptional performance. QP Wealth Management, LLC takes pride in its commitment to personalized service, understanding that each client's financial goals are unique. By leveraging their extensive knowledge, experience, and a comprehensive suite of financial tools, QP Wealth Management, LLC aims to empower clients to make informed decisions and navigate the complexities of the financial landscape with confidence.

Oliver Wealth Management is a well-established investment advisory firm headquartered in Boca Raton, FL. With three offices, they provide comprehensive financial solutions to clients in the region. With a team of six dedicated professionals, including four experienced investment advisors, Oliver Wealth Management offers a range of services to meet their clients' needs. With over 860 individual clients and a remarkable $248,116,000 in assets under management, Oliver Wealth Management has built a substantial portfolio. They have earned a strong reputation in managing assets from employer 401(k) plans and individual accounts, which collectively account for approximately half of their total assets under management. This extensive experience positions them as trusted advisors in the retirement plan space. The firm's compensation structure is aligned with the clients' interests, primarily based on a percentage of assets under management. This ensures that Oliver Wealth Management is dedicated to generating optimal returns and delivering value to their clients. All of the assets managed by Oliver Wealth Management are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, the firm also provides insurance brokerage services, further expanding their comprehensive offerings. Brandon Oliver, Joseph Darpel, and Heath Harris are among the firm's longest-tenured advisors. Their deep expertise and commitment to client success have contributed to the firm's continued growth and client satisfaction. Oliver Wealth Management's dedication to personalized service, proven expertise, and comprehensive financial solutions have made them a trusted partner for individuals and businesses seeking wealth management services in Boca Raton and beyond.

Winning Points Advisors, L.L.C., headquartered in Boca Raton, FL, is a small investment advisory firm with a team of two dedicated professionals who specialize in providing comprehensive investment advisory services. With an average of $47,660,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Winning Points Advisors, L.L.C. serves a diverse clientele, boasting a portfolio of over 180 individual clients and managing a substantial $131,705,000 in assets. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Their investment services are entirely discretionary, enabling them to make independent decisions on behalf of their clients. In addition to their investment advisory services, Winning Points Advisors, L.L.C. also serves as an insurance broker or agent, further expanding their range of expertise and offering comprehensive financial solutions to their clients. With one office in Boca Raton, Winning Points Advisors, L.L.C. is deeply rooted in the local community. The firm takes pride in their experienced team, which includes esteemed advisors such as Douglas Alden, John Brandt, and Charles Stoll, who have demonstrated a long-standing commitment to the firm and its clients. As a small but accomplished investment advisory firm, Winning Points Advisors, L.L.C. strives to provide personalized and tailored financial advice, ensuring that their clients' investment goals and objectives are met with the utmost professionalism and expertise.

Singer Wealth Advisors LLC, based out of Boca Raton, FL, is a reputable local investment advisory firm serving a diverse clientele. With 15 total employees, 13 of whom specialize in investment advisory services, the company boasts a strong team of professionals dedicated to providing expert financial guidance. Each investment advisor at Singer Wealth Advisors manages an impressive average of approximately $10,760,000 in assets under management, showcasing their extensive expertise in wealth management. The firm's compensation structure is tailored to meet the needs of their clients, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. With over 380 individual clients, Singer Wealth Advisors manages a significant amount of assets, amounting to over $299,152,000. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, highlighting their extensive experience in this specific area. Singer Wealth Advisors operates from four offices, allowing them to conveniently serve their clientele in Boca Raton and the surrounding areas. The company takes pride in its longstanding advisors, including Avis Burwasser, Janyl Smith, and Brandon Judas, who bring a wealth of knowledge and experience to the table. As a fully discretionary investment advisory firm, Singer Wealth Advisors exercises complete authority in managing their clients' assets, ensuring a proactive and personalized approach to wealth management. With their track record of success and commitment to client satisfaction, Singer Wealth Advisors LLC stands as a trusted partner for individuals and businesses seeking sound financial guidance in the Boca Raton community and beyond.

FIORI FINANCIAL GROUP: Fiori Financial Group, a prominent investment advisory firm located in Fort Lauderdale, FL, prides itself on delivering comprehensive financial solutions to a diverse clientele. With a dedicated team of eight highly skilled professionals, including six experienced investment advisors, the firm is committed to helping individuals and businesses achieve their financial goals. With an impressive average of $29,080,000 in assets under management per investment advisor, Fiori Financial Group demonstrates its expertise in managing clients' wealth. The firm's compensation structure encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a transparent and fair arrangement for both clients and advisors. Fiori Financial Group boasts an extensive client base, serving over 140 individual clients and overseeing a substantial $324,231,000 in assets under management. Primarily catering to high net worth individuals, the firm specializes in providing tailored financial strategies to maximize returns and mitigate risks. Although 401K and individual accounts comprise less than 30% of the total assets under management, Fiori Financial Group also possesses the expertise to manage employer funds. Operating from two offices in Fort Lauderdale, Fiori Financial Group offers local accessibility and personalized service to its valued clients. The firm takes pride in its long-tenured advisors, including Marguerite Fiori, Abraham Arce, and Leslie Vigil, who bring a wealth of experience and knowledge to the team. With a 100% discretionary approach to managing assets, Fiori Financial Group distinguishes itself as a trusted partner, consistently delivering comprehensive financial solutions tailored to each client's unique needs and objectives.

RWA Advisors, a small investment advisory firm based out of Boca Raton, FL, operates with a team of three dedicated professionals. With their expertise and commitment to client satisfaction, RWA Advisors offers top-notch investment advisory services to individuals and high-net-worth clients. The firm manages an average of $103,110,000 in assets per investment advisor, aligning with industry standards. RWA Advisors prides itself on its diverse compensation structure, offering clients various options such as a percentage of assets under management, fixed fees, and commissions. Approximately 38% of the assets they manage are discretionary, demonstrating their ability to make independent investment decisions in the best interest of their clients. In addition to their investment advisory services, RWA Advisors serves as an insurance broker or agent, providing comprehensive solutions to safeguard their clients' financial well-being. With over 40 individual clients entrusting them with more than $103,112,000 in assets under management, RWA Advisors has built a strong reputation for delivering personalized and effective financial solutions. Among the team of professionals at RWA Advisors, Robert Rubin and Michael Mcreynolds stand out as the longest tenured registered advisors, exemplifying their deep commitment to the firm and its clients. As a forward-thinking investment advisory firm, RWA Advisors strives to stay ahead of market trends, enabling them to provide tailored strategies and sound financial guidance to help clients achieve their long-term goals.

Boreal Capital Management LLC, headquartered in Miami, FL, is a leading regional investment advisory firm with a strong track record and a team of dedicated professionals. With a total of 44 employees, 28 of whom are engaged in providing investment advisory services, Boreal Capital Management LLC is committed to delivering exceptional financial solutions to its clients. Impressively, their average assets under management per investment advisor amount to approximately $544,930,000, which is considerably higher than the industry average. This success can be attributed to their comprehensive compensation structure, which includes various components such as a percentage of assets under management and performance-based fees. With over 520 individual clients and a remarkable $1,286,327,000 in assets under management, Boreal Capital Management LLC has established itself as a trusted partner for a diverse range of investors. They possess extensive expertise in managing assets from employer 401Ks and individuals, demonstrating their proficiency in this domain. Moreover, 20% of the assets they manage are handled on a discretionary basis, showcasing their ability to make informed investment decisions on behalf of their clients. In addition to investment advisory services, Boreal Capital Management LLC offers various related services. They serve as registered representatives of a broker-dealer, as well as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. With a single office location, Boreal Capital Management LLC operates with utmost focus and efficiency. The firm prides itself on its experienced team, including prominent advisors like Roberto Garcia, Annette Manon, and Daniel Richmond, who have been with the company for an extended period. This expertise contributes to the firm's ability to consistently deliver outstanding results to its clients.

Tobias Financial Advisors is a renowned investment advisory firm located in Plantation, FL, serving clients locally and nationwide. With its main office in Plantation, they have established a strong presence in the financial services industry. Led by a team of highly skilled professionals, Tobias Financial Advisors employs a total of 19 dedicated individuals, seven of whom specialize in providing expert investment advisory services. With an average of $91,570,000 in assets under management per investment advisor, Tobias Financial Advisors maintains an industry-standard position. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their managed assets, the firm possesses the expertise to handle employer funds effectively. Notably, 97% of the assets they manage are under discretionary management, showcasing their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Tobias Financial Advisors boasts an impressive portfolio of over 130 individual clients, with a cumulative $641,000,000 in assets under management. The firm's success can be attributed, in part, to the expertise of their longest-tenured advisors, including Catalina Franco-Cicero, Marianela Collado, and Matthew Saneholtz, who bring extensive industry experience and a deep understanding of financial markets. At Tobias Financial Advisors, their mission is to provide personalized financial guidance and superior investment strategies to their esteemed clients. By combining a client-centric approach with comprehensive wealth management solutions, they strive to help individuals and families achieve their financial goals and secure a prosperous future.

Banyan Global Investment Advisors, LLC, headquartered in Boca Raton, FL, is a reputable investment advisory firm that serves over 50 individual clients, overseeing a substantial $147,772,000 in assets under management. Specializing in providing personalized financial solutions, Banyan Global caters primarily to high net worth individuals, ensuring their investment portfolios align with their specific goals. With a team of four dedicated professionals, including two experienced investment advisors, Banyan Global demonstrates its commitment to delivering top-notch service. Their compensation structure encompasses various models, including a percentage of the assets under management, ensuring a fair and mutually beneficial relationship with their valued clients. Within the industry, Banyan Global Investment Advisors maintains a competitive edge by managing an average of approximately $73,890,000 in assets under management per investment advisor, aligning with the industry standard. The firm's success is attributed to the expertise and dedication of individuals like Daniel Reich and Becky Lightman, who have established themselves as the longest-tenured registered advisors within the company. As a small investment advisory firm, Banyan Global focuses on building strong relationships with its clients, providing tailored investment strategies, and guiding them towards financial success. With their unwavering commitment to excellence, Banyan Global Investment Advisors, LLC continues to serve as a trusted partner in wealth management for individuals seeking personalized and reliable financial solutions.