Nautilus Wealth Advisors, a small investment advisory firm based in Indialantic, FL, is dedicated to delivering comprehensive financial solutions to its clients. With a team of two employees, including one experienced investment advisor, Nautilus Wealth Advisors maintains an average of approximately $53,910,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is designed to accommodate various client needs, incorporating a range of options such as a percentage of assets under management, hourly charges, and fixed fees. Serving over 60 individual clients, Nautilus Wealth Advisors manages a substantial total of more than $91,075,000 in assets under management, primarily catering to high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets under management, Nautilus Wealth Advisors possesses the capability to effectively manage employer funds, showcasing their ability to meet the diverse needs of their clients. Importantly, all the assets they manage are handled with discretion, allowing the firm to make informed investment decisions on behalf of their clients. In addition to investment advisory services, Nautilus Wealth Advisors also provides insurance brokerage services, demonstrating their commitment to offering a comprehensive suite of financial solutions. Operating from a single office in Indialantic, FL, Nautilus Wealth Advisors prides itself on personalized attention and a client-centric approach. Shannon Pitner, one of the firm's longest-tenured registered advisors, has been with the company since 2021, contributing their expertise to the team's success. With a focus on building strong relationships and delivering exceptional service, Nautilus Wealth Advisors strives to help clients achieve their financial goals.

Money Management Concepts Inc., based out of Melbourne, FL, is a small investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With a team of two highly experienced and dedicated employees, they offer comprehensive investment advisory services to individuals and employers. With an impressive average of approximately $36,020,000 in assets under management per investment advisor, Money Management Concepts Inc. has proven expertise in managing substantial portfolios. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients' success. Catering to a wide range of clients, Money Management Concepts Inc. boasts a client base of over 70 individuals with more than $98,440,000 in assets under management. The firm specializes in managing assets for high-net-worth individuals and possesses extensive experience in handling employer 401Ks and individual investments. As a testament to their reputation and expertise, Money Management Concepts Inc. manages all of their clients' assets on a discretionary basis, allowing them to make informed decisions and execute investment strategies effectively. With their single office in Melbourne, FL, the firm is committed to maintaining a personalized approach and providing exceptional service to their clients. Leading the team at Money Management Concepts Inc. are Thomas Prudente and Jeffrey Wegner, both highly seasoned and registered advisors with the firm. Their experience and dedication contribute to the firm's strong track record and trusted relationships with clients. Overall, Money Management Concepts Inc. offers a comprehensive suite of investment advisory services with a focus on personalized financial solutions, catering to the unique needs of their clients.

Professional Advisory Services Inc is a highly reputable investment advisory firm based out of Vero Beach, FL. With over 370 individual clients, they oversee an impressive $1,030,857,000 in assets under management. Specializing in serving high net worth individuals, Professional Advisory Services Inc possesses extensive expertise in managing substantial portfolios. Despite 401K and individual accounts accounting for less than 30% of their assets under management, the firm has the capability to effectively handle employer funds. All assets managed by Professional Advisory Services Inc are discretionary, providing clients with a hands-off approach and allowing the firm's skilled advisors to make strategic investment decisions on their behalf. With a team of 13 dedicated employees, 8 of whom are experienced investment advisors, the firm boasts an impressive average of approximately $128,860,000 in assets under management per advisor. This surpasses the industry average and reflects the exceptional skills and proficiency of their team. Professional Advisory Services Inc's compensation structure includes various models, such as a percentage of assets under management, ensuring that their interests are aligned with their clients'. The firm takes pride in maintaining long-lasting relationships with their clients, and several of their most tenured advisors, including Robert Polackwich, Carol Bieber, and David Jaffe, have contributed significantly to their success. As a local investment advisory firm committed to providing tailored financial solutions, Professional Advisory Services Inc continues to set the standard for excellence in the industry.

Treasure Coast Financial Planning, Inc. is a small investment advisory firm based out of Vero Beach, FL, serving clients in the surrounding Treasure Coast area. With a single office location, the firm has established itself as a trusted financial planning partner within the community. Comprising a dedicated team of six professionals, including two registered investment advisors, they provide comprehensive investment advisory services to a diverse client base. With an average of approximately $86,200,000 in assets under management per investment advisor, Treasure Coast Financial Planning, Inc. maintains an industry-average AUM level. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to handle employer funds. As a discretionary asset management firm, Treasure Coast Financial Planning, Inc. focuses primarily on high-net-worth individuals. They cater to over 170 individual clients, skillfully overseeing their portfolios which total over $172,406,000 in assets under management. The firm prides itself on providing personalized financial advice and tailoring investment strategies to meet the unique goals and aspirations of each client. Two of the firm's longest-tenured registered advisors, Anthony Dzielski and Guy Bassini, have been instrumental in building the firm's reputation and fostering enduring client relationships. In addition to their core services, Treasure Coast Financial Planning, Inc. offers expertise in accounting through partnerships with reputable accounting firms, ensuring comprehensive financial solutions for their clients.

TSP Financial, LLC is a small investment advisory firm based out of Vero Beach, FL, specializing in managing assets for high net worth individuals. With over 0 individual clients and assets under management totaling more than $1,348,000, TSP Financial provides comprehensive investment solutions tailored to their clients' unique financial goals. While 401K and individual accounts constitute less than 30% of their assets under management, TSP Financial possesses the expertise to effectively manage employer funds. Offering discretionary management services, the firm ensures that all investment decisions are made on behalf of their clients in alignment with their financial objectives. TSP Financial's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to choose the payment option that best suits their needs and preferences. The firm boasts a dedicated team of one registered investment advisor who provides personalized and expert investment advisory services. On average, each investment advisor oversees approximately $1,350,000 in assets under management. Theodore Zamerski, one of the longest-tenured registered advisors, has been with the company since 2022, contributing his extensive knowledge and experience to the firm's success. TSP Financial's commitment to delivering tailored investment solutions, coupled with their experienced team and client-centric approach, has positioned them as a trusted partner for high net worth individuals seeking comprehensive financial management services.