Investment Advisory Professionals LLC, based out of Boca Raton, FL, is a reputable investment advisory firm with a focus on providing top-notch services to their clients. With a team of three highly experienced professionals, they specialize in offering personalized investment advisory services to individuals and businesses. With an average of approximately $504,040,000 in assets under management per investment advisor, Investment Advisory Professionals LLC stands out in the industry for their ability to handle substantial portfolios effectively. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management and fixed fees. Boasting a diverse clientele, Investment Advisory Professionals LLC serves over 70 individual clients with a combined total of more than $259,600,000 in assets under management. While the majority of their managed assets cater to high-net-worth individuals, they also possess the expertise to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets. As a small investment advisory firm, Investment Advisory Professionals LLC operates out of two offices in Boca Raton, FL. They take pride in their team's longevity, with some of their most tenured advisors including Alexandra Demosthenes, Mark Miclean, and Arthur Canter. These seasoned professionals bring their extensive experience and expertise to ensure the highest level of service for their clients. Investment Advisory Professionals LLC's commitment to providing comprehensive and tailored investment advisory services has positioned them as a trusted partner for clients seeking to grow and protect their assets.

Heritage Investment Group, Inc. is a well-established local investment advisory firm based out of Pompano Beach, FL. With a team of 23 dedicated professionals, including 15 investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm's expertise lies in managing assets under management (AUM), which averages around $46,940,000 per investment advisor, a figure in line with industry standards. As a testament to their success, Heritage Investment Group, Inc. oversees an impressive portfolio of over $1,502,110,000 in AUM for more than 480 individual clients. While their primary focus is on catering to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their total AUM. Heritage Investment Group, Inc. prides itself on its discretionary asset management approach, meaning they have full authority to make investment decisions on behalf of their clients. Their compensation structure is diversified, offering a range of options, including a percentage of AUM, fixed fees, and performance-based fees. With five offices spread across the region, Heritage Investment Group, Inc. has firmly established itself as a trusted and respected financial advisory firm in the community. Their longevity can be attributed in part to the expertise and experience of their advisors, with notable figures such as Darryl Hinkle, Frederick Maclean, Jr., and Anne Maclean contributing to the firm's success over the years.

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a prominent investment advisory firm based in Boca Raton, FL. With a solid track record and an extensive client base, they cater to over 140 individual clients and manage assets worth over $732,747,000. Operating from their single office, the firm offers a range of services including investment management and acts as an insurance broker or agent. While BARON SILVER STEVENS serves a diverse client base, the majority of their assets under management are derived from high net worth individuals. Notably, they possess the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Around 84% of the assets they manage are under discretionary management, showcasing their expertise in making investment decisions on behalf of their clients. The firm employs a team of ten dedicated professionals, with seven of them specializing in providing investment advisory services. On average, each investment advisor manages approximately $104,680,000 in assets, which aligns with the industry average. BARON SILVER STEVENS also boasts a core group of seasoned advisors, including Kristopher Moody, Joel Levy, and Michael Silver, who have demonstrated long-term commitment and expertise in the field. BARON SILVER STEVENS operates under a comprehensive compensation structure, offering multiple options to clients, such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This allows them to tailor their services to meet the unique needs and preferences of each client, fostering a strong and trusted relationship. With their solid reputation, diverse range of services, and skilled team of advisors, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC continues to provide exceptional financial guidance and support to their valued clients in the Boca Raton area and beyond.

Gladstone Wealth Partners, based out of Boca Raton, FL, is a regional investment advisory firm specializing in providing comprehensive financial services to individuals and employer 401Ks. With 109 dedicated employees, each offering investment advisory services, the firm boasts an impressive average of approximately $666,000,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management. One of Gladstone Wealth Partners' key strengths lies in their extensive client base, which comprises over 5,040 individual clients with a staggering $3,538,625,000 in assets under management. Notably, around half of these assets stem from employer 401Ks or individuals, showcasing the firm's expertise in this space. Furthermore, Gladstone Wealth Partners prides itself on its discretionary management approach, with 100% of the assets they handle falling under this category. The firm's presence spans across 54 offices, strategically positioned to better serve their diverse clientele. Within their ranks, Gladstone Wealth Partners boasts several long-tenured advisors who have amassed a wealth of experience. Notable names among these seasoned professionals include Michael Nedreski, Robert Maring, and Stephen Roth. Gladstone Wealth Partners distinguishes itself through its commitment to delivering personalized financial solutions, comprehensive wealth management strategies, and a client-centric approach. By leveraging their industry expertise and capitalizing on their significant assets under management, the firm aims to guide their clients towards achieving their financial goals and securing their financial future.

Core Wealth Management, Inc., a small investment advisory firm headquartered in Jupiter, FL, is dedicated to providing personalized financial solutions to its clients. With a team of five highly skilled professionals, including four experienced investment advisors, Core Wealth Management, Inc. offers comprehensive investment advisory services. With an average of approximately $61,780,000 in assets under management per investment advisor, Core Wealth Management, Inc. maintains a solid standing within the industry. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored services to meet individual client needs. A notable aspect of Core Wealth Management, Inc.'s client base is their extensive experience managing employer 401Ks and individual portfolios, which collectively account for roughly half of their assets under management. With a proven track record in this space, they possess the expertise necessary to guide clients towards optimal financial outcomes. The firm's assets under management total over $247,105,000, spread across more than 260 individual clients. This impressive portfolio demonstrates Core Wealth Management, Inc.'s ability to attract and retain a diverse range of clients who trust their expertise and rely on their guidance to safeguard and grow their wealth. Among the firm's accomplished advisors, Jonathon Fernandez-Rubio, Jacquelyn Goldstick, and Todd Schanel stand out as some of the longest tenured professionals, exemplifying the continuity and stability that Core Wealth Management, Inc. offers to its clientele. Overall, Core Wealth Management, Inc. combines their industry knowledge, personalized approach, and extensive experience to deliver top-quality investment advisory services and help clients navigate the complexities of wealth management with confidence.

Agnello Financial Group, Inc., a small investment advisory firm headquartered in West Palm Beach, FL, has established a strong reputation in the financial industry. With over 120 individual clients and a remarkable $227,695,000 in assets under management, they specialize in catering to high net worth individuals. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to manage employer funds as well. Comprising a dedicated team of four employees, including three investment advisors, Agnello Financial Group, Inc. ensures personalized attention to their clients' financial needs. Each investment advisor manages an average of approximately $75,900,000 in assets under management, aligning with the industry average. This demonstrates their ability to handle substantial portfolios while delivering exceptional service. Agnello Financial Group, Inc.'s compensation structure is designed to provide flexibility to their clients. They offer various fee structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and tailored solutions to suit individual requirements. Michael Agnello and Dean Ringdahl, two of the firm's most experienced registered advisors, have been instrumental in its long-standing success. With their extensive knowledge and expertise, along with the collective efforts of the entire team, Agnello Financial Group, Inc. strives to provide comprehensive financial advisory services, aiming to secure the financial well-being and prosperity of their discerning clientele.

Victrix Investment Advisors, based out of Stuart, FL, is a prominent local investment advisory firm that caters to over 250 individual clients. With a remarkable track record, they currently oversee a substantial $109,152,000 in assets under management. Committed to delivering exceptional service, Victrix Investment Advisors operates from four strategically located offices, ensuring convenient access for their valued clientele. Distinguished by their expertise in managing employer 401Ks and individual portfolios, Victrix Investment Advisors has acquired extensive experience in this specialized domain. Their comprehensive approach to wealth management ensures that all assets under their care, totaling 100%, are managed discretely, reflecting their unwavering commitment to delivering optimal results. Victrix Investment Advisors offers a flexible compensation structure that encompasses various types of fees. These include a percentage of assets under management, as well as hourly charges, guaranteeing a transparent and equitable relationship with their clients. Their team comprises six skilled professionals, all dedicated to providing top-notch investment advisory services. Impressively, each investment advisor at Victrix Investment Advisors averages around $18,190,000 in assets under management, underscoring their expertise and ability to handle substantial portfolios. At the core of Victrix Investment Advisors' success are their highly experienced and tenured advisors. Kevin Kennedy, William Chapman, and William Thompson, among others, have played integral roles in shaping the firm's reputation for excellence. With an unwavering commitment to delivering personalized investment strategies and superior client service, Victrix Investment Advisors continues to be a trusted partner for individuals and employers seeking professional guidance to maximize their financial success.

Stillwater Wealth Management Group LLC is a small investment advisory firm based out of Juno Beach, FL. With one office, they offer personalized financial services to clients seeking expert guidance in managing their wealth. Comprised of a dedicated team of three professionals, Stillwater Wealth Management Group LLC focuses on providing comprehensive investment advisory services to individuals and families. Their team of experienced advisors assists clients in navigating the complexities of the financial markets and developing tailored investment strategies to achieve their financial goals. With an average of approximately $35,840,000 in assets under management per investment advisor, Stillwater Wealth Management Group LLC demonstrates a commitment to delivering quality service to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. Although 401(k) and individual accounts make up less than 30% of their assets under management, Stillwater Wealth Management Group LLC possesses the capability to manage employer funds, further diversifying their client base. With 95% of the assets they manage being discretionary, the firm emphasizes their expertise in making investment decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Stillwater Wealth Management Group LLC boasts an impressive roster of over 130 individual clients, with more than $107,508,000 in assets under management. Richard Blumenfeld and Tyler Wright, two of the longest tenured registered advisors with the firm, bring extensive industry knowledge and insight to Stillwater Wealth Management Group LLC. Through their professionalism and dedication, the firm strives to build enduring relationships with their clients, guiding them towards financial success and security.

Center For Asset Management, LLC, headquartered in Palm Beach Gardens, FL, is a reputable investment advisory firm with a strong focus on managing assets for high net worth individuals. With a team of six dedicated professionals, including two investment advisors, the company boasts an impressive average of approximately $604,880,000 in assets under management per advisor, significantly higher than the industry average. Center For Asset Management, LLC prides itself on its expertise in employer 401Ks and individual investment management, which together contribute to nearly half of their substantial assets under management. The firm's vast experience in this space has solidified its position as a trusted partner for clients seeking exceptional asset management services. The compensation structure of Center For Asset Management, LLC is diverse, encompassing various types such as a percentage of assets under management and subscription fees. This ensures that the firm's incentives align with the success of its clients' investments. With over 210 individual clients and over $174,444,000 in assets under management, the company has established a strong presence in the investment advisory industry. All assets managed by Center For Asset Management, LLC are under discretionary management, further demonstrating the firm's commitment to providing tailored and comprehensive investment strategies. Led by experienced registered advisors Peter Blatt and Darren Hardersen, both known for their extensive tenure with the firm, Center For Asset Management, LLC stands as a small yet influential player in the Palm Beach Gardens financial landscape. Their dedication to delivering exceptional investment advisory services has garnered them a stellar reputation among their clients and peers alike.

Dock Street Asset Management Inc is a small investment advisory firm based out of Palm Beach, FL, with three offices. With a total of six employees, four of whom provide investment advisory services, the firm maintains an average of approximately $128,660,000 in assets under management per investment advisor, aligning with industry norms. The compensation structure at Dock Street Asset Management Inc includes various types, such as a percentage of assets under management. Although 401K and individual accounts make up less than 30% of their assets under management, the company possesses the capacity to oversee employer funds. The firm operates with 100% discretionary management of the assets entrusted to them. The majority of the assets they manage are on behalf of high net worth individuals, and Dock Street Asset Management Inc currently serves over 50 individual clients with assets under management exceeding $514,639,000. Noteworthy figures at the firm include Spencer Ogden, Evan Mcgoff, and Daniel Ogden, who rank among the longest tenured advisors. Dock Street Asset Management Inc aims to deliver personalized investment advisory services while ensuring prudent wealth management strategies. With their expertise and focus on high net worth clients, they strive to optimize investment returns and provide a secure financial future for their clientele.

RM Financial Services, LLC is a small investment advisory firm headquartered in Delray Beach, FL, with a sole office location. With a team of six dedicated professionals, three of whom specialize in investment advisory services, the firm offers comprehensive financial solutions to individuals and businesses. Their primary focus lies in managing assets for high net worth individuals, serving over 260 individual clients and overseeing a substantial $172,362,000 in assets under management. RM Financial Services, LLC prides itself on its experienced team, providing expert guidance in managing employer 401Ks and individual investments. They possess extensive knowledge in this realm, as evidenced by their successful track record. As a discretionary investment advisor, the firm maintains full authority over the assets they manage. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. On average, each investment advisor at RM Financial Services, LLC oversees approximately $85,400,000 in assets under management, which aligns with the industry average. With a commitment to delivering personalized financial strategies tailored to individual needs, RM Financial Services, LLC strives to build lasting relationships with their clients. By combining their expertise, comprehensive services, and an unwavering dedication to client satisfaction, they aim to provide reliable financial guidance and assist their clients in achieving their long-term financial objectives.