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.

Palisades Hudson Asset Management, L.P., based out of Fort Lauderdale, FL, is a reputable investment advisory firm with a strong focus on providing personalized financial services to its clients. With a team of 18 dedicated professionals, Palisades Hudson offers comprehensive investment advisory services tailored to meet the unique needs of each client. The firm manages a significant portfolio, with over $1,376,025,000 in assets under management for more than 50 individual clients. With an average of approximately $94,640,000 in assets per investment advisor, Palisades Hudson's advisors possess the expertise and experience necessary to guide clients in achieving their financial goals. As an investment advisory firm, Palisades Hudson employs a diverse compensation structure, including a percentage of assets under management and fixed fees. This approach ensures alignment of interests between the firm and its clients, as advisors' compensation is tied to the performance and growth of the assets they manage. Palisades Hudson distinguishes itself by maintaining a 47% discretionary asset management ratio, empowering its advisors to make informed investment decisions on behalf of clients. The firm's commitment to transparency, integrity, and client satisfaction has earned them a loyal clientele. With six offices, Palisades Hudson serves clients both locally and across the United States. The firm takes pride in its team of seasoned advisors, including industry veterans Paul Jacobs, Shomari Hearn, and Larry Elkin, who bring a wealth of knowledge and expertise to their roles. Through their collective experience, Palisades Hudson Asset Management, L.P. remains dedicated to delivering exceptional financial solutions and strategies that help clients navigate the complexities of the investment landscape.

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.

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.

Bluekey Wealth Advisors, LLC is a small investment advisory firm based out of Hollywood, FL. With two offices, the firm employs a total of three professionals, two of whom specialize in providing investment advisory services. Known for their commitment to client satisfaction, Bluekey Wealth Advisors maintains an average of $65,940,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure offers flexibility, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, Bluekey Wealth Advisors possesses the capability to manage employer funds. Notably, 88% of the assets they oversee are discretionary, showcasing their expertise in handling clients' investments with autonomy. Catering primarily to high net worth individuals, Bluekey Wealth Advisors manages over $131,878,000 in assets for more than 70 individual clients. Among the firm's notable registered advisors, Amaury Sanchez-Cifuentes and Bruce Konners hold esteemed positions as the longest tenured professionals. Bluekey Wealth Advisors, LLC aims to provide personalized and comprehensive financial solutions to their discerning clientele. By combining their industry expertise, commitment to client satisfaction, and sound investment strategies, the firm strives to help individuals achieve their financial goals and secure their future.

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.

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.

Alpha Beta Gamma Wealth Management, based out of Palm Beach Gardens, FL, is a well-established investment advisory firm catering to high net worth individuals. With over 70 individual clients and a staggering $196,842,000 in assets under management, they have proven their expertise in the field. The firm operates from two offices, ensuring convenient access for their clientele. While Alpha Beta Gamma Wealth Management specializes in managing discretionary assets, they also offer a range of services, including insurance brokering and agent services. While 401K and individual accounts make up less than 30% of their assets under management, they possess the capability to oversee employer funds as well. The firm's compensation structure is diverse, with various types of fees, including a percentage of assets under management. They maintain a team of five dedicated employees, with three of them providing investment advisory services. On average, each investment advisor handles approximately $65,610,000 in assets under management, which aligns with the industry average. Alpha Beta Gamma Wealth Management takes pride in their experienced advisors, some of whom have been with the firm for a significant period. Notable long-tenured advisors include Thomas Pollock, Curtis Lyman, and Michael Robinson, who contribute to the firm's success and maintain strong relationships with their clients. With a proven track record of managing substantial assets for high net worth individuals, Alpha Beta Gamma Wealth Management stands as a reliable choice for individuals seeking expert financial advice and comprehensive wealth management services.

Benchmark Financial Wealth Advisors LLC is a small investment advisory firm based out of Boca Raton, FL, with three offices. With a team of nine dedicated professionals, four of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. Leveraging their expertise, Benchmark Financial Wealth Advisors LLC manages an impressive average of approximately $154,180,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure offers flexibility to clients, with options including a percentage of assets under management, fixed fees, and hourly charges. While 401(k) and individual accounts make up less than 30% of their assets under management, Benchmark Financial Wealth Advisors LLC also possesses the capability to oversee employer funds. All of the assets they manage are handled on a discretionary basis, ensuring their clients' financial interests are their top priority. In addition to investment advisory services, Benchmark Financial Wealth Advisors LLC extends its expertise as an insurance broker or agent, providing clients with a holistic approach to their financial well-being. With a roster of over 230 individual clients, the firm manages a substantial $616,727,000 in assets under management. Notably, several of the firm's advisors, including Willard Schoch, Roger Kalina, and Philip Piedt, boast long tenures at the company, showcasing their deep commitment to client satisfaction and lasting relationships.

Sky Alpha Asset Advisors LLC is a small investment advisory firm headquartered in Boca Raton, FL. With one office, they provide professional financial guidance to clients seeking expert advice for their investment portfolios. Led by a team of experienced professionals, Sky Alpha Asset Advisors LLC employs five dedicated individuals, four of whom specialize in delivering top-notch investment advisory services. With an average of $67,290,000 in assets under management per investment advisor, Sky Alpha Asset Advisors LLC aligns with the industry's average, showcasing their ability to handle substantial portfolios effectively. They offer a competitive compensation structure, including a percentage of assets under management and performance-based fees, ensuring their interests are closely aligned with their clients'. As a discretionary asset management firm, Sky Alpha Asset Advisors LLC manages 100% of the assets under their care, affording them the flexibility to make investment decisions on behalf of their clients autonomously. Their client base primarily comprises high-net-worth individuals, demonstrating their expertise in catering to affluent investors. Having built a reputation for excellence, Sky Alpha Asset Advisors LLC boasts a roster of over 20 individual clients, entrusting them with a remarkable $269,175,000 in assets under management. The firm takes pride in the extensive tenure of their advisors, with notable professionals such as John Entenberg, Alex Lee, and Michael Shatsky serving as key members of their team. With a commitment to providing tailored investment strategies and unparalleled client service, Sky Alpha Asset Advisors LLC continues to deliver exceptional financial advice, helping their clients navigate the complexities of the investment landscape and strive towards their financial goals.

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.