INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a reputable regional investment advisory firm based out of Orlando, FL. With a remarkable track record and extensive expertise, they have garnered a loyal client base of over 3,120 individuals. The firm manages a staggering $1,444,509,000 in assets, showcasing their proficiency in investment management. International Assets Investment Management, LLC operates from an extensive network of 93 offices, allowing them to cater to a diverse range of clients. They specialize in managing employer 401Ks and individual portfolios, which together contribute to approximately half of their assets under management. This focus has enabled them to gain substantial experience and establish themselves as trusted advisors in this field. An impressive 84% of the assets they manage are under discretionary management, demonstrating their ability to make informed decisions and effectively navigate market fluctuations on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client needs. The firm boasts a dedicated team of 126 employees, with nearly all of them providing investment advisory services. Their investment advisors, averaging around $11,940,000 in assets under management per advisor, are well-equipped to handle diverse portfolios and provide tailored solutions to clients. International Assets Investment Management, LLC prides itself on its experienced team, including notable advisors such as Jeffrey Winn, Steven Spartz, and Edward Caputo, who have served the firm for a considerable period. Their longevity and expertise contribute to the firm's strong reputation and client satisfaction. In summary, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a leading investment advisory firm based in Orlando, FL, with an extensive client base, impressive asset management figures, and a team of experienced advisors committed to delivering exceptional service.

AGW Capital Advisors is a leading investment advisory firm based out of Tampa, FL. With a team of 15 dedicated professionals, including 9 skilled investment advisors, they offer comprehensive financial services to individual clients. Their expertise lies in managing substantial assets, with an average of $35,000,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their interests with their clients'. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring that AGW Capital Advisors is motivated to deliver superior results. With a client base of over 20 individuals, AGW Capital Advisors oversees an impressive $2,858,778,000 in assets under management. A significant portion of these assets, amounting to 27%, is under their discretionary management, reflecting their clients' trust in their expertise. As a local investment advisory firm, AGW Capital Advisors has deep roots in the Tampa community. They operate from a single office, providing personalized service and building long-term relationships with their clients. The firm takes pride in their team's experience and knowledge, with some of the longest tenured advisors including Paul Whiting, Peter Gardner, and Jeffrey Annis. AGW Capital Advisors is committed to helping their clients achieve their financial goals through a tailored and proactive approach. With their wealth of expertise, exceptional track record, and client-centric philosophy, they have earned a reputation as a trusted partner in wealth management.

Oxford Wealth Group, LLC is a highly reputable investment advisory firm located in Orlando, FL. With a total of six offices, they have established a strong presence in the region. This small yet dynamic firm boasts four talented employees, with one dedicated to providing top-notch investment advisory services. Oxford Wealth Group, LLC stands out in the industry, as each investment advisor manages an impressive average of approximately $156,370,000 in assets under management, surpassing the industry average. The firm's compensation structure is flexible, offering a range of options such as a percentage of assets under management and fixed fees. Their client base primarily consists of employer 401(k) plans and individual investors, which collectively account for over 80% of their assets under management. Oxford Wealth Group, LLC excels in managing 401(k) plans, serving both employers and employees with exceptional expertise. In addition to their investment advisory services, the firm also operates as an insurance broker or agent. This diversified approach allows Oxford Wealth Group, LLC to cater to a wide range of financial needs for their clients. With over 460 individual clients, the firm manages an impressive sum of over $156,367,000 in assets. The experienced team at Oxford Wealth Group, LLC includes industry veterans such as Luke Mutchie, Samuel Dixon, and Matthew Sams, who have contributed significantly to the firm's success. With their extensive knowledge and unwavering commitment to client satisfaction, Oxford Wealth Group, LLC has positioned itself as a trusted partner for individuals and businesses seeking expert financial guidance.

Personalized Financial Solutions LLC, headquartered in Clearwater, FL, is a small investment advisory firm that specializes in providing personalized financial solutions to individuals and employer-sponsored 401K plans. With 4 dedicated employees, including one investment advisor, the firm has established a solid reputation within the industry. Their expertise is evident as they manage an impressive average of approximately $57,610,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, offering various types of remuneration, including a percentage of assets under management. Personalized Financial Solutions LLC prides itself on its extensive experience in managing employer 401Ks and individual portfolios, with these categories accounting for roughly half of their assets under management. At Personalized Financial Solutions LLC, all the assets they manage are under discretionary authority, allowing them to make informed investment decisions on behalf of their clients. With a clientele of over 70 individuals, the firm oversees a substantial amount of assets, totaling over $57,606,000 under management. Notably, Todd Seymour stands as one of the firm's most tenured registered advisors, having been with Personalized Financial Solutions LLC since 2021. His expertise and dedication contribute to the firm's overall success, ensuring clients receive exceptional financial guidance and service. Personalized Financial Solutions LLC's commitment to personalized attention, combined with their experience in managing diverse portfolios, distinguishes them as a trusted and reliable partner in achieving clients' financial goals.

Zehnder Wealth Management, LLC is a reputable investment advisory firm based out of St. Cloud, FL. With a single office location, they have established themselves as a trusted financial partner in the region. Comprising a total of three dedicated employees, two of whom specialize in providing expert investment advisory services, the team at Zehnder Wealth Management, LLC is committed to delivering top-notch financial guidance to their clients. With an average of approximately $57,980,000 in assets under management per investment advisor, Zehnder Wealth Management, LLC maintains a solid standing within the industry. Their compensation structure is versatile, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Moreover, their portfolio reflects their expertise in managing employer 401Ks as well as individual assets, with over 80% of their assets under management originating from these sources. With an extensive clientele, Zehnder Wealth Management, LLC serves over 110 individual clients and manages an impressive $115,951,000 in assets. Christopher Zehnder and Kevin Dunleavy, two highly experienced and tenured registered advisors, are integral members of the firm, contributing to its success and reputation. Zehnder Wealth Management, LLC stands out for its exceptional qualifications in managing 401K plans, making them an ideal choice for both employers and employees seeking reliable and knowledgeable guidance. Their commitment to providing personalized and effective financial solutions has earned them the trust and loyalty of their clients, solidifying their position as a prominent wealth management firm in St. Cloud, FL.

Core Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Lakeland, FL. With a singular office location, they cater to a diverse clientele seeking expert financial guidance. As an established firm, Core Wealth Advisors boasts a dedicated team of 9 employees, of which 7 specialize in providing comprehensive investment advisory services. The firm's average assets under management per investment advisor stand at approximately $58,850,000, aligning with the industry average. Core Wealth Advisors employs a flexible compensation structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, all the assets entrusted to Core Wealth Advisors are under their discretion. Catering primarily to high-net-worth individuals, Core Wealth Advisors manages a substantial portion of their assets. Presently, they oversee a noteworthy client base of over 380 individuals, accumulating a significant $411,949,000 in assets under management. The firm prides itself on its commitment to excellence and employs a range of services to support their clients' financial needs. Additionally, Core Wealth Advisors extends their offerings to include accounting services, providing clients with a comprehensive financial solution. Boasting a team of seasoned advisors, Core Wealth Advisors benefits from the experience and knowledge of key personnel such as Charles Foss, Nathan Dunham, and Andrew Foss. These long-tenured professionals contribute to the firm's reputation for delivering sound financial advice and fostering long-term client relationships. Overall, Core Wealth Advisors, Inc. stands as a trusted partner for individuals seeking expert investment guidance and comprehensive financial solutions.

PFG Private Wealth Management, LLC, based out of Lutz, FL, is a reputable investment advisory firm that caters to a diverse client base. With over 530 individual clients, the company manages an impressive $239,608,000 in assets. PFG has built a strong presence in the industry, particularly in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. As a local firm, PFG Private Wealth Management, LLC understands the unique financial needs of its clients in the Lutz area. Their team of six dedicated employees, all experienced investment advisors, offer personalized services to assist clients in achieving their financial goals. With an average of $39,930,000 in assets under management per investment advisor, PFG ensures that each client receives the attention and guidance they deserve. PFG's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and allows clients to choose the most suitable arrangement for their investment needs. At PFG Private Wealth Management, LLC, clients benefit from the expertise of their longest tenured advisors, including James Serrano, Joao Teixeira, and Jeffrey Perry. These seasoned professionals bring a wealth of knowledge and experience to the table, ensuring that clients receive informed and strategic investment advice. With its solid track record, local presence, and commitment to client satisfaction, PFG Private Wealth Management, LLC stands as a trusted partner for individuals and businesses seeking comprehensive and reliable wealth management solutions.

The Tenret Company, LLC is a small investment advisory firm headquartered in Tampa, FL. With a single office, they provide investment advisory services to their clients. The company prides itself on its team of dedicated professionals, consisting of a total of 1 employee. Each advisor at The Tenret Company, LLC offers expertise in investment strategies and financial planning. The firm's average assets under management per investment advisor amount to approximately $119,900,000, which aligns with the industry average. The compensation structure at The Tenret Company, LLC includes various types such as a percentage of assets under management and hourly charges, ensuring flexibility for clients. An important aspect of their business model is their discretionary management approach, as they manage 100% of the assets on behalf of their clients. The majority of the assets they handle are for high net worth individuals, reflecting their ability to cater to sophisticated investment needs. The Tenret Company, LLC boasts a substantial client base of over 20 individuals, with a collective $119,896,000 in assets under management. Tina Tenret stands out as one of the firm's most experienced registered advisors, having been with the company since 2018. Her tenure exemplifies the commitment to continuity and expertise that The Tenret Company, LLC offers to its valued clients. In summary, The Tenret Company, LLC is a trusted investment advisory firm in Tampa, FL, delivering personalized services to high net worth individuals. With their knowledgeable team and robust asset management capabilities, they strive to meet their clients' financial objectives effectively and provide comprehensive solutions.

Darwin Wealth Management is a reputable investment advisory firm based out of Tampa, FL, with four offices strategically located to serve their clients. With a team of 14 dedicated professionals, including eight experienced investment advisors, they provide comprehensive investment advisory services to a diverse clientele. Their average assets under management per investment advisor amount to approximately $59,150,000, aligning them with industry standards. The firm offers a versatile compensation structure, tailored to meet their clients' unique needs. This includes options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Notably, over 80% of their assets under management come from employer 401K plans and individual clients. Darwin Wealth Management possesses specialized expertise in managing 401K plans for employers and employees alike, making them an ideal choice for businesses seeking reliable investment management services. Remarkably, the firm manages all assets on a discretionary basis, demonstrating their clients' trust in their decision-making abilities. With a robust client base of over 2,660 individuals, Darwin Wealth Management oversees an impressive $473,212,000 in assets under management. The firm's success is partly attributed to its dedicated team, including seasoned advisors such as Matthew Krueger, Michael Sorrentino, and Kevin Harwood, who have been instrumental in serving clients over the long term. Darwin Wealth Management takes pride in delivering tailored investment solutions, offering comprehensive advisory services, and fostering strong relationships with their clients. With their proven track record, expertise in managing 401K plans, and commitment to client success, Darwin Wealth Management stands as a trusted partner in the financial industry.

Csenge Advisory Group, LLC, based out of Clearwater, FL, is a prominent regional investment advisory firm with 28 offices. With a total of 85 employees, 69 of them specialize in providing investment advisory services. Backed by their expertise, they effectively manage an impressive average of approximately $32,830,000 in assets per investment advisor. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. One of the key strengths of Csenge Advisory Group, LLC lies in their extensive experience with employer 401Ks and individual clients, which collectively constitute approximately half of their assets under management. Demonstrating their deep understanding of this space, they have cultivated a strong track record of delivering successful outcomes for their clients. Notably, 73% of the assets they manage are handled with discretionary authority, allowing them to make informed investment decisions on behalf of their clients. Csenge Advisory Group, LLC boasts an impressive client base, serving over 5,600 individual clients and overseeing assets under management exceeding $2,265,052,000. The firm prides itself on the expertise of its advisors, some of whom have demonstrated remarkable longevity within the company. Notable among them are Blaine Hess, Troy Young, and Eric Caisse, who have played a pivotal role in shaping the firm's success. With their extensive network of offices, dedicated team of professionals, and a proven track record of delivering value to their clients, Csenge Advisory Group, LLC has positioned itself as a trusted and reliable partner in the investment advisory arena.

Stonebridge Financial Planning Group, LLC is a highly regarded local investment advisory firm operating out of Orlando, FL. With a single office, they have established themselves as a trusted resource in the financial planning industry. Led by a team of experienced professionals, Stonebridge Financial Planning Group, LLC employs a total of eight dedicated individuals, seven of whom specialize in providing top-notch investment advisory services. As an esteemed firm, Stonebridge Financial Planning Group, LLC boasts an impressive average of approximately $27,310,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges to cater to a variety of client needs. One of the key strengths of Stonebridge Financial Planning Group, LLC lies in their extensive experience with employer 401Ks and individual accounts, which collectively account for about half of their assets under management. This expertise has solidified their position as industry leaders in managing retirement accounts and individual portfolios. Notably, all assets managed by the firm are done so on a discretionary basis, emphasizing their commitment to delivering comprehensive and tailored financial solutions. In addition to their investment advisory services, Stonebridge Financial Planning Group, LLC also serves as an insurance broker or agent, expanding their capabilities to meet the diverse needs of their clientele. Currently, they proudly serve over 330 individual clients, effectively managing assets totaling over $191,170,000. Stonebridge Financial Planning Group, LLC attributes its success to the contributions of their exceptional advisors, including Rebecca Robey, Rhonda Shurtleff, and Dianne Webb, who have been with the firm for a significant duration, showcasing their dedication and commitment to providing top-quality financial planning services.