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.

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.

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.

Orca Wealth Management, LLC, a small investment advisory firm based in Trinity, FL, is dedicated to providing personalized financial services to its clients. With over 250 individual clients and an impressive $151,281,000 in assets under management, Orca Wealth Management has earned a reputation for delivering tailored investment solutions. The firm operates from two offices and offers comprehensive advisory services across various investment avenues. While 401K and individual accounts make up less than 30% of their assets under management, Orca Wealth Management possesses the expertise and capability to effectively manage employer funds, ensuring comprehensive portfolio management. With a strong emphasis on discretionary management, Orca Wealth Management handles 99% of the assets they manage with the utmost care and expertise. This approach enables their clients to trust the firm's experienced advisors to make informed investment decisions on their behalf. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that their advisors' interests are aligned with the success of their clients' portfolios. Orca Wealth Management is staffed by a dedicated team of three professionals, with one specializing in investment advisory services. The firm prides itself on having investment advisors who manage an average of approximately $151,280,000 in assets, which exceeds the industry average. Kenneth Ouellette is one of the longest-tenured registered advisors at the firm, having been with Orca Wealth Management since 2021. With a commitment to excellence and personalized service, Orca Wealth Management strives to help their clients achieve their financial goals through prudent and strategic investment management.

E. Batoff & Co., Inc. is a small investment advisory firm based out of Tampa, FL, specializing in providing comprehensive investment services. With over 20 individual clients, they manage a substantial portfolio of assets totaling more than $212,225,000. The firm's primary focus is on serving high net worth individuals, although they also possess the capability to manage employer funds. Led by Edward Batoff and Evan Batoff, who are among the firm's longest tenured registered advisors, E. Batoff & Co., Inc. prides itself on delivering personalized investment strategies tailored to each client's unique financial goals. Their team consists of two dedicated professionals, both of whom are fully committed to delivering exceptional investment advisory services. With an average of approximately $19,210,000 in assets under management per investment advisor, E. Batoff & Co., Inc. boasts a solid track record of successfully growing and preserving client wealth. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a strong alignment of interests between the firm and its clients. While the majority of assets managed are for high net worth individuals, E. Batoff & Co., Inc. also accommodates 401K and individual accounts, although these represent less than 30% of their total assets under management. Notably, the firm manages 100% of their assets on a discretionary basis, empowering them to make informed investment decisions based on their expertise and market insights. Located in Tampa, FL, E. Batoff & Co., Inc. operates out of a single office, offering a personalized and accessible experience for their valued clientele.

Fortress Wealth Group, LLC is a reputable investment advisory firm based out of Orlando, FL, providing comprehensive financial services to a diverse client base. With a single office location, they boast a team of 13 dedicated professionals, five of whom specialize in offering expert investment advisory services. The firm manages an impressive average of approximately $51,470,000 in assets under management per investment advisor, placing them on par with industry standards. At Fortress Wealth Group, LLC, their compensation structure is designed to align with their clients' needs, offering multiple options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, a significant portion of their assets under management comes from employer 401Ks and individual clients, indicating their expertise in these areas. The firm prides itself on managing all of its assets on a discretionary basis, ensuring a proactive and personalized approach to investment strategies. With a focus on serving high-net-worth individuals, Fortress Wealth Group, LLC caters to over 230 individual clients, overseeing an impressive $257,350,000 in assets under management. The firm benefits from the expertise and experience of its longest-tenured advisors, including Bradley Ledford, John Ledford, and Cole Linquist, who have contributed significantly to the firm's success. Fortress Wealth Group, LLC has built a strong reputation in the industry through its commitment to providing tailored financial solutions and exceptional client service.

Raymond James & Associates, Inc., based out of St. Petersburg, FL, is a national investment advisory firm with a strong presence in the financial industry. With over 615 offices, they serve a wide range of clients, including individual investors and employer 401Ks, managing a substantial $306,121,310,000 in assets. Their expertise in the investment space is evident, as approximately 70% of the assets they manage are discretionary. With a client base of over 397,800 individuals, Raymond James & Associates, Inc. offers comprehensive services that extend beyond investment advisory. They also serve as an insurance broker or agent and a registered municipal advisor, ensuring a holistic approach to their clients' financial needs. Raymond James & Associates, Inc. has a diverse compensation structure, including a percentage of assets under management, hourly charges, fixed fees, and commissions. Their commitment to providing tailored financial solutions is further emphasized by their team of 4,620 investment advisors, each averaging around $66,260,000 in assets under management. This level of expertise is on par with industry standards. The firm takes pride in its seasoned advisors, such as Francis Godbold, Dennis Zank, and Bruce Rhodes, who have demonstrated their dedication and longevity within the organization. With a workforce of 11,789 employees, Raymond James & Associates, Inc. combines experience, knowledge, and a wide array of services to support their clients' financial goals and aspirations.

Lawrence Financial Planning, LLC is a leading investment advisory firm based out of Tampa, FL. With a total of 5 dedicated professionals, including 2 experienced investment advisors, they offer comprehensive financial planning services to individuals and businesses. Their exceptional track record and commitment to delivering top-tier results have propelled them to an average of approximately $204,210,000 in assets under management per investment advisor, surpassing the industry average. Lawrence Financial Planning, LLC's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Their expertise in managing employer 401Ks and individual accounts is evident, as over half of their impressive $114,596,000 in assets under management are derived from these sources. Additionally, they possess extensive experience in the discretionary asset management space, with 6% of the assets they oversee falling under this category. As a small investment advisory firm, Lawrence Financial Planning, LLC boasts a strong reputation built on the commitment and expertise of their team. With a single office location, they provide personalized attention and tailored solutions to their diverse client base. Julie Lawrence, one of their longest-tenured registered advisors, has been with the firm since 2009, contributing her wealth of knowledge and experience to the company's success. In summary, Lawrence Financial Planning, LLC is a distinguished investment advisory firm in Tampa, FL, delivering exceptional financial planning services to a wide range of clients. With their outstanding assets under management, seasoned professionals, and extensive experience in employer 401Ks and discretionary asset management, they continue to thrive as a trusted partner in helping clients achieve their financial goals.

Summit Wealth Partners, LLC is a reputable investment advisory firm based in Orlando, FL. With a strong local presence, they operate from six well-established offices, serving a diverse client base. The firm comprises a team of 20 dedicated professionals, with 12 of them specializing in investment advisory services. Their knowledgeable advisors provide expert guidance and support to clients, helping them navigate the complexities of the financial market. As an average-sized investment advisory firm, Summit Wealth Partners, LLC manages approximately $47,140,000 in assets per advisor. While this figure aligns with industry standards, the firm distinguishes itself through its extensive experience in handling employer 401Ks and individual portfolios. In fact, nearly half of the assets they manage are derived from these sources, showcasing their expertise in this area. Summit Wealth Partners, LLC maintains a diverse compensation structure that caters to the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to each client's specific requirements and financial goals. With over 93% of the assets they manage being discretionary, clients trust Summit Wealth Partners, LLC to make informed decisions on their behalf. The firm boasts a substantial client base of more than 700 individuals, with over $565,717,000 in assets under management, indicating a strong track record of success. Summit Wealth Partners, LLC is home to a team of highly experienced professionals. Notable advisors include Chad Leatherwood, Jack Malarik, and Chad Warrick, who have contributed to the firm's longevity and success. Their expertise and dedication have earned them a stellar reputation within the industry and among their extensive client network.

Mcdonough Capital Management, Inc., a small investment advisory firm based out of Orlando, FL, boasts a solid reputation in the financial industry. With over 110 individual clients and an impressive $110,941,000 in assets under management, they offer personalized and comprehensive investment solutions. Their expertise extends to being a registered representative of a broker-dealer, insurance broker, or agent. While employer funds constitute a significant portion of their managed assets, they also cater to 401K and individual accounts, albeit representing less than 30% of their portfolio. What sets Mcdonough Capital Management, Inc. apart is their commitment to discretion, as they manage 100% of their assets on a discretionary basis. Their client base predominantly comprises high-net-worth individuals, for whom they provide tailored investment strategies. The firm's compensation structure is diverse, including a percentage of assets under management. With four skilled employees, all engaged in investment advisory services, Mcdonough Capital Management, Inc. ensures a personalized approach to each client. On average, their investment advisors oversee approximately $27,740,000 in assets under management, reflecting their expertise and ability to handle substantial portfolios. Mcdonough Capital Management, Inc. takes pride in their team of experienced advisors, with notable individuals such as George Jackson, Thanh-Cam Nguyen, and Edward Mcdonough, who have contributed significantly to the firm's success. With a single office location in Orlando, FL, Mcdonough Capital Management, Inc. remains dedicated to providing exceptional investment advisory services and fostering long-term financial growth for their valued clients.

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.