James I. Black & Company, based out of Lakeland, FL, is a small investment advisory firm with a remarkable track record. With over 110 individual clients and an impressive $133,303,000 in assets under management, they are highly regarded in the financial industry. While their 1 office serves as their operational hub, their influence reaches far beyond Lakeland. Specializing in managing the wealth of high net worth individuals, James I. Black & Company has built a reputation for providing personalized and effective investment strategies. Though 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to skillfully handle employer funds. Their compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With 9 dedicated employees, including 2 investment advisory professionals, the firm boasts a wealth of expertise and knowledge. One of the key strengths of James I. Black & Company is their impressive average of approximately $66,650,000 in assets under management per investment advisor, aligning with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while delivering personalized attention to each client. The firm takes pride in its experienced team, with Gerald Black and John Christian serving as two of the longest-tenured registered advisors. Their longevity with the company reflects their commitment to client satisfaction and their deep understanding of the ever-evolving financial landscape. James I. Black & Company continues to provide exceptional investment advisory services, guiding clients towards financial success and long-term prosperity.

Golden Road Advisors LLC is a small investment advisory firm based out of Tampa, FL, with two offices. With a team of four employees, including two dedicated investment advisors, they provide expert financial guidance and management services. The firm's average assets under management per investment advisor stand at approximately $60,980,000, aligning with the industry average. Golden Road Advisors LLC offers a diverse compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. Notably, they possess substantial experience in managing assets from employer 401Ks and individual clients, representing approximately half of their assets under management. This expertise positions them as a trusted partner for individuals and organizations seeking sound investment strategies. Impressively, 85% of the assets managed by Golden Road Advisors LLC are discretionary, showcasing their expertise in making strategic investment decisions on behalf of clients. They have amassed a substantial client base, serving over 150 individual clients with a total of more than $121,961,000 in assets under management. Within the firm, Jeffrey Kikoler and Kevin Caldwell stand out as two of the longest-tenured registered advisors, bringing their extensive experience and knowledge to clients' portfolios. With their dedicated team and commitment to delivering exceptional financial advice, Golden Road Advisors LLC strives to help clients navigate the complexities of the investment landscape and secure their financial future.

Noble Family Wealth, a small investment advisory firm headquartered in Clearwater, FL, is dedicated to providing comprehensive wealth management services to their esteemed clientele. With over 60 individual clients and an impressive $315,027,000 in assets under management, the firm has established itself as a trusted partner in financial planning. Operating from a single office, Noble Family Wealth exercises discretionary management over 100% of the assets they oversee, allowing them to make informed investment decisions tailored to the unique needs of their clients. Their expertise primarily lies in managing the assets of high net worth individuals, reflecting their specialized focus. The compensation structure at Noble Family Wealth includes various types, with a particular emphasis on a percentage of assets under management, aligning their success with the success of their clients. With a dedicated team of four employees, three of whom provide investment advisory services, Noble Family Wealth achieves an average of approximately $105,010,000 in assets under management per investment advisor, which falls in line with the industry average. The firm prides itself on the expertise and experience of their team. Matthew Szabad, Brian Glas, and Sandra Nesbit are among the longest tenured advisors at Noble Family Wealth, bringing a wealth of industry knowledge and a client-centered approach to their work. Through their personalized and holistic approach to wealth management, Noble Family Wealth strives to help clients achieve their financial goals and secure their financial well-being.

Amuni Financial, Inc., a local investment advisory firm based out of St. Petersburg, FL, boasts a team of 19 skilled professionals, 10 of whom specialize in providing top-notch investment advisory services. With an average of $83,290,000 in assets under management per investment advisor, Amuni Financial performs on par with the industry standard. The firm offers a diverse compensation structure, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, commissions, and performance-based fees. Catering to a wide client base, Amuni Financial serves over 120 individual clients, effectively managing more than $114,150,000 in assets. The company primarily focuses on high-net-worth individuals, with a substantial portion of their managed assets allocated to this demographic. While 401(k) and individual accounts make up less than 30% of their assets under management, Amuni Financial possesses the capacity to effectively oversee employer funds. In addition to their investment advisory services, Amuni Financial, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to their clients. The company operates from two offices, and its team includes industry veterans Mark Donohue, Robert House, and Jay Lake, who boast some of the longest tenures at the firm. With a dedication to delivering personalized financial solutions and a strong presence in St. Petersburg, Amuni Financial, Inc. continues to build a reputation for excellence in the financial industry.

Payant Wealth Management Group is a highly regarded investment advisory firm based in Sun City Center, FL. With a strong presence in the community, they operate from two well-established offices. Comprised of a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services, the firm has earned a reputation for excellence. Drawing from their extensive expertise, Payant Wealth Management Group oversees an impressive average of $40,660,000 in assets under management per investment advisor. Their compensation structure is flexible and tailored to meet clients' needs, including options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Payant Wealth Management Group's business lies in their deep understanding and experience in managing employer 401Ks and individual accounts, which constitute approximately half of their total assets under management. This expertise positions them as trusted advisors in this domain. With an unwavering commitment to discretion and personalized service, Payant Wealth Management Group maintains full discretionary control over 100% of the assets they manage. Serving over 250 individual clients, they currently oversee an impressive $203,318,000 in assets under management. The firm takes pride in its team of accomplished advisors, several of whom have been with the company for many years. Among them are Peter Farina, Glenn Krcmaric, and Thomas Payant, individuals whose wealth of experience and dedication have contributed to the firm's continued success. As a leading investment advisory firm, Payant Wealth Management Group is known for its exceptional service, expertise, and commitment to 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.

Grand Central Investment Group, LLC is a small investment advisory firm headquartered in Tampa, FL, boasting two well-established offices. With a team of three dedicated professionals, including two experienced investment advisors, Grand Central Investment Group provides expert financial guidance to a diverse clientele. Their average assets under management per investment advisor amount to approximately $56,240,000, aligning with industry standards. The firm's compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees. Although less than 30% of their assets under management are attributed to 401K and individual accounts, Grand Central Investment Group possesses the capability to efficiently manage employer funds. An impressive 79% of the assets under their management are discretionary, reflecting their clients' trust in their expertise. Catering primarily to high net worth individuals, Grand Central Investment Group proudly serves over 210 individual clients, skillfully managing their combined assets of over $112,482,000. The firm prides itself on its team's extensive experience and longevity within the industry. Notable advisors who have contributed significantly to the firm's success include Michelle Halpin, Charles Poe, and Frank Cooper. Grand Central Investment Group, LLC is committed to providing exceptional investment advisory services and delivering tailored financial strategies to meet their clients' unique needs. Through their expertise, professionalism, and focus on building long-term relationships, they continue to establish themselves as a trusted partner in achieving financial success.

Clarity Financial Advisors LLC, a leading investment advisory firm based out of St. Petersburg, FL, specializes in managing assets for both individual clients and employer-sponsored 401K plans. With over 660 individual clients and a staggering $51,181,000 in assets under management, Clarity Financial Advisors LLC has built a solid reputation for its expertise in wealth management. Operating from two offices, this local firm caters to a diverse clientele, with over 80% of their assets under management comprising employer 401K plans or individual investments. Boasting a 100% discretionary management approach, Clarity Financial Advisors LLC ensures their clients' portfolios are expertly handled with the utmost care and attention. The firm employs a highly qualified team of eight professionals, with five dedicated to providing top-notch investment advisory services. Each investment advisor at Clarity Financial Advisors LLC manages an average of approximately $10,240,000 in assets, ensuring personalized attention and tailored strategies for clients' unique financial goals. The company's compensation structure offers flexibility, including options such as a percentage of assets under management, fixed fees, and hourly charges. This variety allows clients to choose a payment model that aligns with their specific needs and preferences. Notably, Clarity Financial Advisors LLC takes pride in its experienced team, with long-tenured advisors like Troy Von Blankenburg, David O'Neill, and Trevor Shultz, who contribute to the firm's wealth of knowledge and expertise. With a commitment to providing clarity and personalized financial solutions, Clarity Financial Advisors LLC continues to thrive as a trusted partner in helping individuals and employers achieve their financial objectives.

CPS Investment Advisors, based out of Lakeland, FL, is a prominent local investment advisory firm serving over 2,590 individual clients with an impressive $1,988,219,000 in assets under management. With a single office in Lakeland, CPS Investment Advisors specializes in providing comprehensive investment advisory services to its diverse clientele. While managing employer funds is within their capability, 401K and individual accounts account for less than 30% of their assets under management. All the assets managed by CPS Investment Advisors are discretionary, allowing them to exercise flexibility and expertise in implementing investment strategies. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. With a team of 21 dedicated employees, all providing investment advisory services, CPS Investment Advisors maintains an average of approximately $94,680,000 in assets under management per investment advisor. This figure falls within the industry average, showcasing the firm's competence in delivering effective wealth management solutions. CPS Investment Advisors takes pride in its experienced team, with several of the firm's longest tenured advisors including Derek Oxford, Peter Golotko, and James Luffman. Their expertise, combined with the firm's commitment to providing personalized and reliable investment advice, enables CPS Investment Advisors to build enduring relationships with their clients and guide them towards achieving their financial objectives.

Moisand Fitzgerald Tamayo, LLC is a prominent local investment advisory firm based in Orlando, FL, with three strategically located offices. With a team of 21 highly skilled professionals, including 8 dedicated investment advisors, they provide exceptional financial services to a diverse client base. The firm boasts an impressive track record, managing over $901,423,000 in assets under management for more than 420 individual clients. As a testament to their expertise, Moisand Fitzgerald Tamayo, LLC has an average of $97,810,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, such as a percentage of assets under management, ensuring a fair and transparent approach to client relationships. Specializing in high net worth individuals, the firm focuses primarily on managing discretionary assets. While 401K and individual accounts account for less than 30% of their assets under management, they possess the capability to effectively handle employer funds as well. Noteworthy industry veterans contribute to the firm's success, including Daniel Moisand, Ronald Tamayo, and Charles Fitzgerald, who have been instrumental in the company's longevity and reputation. Their collective experience, combined with a client-centric approach, has established Moisand Fitzgerald Tamayo, LLC as a trusted and reliable 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.