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.

Jaffe Tilchin Investment Partners, LLC is a prominent regional investment advisory firm headquartered in Tampa, FL. With a single office, the company is comprised of a dedicated team of 31 employees, the majority of whom are highly skilled investment advisors. Demonstrating their expertise and commitment to client satisfaction, Jaffe Tilchin Investment Partners manages an impressive average of $44,120,000 in assets per investment advisor. The firm's compensation structure encompasses various models, such as a percentage of assets under management and fixed fees. While the management of 401K and individual accounts constitutes less than 30% of their assets, Jaffe Tilchin Investment Partners also possesses the capability to oversee employer funds. Notably, an overwhelming majority of the assets they manage, 93% to be precise, are discretionary. Catering primarily to high net worth individuals, Jaffe Tilchin Investment Partners boasts a substantial clientele of over 1,050 individual clients, representing an impressive $1,235,384,000 in assets under management. The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable individuals include Scott Jaffe, Michael Jones, and Louis Tilchin, who have played instrumental roles in the firm's success and garnered extensive industry experience. As a regional investment advisory firm, Jaffe Tilchin Investment Partners, LLC upholds a strong reputation for its exceptional service, comprehensive investment strategies, and dedication to helping clients achieve their financial goals.

Rutherford Asset Planning, Inc., a small investment advisory firm based in Tampa, FL, specializes in providing comprehensive wealth management services to high net worth individuals. With over 40 individual clients and more than $159,215,000 in assets under management, Rutherford Asset Planning, Inc. is committed to helping their clients achieve their financial goals. Although 401K and individual accounts make up less than 30% of their assets under management, Rutherford Asset Planning, Inc. possesses the expertise to effectively manage employer funds as well. Their investment approach is entirely discretionary, enabling them to make strategic decisions on behalf of their clients to maximize returns. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a transparent and fair relationship with their clients. With a team of five dedicated professionals, including one investment advisor, Rutherford Asset Planning, Inc. delivers personalized financial strategies tailored to each client's unique needs. One of their longest-tenured registered advisors is Keith Amburgey, who has been with the firm since 2009. His extensive experience and expertise contribute to the firm's success in delivering exceptional investment advisory services. With an impressive average of approximately $159,210,000 in assets under management per investment advisor, Rutherford Asset Planning, Inc. surpasses the industry average, demonstrating their ability to handle substantial portfolios effectively. As Rutherford Asset Planning, Inc. continues to serve its clients with integrity and professionalism, they remain dedicated to helping individuals and families navigate the complexities of wealth management and achieve long-term financial success.

Psi Advisors, LLC is a local investment advisory firm based out of Tampa, FL. With four offices, they cater to a diverse range of clients in the area. With a total of 22 dedicated employees, 13 of them specialize in providing expert investment advisory services. The firm boasts an impressive average of approximately $39,430,000 in assets under management per investment advisor, reflecting their proficiency in managing substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Psi Advisors, LLC has established itself as a trusted partner in managing employer 401Ks and individual investments, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space enables them to navigate the intricacies of retirement planning and individual wealth management effectively. Moreover, the firm also serves as a registered representative of a broker-dealer, expanding their range of services to provide comprehensive financial solutions to their clients. With over 1,350 individual clients, Psi Advisors, LLC oversees an impressive $512,576,000 in assets under management. Their commitment to delivering personalized and reliable investment advice has earned them a loyal client base. Notably, the firm is characterized by its seasoned advisors, including Brandan Teague, Eric Eaton, and Christopher Ferrell, who bring a wealth of experience to the table. Psi Advisors, LLC continues to prioritize its clients' financial goals and consistently strives to provide excellent investment advisory services to help them achieve long-term success.

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.

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.

Kahn Financial Group, headquartered in Clearwater, FL, is a small investment advisory firm committed to providing comprehensive financial solutions to its clients. With a team of two dedicated professionals, they offer personalized investment advisory services tailored to meet individual needs. Their knowledgeable advisors boast an impressive track record, managing an average of $71,610,000 in assets per investment advisor. This figure aligns with the industry average, reflecting their competence and expertise in wealth management. Kahn Financial Group serves a diverse clientele, catering to over 130 individual clients with a combined $87,806,000 in assets under management. Notably, a significant portion of their assets comes from employer 401Ks and individuals, showcasing their proficiency in this area. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with their clients' financial success, fostering a mutually beneficial relationship. In addition to their investment advisory services, Kahn Financial Group acts as a registered representative of a broker-dealer and operates as an insurance broker or agent. This multifaceted approach allows them to offer a wide range of financial solutions to address diverse needs and goals. With a rich history and deep-rooted expertise, Kahn Financial Group has established itself as a trusted partner in the financial industry. The firm's success can be attributed to the invaluable contributions of its longest-tenured advisors, including Michael Kahn, Michael Carey, and David Kahn. Operating from their single office in Clearwater, FL, Kahn Financial Group continues to provide exceptional financial guidance, empowering their clients to achieve their financial aspirations.

Rogan & Associates is a reputable investment advisory firm based out of Safety Harbor, FL, boasting an extensive client base of over 1,370 individuals. With a staggering $286,017,000 in assets under management, the firm has firmly established itself as a trusted player in the financial industry. Operating from three conveniently located offices, Rogan & Associates specializes in providing comprehensive investment advice and portfolio management services. A significant portion of their assets under management, roughly 50%, is derived from employer-sponsored 401K plans and individual clients, highlighting their expertise in this particular realm. The firm excels in discretionary asset management, with approximately 90% of the assets they oversee falling under this category. Rogan & Associates prides itself on its flexible compensation structure, offering clients various options including a percentage of assets under management, hourly charges, and commissions. With a total workforce of 16 employees, 10 of whom serve as investment advisors, the firm maintains a highly skilled and dedicated team. Each investment advisor at Rogan & Associates manages an average of $28,600,000 in assets, showcasing their ability to handle substantial portfolios. Among the firm's seasoned advisors are Edwin Foss, Jason White, and Michael Rogan, who have been with the company for an extended period. Their wealth of experience and expertise contribute to the firm's strong track record of delivering sound investment strategies and excellent client service. Rogan & Associates is committed to assisting clients in achieving their financial goals through personalized investment advice, meticulous portfolio management, and a client-centric approach. With their impressive assets under management and a team of seasoned professionals, Rogan & Associates is a trusted partner for individuals and employers alike in the Safety Harbor, FL area.

J. W. Cole Advisors, Inc. is a well-established regional investment advisory firm headquartered in Tampa, FL. With an extensive network of 389 offices, the company has positioned itself as a trusted source of financial guidance and wealth management services. Employing a team of 521 professionals, including 434 dedicated to investment advisory, J. W. Cole Advisors, Inc. boasts a wealth of expertise and knowledge in the industry. With an average of $11,180,000 in assets under management per investment advisor, the firm demonstrates a strong track record of effectively managing clients' portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and tailored solutions to meet clients' needs. J. W. Cole Advisors, Inc. has established a solid reputation in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. The firm's impressive 71% of discretionary assets under management highlights their ability to provide customized investment strategies aligned with clients' goals and risk profiles. A testament to their success, J. W. Cole Advisors, Inc. serves over 21,750 individual clients, with a remarkable $4,854,030,000 in assets under management. The firm's longevity is exemplified by the tenure of their experienced advisors, including John Carlson, Rebecca Gaylor, and Robert Wood, who have played instrumental roles in shaping the company's continued growth and success. J. W. Cole Advisors, Inc. combines their vast industry knowledge, personalized approach, and commitment to client satisfaction to provide comprehensive investment advisory services that empower individuals and organizations to achieve their financial objectives.

Sandy Morris Financial & Estate Planning Services, LLC is a small investment advisory firm based out of Tampa, FL. With a team of six dedicated professionals, they offer comprehensive financial and estate planning services to individuals and businesses. Four of their experienced employees specialize in investment advisory services, providing expert guidance and managing client portfolios. Sandy Morris Financial & Estate Planning Services, LLC prides itself on its exceptional track record and impressive assets under management. On average, each investment advisor oversees approximately $5,636,570,000 in assets, a significantly higher figure than the industry average. Their compensation structure includes various types to ensure that clients' needs are met effectively. The firm caters to a diverse clientele, serving over 450 individual clients who entrust them with more than $126,655,000 in assets under management. Notably, half of these assets originate from employer 401Ks and individual sources, showcasing the firm's expertise in this area. With a 100% discretionary asset management approach, Sandy Morris Financial & Estate Planning Services, LLC has the autonomy to make strategic investment decisions on behalf of their clients. Their commitment to personalized service and attention to detail has earned them a strong reputation in the industry. Sandy Morris Financial & Estate Planning Services, LLC operates from a single office in Tampa, FL, serving clients locally and beyond. The firm boasts several long-tenured advisors, including Matthew Mckeown, Steven Zanolli, and Sandeva Morris, who bring extensive experience and knowledge to their clients' financial journeys. With a client-centric approach, the team at Sandy Morris Financial & Estate Planning Services, LLC is dedicated to helping individuals and businesses achieve their financial goals with confidence and peace of mind.

Fiduciary Planning, LLC is a small investment advisory firm based out of Englewood, FL, with three offices. With over 1,150 individual clients and an impressive $245,277,000 in assets under management, they have established themselves as a trusted partner in financial planning. Fiduciary Planning, LLC specializes in providing comprehensive investment solutions and personalized advice to their diverse client base. The firm's expertise extends to registered representation of a broker-dealer, insurance brokerage, and agent services. They have developed a solid reputation for their proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. A remarkable 89% of the assets they manage are held under discretionary mandates, reflecting their clients' trust in their decision-making abilities. Fiduciary Planning, LLC boasts a team of eight dedicated employees, four of whom are experienced investment advisors. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With an average of $61,320,000 in assets under management per investment advisor, Fiduciary Planning, LLC delivers results that are on par with industry standards. The firm takes pride in its team's commitment to providing exceptional service and building long-term client relationships. Notably, Fiduciary Planning, LLC is home to several of the industry's most tenured advisors, including Valerie Wagner, Thomas Schorn, and Daniel Mercado. Their combined experience and expertise further solidify the firm's position as a leading financial planning resource in Englewood, FL.