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.

Forza Wealth Management, based out of Sarasota, FL, is a distinguished investment advisory firm catering to high net worth individuals. With over 60 individual clients and an impressive $285,477,000 in assets under management, Forza Wealth Management prides itself on its commitment to excellence and personalized financial strategies. As a small firm with a single office, Forza Wealth Management offers comprehensive investment advisory services, specializing in discretionary asset management. While employer funds comprise a significant portion of their assets, 401K and individual accounts represent less than 30% of their portfolio. This allows the firm to focus on providing tailored solutions that align with each client's unique financial goals. With a compensation structure that includes a percentage of assets under management and hourly charges, Forza Wealth Management ensures transparency and alignment of interests with their clients. The firm's dedicated team of four experienced professionals provides investment advisory services, averaging approximately $71,370,000 in assets under management per investment advisor, in line with the industry average. Forza Wealth Management takes pride in its long-tenured advisors, including Kimberly Evener, Timothy Videnka, and Michael Demassa, who bring a wealth of expertise and knowledge to the table. Their collective experience and dedication enable the firm to navigate the complex financial landscape and provide insightful guidance to their clients. With a track record of success and a commitment to delivering exceptional service, Forza Wealth Management stands as a trusted partner for affluent individuals seeking comprehensive wealth management solutions in the Sarasota area.

Provise Management Group, LLC, based out of Clearwater, FL, is a renowned local investment advisory firm with a strong track record. With over 840 individual clients and assets under management exceeding $1,616,430,000, Provise Management Group caters to a diverse range of investors. The firm operates from two offices, strategically positioning themselves to serve their clients effectively. While 401K and individual accounts make up less than 30% of their assets under management, Provise Management Group possesses the expertise and capability to manage employer funds. A staggering 99% of the assets they handle are under discretionary management, reflecting the trust and confidence their clients have in their decision-making. With a primary focus on high net worth individuals, Provise Management Group is adept at navigating complex financial landscapes to achieve optimal results. Their compensation structure includes various options, such as a percentage of assets under management, hourly charges, fixed fees, and commissions, allowing clients to choose the most suitable arrangement for their needs. Employing a team of 21 dedicated professionals, Provise Management Group ensures exceptional service delivery. Seventeen of their employees are devoted to providing comprehensive investment advisory services, and their average assets under management per investment advisor amount to approximately $95,080,000, aligning well with the industry average. Nancy Ramey, Eric Ebbert, and Vincent Ferrara are among the firm's longest-tenured advisors, illustrating the stability and expertise that clients can rely on. With a strong commitment to personalized service, Provise Management Group, LLC is a trusted partner for individuals seeking effective wealth management solutions in the Clearwater area and beyond.

Eagle Asset Management Inc, headquartered in St. Petersburg, FL, is a prominent regional investment advisory firm with a strong presence in the financial industry. With over 16,510 individual clients and an impressive $32,059,792,000 in assets under management, Eagle Asset Management Inc is a trusted partner for individuals seeking expert financial guidance. Operating from four strategically located offices, Eagle Asset Management Inc offers a comprehensive range of investment services. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. A significant 84% of the assets they oversee are managed on a discretionary basis, demonstrating their expertise in making informed investment decisions. Eagle Asset Management Inc boasts a skilled team of 62 dedicated professionals, with 50 of them exclusively focused on providing investment advisory services. The firm's investment advisors consistently deliver exceptional results, with an impressive average of approximately $641,200,000 in assets under management per advisor. This level of performance surpasses the industry average and showcases the firm's commitment to maximizing client returns. Notably, Eagle Asset Management Inc takes pride in its experienced advisory team. Several of the firm's longest-tenured advisors, including Todd McCallister, Bert Boksen, and David Blount, have played instrumental roles in shaping the firm's success and maintaining its reputation for excellence. With a robust compensation structure that includes a percentage of assets under management and performance-based fees, Eagle Asset Management Inc aligns its interests with those of its clients. By prioritizing personalized service and prudent investment strategies, the firm strives to build long-term relationships and assist clients in achieving their financial goals.

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.

Independent Financial Partners, headquartered in Tampa, FL, is a leading regional investment advisory firm that operates across 156 offices. With a team of 273 dedicated professionals, the majority of whom specialize in investment advisory services, Independent Financial Partners is committed to helping clients achieve their financial goals. Each investment advisor boasts an impressive average of $33,520,000 in assets under management, reflecting their expertise and success in managing client portfolios. The firm offers a flexible compensation structure, including various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that align with their preferences. Notably, Independent Financial Partners has cultivated extensive experience in managing employer 401Ks and individual assets, accounting for nearly half of their assets under management. This proficiency in the retirement space has positioned the firm as a trusted partner for individuals and businesses seeking financial guidance. With a remarkable 91% of the assets they manage being discretionary, Independent Financial Partners empowers clients by making informed investment decisions on their behalf. Their commitment to personalized service is evidenced by their extensive client base, which exceeds 25,820 individuals, and impressive assets under management totaling over $8,915,756,000. Independent Financial Partners prides itself on the expertise and dedication of its advisors. Among the firm's long-standing professionals are James Appelt, J. Herndon, and James Vondrak, whose tenure exemplifies the depth of experience and continuity that clients can expect when partnering with the firm. In summary, Independent Financial Partners is a respected investment advisory firm in Tampa, FL, delivering comprehensive financial solutions, specialized expertise in retirement planning, and a commitment to personalized service.

Econologics Financial Advisors, based out of Largo, FL, is a leading investment advisory firm serving over 60 individual clients. With a remarkable $84,809,000 in assets under management, they offer comprehensive financial solutions to help their clients achieve their long-term goals. As a local firm, Econologics Financial Advisors is deeply rooted in the community, providing personalized services to meet the unique needs of each client. With one office located in Largo, FL, Econologics Financial Advisors also serves as an insurance broker or agent, ensuring their clients have access to a wide range of insurance options to protect their assets and manage risks effectively. While they excel in managing high net worth individuals' assets, the firm also possesses the expertise to handle employer funds, even though 401K and individual accounts account for less than 30% of their assets under management. Econologics Financial Advisors operates under a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the approach that aligns best with their financial objectives. With a team of 19 dedicated employees, including five investment advisors, the firm provides expert guidance and support to their clients. The investment advisors at Econologics Financial Advisors have an impressive average of approximately $16,960,000 in assets under management per advisor, reflecting their commitment to delivering exceptional results. The firm boasts a roster of seasoned professionals, including Eric Gersch, Joshua Abrahamson, and Eric Miller, who have remained with the company for an extended period, offering clients the benefit of their extensive experience and expertise.

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.

Sara-Bay Financial Corp., a small investment advisory firm based out of Sarasota, FL, is renowned for its exceptional financial services. With over 250 individual clients and a staggering $213,242,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from a single office, Sara-Bay Financial Corp. caters to a diverse clientele, with approximately half of their assets under management originating from employer 401Ks and individual investors. With a wealth of experience in managing employer 401Ks and individual assets, Sara-Bay Financial Corp. demonstrates expertise and reliability in this specialized field. They possess the unique distinction of managing 100% of their clients' assets on a discretionary basis, ensuring utmost dedication to achieving their financial goals. Sara-Bay Financial Corp. employs a team of five professionals, three of whom are dedicated to providing comprehensive investment advisory services. The company follows a compensation structure that includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. Notably, Sara-Bay Financial Corp. maintains an average of $71,080,000 in assets under management per investment advisor, which aligns with the industry average. The firm takes pride in its experienced team, with James Mills, Benjamin Hard, and James Hard among their longest-tenured advisors. These individuals bring a wealth of knowledge and expertise to the table, further enhancing the company's ability to serve its clients effectively. Sara-Bay Financial Corp. continues to build its reputation as a premier investment advisory firm, combining a client-centric approach with seasoned professionals, all driven by a shared commitment to delivering outstanding financial services.

Walsh & Associates, LLC, a reputable investment advisory firm based out of Sarasota, FL, distinguishes itself through its highly skilled team and impressive track record. With a total of 13 dedicated employees, including 5 experienced investment advisors, they deliver exceptional financial guidance to a diverse clientele. Their robust asset management portfolio averages an impressive $766,410,000 per investment advisor, surpassing industry standards. Having cultivated strong relationships with over 720 individual clients, Walsh & Associates, LLC oversees a substantial $481,850,000 in assets under management. Catering primarily to high-net-worth individuals, they have earned a reputation for their expertise in handling sizable investments. While managing employer funds is within their capabilities, they allocate less than 30% of their assets under management to 401K and individual accounts. As a testament to their commitment to their clients, Walsh & Associates, LLC exclusively offers discretionary asset management services, ensuring their expertise guides every investment decision. Additionally, they extend their services beyond investment advisory, acting as registered representatives of a broker-dealer and serving as insurance brokers or agents. Located in Sarasota, FL, Walsh & Associates, LLC operates from two offices to better serve their clients. The firm takes pride in its team's longevity, with Suzanne Stacy McKelvey, Thomas Walsh, and Michael Walsh among their most tenured advisors. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment of interests with their clients. With a steadfast commitment to excellence, Walsh & Associates, LLC continues to empower individuals and businesses to achieve their financial goals.

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.