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.

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.

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.

Setchfield Asset Management, headquartered in Bradenton, FL, is a reputable investment advisory firm catering to a diverse clientele. With over 200 individual clients, they currently oversee an impressive $126,500,000 in assets under management. As a small but dynamic firm, Setchfield Asset Management operates from a single office and specializes in providing comprehensive investment advice and services. With a focus on financial security and risk management, Setchfield Asset Management also operates as an insurance broker or agent. They possess extensive expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Notably, an overwhelming majority of 94% of the assets they handle are discretionary, showcasing their proficiency in making strategic investment decisions. The firm's compensation structure is designed to align with their clients' success, including a percentage-based fee model tied to the assets under management. Although Setchfield Asset Management boasts a lean team of two employees, one of them is dedicated to providing top-notch investment advisory services. With an average of $126,500,000 in assets under management per investment advisor, Setchfield Asset Management matches the industry standard. Steven Setchfield, one of their registered advisors, stands as a seasoned professional with an enduring commitment to the firm since 2017. Setchfield Asset Management is driven by a passion for helping clients achieve their financial goals while delivering personalized service and exceptional results. Through their expertise and dedication, they have established a strong presence in the Bradenton area and continue to expand their footprint in the investment advisory space.

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.

Sutton Wealth Advisors, Inc., a small investment advisory firm based out of Tampa, FL, caters to a distinguished clientele of high net worth individuals. With over 170 individual clients, the firm manages an impressive $392,681,000 in assets. As experts in the field, Sutton Wealth Advisors possess the capability to oversee not only 401K and individual accounts, which make up less than 30% of their assets, but also employer funds. Boasting an impressive 98% of discretionary assets under their management, Sutton Wealth Advisors prioritize personalized strategies tailored to their clients' specific financial goals. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges. With 8 dedicated employees, including 3 investment advisors, Sutton Wealth Advisors ensures a high level of client service and attention. Each investment advisor manages an average of approximately $130,890,000 in assets, surpassing industry standards. The firm takes pride in its experienced team, with Wallace Sutton and Zachary Sutton serving as two of the longest-tenured registered advisors. As a reputable wealth management firm, Sutton Wealth Advisors strives to provide comprehensive financial solutions that align with their clients' long-term objectives. With their extensive expertise and commitment to personalized service, the firm has solidified its position as a trusted partner in helping clients navigate the complex world of wealth management.

Raymond James Financial Services Advisors, Inc, headquartered in Saint Petersburg, FL, is a nationally recognized investment advisory firm with a strong presence in the financial services industry. With over 390,270 individual clients and an impressive $245,249,234,000 in assets under management, Raymond James Financial Services Advisors, Inc has established itself as a trusted partner in wealth management. Operating out of 2,620 offices across the nation, the firm boasts extensive experience in managing assets, particularly in the realm of employer 401Ks and individual investments. Nearly half of their assets under management originate from these sources, showcasing their expertise in catering to the diverse needs of their clients. Raymond James Financial Services Advisors, Inc's success can be attributed to its compensation structure, which offers flexibility and caters to various client preferences. This structure includes different models such as a percentage of assets under management, hourly charges, fixed fees, and commissions. By tailoring their compensation to align with client requirements, they ensure a transparent and mutually beneficial partnership. The firm's dedicated team comprises a total of 6,517 employees, with 5,678 specifically focused on delivering exceptional investment advisory services. With an average of $43,190,000 in assets under management per investment advisor, clients benefit from personalized attention and customized strategies tailored to their financial goals. Notably, Raymond James Financial Services Advisors, Inc is home to several highly experienced advisors who have been with the firm for an extended period. Advisors such as Archie Sullivan, Aaron Crewse, and Arturo Lumpkin bring their wealth of knowledge and expertise to guide clients towards financial success. With their strong team and vast resources, Raymond James Financial Services Advisors, Inc continues to provide comprehensive wealth management services to their clients nationwide.

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.