Destiny Wealth Partners, LLC, based out of Tavares, FL, is a reputable investment advisory firm that caters to a diverse clientele. With a total of 21 dedicated employees, including 11 experienced investment advisors, they provide comprehensive financial services and guidance to individuals seeking to maximize their wealth. Known for their expertise in managing substantial assets, Destiny Wealth Partners, LLC boasts an impressive average of approximately $52,900,000 in assets under management per investment advisor. While this figure aligns with the industry average, the firm's exceptional track record and commitment to client success set them apart. With over 770 individual clients entrusting them with their financial goals, Destiny Wealth Partners, LLC manages a staggering $805,805,000 in assets. The majority of these assets belong to high-net-worth individuals, while a smaller portion comprises 401K and individual accounts, which collectively represent less than 30% of their assets under management. Destiny Wealth Partners, LLC distinguishes itself by offering a wide range of compensation structures, including a percentage of assets under management. This flexible approach ensures that their clients' interests are aligned with their own, promoting a mutually beneficial relationship. Operating from five offices, the firm has established a strong local presence within the Tavares community. Its long-standing success can be attributed, in part, to the expertise and dedication of their seasoned advisors, including Audrey Ralicki, Morgan Hatfield, and Thomas Ruggie, who have been instrumental in shaping the firm's reputation. With a 99% discretion over the assets they manage, Destiny Wealth Partners, LLC exemplifies a client-centric approach, providing tailored financial solutions and personalized investment strategies to help individuals navigate the complexities of the market and achieve their financial aspirations.

Smith Asset Management Co., LLC, based out of Chiefland, FL, is a well-established investment advisory firm with a strong track record. With over 800 individual clients and more than $228,987,000 in assets under management, they have built a solid reputation in the industry. The company operates out of a single office and offers investment advisory services to a diverse range of clients. One of Smith Asset Management Co., LLC's notable strengths lies in their expertise in managing employer 401Ks and individual accounts. Around half of their assets under management come from these sources, showcasing their deep understanding of this space. The firm's services are entirely discretionary, allowing them to make investment decisions on behalf of their clients without requiring prior approval. The compensation structure at Smith Asset Management Co., LLC is flexible and includes various types such as a percentage of assets under management and hourly charges. This adaptability ensures that clients can choose a payment method that aligns with their preferences and needs. With two dedicated employees, the company maintains a favorable client-to-staff ratio. Each investment advisor at Smith Asset Management Co., LLC handles an average of approximately $114,490,000 in assets under management, which is on par with the industry average. Notably, Benjamin Smith stands out as one of the firm's longest-tenured registered advisors, having been with the company since 4026. Smith Asset Management Co., LLC is committed to providing top-notch investment advisory services, leveraging their experience, expertise, and commitment to their clients' financial goals.

Blueprint Wealth Management is a small investment advisory firm based out of The Villages, FL, with a strong presence in the financial services industry. With 7 dedicated employees, including two experienced investment advisors, they strive to deliver comprehensive financial solutions to their clients. The firm manages an average of approximately $52,180,000 in assets per investment advisor, which aligns with the industry average. Blueprint Wealth Management caters to a diverse clientele, boasting over 810 individual clients and managing a substantial $94,016,000 in assets. One of the firm's notable strengths lies in their expertise in handling employer 401Ks and individual assets, accounting for half of their managed assets. With a proven track record in this area, Blueprint Wealth Management has established itself as a reliable partner for clients seeking retirement planning and investment strategies. Additionally, all the assets they manage are under discretionary management, offering clients a hands-off approach and allowing the firm to exercise sound judgment in their investment decisions. In addition to their investment advisory services, Blueprint Wealth Management serves as an insurance broker or agent, providing clients with comprehensive coverage options to protect their financial well-being. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach to client relationships. Kelly Sandro and Kathleen Laseter, two of the longest-tenured registered advisors at Blueprint Wealth Management, bring a wealth of experience and expertise to the firm. Their commitment to delivering personalized and reliable financial advice underscores the firm's dedication to helping clients achieve their financial goals. With a single office location, Blueprint Wealth Management remains deeply rooted in The Villages, FL, offering localized expertise and a personalized approach to wealth management.

Blackston Financial Advisory Group, LLC is a highly reputable investment advisory firm based out of The Villages, FL. With 13 dedicated employees, including 5 experienced professionals specializing in investment advisory services, they deliver comprehensive financial guidance to a diverse clientele. The firm's impressive track record is reflected in their average assets under management per investment advisor, standing at an exceptional $516,820,000, surpassing industry standards. Blackston Financial Advisory Group, LLC offers a diverse compensation structure, encompassing various models such as a percentage of assets under management and performance-based fees. This ensures their interests align with those of their clients, fostering a mutually beneficial relationship. The firm boasts an extensive client base, serving over 1,150 individuals with assets under management exceeding $207,000,000. Notably, their expertise in managing employer 401Ks and individual accounts contributes to their robust asset portfolio, with nearly half of the assets under management originating from these sources. Impressively, approximately 78% of the assets managed by Blackston Financial Advisory Group, LLC are discretionary, demonstrating their clients' trust in the firm's expertise and decision-making abilities. With three strategically located offices, the firm is well-positioned to serve clients throughout the region. Furthermore, the company takes pride in its seasoned team of advisors, including Richard Blackston, David Blackston, and Travis Bender, who bring a wealth of experience and expertise to the table. Blackston Financial Advisory Group, LLC has established itself as a local leader in the investment advisory industry, combining comprehensive financial solutions with a client-centric approach to help individuals and organizations achieve their financial goals.

Royal Fund Management, LLC, based out of Lady Lake, FL, is a prominent regional investment advisory firm with a robust presence in the financial industry. With over 6,360 individual clients and an impressive $1,084,036,000 in assets under management, they have established themselves as a trusted partner for wealth management services. The firm operates through 84 offices strategically located to provide personalized support and guidance to their diverse clientele. Royal Fund Management, LLC specializes in managing assets derived from employer 401Ks and individual investors, possessing extensive experience in this domain. A notable 89% of the assets they oversee are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. The company's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With a team of 90 dedicated employees, the majority of whom are investment advisors, Royal Fund Management, LLC consistently delivers high-quality advisory services. Their investment advisors boast an impressive average of approximately $12,750,000 in assets under management per advisor, highlighting their ability to handle substantial portfolios while maintaining personalized attention to individual client needs. The firm takes pride in its highly experienced team, including renowned advisors such as Vicki Monaco, John Thoma, and Mark Sorensen, who have been instrumental in the firm's long-standing success. Royal Fund Management, LLC continues to demonstrate its commitment to excellence, professionalism, and client-centric services, making it a trusted partner for individuals and businesses seeking comprehensive investment advisory solutions.

Chacon Diaz & Di Virgilio Wealth Management, LLC is a reputable investment advisory firm headquartered in Gainesville, FL. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Chacon Diaz & Di Virgilio Wealth Management, LLC boasts an impressive portfolio of over 140 individual clients, entrusted with managing more than $90,000,000 in assets. Notably, approximately half of their assets under management stem from employer 401Ks or individual accounts, showcasing their expertise in this domain. Importantly, all the assets they manage are handled on a discretionary basis, providing clients with peace of mind and the assurance that their investments are in capable hands. Operating out of two offices, Chacon Diaz & Di Virgilio Wealth Management, LLC has established itself as a small yet influential player in the investment advisory field. The firm takes pride in the experience and knowledge of its advisors, with Guillermo Diaz, Lisa Chacon, and James DiVirgilio among the longest-tenured professionals on the team. Their collective expertise ensures that clients receive personalized, strategic financial guidance tailored to their unique goals and circumstances. With a strong focus on client satisfaction and a track record of successful wealth management, Chacon Diaz & Di Virgilio Wealth Management, LLC continues to solidify its position as a trusted partner for individuals and organizations seeking reliable investment advisory services in the Gainesville, FL area.