Stonebridge Financial Planning Group, LLC is a highly regarded local investment advisory firm operating out of Orlando, FL. With a single office, they have established themselves as a trusted resource in the financial planning industry. Led by a team of experienced professionals, Stonebridge Financial Planning Group, LLC employs a total of eight dedicated individuals, seven of whom specialize in providing top-notch investment advisory services. As an esteemed firm, Stonebridge Financial Planning Group, LLC boasts an impressive average of approximately $27,310,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges to cater to a variety of client needs. One of the key strengths of Stonebridge Financial Planning Group, LLC lies in their extensive experience with employer 401Ks and individual accounts, which collectively account for about half of their assets under management. This expertise has solidified their position as industry leaders in managing retirement accounts and individual portfolios. Notably, all assets managed by the firm are done so on a discretionary basis, emphasizing their commitment to delivering comprehensive and tailored financial solutions. In addition to their investment advisory services, Stonebridge Financial Planning Group, LLC also serves as an insurance broker or agent, expanding their capabilities to meet the diverse needs of their clientele. Currently, they proudly serve over 330 individual clients, effectively managing assets totaling over $191,170,000. Stonebridge Financial Planning Group, LLC attributes its success to the contributions of their exceptional advisors, including Rebecca Robey, Rhonda Shurtleff, and Dianne Webb, who have been with the firm for a significant duration, showcasing their dedication and commitment to providing top-quality financial planning services.

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a reputable regional investment advisory firm based out of Orlando, FL. With a remarkable track record and extensive expertise, they have garnered a loyal client base of over 3,120 individuals. The firm manages a staggering $1,444,509,000 in assets, showcasing their proficiency in investment management. International Assets Investment Management, LLC operates from an extensive network of 93 offices, allowing them to cater to a diverse range of clients. They specialize in managing employer 401Ks and individual portfolios, which together contribute to approximately half of their assets under management. This focus has enabled them to gain substantial experience and establish themselves as trusted advisors in this field. An impressive 84% of the assets they manage are under discretionary management, demonstrating their ability to make informed decisions and effectively navigate market fluctuations on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client needs. The firm boasts a dedicated team of 126 employees, with nearly all of them providing investment advisory services. Their investment advisors, averaging around $11,940,000 in assets under management per advisor, are well-equipped to handle diverse portfolios and provide tailored solutions to clients. International Assets Investment Management, LLC prides itself on its experienced team, including notable advisors such as Jeffrey Winn, Steven Spartz, and Edward Caputo, who have served the firm for a considerable period. Their longevity and expertise contribute to the firm's strong reputation and client satisfaction. In summary, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a leading investment advisory firm based in Orlando, FL, with an extensive client base, impressive asset management figures, and a team of experienced advisors committed to delivering exceptional service.

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.

Rivertree Advisors, LLC is a small investment advisory firm based out of Winter Park, FL, with two offices. With a total of three employees, one of whom provides investment advisory services, the firm has established itself as a trusted financial partner. Drawing on their extensive experience and expertise, Rivertree Advisors manages assets under management averaging approximately $18,140,000 per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. With over 70 individual clients, Rivertree Advisors oversees an impressive portfolio of assets under management, totaling over $162,355,000. Their clientele primarily consists of high net worth individuals, as the majority of the assets they manage are for this specific group. While 401K and individual accounts account for less than 30% of their assets under management, Rivertree Advisors also possesses the capability to manage employer funds. As a discretionary investment firm, they have full authority to make investment decisions on behalf of their clients, with 99% of the assets they manage falling under this category. Theodore Rich and Lisa Grady-Strange are two of the longest-tenured registered advisors at Rivertree Advisors, lending their seasoned perspectives to the firm's operations. With their dedication to providing tailored investment advisory services and their commitment to building long-lasting client relationships, Rivertree Advisors, LLC continues to thrive in the ever-evolving financial landscape.

Zehnder Wealth Management, LLC is a reputable investment advisory firm based out of St. Cloud, FL. With a single office location, they have established themselves as a trusted financial partner in the region. Comprising a total of three dedicated employees, two of whom specialize in providing expert investment advisory services, the team at Zehnder Wealth Management, LLC is committed to delivering top-notch financial guidance to their clients. With an average of approximately $57,980,000 in assets under management per investment advisor, Zehnder Wealth Management, LLC maintains a solid standing within the industry. Their compensation structure is versatile, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Moreover, their portfolio reflects their expertise in managing employer 401Ks as well as individual assets, with over 80% of their assets under management originating from these sources. With an extensive clientele, Zehnder Wealth Management, LLC serves over 110 individual clients and manages an impressive $115,951,000 in assets. Christopher Zehnder and Kevin Dunleavy, two highly experienced and tenured registered advisors, are integral members of the firm, contributing to its success and reputation. Zehnder Wealth Management, LLC stands out for its exceptional qualifications in managing 401K plans, making them an ideal choice for both employers and employees seeking reliable and knowledgeable guidance. Their commitment to providing personalized and effective financial solutions has earned them the trust and loyalty of their clients, solidifying their position as a prominent wealth management firm in St. Cloud, FL.

Barr Financial Services, LLC is a small investment advisory firm based out of Winter Park, FL. With a total of two dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clientele. Their team of professionals boasts extensive expertise in managing assets, ensuring the utmost financial security for their clients. On average, each investment advisor at Barr Financial Services handles an impressive $27,380,000 in assets under management. Their compensation structure is flexible and varied, incorporating different methods such as a percentage of assets under management and fixed fees. This ensures that their clients receive personalized and tailored services to meet their unique financial goals. With over 180 individual clients, Barr Financial Services manages a remarkable $178,130,000 in assets. Their focus primarily lies in catering to high net worth individuals, though they also possess the capability to manage employer funds, providing comprehensive solutions for various financial needs. In addition to their investment advisory services, Barr Financial Services offers insurance brokerage and agent services, further expanding their comprehensive suite of offerings. Their commitment to excellence is evident in their dedication to maintaining long-term relationships with their clients. Barr Financial Services operates out of one office in Winter Park, FL. Kirk Young and Michael Stewart, two of the longest-tenured registered advisors with the firm, bring a wealth of experience and knowledge to the table. As trusted advisors, they work diligently to guide their clients towards financial prosperity and security, ensuring their investments are strategically managed and protected.

Core Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Lakeland, FL. With a singular office location, they cater to a diverse clientele seeking expert financial guidance. As an established firm, Core Wealth Advisors boasts a dedicated team of 9 employees, of which 7 specialize in providing comprehensive investment advisory services. The firm's average assets under management per investment advisor stand at approximately $58,850,000, aligning with the industry average. Core Wealth Advisors employs a flexible compensation structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, all the assets entrusted to Core Wealth Advisors are under their discretion. Catering primarily to high-net-worth individuals, Core Wealth Advisors manages a substantial portion of their assets. Presently, they oversee a noteworthy client base of over 380 individuals, accumulating a significant $411,949,000 in assets under management. The firm prides itself on its commitment to excellence and employs a range of services to support their clients' financial needs. Additionally, Core Wealth Advisors extends their offerings to include accounting services, providing clients with a comprehensive financial solution. Boasting a team of seasoned advisors, Core Wealth Advisors benefits from the experience and knowledge of key personnel such as Charles Foss, Nathan Dunham, and Andrew Foss. These long-tenured professionals contribute to the firm's reputation for delivering sound financial advice and fostering long-term client relationships. Overall, Core Wealth Advisors, Inc. stands as a trusted partner for individuals seeking expert investment guidance and comprehensive financial solutions.

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.

American Financial Advisors Inc, based out of Winter Park, FL, is a local investment advisory firm providing comprehensive financial services. With a team of 6 highly skilled professionals, they specialize in investment advisory services for a diverse client base. Each investment advisor manages an average of $262,440,000 in assets, surpassing the industry average and showcasing their expertise in wealth management. Their compensation structure offers flexibility and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 460 individual clients, American Financial Advisors Inc manages a substantial portfolio of assets totaling over $725,690,000. The majority of these assets are held by high-net-worth individuals, demonstrating their ability to cater to the unique financial needs of affluent clients. One of the firm's notable strengths lies in their experience managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This expertise has established them as trusted advisors in retirement planning and investment strategies within this space. In addition to their investment advisory services, American Financial Advisors Inc also serves as an insurance broker or agent, ensuring comprehensive financial protection for their clients. Headquartered in Winter Park, FL, the firm operates from three conveniently located offices. The team includes seasoned advisors with long-standing tenures, such as William Mertes, Matthew Boyce, and Leslie Kelly. These professionals bring a wealth of experience and knowledge to the firm, further enhancing the quality of service provided to their valued clients.

Fortress Wealth Group, LLC is a reputable investment advisory firm based out of Orlando, FL, providing comprehensive financial services to a diverse client base. With a single office location, they boast a team of 13 dedicated professionals, five of whom specialize in offering expert investment advisory services. The firm manages an impressive average of approximately $51,470,000 in assets under management per investment advisor, placing them on par with industry standards. At Fortress Wealth Group, LLC, their compensation structure is designed to align with their clients' needs, offering multiple options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, a significant portion of their assets under management comes from employer 401Ks and individual clients, indicating their expertise in these areas. The firm prides itself on managing all of its assets on a discretionary basis, ensuring a proactive and personalized approach to investment strategies. With a focus on serving high-net-worth individuals, Fortress Wealth Group, LLC caters to over 230 individual clients, overseeing an impressive $257,350,000 in assets under management. The firm benefits from the expertise and experience of its longest-tenured advisors, including Bradley Ledford, John Ledford, and Cole Linquist, who have contributed significantly to the firm's success. Fortress Wealth Group, LLC has built a strong reputation in the industry through its commitment to providing tailored financial solutions and exceptional client service.

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.