Compass Financial Advisory Services, LLC, a small investment advisory firm based in Ormond Beach, FL, is dedicated to providing exceptional financial guidance and investment management to its clients. With over 570 individual clients and an impressive $295,936,000 in assets under management, Compass Financial Advisory Services is recognized for its expertise and track record of success. The firm prides itself on its extensive experience in managing employer 401Ks and individual investments, with approximately half of its assets under management stemming from these sources. The team at Compass Financial Advisory Services possesses deep knowledge of this space, enabling them to navigate the intricacies of retirement planning and investment strategies effectively. Compass Financial Advisory Services operates under a comprehensive compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive tailored financial solutions aligned with their unique needs and preferences. With a total of three dedicated employees, including two investment advisors, Compass Financial Advisory Services offers personalized attention and a high level of service to its clients. The firm's average of approximately $147,970,000 in assets under management per investment advisor exceeds the industry average, emphasizing their ability to handle substantial portfolios effectively. Tara Sanders, Bruce Boyle, and Lauren Tanksley are among the firm's longest-tenured advisors, showcasing their commitment to building lasting relationships with clients and providing trusted financial advice. Compass Financial Advisory Services continues to make a positive impact in the financial industry by helping individuals and businesses achieve their financial goals with confidence and clarity.

Holland Advisory Services, Inc. is a local investment advisory firm based out Ormond Beach, FL with 1 offices. Holland Advisory Services, Inc. has 14 total employees with 7 of them providing investment advisory services. They average approximately $26,440,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, fixed fees, . Approximately half of their assets under management are from employer 401Ks or individuals; they have good experience in this space. 100% of the assets they manage are discretionary. Holland Advisory Services, Inc. has over 460 individual clients with over $185,100,000 in assets under management.

Sawgrass Asset Management LLC, based out of Ponte Vedra Beach, FL, is a local investment advisory firm specializing in personalized wealth management solutions. With 16 dedicated professionals, including 12 highly skilled investment advisors, the firm offers expert guidance to help clients achieve their financial goals. With an impressive average of approximately $138,140,000 in assets under management per investment advisor, Sawgrass Asset Management LLC surpasses the industry average. Their comprehensive compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, ensuring a flexible and tailored approach to client needs. Sawgrass Asset Management LLC distinguishes itself by its impressive portfolio of over 10 individual clients, entrusted with managing assets totaling over $2,107,977,000. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, providing them with peace of mind and allowing them to focus on other aspects of their lives. With its main office located in Ponte Vedra Beach, Sawgrass Asset Management LLC is deeply rooted in the local community. The firm prides itself on its team of experienced advisors, including long-tenured professionals such as Martin Laprade, Patrick Riley, and David Furfine. Their commitment to building enduring relationships and delivering exceptional service sets them apart in the industry. As a trusted partner, Sawgrass Asset Management LLC is dedicated to helping clients navigate the complexities of the financial markets, providing comprehensive investment strategies tailored to individual needs and aspirations. With their expertise and client-centric approach, they strive to empower clients to make informed decisions and achieve long-term financial success.

FIRSTRUST is a reputable local investment advisory firm headquartered in the vibrant city of Daytona Beach, Florida. With a single office location, the company boasts a dedicated team of 8 highly skilled professionals, of which 5 specialize in providing comprehensive investment advisory services. Each investment advisor at FIRSTRUST oversees an impressive average of $36,000,000 in assets under management. FIRSTRUST prides itself on its diverse compensation structure, offering clients various options that include a percentage-based fee calculated on the assets under management, hourly charges, and fixed fees. Notably, a significant 93% of the assets entrusted to the firm are managed with discretion, allowing for customized strategies tailored to the unique needs and objectives of each client. Renowned for their expertise in serving high net worth individuals, FIRSTRUST effectively manages a substantial portfolio of assets, surpassing $180,000,000 in assets under management from more than 10 individual clients. The firm's success and longevity can be attributed in part to its team of experienced advisors. Among the most tenured and respected professionals at FIRSTRUST are Elayne Pisarik, Daniel Brownsberger, and Michael Koenig, who bring extensive industry knowledge and a track record of delivering exceptional results. As a local investment advisory firm, FIRSTRUST is deeply committed to providing personalized financial guidance and investment strategies that align with the unique circumstances and goals of its esteemed clientele. With a strong presence in the Daytona Beach community, FIRSTRUST continues to solidify its reputation as a trusted partner in wealth management and financial planning.

Gunn & Company Investment Management, Inc., a small investment advisory firm based in Jacksonville, FL, specializes in providing personalized financial solutions to their clients. With a team of four dedicated professionals, they offer comprehensive investment advisory services to a diverse client base. Led by Susan Hughes and Marshall Gunn, two of the longest-tenured registered advisors with the firm, Gunn & Company Investment Management ensures that their clients receive expert guidance and support. Their team includes two investment advisors who collectively manage approximately $98,660,000 in assets under management, with an average of $49,330,000 per advisor, which aligns with industry standards. Gunn & Company Investment Management has built a reputation for effectively managing a wide range of assets, with over $132,384,000 in assets under management for more than 50 individual clients. While the majority of their assets are managed for high-net-worth individuals, they also possess the expertise to handle employer funds if required. Notably, all the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. The firm employs a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment arrangement that best suits their needs and aligns with their financial goals. With their deep understanding of the investment landscape and commitment to personalized service, Gunn & Company Investment Management, Inc. continues to deliver tailored solutions that empower their clients to navigate the complexities of the financial markets and achieve their long-term objectives.

River Capital Advisors, LC is a highly regarded investment advisory firm based out of Jacksonville, FL. With a team of seven dedicated professionals, six of whom specialize in providing top-notch investment advisory services, they have established themselves as leaders in the industry. One of the key factors that sets River Capital Advisors apart is their impressive average of approximately $295,730,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. This demonstrates their expertise and ability to effectively manage substantial portfolios. River Capital Advisors employs a well-rounded compensation structure that includes various types of fees, such as a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with those of their clients, fostering a mutually beneficial relationship. With over 170 individual clients, River Capital Advisors manages an impressive $254,105,000 in assets. Although 401K and individual accounts represent a smaller portion of their assets under management, they possess the capability to effectively handle employer funds as well. Notably, 87% of the assets they manage are discretionary, giving them the flexibility to make informed investment decisions on behalf of their clients. As a local firm, River Capital Advisors takes pride in its roots in Jacksonville, FL, and maintains a single office in the area. The firm boasts a team of experienced advisors, some of whom have been with the company for many years, including Stephen Kyle, Robert Simon, and Edward Schmitzer. Their longevity and commitment to the firm are a testament to the high level of expertise and personalized service that River Capital Advisors provides to their valued clients.

Keyes, Stange & Wooten Wealth Management, LLC is a well-established investment advisory firm located in Palm Coast, FL. With two offices, the company serves a diverse range of clients, primarily focusing on high net worth individuals. Committed to delivering exceptional financial guidance, Keyes, Stange & Wooten Wealth Management, LLC boasts a team of seven highly skilled professionals, four of whom specialize in investment advisory services. As a trusted partner in wealth management, the firm currently manages assets worth an impressive $280,012,000 for over 230 individual clients. With an average of $70,000,000 in assets under management per investment advisor, Keyes, Stange & Wooten Wealth Management, LLC performs at the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. While the majority of their assets under management are discretionary, Keyes, Stange & Wooten Wealth Management, LLC also possesses the expertise to handle employer funds. Although 401K and individual accounts represent less than 30% of their assets, the firm takes pride in providing comprehensive solutions to meet diverse investment needs. Keyes, Stange & Wooten Wealth Management, LLC is distinguished by its team of experienced advisors, including Marcus Wooten, Howard Stange, and Gerald Keyes, who have demonstrated their commitment to client success over the years. With a customer-centric approach and a focus on delivering tailored financial strategies, the firm has earned a reputation for excellence in the industry.

Lionsbridge Wealth Management LLC is a small investment advisory firm based out of Jacksonville Beach, FL. With one office, the firm is dedicated to providing expert investment advisory services. Led by a team of three experienced professionals, Lionsbridge Wealth Management LLC manages a total of approximately $40,040,000 in assets under management per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management. While less than 30% of their assets under management are comprised of 401K and individual accounts, Lionsbridge Wealth Management LLC possesses the capability to effectively manage employer funds. All the assets they manage are discretionary, allowing them the flexibility to make informed investment decisions. The firm primarily serves high-net-worth individuals, and their client base includes over 30 individuals with a collective $120,130,000 in assets under management. Lionsbridge Wealth Management LLC takes pride in its team of dedicated professionals, with several of the longest tenured advisors, including Richard Zanghetti, Bradley Ridinger, and Carolyn Ham. Their extensive expertise and commitment to client satisfaction contribute to the firm's strong reputation and success. With a focus on personalized and strategic investment advisory services, Lionsbridge Wealth Management LLC aims to help clients achieve their financial goals and build long-term wealth. Through their comprehensive approach and tailored solutions, they strive to foster lasting relationships built on trust and financial success.

Schrum Private Wealth Management, LLC is a highly regarded investment advisory firm based in Saint Augustine, FL, with a strong presence in the industry. With two offices, the firm is dedicated to providing comprehensive financial solutions to its clients. The team consists of three experienced professionals, all of whom specialize in investment advisory services. Each investment advisor at Schrum Private Wealth Management manages an average of approximately $44,000,000 in assets under management, showcasing their ability to handle substantial portfolios while delivering personalized attention. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment with clients' best interests. While 401Ks and individual accounts account for less than 30% of their assets under management, Schrum Private Wealth Management possesses the expertise to manage employer funds, further expanding their capabilities. The firm's asset management approach is entirely discretionary, enabling them to make informed investment decisions on behalf of their clients. Specializing in serving high-net-worth individuals, Schrum Private Wealth Management manages a majority of their assets for this esteemed client base. Additionally, the firm provides insurance brokerage and agent services, ensuring a comprehensive range of financial solutions to meet their clients' needs. With over 50 individual clients and an impressive $132,010,000 in assets under management, Schrum Private Wealth Management has established itself as a trusted partner in wealth management. The firm's success can be attributed to the expertise and dedication of their longest-tenured advisors, including Owen Schrum, Eric Schrum, and Mary Atkinson, who bring extensive knowledge and experience to the team.

Intrepid Capital Management Inc, a respected investment advisory firm, operates locally from its office in Jacksonville Beach, FL. With a team of 17 professionals, including 10 dedicated investment advisors, the firm offers a wide range of comprehensive financial services. Each investment advisor at Intrepid Capital Management Inc oversees an average of approximately $59,020,000 in assets under management, aligning with industry standards. The firm's compensation structure is multifaceted, incorporating various models such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Remarkably, 99% of the assets managed by Intrepid Capital Management Inc are discretionary, demonstrating their expertise in making strategic investment decisions on behalf of their clients. Catering to a diverse clientele, the firm manages assets totaling over $590,234,000 for more than 40 individual clients. This underscores their ability to deliver tailored financial solutions that align with their clients' unique goals and objectives. The firm takes pride in the extensive experience and tenure of their advisors, including Amanda Lundy, Daniel Woods, and Mark Travis, who have played pivotal roles in the success of Intrepid Capital Management Inc. With a strong emphasis on personalized service, Intrepid Capital Management Inc aims to foster long-term relationships with their clients. By offering sound financial advice and effective investment strategies, the firm strives to help individuals achieve their financial aspirations and secure their future financial well-being.

Davis Capital Management, based out of Jacksonville, FL, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $181,800,000 in assets under management. With a dedicated team of professionals, they offer personalized investment strategies tailored to meet the unique needs and goals of their clients. As a small firm with a single office, Davis Capital Management has established itself as a trusted partner in the financial industry. They have extensive experience managing assets from employer 401Ks and individual portfolios, reflecting their expertise in this area. The firm takes pride in its discretionary management approach, ensuring that all investment decisions are made with careful consideration and expertise. Davis Capital Management's compensation structure offers various options, including a percentage of assets under management and hourly charges, allowing clients to choose the option that best suits their needs. With a team of five employees, including four dedicated investment advisors, the firm maintains a favorable client-to-advisor ratio. The firm's investment advisors are known for their commitment and longevity. Notable individuals, such as John Murphy, Ronald Heymann, and Troy Davis, have been with the firm for an extensive period, contributing to its success and reputation. With an average of approximately $45,450,000 in assets under management per investment advisor, Davis Capital Management is aligned with the industry average, further highlighting their competence and ability to handle a diverse range of portfolios. Overall, Davis Capital Management stands as a reliable and experienced investment advisory firm, dedicated to assisting clients in achieving their financial objectives while providing excellent service and support.