XCEL WEALTH MANAGEMENT, LLC is a small investment advisory firm based out of Holly Hill, FL, offering comprehensive financial services to clients. With a team of four dedicated professionals, three of whom specialize in providing investment advisory services, XCEL Wealth Management is committed to delivering personalized solutions that align with their clients' financial goals. The firm manages an impressive average of approximately $71,230,000 in assets under management per investment advisor, which is on par with industry standards. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees. With over 420 individual clients, XCEL Wealth Management oversees a substantial $360,977,000 in assets under management. Notably, half of these assets are derived from employer 401Ks and individuals, showcasing the firm's expertise and experience in this space. Moreover, an impressive 97% of the assets they manage are discretionary, emphasizing their clients' trust in their financial decision-making. XCEL Wealth Management operates from a single office, and their seasoned team includes some of the longest tenured advisors in the firm, including Randall Beardsley, Erick Palacios, and Jonathan Xynidis. These experienced professionals bring a wealth of knowledge and a client-centered approach to their work, ensuring that each client receives tailored strategies and excellent service. As a trusted partner in wealth management, XCEL Wealth Management, LLC strives to help their clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.

RCW Management, LLC, a reputable investment advisory firm based in Jacksonville, FL, is dedicated to providing comprehensive financial services. With a client base of over 50 individuals and assets under management exceeding $114,967,000, the firm demonstrates its expertise in managing substantial portfolios. Specializing in serving high-net-worth individuals, RCW Management, LLC possesses extensive experience in tailoring investment strategies to meet the unique financial goals of affluent clients. While 401K and individual accounts make up less than 30% of their assets under management, the firm also has the capability to effectively manage employer funds, offering comprehensive solutions to businesses and their employees. With a discretionary management approach, RCW Management, LLC has the autonomy to make strategic investment decisions on behalf of their clients, ensuring optimal performance and growth. This discretionary approach extends to 100% of the assets they manage, reflecting their commitment to actively overseeing and managing clients' investments. Operating from a single office location in Jacksonville, FL, RCW Management, LLC is a small but highly efficient investment advisory firm. The team consists of four dedicated employees, with two professionals offering investment advisory services. The firm's compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, providing transparency and flexibility to clients. Brian Hughes and Michelle Barron, two of the longest-tenured registered advisors, bring their extensive knowledge and experience to RCW Management, LLC, ensuring clients receive expert guidance and personalized service. With an average of approximately $57,480,000 in assets under management per investment advisor, RCW Management, LLC demonstrates its commitment to delivering exceptional financial solutions to its valued clients.

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.

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.

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.

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.

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.

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.

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.

Ullmann Wealth Partners, a prominent investment advisory firm based out of Jacksonville Beach, FL, caters to a diverse clientele, boasting over 180 individual clients and managing assets totaling more than $706,789,000. With two strategically located offices, Ullmann Wealth Partners offers a comprehensive range of financial services to help clients achieve their investment goals. While 401K and individual accounts make up less than 30% of their assets under management, Ullmann Wealth Partners possesses the expertise to effectively manage employer funds. A significant 99% of the assets they oversee are discretionary, enabling them to make informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Ullmann Wealth Partners prides itself on providing personalized and tailored investment strategies to meet each client's unique financial objectives. Their team of 11 dedicated professionals includes 6 experienced investment advisors who offer expert guidance and advice. The firm's compensation structure is flexible and diverse, accommodating various client preferences. It includes a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Ullmann Wealth Partners stands out in the industry with an average of approximately $117,800,000 in assets under management per investment advisor, aligning closely with the industry average. Notably, the firm boasts several long-tenured advisors, including Caitlin Frederick, Glenn Ullmann, and Carrie King, who bring a wealth of experience and knowledge to the team. As a trusted partner in wealth management, Ullmann Wealth Partners continues to deliver exceptional service and financial expertise, helping clients navigate the complexities of the market and achieve their financial aspirations.