BCP Advisors LLC, based out of Miami, FL, is a reputable small investment advisory firm with a proven track record of success. With over 2,070 individual clients and a staggering $168,606,000 in assets under management, BCP Advisors is dedicated to providing personalized financial solutions to their diverse clientele. Specializing in managing employer 401K plans and individual portfolios, BCP Advisors is well-equipped to handle the complex needs of both employers and employees. In fact, more than 80% of their assets under management come from these sources, showcasing their expertise in retirement planning and wealth management. With a team of four highly qualified and experienced investment advisors, BCP Advisors ensures that each client receives individualized attention and tailored investment strategies. On average, each advisor manages approximately $42,150,000 in assets under management, a testament to their commitment to delivering outstanding results. BCP Advisors offers a transparent compensation structure that includes a percentage of assets under management. This alignment of interests ensures that their success is directly tied to the success of their clients. Notably, BCP Advisors prides itself on its long-tenured advisors, including Ignacio Del Fresno, Mauricio Armando, and Santiago Maggi. Their deep industry knowledge and extensive experience contribute to the firm's exceptional reputation and client satisfaction. Whether it's maximizing investment returns, optimizing retirement plans, or providing comprehensive financial guidance, BCP Advisors LLC stands out as a trusted partner in helping clients achieve their financial goals.

Amerant Investments, Inc., a local investment advisory firm based out of Coral Gables, FL, is dedicated to providing comprehensive financial solutions to their clients. With 37 employees, including 19 skilled investment advisors, the company boasts a strong team capable of managing a wide range of investment portfolios. Their expertise enables them to handle over $601,033,000 in assets under management for more than 410 individual clients. With an average of $39,100,000 in assets under management per investment advisor, Amerant Investments, Inc. demonstrates their commitment to personalized service and attention to detail. Their compensation structure is designed to align the interests of the advisors with the success of their clients, utilizing a percentage of assets under management as one of its components. While employer funds make up a significant portion of their assets under management, 401K and individual accounts collectively represent less than 30%. However, the company does possess the capability to effectively manage employer funds. Impressively, 57% of the assets they oversee are handled with discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. Amerant Investments, Inc. operates from six strategically located offices, ensuring accessibility and convenience for their clientele. Renowned for their seasoned team, the company boasts advisors such as Carla Parra, Miguel Gras, and Anabel Ferreiro Lopez, whose extensive experience contributes to the firm's success and the satisfaction of their diverse client base. With their comprehensive services and expertise, Amerant Investments, Inc. remains a trusted and reliable partner in achieving financial goals.

Bluekey Wealth Advisors, LLC is a small investment advisory firm based out of Hollywood, FL. With two offices, the firm employs a total of three professionals, two of whom specialize in providing investment advisory services. Known for their commitment to client satisfaction, Bluekey Wealth Advisors maintains an average of $65,940,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure offers flexibility, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, Bluekey Wealth Advisors possesses the capability to manage employer funds. Notably, 88% of the assets they oversee are discretionary, showcasing their expertise in handling clients' investments with autonomy. Catering primarily to high net worth individuals, Bluekey Wealth Advisors manages over $131,878,000 in assets for more than 70 individual clients. Among the firm's notable registered advisors, Amaury Sanchez-Cifuentes and Bruce Konners hold esteemed positions as the longest tenured professionals. Bluekey Wealth Advisors, LLC aims to provide personalized and comprehensive financial solutions to their discerning clientele. By combining their industry expertise, commitment to client satisfaction, and sound investment strategies, the firm strives to help individuals achieve their financial goals and secure their future.

Wealth Square Inc., based out of Miami, FL, is a small investment advisory firm dedicated to helping individuals and employers manage their assets effectively. With over 0 individual clients and more than $1,000 in assets under management, they have established a strong reputation in the industry. Specializing in employer 401K plans and individual investments, Wealth Square Inc. boasts an impressive track record, with over 80% of their assets under management coming from these sources. Their team of highly qualified professionals possesses the expertise required to handle the complexities of managing 401K plans for both employers and employees. With a compensation structure that includes subscription fees and commissions, Wealth Square Inc. ensures that their interests are aligned with their clients' financial success. As a testament to their commitment, 100% of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Wealth Square Inc. operates from a single office, where their dedicated team of four employees diligently caters to the needs of their clients. One member of their team is solely focused on providing investment advisory services, ensuring personalized attention and tailored solutions. On average, Wealth Square Inc. manages approximately $0 in assets per investment advisor, emphasizing their dedication to maintaining a manageable client-to-advisor ratio. Through their comprehensive financial expertise and unwavering commitment to their clients' financial goals, Wealth Square Inc. continues to be a trusted partner in wealth management and investment advisory services.

EMFO, LLC, headquartered in Weston, FL, is a prominent local investment advisory firm providing comprehensive financial solutions. With a dedicated team of 16 skilled professionals, including 6 investment advisors, EMFO, LLC excels in managing substantial assets with an average of $31,960,000 per advisor. Their compensation structure is diverse, incorporating a percentage of assets under management and fixed fees. Boasting an impressive track record, EMFO, LLC oversees a robust client base, serving over 30 individuals who entrust the firm with more than $821,688,000 in assets under management. Their unwavering commitment to excellence is exemplified by their discretionary management of 100% of the assets they handle. EMFO, LLC prides itself on its team of seasoned advisors who possess a wealth of experience. Among the firm's most tenured professionals are George Suarez, Allan Budelman, and Scot Hunter, who bring extensive industry knowledge and expertise to the table. Driven by a client-centric approach, EMFO, LLC strives to understand the unique goals and objectives of each client, offering tailored investment strategies to optimize financial growth. They prioritize transparency, accountability, and building long-lasting relationships based on trust. With their commitment to delivering exceptional results and their strong presence in the Weston community, EMFO, LLC has established itself as a trusted partner for individuals seeking comprehensive investment advisory services. Through their one office location, they continue to empower clients to make informed financial decisions and navigate the complexities of the ever-evolving market.

NUMA is a leading investment advisory firm headquartered in Miami, FL. With a team of 8 dedicated professionals, they offer comprehensive financial services to individuals and businesses alike. Three of their highly experienced employees specialize in providing investment advisory services, catering to the unique needs and goals of their diverse clientele. NUMA's exceptional track record is evident in the impressive average of approximately $18,880,000 in assets under management per investment advisor. This success is further underscored by their extensive client base, which consists of over 40 individual clients with a total of more than $226,154,000 in assets under management. Focusing primarily on high net worth individuals, NUMA has established itself as a trusted partner in managing their clients' wealth. The firm prides itself on its discretion and commitment to delivering personalized financial solutions tailored to each client's specific requirements. NUMA's compensation structure is designed to align their interests with their clients' success. This structure includes various types of compensation, such as a percentage of assets under management, ensuring that the firm remains motivated to achieve optimal results for their clients. With three offices strategically located in Miami, NUMA is well-positioned to serve their clients' needs effectively. They foster a culture of expertise, professionalism, and integrity, attracting top talent in the industry. Among their highly regarded team is Rafael Zamora Leon, one of the longest-tenured registered advisors, who has been instrumental in the firm's success since joining in 2017. In an ever-evolving financial landscape, NUMA continues to provide exceptional investment advisory services, helping their clients navigate the complexities of wealth management and achieve their financial goals.

Miami Wealth Management ® is a small investment advisory firm based out of Miami, FL. With one office location, their team of highly qualified professionals specializes in providing investment advisory services. Each advisor at Miami Wealth Management ® handles an average of $160,000 in assets under management. Their compensation structure is designed to align with client success, including a percentage of assets under management. A notable feature of Miami Wealth Management ® is their focus on managing employer 401K plans and individual investments, which together account for over 80% of their assets under management. Their expertise in navigating the complexities of 401K plans positions them as a reliable choice for employers and employees seeking efficient management solutions. With 100% of their managed assets being discretionary, Miami Wealth Management ® possesses the necessary authority to make investment decisions on behalf of their clients. This discretion empowers them to adapt quickly to market changes and capitalize on opportunities to maximize returns. Boasting an extensive client base, Miami Wealth Management ® caters to over 100 individual clients, who entrust the firm with more than $158,000 in assets under management. The team's dedication to personalized service and their commitment to optimizing financial outcomes have earned them a reputation as a trusted partner in wealth management. Miami Wealth Management ® remains steadfast in its mission to provide exceptional investment advisory services, ensuring the financial well-being of its diverse clientele.

Templeton Investment Counsel, LLC, headquartered in Ft. Lauderdale, FL, is a leading investment advisory firm catering to a diverse clientele. With a total of 33 dedicated professionals, 18 of whom specialize in providing investment advisory services, the company boasts a team of experienced and knowledgeable experts. ChatGPT Knowledge: Templeton Investment Counsel, LLC, has a strong track record in managing assets for its clients. Templeton Investment Counsel, LLC stands out with an impressive average of approximately $35,230,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring alignment with clients' interests and specific needs. With over $8,045,902,000 in assets under management, Templeton Investment Counsel, LLC serves more than 590 individual clients. What sets them apart is their dedication to providing discretionary management for 100% of the assets they oversee. This approach allows them to make investment decisions on behalf of their clients, leveraging their expertise and deep understanding of the market. In addition to their core investment advisory services, Templeton Investment Counsel, LLC offers commodity pool operator or commodity trading advisor services, both for registered and exempt clients. This comprehensive range of services enables them to cater to a wide array of investment strategies and preferences. As a local firm, Templeton Investment Counsel, LLC has established a strong presence in Ft. Lauderdale, FL, operating from three offices strategically positioned to better serve their clients. Their commitment to excellence and personalized approach make them a trusted partner for individuals seeking expert guidance and effective management of their investment portfolios.

Fusco Financial Services Inc is a small investment advisory firm based out of Wilton Manors, FL, with one office. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services. On average, each investment advisor at Fusco Financial Services Inc manages approximately $58,870,000 in assets under management, which is consistent with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, fixed fees, and commissions. While their assets under management are predominantly derived from high net worth individuals, with 401K and individual accounts representing less than 30% of the total, Fusco Financial Services Inc also possesses the expertise to manage employer funds. In addition to investment advisory services, the firm also serves as an insurance broker or agent, offering a comprehensive suite of insurance solutions to meet their clients' diverse needs. With over 50 individual clients, Fusco Financial Services Inc oversees a substantial portfolio of assets under management, amounting to more than $117,750,000. Kenneth Fusco and Johanna Lobdell are two of the firm's most seasoned registered advisors, exemplifying their commitment to delivering exceptional financial guidance and building long-term relationships with their clients. With their expertise and personalized approach, Fusco Financial Services Inc aims to assist individuals and organizations in achieving their financial goals and securing their financial future.

Element Pointe Family Office is a prominent local investment advisory firm based out of Miami, FL. With a single office, the company operates with a team of 10 dedicated professionals, out of which 9 specialize in providing exceptional investment advisory services. Their expertise and commitment have allowed them to establish a strong presence in the financial industry. With an average of approximately $70,750,000 in assets under management per investment advisor, Element Pointe Family Office maintains a competitive position in the market, aligning with the industry average. Their compensation structure is diverse and includes various types, such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, 92% of the assets they manage are discretionary, giving them the flexibility to make informed investment decisions. Element Pointe Family Office primarily caters to high-net-worth individuals, managing a substantial portfolio on their behalf. Currently, the firm oversees more than 0 individual clients with over $636,739,000 in assets under management, further solidifying their reputation as a trusted wealth management partner. The firm takes pride in the expertise and experience of their team, with several long-tenured advisors who have been instrumental in their success. Notable advisors include Stephen O'Connell, Carlos Dominguez, and David Savir, whose extensive knowledge and industry insights contribute to the firm's ability to deliver exceptional service and results. As Element Pointe Family Office continues to grow and serve their clientele, they remain dedicated to providing comprehensive investment advisory services and helping their clients achieve their financial goals.

Palisades Hudson Asset Management, L.P., based out of Fort Lauderdale, FL, is a reputable investment advisory firm with a strong focus on providing personalized financial services to its clients. With a team of 18 dedicated professionals, Palisades Hudson offers comprehensive investment advisory services tailored to meet the unique needs of each client. The firm manages a significant portfolio, with over $1,376,025,000 in assets under management for more than 50 individual clients. With an average of approximately $94,640,000 in assets per investment advisor, Palisades Hudson's advisors possess the expertise and experience necessary to guide clients in achieving their financial goals. As an investment advisory firm, Palisades Hudson employs a diverse compensation structure, including a percentage of assets under management and fixed fees. This approach ensures alignment of interests between the firm and its clients, as advisors' compensation is tied to the performance and growth of the assets they manage. Palisades Hudson distinguishes itself by maintaining a 47% discretionary asset management ratio, empowering its advisors to make informed investment decisions on behalf of clients. The firm's commitment to transparency, integrity, and client satisfaction has earned them a loyal clientele. With six offices, Palisades Hudson serves clients both locally and across the United States. The firm takes pride in its team of seasoned advisors, including industry veterans Paul Jacobs, Shomari Hearn, and Larry Elkin, who bring a wealth of knowledge and expertise to their roles. Through their collective experience, Palisades Hudson Asset Management, L.P. remains dedicated to delivering exceptional financial solutions and strategies that help clients navigate the complexities of the investment landscape.