Heritage Investment Group, Inc. is a well-established local investment advisory firm based out of Pompano Beach, FL. With a team of 23 dedicated professionals, including 15 investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm's expertise lies in managing assets under management (AUM), which averages around $46,940,000 per investment advisor, a figure in line with industry standards. As a testament to their success, Heritage Investment Group, Inc. oversees an impressive portfolio of over $1,502,110,000 in AUM for more than 480 individual clients. While their primary focus is on catering to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their total AUM. Heritage Investment Group, Inc. prides itself on its discretionary asset management approach, meaning they have full authority to make investment decisions on behalf of their clients. Their compensation structure is diversified, offering a range of options, including a percentage of AUM, fixed fees, and performance-based fees. With five offices spread across the region, Heritage Investment Group, Inc. has firmly established itself as a trusted and respected financial advisory firm in the community. Their longevity can be attributed in part to the expertise and experience of their advisors, with notable figures such as Darryl Hinkle, Frederick Maclean, Jr., and Anne Maclean contributing to the firm's success over the years.

Linn Wealth Capital Management, LLC, headquartered in Miami Beach, FL, is a distinguished investment advisory firm serving a diverse clientele of over 40 individual clients. With more than $104,496,000 in assets under management, Linn Wealth Capital Management specializes in managing discretionary accounts, with 98% of the assets they oversee falling under this category. While high net worth individuals constitute the majority of their client base, the firm also possesses the capacity to handle employer funds. With a comprehensive compensation structure, Linn Wealth Capital Management offers a range of fee options, including a percentage of assets under management, hourly charges, and fixed fees. The firm's commitment to personalized service and expertise is reflected in the presence of two seasoned investment advisors, Jordan Linn and Ericka Herrera, who have established themselves as the longest tenured registered advisors at the company. With three dedicated employees in total, Linn Wealth Capital Management ensures that clients receive the attention and support they deserve. On average, each investment advisor oversees approximately $52,250,000 in assets under management, which aligns with the industry average. The firm operates from a single office, prioritizing a localized approach to cultivating lasting relationships with their valued clientele. As a small but accomplished investment advisory firm, Linn Wealth Capital Management is dedicated to delivering tailored financial solutions and managing client portfolios to help them achieve their long-term 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.

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.

Seaview Investment Managers LLC, based out of Miami, FL, is a small investment advisory firm catering to a diverse range of individual clients. With a solid reputation built on trust and expertise, they oversee a substantial $1,068,799,000 in assets under management for their clients. Boasting an impressive track record, Seaview Investment Managers LLC manages 85% of their assets on a discretionary basis, ensuring a proactive and personalized approach to investment strategies. Committed to delivering exceptional financial solutions, Seaview Investment Managers LLC employs a skilled team of 7 professionals. Among them, 4 dedicated investment advisors provide comprehensive advisory services to their valued clientele. Each advisor at the firm maintains an average of $267,200,000 in assets under management, surpassing the industry average, reflecting their deep knowledge and success in wealth management. The firm's compensation structure is designed to align their interests with their clients, incorporating various types of fees. Seaview Investment Managers LLC employs a percentage of assets under management fee structure, ensuring their incentives are aligned with their clients' long-term investment goals. Additionally, they implement performance-based fees, further reinforcing their commitment to delivering outstanding results. Andrea Coba, one of the firm's longest-tenured registered advisors, has been an integral part of Seaview Investment Managers LLC since 2022. Her experience and dedication contribute to the firm's success, while her client-focused approach builds enduring relationships with investors seeking financial guidance. As Seaview Investment Managers LLC continues to excel in the investment advisory industry, they remain steadfast in their commitment to delivering tailored financial solutions and outstanding service to their esteemed clients.

Stratigraphic Asset Management, Inc., based out of Coral Gables, FL, is a small investment advisory firm specializing in providing personalized financial guidance to its clientele. With a team of dedicated professionals, all of whom serve as investment advisors, they offer expert advice and solutions tailored to meet their clients' unique financial goals and aspirations. As a testament to their commitment, Stratigraphic Asset Management, Inc. manages a substantial portfolio, averaging approximately $118,530,000 in assets under management per investment advisor. While this figure aligns with the industry average, their stellar performance and unwavering dedication have garnered the trust of over 10 individual clients, who entrust the firm with over $124,755,000 in assets under management. Stratigraphic Asset Management, Inc. adopts a comprehensive compensation structure that encompasses various types, including a percentage of assets under management. This ensures that their interests are aligned with those of their clients, fostering a relationship built on trust and mutual success. With one office in Coral Gables, Stratigraphic Asset Management, Inc. maintains a focused approach to delivering exceptional service. The firm takes pride in its experienced team, with Alan Bernstein and Jayusia Bernstein standing as two of the longest tenured registered advisors, offering a wealth of knowledge and expertise to guide their clients through the ever-changing landscape of investment opportunities. Driven by a passion for delivering superior results, Stratigraphic Asset Management, Inc. stands as a trusted partner, providing personalized investment advisory services to clients seeking to navigate the complexities of the financial market with confidence and clarity.

Tobias Financial Advisors is a renowned investment advisory firm located in Plantation, FL, serving clients locally and nationwide. With its main office in Plantation, they have established a strong presence in the financial services industry. Led by a team of highly skilled professionals, Tobias Financial Advisors employs a total of 19 dedicated individuals, seven of whom specialize in providing expert investment advisory services. With an average of $91,570,000 in assets under management per investment advisor, Tobias Financial Advisors maintains an industry-standard position. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their managed assets, the firm possesses the expertise to handle employer funds effectively. Notably, 97% of the assets they manage are under discretionary management, showcasing their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Tobias Financial Advisors boasts an impressive portfolio of over 130 individual clients, with a cumulative $641,000,000 in assets under management. The firm's success can be attributed, in part, to the expertise of their longest-tenured advisors, including Catalina Franco-Cicero, Marianela Collado, and Matthew Saneholtz, who bring extensive industry experience and a deep understanding of financial markets. At Tobias Financial Advisors, their mission is to provide personalized financial guidance and superior investment strategies to their esteemed clients. By combining a client-centric approach with comprehensive wealth management solutions, they strive to help individuals and families achieve their financial goals and secure a prosperous future.

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.

Bulltick Wealth Management, LLC, headquartered in Miami, FL, is a prominent local investment advisory firm catering to a diverse clientele. With an impressive portfolio, they manage assets worth over $1,658,843,000 on behalf of more than 60 individual clients. Bulltick operates from two offices, ensuring efficient service delivery and accessibility. Specializing in discretionary asset management, Bulltick predominantly serves high net worth individuals, providing comprehensive investment solutions tailored to their unique financial goals. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring alignment with client success. Bulltick Wealth Management distinguishes itself with a team of 42 dedicated professionals, of which 20 are committed investment advisors. Each advisor manages an average of approximately $82,940,000 in assets, reflecting the firm's ability to handle substantial portfolios. In line with industry standards, Bulltick maintains an average asset under management per investment advisor. The company prides itself on its experienced and committed team. Some of the longest-tenured advisors at Bulltick Wealth Management include Christian Gherardi, Carlos Younes Padilla, and Agustin Toussaint. Their collective expertise and deep market knowledge contribute to the firm's success in delivering exceptional investment advice and wealth management strategies to their valued clients. With a client-centric approach, a robust team, and a track record of success, Bulltick Wealth Management, LLC stands as a trusted partner for individuals seeking professional investment advisory services in the Miami area and beyond.

MEIRA is a small investment advisory firm based out of Miami, FL, with a strong focus on delivering personalized financial solutions to its clients. With a team of 7 dedicated professionals, MEIRA offers a wide range of investment advisory services, with 4 experts specializing in providing tailored guidance and advice. The firm boasts an impressive average of approximately $79,380,000 in assets under management per investment advisor, which aligns with the industry average. MEIRA's compensation structure is designed to ensure transparency and fairness, encompassing various types of fees such as a percentage of assets under management and hourly charges. MEIRA takes pride in its extensive client base, serving over 50 individual clients with assets under management totaling over $223,405,000. While the majority of the assets managed are for high net worth individuals, the firm also has the expertise and capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. All of the assets managed by MEIRA are discretionary, reflecting the trust clients place in the firm's expertise and judgment. Operating from a single office in Miami, MEIRA has cultivated a team of highly experienced advisors, with notable members such as Deborah Badillo, Jorge Padilla, and Linda Boone, who have been with the firm for many years. MEIRA's commitment to personalized financial solutions and its team's expertise position it as a trusted partner for individuals seeking comprehensive investment advisory services in the Miami area.