Accurate Wealth Management, LLC is a reputable regional investment advisory firm headquartered in Wesley Chapel, FL. With over 11 offices, they serve a diverse clientele of more than 2,810 individual clients. The firm manages a substantial amount of assets, boasting an impressive $473,420,000 under their expert care. Distinguished by their extensive experience, Accurate Wealth Management, LLC excels in handling employer 401Ks and individual investments, which collectively contribute to approximately half of their assets under management. What sets them apart is their commitment to discretion, as they exclusively manage 100% of the assets on a discretionary basis. Accurate Wealth Management, LLC employs a flexible compensation structure, accommodating various client preferences. They offer different payment options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This adaptable approach ensures that clients can choose the compensation model that best aligns with their financial goals. The firm employs a total of 38 skilled professionals, with 28 dedicated investment advisors providing personalized services to their discerning clientele. Notably, Accurate Wealth Management, LLC boasts an impressive average of approximately $16,910,000 in assets under management per investment advisor, indicative of their proficiency in delivering tailored financial strategies. Among the firm's notable advisors are Trevor Taylor, Paul O'Grady, and Konstantinos Gotsis, who have demonstrated their expertise and commitment to client success over the years. Their longstanding presence exemplifies Accurate Wealth Management, LLC's dedication to building enduring relationships and ensuring the utmost satisfaction of their clients.

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.

James I. Black & Company, based out of Lakeland, FL, is a small investment advisory firm with a remarkable track record. With over 110 individual clients and an impressive $133,303,000 in assets under management, they are highly regarded in the financial industry. While their 1 office serves as their operational hub, their influence reaches far beyond Lakeland. Specializing in managing the wealth of high net worth individuals, James I. Black & Company has built a reputation for providing personalized and effective investment strategies. Though 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to skillfully handle employer funds. Their compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With 9 dedicated employees, including 2 investment advisory professionals, the firm boasts a wealth of expertise and knowledge. One of the key strengths of James I. Black & Company is their impressive average of approximately $66,650,000 in assets under management per investment advisor, aligning with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while delivering personalized attention to each client. The firm takes pride in its experienced team, with Gerald Black and John Christian serving as two of the longest-tenured registered advisors. Their longevity with the company reflects their commitment to client satisfaction and their deep understanding of the ever-evolving financial landscape. James I. Black & Company continues to provide exceptional investment advisory services, guiding clients towards financial success and long-term prosperity.

CPS Investment Advisors, based out of Lakeland, FL, is a prominent local investment advisory firm serving over 2,590 individual clients with an impressive $1,988,219,000 in assets under management. With a single office in Lakeland, CPS Investment Advisors specializes in providing comprehensive investment advisory services to its diverse clientele. While managing employer funds is within their capability, 401K and individual accounts account for less than 30% of their assets under management. All the assets managed by CPS Investment Advisors are discretionary, allowing them to exercise flexibility and expertise in implementing investment strategies. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. With a team of 21 dedicated employees, all providing investment advisory services, CPS Investment Advisors maintains an average of approximately $94,680,000 in assets under management per investment advisor. This figure falls within the industry average, showcasing the firm's competence in delivering effective wealth management solutions. CPS Investment Advisors takes pride in its experienced team, with several of the firm's longest tenured advisors including Derek Oxford, Peter Golotko, and James Luffman. Their expertise, combined with the firm's commitment to providing personalized and reliable investment advice, enables CPS Investment Advisors to build enduring relationships with their clients and guide them towards achieving their financial objectives.

Jaffe Tilchin Investment Partners, LLC is a prominent regional investment advisory firm headquartered in Tampa, FL. With a single office, the company is comprised of a dedicated team of 31 employees, the majority of whom are highly skilled investment advisors. Demonstrating their expertise and commitment to client satisfaction, Jaffe Tilchin Investment Partners manages an impressive average of $44,120,000 in assets per investment advisor. The firm's compensation structure encompasses various models, such as a percentage of assets under management and fixed fees. While the management of 401K and individual accounts constitutes less than 30% of their assets, Jaffe Tilchin Investment Partners also possesses the capability to oversee employer funds. Notably, an overwhelming majority of the assets they manage, 93% to be precise, are discretionary. Catering primarily to high net worth individuals, Jaffe Tilchin Investment Partners boasts a substantial clientele of over 1,050 individual clients, representing an impressive $1,235,384,000 in assets under management. The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable individuals include Scott Jaffe, Michael Jones, and Louis Tilchin, who have played instrumental roles in the firm's success and garnered extensive industry experience. As a regional investment advisory firm, Jaffe Tilchin Investment Partners, LLC upholds a strong reputation for its exceptional service, comprehensive investment strategies, and dedication to helping clients achieve their financial goals.

PFG Private Wealth Management, LLC, based out of Lutz, FL, is a reputable investment advisory firm that caters to a diverse client base. With over 530 individual clients, the company manages an impressive $239,608,000 in assets. PFG has built a strong presence in the industry, particularly in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. As a local firm, PFG Private Wealth Management, LLC understands the unique financial needs of its clients in the Lutz area. Their team of six dedicated employees, all experienced investment advisors, offer personalized services to assist clients in achieving their financial goals. With an average of $39,930,000 in assets under management per investment advisor, PFG ensures that each client receives the attention and guidance they deserve. PFG's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and allows clients to choose the most suitable arrangement for their investment needs. At PFG Private Wealth Management, LLC, clients benefit from the expertise of their longest tenured advisors, including James Serrano, Joao Teixeira, and Jeffrey Perry. These seasoned professionals bring a wealth of knowledge and experience to the table, ensuring that clients receive informed and strategic investment advice. With its solid track record, local presence, and commitment to client satisfaction, PFG Private Wealth Management, LLC stands as a trusted partner for individuals and businesses seeking comprehensive and reliable wealth management solutions.

Orca Wealth Management, LLC, a small investment advisory firm based in Trinity, FL, is dedicated to providing personalized financial services to its clients. With over 250 individual clients and an impressive $151,281,000 in assets under management, Orca Wealth Management has earned a reputation for delivering tailored investment solutions. The firm operates from two offices and offers comprehensive advisory services across various investment avenues. While 401K and individual accounts make up less than 30% of their assets under management, Orca Wealth Management possesses the expertise and capability to effectively manage employer funds, ensuring comprehensive portfolio management. With a strong emphasis on discretionary management, Orca Wealth Management handles 99% of the assets they manage with the utmost care and expertise. This approach enables their clients to trust the firm's experienced advisors to make informed investment decisions on their behalf. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that their advisors' interests are aligned with the success of their clients' portfolios. Orca Wealth Management is staffed by a dedicated team of three professionals, with one specializing in investment advisory services. The firm prides itself on having investment advisors who manage an average of approximately $151,280,000 in assets, which exceeds the industry average. Kenneth Ouellette is one of the longest-tenured registered advisors at the firm, having been with Orca Wealth Management since 2021. With a commitment to excellence and personalized service, Orca Wealth Management strives to help their clients achieve their financial goals through prudent and strategic investment management.

Rutherford Asset Planning, Inc., a small investment advisory firm based in Tampa, FL, specializes in providing comprehensive wealth management services to high net worth individuals. With over 40 individual clients and more than $159,215,000 in assets under management, Rutherford Asset Planning, Inc. is committed to helping their clients achieve their financial goals. Although 401K and individual accounts make up less than 30% of their assets under management, Rutherford Asset Planning, Inc. possesses the expertise to effectively manage employer funds as well. Their investment approach is entirely discretionary, enabling them to make strategic decisions on behalf of their clients to maximize returns. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a transparent and fair relationship with their clients. With a team of five dedicated professionals, including one investment advisor, Rutherford Asset Planning, Inc. delivers personalized financial strategies tailored to each client's unique needs. One of their longest-tenured registered advisors is Keith Amburgey, who has been with the firm since 2009. His extensive experience and expertise contribute to the firm's success in delivering exceptional investment advisory services. With an impressive average of approximately $159,210,000 in assets under management per investment advisor, Rutherford Asset Planning, Inc. surpasses the industry average, demonstrating their ability to handle substantial portfolios effectively. As Rutherford Asset Planning, Inc. continues to serve its clients with integrity and professionalism, they remain dedicated to helping individuals and families navigate the complexities of wealth management and achieve long-term financial success.

Psi Advisors, LLC is a local investment advisory firm based out of Tampa, FL. With four offices, they cater to a diverse range of clients in the area. With a total of 22 dedicated employees, 13 of them specialize in providing expert investment advisory services. The firm boasts an impressive average of approximately $39,430,000 in assets under management per investment advisor, reflecting their proficiency in managing substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Psi Advisors, LLC has established itself as a trusted partner in managing employer 401Ks and individual investments, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space enables them to navigate the intricacies of retirement planning and individual wealth management effectively. Moreover, the firm also serves as a registered representative of a broker-dealer, expanding their range of services to provide comprehensive financial solutions to their clients. With over 1,350 individual clients, Psi Advisors, LLC oversees an impressive $512,576,000 in assets under management. Their commitment to delivering personalized and reliable investment advice has earned them a loyal client base. Notably, the firm is characterized by its seasoned advisors, including Brandan Teague, Eric Eaton, and Christopher Ferrell, who bring a wealth of experience to the table. Psi Advisors, LLC continues to prioritize its clients' financial goals and consistently strives to provide excellent investment advisory services to help them achieve long-term success.

Personalized Financial Solutions LLC, headquartered in Clearwater, FL, is a small investment advisory firm that specializes in providing personalized financial solutions to individuals and employer-sponsored 401K plans. With 4 dedicated employees, including one investment advisor, the firm has established a solid reputation within the industry. Their expertise is evident as they manage an impressive average of approximately $57,610,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, offering various types of remuneration, including a percentage of assets under management. Personalized Financial Solutions LLC prides itself on its extensive experience in managing employer 401Ks and individual portfolios, with these categories accounting for roughly half of their assets under management. At Personalized Financial Solutions LLC, all the assets they manage are under discretionary authority, allowing them to make informed investment decisions on behalf of their clients. With a clientele of over 70 individuals, the firm oversees a substantial amount of assets, totaling over $57,606,000 under management. Notably, Todd Seymour stands as one of the firm's most tenured registered advisors, having been with Personalized Financial Solutions LLC since 2021. His expertise and dedication contribute to the firm's overall success, ensuring clients receive exceptional financial guidance and service. Personalized Financial Solutions LLC's commitment to personalized attention, combined with their experience in managing diverse portfolios, distinguishes them as a trusted and reliable partner in achieving clients' financial goals.

Payant Wealth Management Group is a highly regarded investment advisory firm based in Sun City Center, FL. With a strong presence in the community, they operate from two well-established offices. Comprised of a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services, the firm has earned a reputation for excellence. Drawing from their extensive expertise, Payant Wealth Management Group oversees an impressive average of $40,660,000 in assets under management per investment advisor. Their compensation structure is flexible and tailored to meet clients' needs, including options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Payant Wealth Management Group's business lies in their deep understanding and experience in managing employer 401Ks and individual accounts, which constitute approximately half of their total assets under management. This expertise positions them as trusted advisors in this domain. With an unwavering commitment to discretion and personalized service, Payant Wealth Management Group maintains full discretionary control over 100% of the assets they manage. Serving over 250 individual clients, they currently oversee an impressive $203,318,000 in assets under management. The firm takes pride in its team of accomplished advisors, several of whom have been with the company for many years. Among them are Peter Farina, Glenn Krcmaric, and Thomas Payant, individuals whose wealth of experience and dedication have contributed to the firm's continued success. As a leading investment advisory firm, Payant Wealth Management Group is known for its exceptional service, expertise, and commitment to helping clients achieve their financial goals.