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.

Noble Family Wealth, a small investment advisory firm headquartered in Clearwater, FL, is dedicated to providing comprehensive wealth management services to their esteemed clientele. With over 60 individual clients and an impressive $315,027,000 in assets under management, the firm has established itself as a trusted partner in financial planning. Operating from a single office, Noble Family Wealth exercises discretionary management over 100% of the assets they oversee, allowing them to make informed investment decisions tailored to the unique needs of their clients. Their expertise primarily lies in managing the assets of high net worth individuals, reflecting their specialized focus. The compensation structure at Noble Family Wealth includes various types, with a particular emphasis on a percentage of assets under management, aligning their success with the success of their clients. With a dedicated team of four employees, three of whom provide investment advisory services, Noble Family Wealth achieves an average of approximately $105,010,000 in assets under management per investment advisor, which falls in line with the industry average. The firm prides itself on the expertise and experience of their team. Matthew Szabad, Brian Glas, and Sandra Nesbit are among the longest tenured advisors at Noble Family Wealth, bringing a wealth of industry knowledge and a client-centered approach to their work. Through their personalized and holistic approach to wealth management, Noble Family Wealth strives to help clients achieve their financial goals and secure their financial well-being.

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.

Kahn Financial Group, headquartered in Clearwater, FL, is a small investment advisory firm committed to providing comprehensive financial solutions to its clients. With a team of two dedicated professionals, they offer personalized investment advisory services tailored to meet individual needs. Their knowledgeable advisors boast an impressive track record, managing an average of $71,610,000 in assets per investment advisor. This figure aligns with the industry average, reflecting their competence and expertise in wealth management. Kahn Financial Group serves a diverse clientele, catering to over 130 individual clients with a combined $87,806,000 in assets under management. Notably, a significant portion of their assets comes from employer 401Ks and individuals, showcasing their proficiency in this area. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with their clients' financial success, fostering a mutually beneficial relationship. In addition to their investment advisory services, Kahn Financial Group acts as a registered representative of a broker-dealer and operates as an insurance broker or agent. This multifaceted approach allows them to offer a wide range of financial solutions to address diverse needs and goals. With a rich history and deep-rooted expertise, Kahn Financial Group has established itself as a trusted partner in the financial industry. The firm's success can be attributed to the invaluable contributions of its longest-tenured advisors, including Michael Kahn, Michael Carey, and David Kahn. Operating from their single office in Clearwater, FL, Kahn Financial Group continues to provide exceptional financial guidance, empowering their clients to achieve their financial aspirations.

Rogan & Associates is a reputable investment advisory firm based out of Safety Harbor, FL, boasting an extensive client base of over 1,370 individuals. With a staggering $286,017,000 in assets under management, the firm has firmly established itself as a trusted player in the financial industry. Operating from three conveniently located offices, Rogan & Associates specializes in providing comprehensive investment advice and portfolio management services. A significant portion of their assets under management, roughly 50%, is derived from employer-sponsored 401K plans and individual clients, highlighting their expertise in this particular realm. The firm excels in discretionary asset management, with approximately 90% of the assets they oversee falling under this category. Rogan & Associates prides itself on its flexible compensation structure, offering clients various options including a percentage of assets under management, hourly charges, and commissions. With a total workforce of 16 employees, 10 of whom serve as investment advisors, the firm maintains a highly skilled and dedicated team. Each investment advisor at Rogan & Associates manages an average of $28,600,000 in assets, showcasing their ability to handle substantial portfolios. Among the firm's seasoned advisors are Edwin Foss, Jason White, and Michael Rogan, who have been with the company for an extended period. Their wealth of experience and expertise contribute to the firm's strong track record of delivering sound investment strategies and excellent client service. Rogan & Associates is committed to assisting clients in achieving their financial goals through personalized investment advice, meticulous portfolio management, and a client-centric approach. With their impressive assets under management and a team of seasoned professionals, Rogan & Associates is a trusted partner for individuals and employers alike in the Safety Harbor, FL area.

J. W. Cole Advisors, Inc. is a well-established regional investment advisory firm headquartered in Tampa, FL. With an extensive network of 389 offices, the company has positioned itself as a trusted source of financial guidance and wealth management services. Employing a team of 521 professionals, including 434 dedicated to investment advisory, J. W. Cole Advisors, Inc. boasts a wealth of expertise and knowledge in the industry. With an average of $11,180,000 in assets under management per investment advisor, the firm demonstrates a strong track record of effectively managing clients' portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and tailored solutions to meet clients' needs. J. W. Cole Advisors, Inc. has established a solid reputation in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. The firm's impressive 71% of discretionary assets under management highlights their ability to provide customized investment strategies aligned with clients' goals and risk profiles. A testament to their success, J. W. Cole Advisors, Inc. serves over 21,750 individual clients, with a remarkable $4,854,030,000 in assets under management. The firm's longevity is exemplified by the tenure of their experienced advisors, including John Carlson, Rebecca Gaylor, and Robert Wood, who have played instrumental roles in shaping the company's continued growth and success. J. W. Cole Advisors, Inc. combines their vast industry knowledge, personalized approach, and commitment to client satisfaction to provide comprehensive investment advisory services that empower individuals and organizations to achieve their financial objectives.

Lawrence Financial Planning, LLC is a leading investment advisory firm based out of Tampa, FL. With a total of 5 dedicated professionals, including 2 experienced investment advisors, they offer comprehensive financial planning services to individuals and businesses. Their exceptional track record and commitment to delivering top-tier results have propelled them to an average of approximately $204,210,000 in assets under management per investment advisor, surpassing the industry average. Lawrence Financial Planning, LLC's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Their expertise in managing employer 401Ks and individual accounts is evident, as over half of their impressive $114,596,000 in assets under management are derived from these sources. Additionally, they possess extensive experience in the discretionary asset management space, with 6% of the assets they oversee falling under this category. As a small investment advisory firm, Lawrence Financial Planning, LLC boasts a strong reputation built on the commitment and expertise of their team. With a single office location, they provide personalized attention and tailored solutions to their diverse client base. Julie Lawrence, one of their longest-tenured registered advisors, has been with the firm since 2009, contributing her wealth of knowledge and experience to the company's success. In summary, Lawrence Financial Planning, LLC is a distinguished investment advisory firm in Tampa, FL, delivering exceptional financial planning services to a wide range of clients. With their outstanding assets under management, seasoned professionals, and extensive experience in employer 401Ks and discretionary asset management, they continue to thrive as a trusted partner in helping clients achieve their financial goals.

Sandy Morris Financial & Estate Planning Services, LLC is a small investment advisory firm based out of Tampa, FL. With a team of six dedicated professionals, they offer comprehensive financial and estate planning services to individuals and businesses. Four of their experienced employees specialize in investment advisory services, providing expert guidance and managing client portfolios. Sandy Morris Financial & Estate Planning Services, LLC prides itself on its exceptional track record and impressive assets under management. On average, each investment advisor oversees approximately $5,636,570,000 in assets, a significantly higher figure than the industry average. Their compensation structure includes various types to ensure that clients' needs are met effectively. The firm caters to a diverse clientele, serving over 450 individual clients who entrust them with more than $126,655,000 in assets under management. Notably, half of these assets originate from employer 401Ks and individual sources, showcasing the firm's expertise in this area. With a 100% discretionary asset management approach, Sandy Morris Financial & Estate Planning Services, LLC has the autonomy to make strategic investment decisions on behalf of their clients. Their commitment to personalized service and attention to detail has earned them a strong reputation in the industry. Sandy Morris Financial & Estate Planning Services, LLC operates from a single office in Tampa, FL, serving clients locally and beyond. The firm boasts several long-tenured advisors, including Matthew Mckeown, Steven Zanolli, and Sandeva Morris, who bring extensive experience and knowledge to their clients' financial journeys. With a client-centric approach, the team at Sandy Morris Financial & Estate Planning Services, LLC is dedicated to helping individuals and businesses achieve their financial goals with confidence and peace of mind.

Unique Wealth, LLC, a local investment advisory firm with two offices in Tampa, FL, is committed to delivering exceptional financial services to its diverse client base. With all ten employees dedicated to providing investment advisory services, Unique Wealth combines expertise and personalized attention to meet their clients' unique needs. The firm's investment advisors demonstrate an average of approximately $100,640,000 in assets under management per advisor, in line with the industry average. This showcases their ability to effectively manage portfolios and provide tailored financial guidance. With over 340 individual clients, Unique Wealth expertly manages assets totaling more than $486,589,000. The majority of these assets are managed for high-net-worth individuals, reflecting the firm's specialization in serving this client segment. While 401(k) and individual accounts represent less than 30% of their assets under management, Unique Wealth possesses the capability to effectively manage employer funds. This highlights their expertise and experience in handling diverse investment portfolios. Unique Wealth follows a discretionary management approach, overseeing 100% of the assets they manage. This allows their team to make informed investment decisions on behalf of their clients, ensuring a personalized and proactive approach to wealth management. The firm's compensation structure includes various types, such as a percentage of assets under management and performance-based fees. This ensures a fair and transparent arrangement that aligns their success with the success of their clients. Erica Grundza, Jonathan Novinski, and John Mosher are among the longest tenured advisors at Unique Wealth. Their expertise, commitment, and dedication have been instrumental in the firm's ability to provide top-quality financial guidance and build lasting relationships with their clients. Unique Wealth, LLC strives to be the go-to partner for individuals seeking comprehensive and personalized financial solutions. Through their local presence, expert team, and client-centric approach, they aim to help their clients navigate the complexities of the financial landscape and achieve their long-term goals.

Golden Road Advisors LLC is a small investment advisory firm based out of Tampa, FL, with two offices. With a team of four employees, including two dedicated investment advisors, they provide expert financial guidance and management services. The firm's average assets under management per investment advisor stand at approximately $60,980,000, aligning with the industry average. Golden Road Advisors LLC offers a diverse compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. Notably, they possess substantial experience in managing assets from employer 401Ks and individual clients, representing approximately half of their assets under management. This expertise positions them as a trusted partner for individuals and organizations seeking sound investment strategies. Impressively, 85% of the assets managed by Golden Road Advisors LLC are discretionary, showcasing their expertise in making strategic investment decisions on behalf of clients. They have amassed a substantial client base, serving over 150 individual clients with a total of more than $121,961,000 in assets under management. Within the firm, Jeffrey Kikoler and Kevin Caldwell stand out as two of the longest-tenured registered advisors, bringing their extensive experience and knowledge to clients' portfolios. With their dedicated team and commitment to delivering exceptional financial advice, Golden Road Advisors LLC strives to help clients navigate the complexities of the investment landscape and secure their financial future.

Fiduciary Planning, LLC is a small investment advisory firm based out of Englewood, FL, with three offices. With over 1,150 individual clients and an impressive $245,277,000 in assets under management, they have established themselves as a trusted partner in financial planning. Fiduciary Planning, LLC specializes in providing comprehensive investment solutions and personalized advice to their diverse client base. The firm's expertise extends to registered representation of a broker-dealer, insurance brokerage, and agent services. They have developed a solid reputation for their proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. A remarkable 89% of the assets they manage are held under discretionary mandates, reflecting their clients' trust in their decision-making abilities. Fiduciary Planning, LLC boasts a team of eight dedicated employees, four of whom are experienced investment advisors. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With an average of $61,320,000 in assets under management per investment advisor, Fiduciary Planning, LLC delivers results that are on par with industry standards. The firm takes pride in its team's commitment to providing exceptional service and building long-term client relationships. Notably, Fiduciary Planning, LLC is home to several of the industry's most tenured advisors, including Valerie Wagner, Thomas Schorn, and Daniel Mercado. Their combined experience and expertise further solidify the firm's position as a leading financial planning resource in Englewood, FL.