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.

G. A. Repple & Company is a highly reputable regional investment advisory firm based in Casselberry, FL. With over 3,640 individual clients and an impressive $548,010,000 in assets under management, they have established themselves as a trusted partner in financial management. Operating from 23 offices, G. A. Repple & Company offers a comprehensive range of services, including investment advice and insurance brokerage. Specializing in employer 401K plans and individual investments, G. A. Repple & Company boasts an impressive track record of success. Over 80% of their assets under management are comprised of employer 401K plans or individual portfolios. Demonstrating their expertise and commitment to personalized service, 84% of these assets are managed with discretionary authority. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. With a dedicated team of 68 employees, including 60 experienced investment advisors, G. A. Repple & Company ensures that clients receive the attention and expertise they deserve. On average, each investment advisor manages approximately $9,130,000 in assets, showcasing their ability to handle substantial portfolios. G. A. Repple & Company takes pride in their team of seasoned advisors, some of whom have been with the firm for many years. Notable individuals such as Robert Wolfe, Glenn Repple, and Jeffrey Woodward have proven their commitment to delivering exceptional financial guidance to clients. With their extensive experience, diverse service offerings, and impressive client base, G. A. Repple & Company is a trusted partner for individuals and businesses seeking expert investment advice and insurance solutions in Casselberry, FL, and beyond.

Summit Wealth Partners, LLC is a reputable investment advisory firm based in Orlando, FL. With a strong local presence, they operate from six well-established offices, serving a diverse client base. The firm comprises a team of 20 dedicated professionals, with 12 of them specializing in investment advisory services. Their knowledgeable advisors provide expert guidance and support to clients, helping them navigate the complexities of the financial market. As an average-sized investment advisory firm, Summit Wealth Partners, LLC manages approximately $47,140,000 in assets per advisor. While this figure aligns with industry standards, the firm distinguishes itself through its extensive experience in handling employer 401Ks and individual portfolios. In fact, nearly half of the assets they manage are derived from these sources, showcasing their expertise in this area. Summit Wealth Partners, LLC maintains a diverse compensation structure that caters to the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to each client's specific requirements and financial goals. With over 93% of the assets they manage being discretionary, clients trust Summit Wealth Partners, LLC to make informed decisions on their behalf. The firm boasts a substantial client base of more than 700 individuals, with over $565,717,000 in assets under management, indicating a strong track record of success. Summit Wealth Partners, LLC is home to a team of highly experienced professionals. Notable advisors include Chad Leatherwood, Jack Malarik, and Chad Warrick, who have contributed to the firm's longevity and success. Their expertise and dedication have earned them a stellar reputation within the industry and among their extensive client network.

Mcdonough Capital Management, Inc., a small investment advisory firm based out of Orlando, FL, boasts a solid reputation in the financial industry. With over 110 individual clients and an impressive $110,941,000 in assets under management, they offer personalized and comprehensive investment solutions. Their expertise extends to being a registered representative of a broker-dealer, insurance broker, or agent. While employer funds constitute a significant portion of their managed assets, they also cater to 401K and individual accounts, albeit representing less than 30% of their portfolio. What sets Mcdonough Capital Management, Inc. apart is their commitment to discretion, as they manage 100% of their assets on a discretionary basis. Their client base predominantly comprises high-net-worth individuals, for whom they provide tailored investment strategies. The firm's compensation structure is diverse, including a percentage of assets under management. With four skilled employees, all engaged in investment advisory services, Mcdonough Capital Management, Inc. ensures a personalized approach to each client. On average, their investment advisors oversee approximately $27,740,000 in assets under management, reflecting their expertise and ability to handle substantial portfolios. Mcdonough Capital Management, Inc. takes pride in their team of experienced advisors, with notable individuals such as George Jackson, Thanh-Cam Nguyen, and Edward Mcdonough, who have contributed significantly to the firm's success. With a single office location in Orlando, FL, Mcdonough Capital Management, Inc. remains dedicated to providing exceptional investment advisory services and fostering long-term financial growth for their valued clients.

Spraker West Wealth Management, Inc is a small investment advisory firm based out of Maitland, FL, with one office. With a team of five employees, four of whom provide investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Their average assets under management per investment advisor is approximately $49,100,000, which aligns with the industry average. Spraker West Wealth Management, Inc utilizes a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Notably, all of the assets they manage are under discretionary control, ensuring efficient decision-making and timely execution. The firm primarily caters to high net worth individuals, managing over $196,395,000 in assets for more than 50 individual clients. Susan Spraker and John West, two of the longest-tenured registered advisors with the firm, bring extensive experience and expertise to their roles. Their commitment to building long-term relationships and providing personalized investment strategies sets them apart in the industry. Spraker West Wealth Management, Inc strives to deliver exceptional client service, combining their deep financial knowledge with a holistic approach to wealth management. With their strong track record and dedication to client success, they aim to help individuals achieve their financial goals and preserve their wealth over time.

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.

American Financial Advisors Inc, based out of Winter Park, FL, is a local investment advisory firm providing comprehensive financial services. With a team of 6 highly skilled professionals, they specialize in investment advisory services for a diverse client base. Each investment advisor manages an average of $262,440,000 in assets, surpassing the industry average and showcasing their expertise in wealth management. Their compensation structure offers flexibility and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With over 460 individual clients, American Financial Advisors Inc manages a substantial portfolio of assets totaling over $725,690,000. The majority of these assets are held by high-net-worth individuals, demonstrating their ability to cater to the unique financial needs of affluent clients. One of the firm's notable strengths lies in their experience managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This expertise has established them as trusted advisors in retirement planning and investment strategies within this space. In addition to their investment advisory services, American Financial Advisors Inc also serves as an insurance broker or agent, ensuring comprehensive financial protection for their clients. Headquartered in Winter Park, FL, the firm operates from three conveniently located offices. The team includes seasoned advisors with long-standing tenures, such as William Mertes, Matthew Boyce, and Leslie Kelly. These professionals bring a wealth of experience and knowledge to the firm, further enhancing the quality of service provided to their valued clients.

Moisand Fitzgerald Tamayo, LLC is a prominent local investment advisory firm based in Orlando, FL, with three strategically located offices. With a team of 21 highly skilled professionals, including 8 dedicated investment advisors, they provide exceptional financial services to a diverse client base. The firm boasts an impressive track record, managing over $901,423,000 in assets under management for more than 420 individual clients. As a testament to their expertise, Moisand Fitzgerald Tamayo, LLC has an average of $97,810,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, such as a percentage of assets under management, ensuring a fair and transparent approach to client relationships. Specializing in high net worth individuals, the firm focuses primarily on managing discretionary assets. While 401K and individual accounts account for less than 30% of their assets under management, they possess the capability to effectively handle employer funds as well. Noteworthy industry veterans contribute to the firm's success, including Daniel Moisand, Ronald Tamayo, and Charles Fitzgerald, who have been instrumental in the company's longevity and reputation. Their collective experience, combined with a client-centric approach, has established Moisand Fitzgerald Tamayo, LLC as a trusted and reliable partner in wealth management.

Money Management Concepts Inc., based out of Melbourne, FL, is a small investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With a team of two highly experienced and dedicated employees, they offer comprehensive investment advisory services to individuals and employers. With an impressive average of approximately $36,020,000 in assets under management per investment advisor, Money Management Concepts Inc. has proven expertise in managing substantial portfolios. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients' success. Catering to a wide range of clients, Money Management Concepts Inc. boasts a client base of over 70 individuals with more than $98,440,000 in assets under management. The firm specializes in managing assets for high-net-worth individuals and possesses extensive experience in handling employer 401Ks and individual investments. As a testament to their reputation and expertise, Money Management Concepts Inc. manages all of their clients' assets on a discretionary basis, allowing them to make informed decisions and execute investment strategies effectively. With their single office in Melbourne, FL, the firm is committed to maintaining a personalized approach and providing exceptional service to their clients. Leading the team at Money Management Concepts Inc. are Thomas Prudente and Jeffrey Wegner, both highly seasoned and registered advisors with the firm. Their experience and dedication contribute to the firm's strong track record and trusted relationships with clients. Overall, Money Management Concepts Inc. offers a comprehensive suite of investment advisory services with a focus on personalized financial solutions, catering to the unique needs of their clients.

Dorman Financial Management, P.A. is a reputable investment advisory firm based out of Maitland, FL, providing comprehensive financial solutions to its clients. With over 260 individual clients and assets under management totaling more than $143,226,000, they have established a strong presence in the industry. This small yet dynamic firm operates out of a single office in Maitland, FL, catering to a diverse range of clients. Dorman Financial Management, P.A. has garnered extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. Notably, 99% of the assets they oversee are under their discretionary control, reflecting their clients' trust in their expertise and decision-making capabilities. Dorman Financial Management, P.A. has a well-structured compensation system that includes various fee types, such as a percentage of assets under management and fixed fees. This ensures that their clients receive tailored financial advice while aligning the firm's interests with their clients' investment goals. With a dedicated team of five employees, three of whom provide investment advisory services, Dorman Financial Management, P.A. maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $47,740,000 in assets under management, which is in line with industry standards. James Dorman and Chelsea Arb are among the firm's longest-tenured registered advisors, showcasing their commitment to providing consistent and reliable financial guidance. Dorman Financial Management, P.A. prides itself on its personalized approach, expert knowledge, and commitment to helping clients achieve their financial objectives.

Oxford Wealth Group, LLC is a highly reputable investment advisory firm located in Orlando, FL. With a total of six offices, they have established a strong presence in the region. This small yet dynamic firm boasts four talented employees, with one dedicated to providing top-notch investment advisory services. Oxford Wealth Group, LLC stands out in the industry, as each investment advisor manages an impressive average of approximately $156,370,000 in assets under management, surpassing the industry average. The firm's compensation structure is flexible, offering a range of options such as a percentage of assets under management and fixed fees. Their client base primarily consists of employer 401(k) plans and individual investors, which collectively account for over 80% of their assets under management. Oxford Wealth Group, LLC excels in managing 401(k) plans, serving both employers and employees with exceptional expertise. In addition to their investment advisory services, the firm also operates as an insurance broker or agent. This diversified approach allows Oxford Wealth Group, LLC to cater to a wide range of financial needs for their clients. With over 460 individual clients, the firm manages an impressive sum of over $156,367,000 in assets. The experienced team at Oxford Wealth Group, LLC includes industry veterans such as Luke Mutchie, Samuel Dixon, and Matthew Sams, who have contributed significantly to the firm's success. With their extensive knowledge and unwavering commitment to client satisfaction, Oxford Wealth Group, LLC has positioned itself as a trusted partner for individuals and businesses seeking expert financial guidance.