Core Wealth Management, Inc., a small investment advisory firm headquartered in Jupiter, FL, is dedicated to providing personalized financial solutions to its clients. With a team of five highly skilled professionals, including four experienced investment advisors, Core Wealth Management, Inc. offers comprehensive investment advisory services. With an average of approximately $61,780,000 in assets under management per investment advisor, Core Wealth Management, Inc. maintains a solid standing within the industry. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored services to meet individual client needs. A notable aspect of Core Wealth Management, Inc.'s client base is their extensive experience managing employer 401Ks and individual portfolios, which collectively account for roughly half of their assets under management. With a proven track record in this space, they possess the expertise necessary to guide clients towards optimal financial outcomes. The firm's assets under management total over $247,105,000, spread across more than 260 individual clients. This impressive portfolio demonstrates Core Wealth Management, Inc.'s ability to attract and retain a diverse range of clients who trust their expertise and rely on their guidance to safeguard and grow their wealth. Among the firm's accomplished advisors, Jonathon Fernandez-Rubio, Jacquelyn Goldstick, and Todd Schanel stand out as some of the longest tenured professionals, exemplifying the continuity and stability that Core Wealth Management, Inc. offers to its clientele. Overall, Core Wealth Management, Inc. combines their industry knowledge, personalized approach, and extensive experience to deliver top-quality investment advisory services and help clients navigate the complexities of wealth management with confidence.

GUIRY CAPITAL MANAGEMENT, LLC is a distinguished investment advisory firm based in Palm Beach Gardens, FL. With over $243,244,000 in assets under management (AUM), they have built a solid reputation as a trusted partner in financial management. Serving a diverse clientele, Guiry Capital Management, LLC caters to high net worth individuals seeking personalized investment strategies. The company's commitment to exceptional service is reflected in their two well-equipped offices, strategically located to efficiently serve their clients. Guiry Capital Management, LLC boasts a team of two highly skilled employees, each providing expert investment advisory services. This ensures that clients receive personalized attention and tailored investment advice to meet their unique financial goals. As a discretionary manager, Guiry Capital Management, LLC handles 14% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is flexible, incorporating a variety of fee types, including a percentage of AUM and fixed fees. This ensures transparency and alignment of interests between the firm and its clients. On average, each investment advisor at Guiry Capital Management, LLC manages approximately $121,620,000 in AUM. This figure places them in line with industry standards, showcasing their ability to handle substantial portfolios effectively. With a focus on delivering exceptional financial solutions, Guiry Capital Management, LLC continues to guide their clients towards long-term success and financial prosperity.

Blackridge Asset Management, LLC, headquartered in Jupiter, FL, is a leading regional investment advisory firm. With an extensive network of 62 offices, the company has established a strong presence in the financial industry. Blackridge Asset Management, LLC boasts a dedicated team of 80 highly skilled employees, all of whom specialize in providing comprehensive investment advisory services. With an impressive average of approximately $1,780,000 in assets under management per investment advisor, Blackridge Asset Management, LLC is known for its exceptional expertise in managing various compensation structures. These structures include a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm's primary focus lies in managing employer 401K plans and individual assets, which together account for over 80% of their total assets under management. Blackridge Asset Management, LLC is renowned for its discretionary management approach, as 98% of the assets they oversee fall under this category. With a substantial client base of over 600 individuals, the firm currently manages more than $142,558,000 in assets. This achievement can be attributed to the firm's exceptional advisors, many of whom have been with the company for a significant period. Notable among these seasoned professionals are Dennis Pellegrini, Bryan Kaarlsen, and Brian Breisinger, who contribute their extensive knowledge and experience to the firm's success. In summary, Blackridge Asset Management, LLC is a highly regarded regional investment advisory firm that excels in managing employer 401K plans and individual assets. With its vast network of offices, qualified team of advisors, and impressive track record, the firm continues to provide exceptional investment advisory services to its diverse clientele.

ATLANTIC WEALTH PARTNERS, LLC is a small investment advisory firm based out of Jupiter, FL. With its headquarters in this vibrant city, the company operates one office, catering to a diverse range of clients. Committed to providing exceptional financial guidance, Atlantic Wealth Partners, LLC has built a team of highly skilled professionals who specialize in investment advisory services. Employing a client-centered approach, the firm's team of four dedicated investment advisors focuses on delivering tailored solutions to meet individual financial goals. With an average of approximately $54,260,000 in assets under management per advisor, Atlantic Wealth Partners, LLC maintains a competitive position within the industry. The firm's compensation structure is designed to suit clients' preferences and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, Atlantic Wealth Partners, LLC possesses the expertise to manage employer funds, expanding its reach to corporate clients. As a discretionary manager, Atlantic Wealth Partners, LLC oversees a significant portion, approximately 88%, of the assets it manages. The firm primarily focuses on serving high-net-worth individuals, with over 100 individual clients entrusting them with a substantial total of more than $217,036,000 in assets under management. With a solid reputation for excellence, Atlantic Wealth Partners, LLC boasts a team of experienced advisors, including Greggory Brant, Tad Sacheck, and Stephen Olson, who have contributed significantly to the firm's success over the years.

Ralicki Wealth Management & Trust Services is a distinguished investment advisory firm headquartered in Stuart, FL. With a team of four dedicated professionals, they specialize in providing comprehensive wealth management and trust services to individuals and businesses. Three of their experienced advisors offer expert investment advisory services, ensuring that clients receive personalized and strategic financial guidance. The firm boasts an impressive average of approximately $146,950,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, including options such as a percentage of assets under management and fixed fees, tailored to meet the unique needs of each client. Serving a diverse clientele, Ralicki Wealth Management & Trust Services manages over 70 individual accounts, with a combined asset value of more than $93,664,000. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise to efficiently manage employer funds. Impressively, 95% of the assets they oversee are managed on a discretionary basis, showcasing their expertise in making informed investment decisions on behalf of their clients. Beyond their core services, Ralicki Wealth Management & Trust Services also offers the valuable support of an in-house accountant or accounting firm. Clients can benefit from comprehensive financial planning, tax strategies, and other accounting services seamlessly integrated into their overall wealth management approach. Led by David Ralicki, one of the longest-tenured registered advisors with the firm since 4016, Ralicki Wealth Management & Trust Services is committed to delivering exceptional financial solutions and building long-term client relationships. With their expertise, personalized approach, and strong track record, they are a trusted partner for individuals and businesses seeking comprehensive wealth management and trust services in Stuart, FL and beyond.

Motiv8 Investments LLC, a local investment advisory firm based out of Stuart, FL, has established itself as a trusted resource for individuals and employer 401K plans seeking expert financial guidance. With a network of 15 offices, they offer comprehensive investment advisory services to clients across the region. Led by a team of 13 highly skilled professionals, Motiv8 Investments LLC boasts an impressive average of $9,090,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their interests with those of their clients, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With a keen focus on employer 401Ks and individuals, approximately half of their assets under management are derived from these sources, reflecting their deep expertise in this domain. Notably, an impressive 69% of the assets they manage are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. Motiv8 Investments LLC prides itself on its strong client base, serving over 700 individual clients who entrust them with a substantial $118,149,000 in assets under management. The firm's success can be attributed, in part, to the contributions of its seasoned advisors, including Patrick Munnerlyn, George Villa, and Michael Terrio, who bring extensive industry experience to the table. Motiv8 Investments LLC continues to prioritize personalized service, commitment to excellence, and comprehensive financial strategies, solidifying their position as a reputable and sought-after investment advisory firm in the Stuart, FL area.

Victrix Investment Advisors, based out of Stuart, FL, is a prominent local investment advisory firm that caters to over 250 individual clients. With a remarkable track record, they currently oversee a substantial $109,152,000 in assets under management. Committed to delivering exceptional service, Victrix Investment Advisors operates from four strategically located offices, ensuring convenient access for their valued clientele. Distinguished by their expertise in managing employer 401Ks and individual portfolios, Victrix Investment Advisors has acquired extensive experience in this specialized domain. Their comprehensive approach to wealth management ensures that all assets under their care, totaling 100%, are managed discretely, reflecting their unwavering commitment to delivering optimal results. Victrix Investment Advisors offers a flexible compensation structure that encompasses various types of fees. These include a percentage of assets under management, as well as hourly charges, guaranteeing a transparent and equitable relationship with their clients. Their team comprises six skilled professionals, all dedicated to providing top-notch investment advisory services. Impressively, each investment advisor at Victrix Investment Advisors averages around $18,190,000 in assets under management, underscoring their expertise and ability to handle substantial portfolios. At the core of Victrix Investment Advisors' success are their highly experienced and tenured advisors. Kevin Kennedy, William Chapman, and William Thompson, among others, have played integral roles in shaping the firm's reputation for excellence. With an unwavering commitment to delivering personalized investment strategies and superior client service, Victrix Investment Advisors continues to be a trusted partner for individuals and employers seeking professional guidance to maximize their financial success.

Fogel Capital Management Inc, a local investment advisory firm located in Stuart, FL, is dedicated to providing personalized financial services to its clients. With a team of 11 employees, including six investment advisors, Fogel Capital Management Inc maintains a solid presence in the industry. Each investment advisor at Fogel Capital Management Inc manages an average of approximately $61,640,000 in assets under management, aligning with the industry average. The firm offers a diverse compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for clients. With over 160 individual clients and managing assets valued at over $303,392,000, Fogel Capital Management Inc specializes in serving high-net-worth individuals. While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to manage employer funds, showcasing their versatility. Fogel Capital Management Inc operates with 100% discretionary control over the assets they manage, enabling them to make informed decisions and actively adjust portfolios to optimize returns. Their commitment to personalized service and wealth management is exemplified by the firm's long-term relationships with clients. Based out of Stuart, FL, Fogel Capital Management Inc operates from a single office. The firm prides itself on its experienced team of advisors, including notable professionals such as Jodi Tribble, Michael Fogel, and Charlene Fogel, who have contributed significantly to the firm's success. Fogel Capital Management Inc remains dedicated to providing comprehensive financial solutions and exceptional client service, empowering individuals to achieve their financial goals with confidence.

TSP Financial, LLC is a small investment advisory firm based out of Vero Beach, FL, specializing in managing assets for high net worth individuals. With over 0 individual clients and assets under management totaling more than $1,348,000, TSP Financial provides comprehensive investment solutions tailored to their clients' unique financial goals. While 401K and individual accounts constitute less than 30% of their assets under management, TSP Financial possesses the expertise to effectively manage employer funds. Offering discretionary management services, the firm ensures that all investment decisions are made on behalf of their clients in alignment with their financial objectives. TSP Financial's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to choose the payment option that best suits their needs and preferences. The firm boasts a dedicated team of one registered investment advisor who provides personalized and expert investment advisory services. On average, each investment advisor oversees approximately $1,350,000 in assets under management. Theodore Zamerski, one of the longest-tenured registered advisors, has been with the company since 2022, contributing his extensive knowledge and experience to the firm's success. TSP Financial's commitment to delivering tailored investment solutions, coupled with their experienced team and client-centric approach, has positioned them as a trusted partner for high net worth individuals seeking comprehensive financial management services.

Treasure Coast Financial Planning, Inc. is a small investment advisory firm based out of Vero Beach, FL, serving clients in the surrounding Treasure Coast area. With a single office location, the firm has established itself as a trusted financial planning partner within the community. Comprising a dedicated team of six professionals, including two registered investment advisors, they provide comprehensive investment advisory services to a diverse client base. With an average of approximately $86,200,000 in assets under management per investment advisor, Treasure Coast Financial Planning, Inc. maintains an industry-average AUM level. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to handle employer funds. As a discretionary asset management firm, Treasure Coast Financial Planning, Inc. focuses primarily on high-net-worth individuals. They cater to over 170 individual clients, skillfully overseeing their portfolios which total over $172,406,000 in assets under management. The firm prides itself on providing personalized financial advice and tailoring investment strategies to meet the unique goals and aspirations of each client. Two of the firm's longest-tenured registered advisors, Anthony Dzielski and Guy Bassini, have been instrumental in building the firm's reputation and fostering enduring client relationships. In addition to their core services, Treasure Coast Financial Planning, Inc. offers expertise in accounting through partnerships with reputable accounting firms, ensuring comprehensive financial solutions for their clients.

Stillwater Wealth Management Group LLC is a small investment advisory firm based out of Juno Beach, FL. With one office, they offer personalized financial services to clients seeking expert guidance in managing their wealth. Comprised of a dedicated team of three professionals, Stillwater Wealth Management Group LLC focuses on providing comprehensive investment advisory services to individuals and families. Their team of experienced advisors assists clients in navigating the complexities of the financial markets and developing tailored investment strategies to achieve their financial goals. With an average of approximately $35,840,000 in assets under management per investment advisor, Stillwater Wealth Management Group LLC demonstrates a commitment to delivering quality service to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. Although 401(k) and individual accounts make up less than 30% of their assets under management, Stillwater Wealth Management Group LLC possesses the capability to manage employer funds, further diversifying their client base. With 95% of the assets they manage being discretionary, the firm emphasizes their expertise in making investment decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Stillwater Wealth Management Group LLC boasts an impressive roster of over 130 individual clients, with more than $107,508,000 in assets under management. Richard Blumenfeld and Tyler Wright, two of the longest tenured registered advisors with the firm, bring extensive industry knowledge and insight to Stillwater Wealth Management Group LLC. Through their professionalism and dedication, the firm strives to build enduring relationships with their clients, guiding them towards financial success and security.