Agnello Financial Group, Inc., a small investment advisory firm headquartered in West Palm Beach, FL, has established a strong reputation in the financial industry. With over 120 individual clients and a remarkable $227,695,000 in assets under management, they specialize in catering to high net worth individuals. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to manage employer funds as well. Comprising a dedicated team of four employees, including three investment advisors, Agnello Financial Group, Inc. ensures personalized attention to their clients' financial needs. Each investment advisor manages an average of approximately $75,900,000 in assets under management, aligning with the industry average. This demonstrates their ability to handle substantial portfolios while delivering exceptional service. Agnello Financial Group, Inc.'s compensation structure is designed to provide flexibility to their clients. They offer various fee structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and tailored solutions to suit individual requirements. Michael Agnello and Dean Ringdahl, two of the firm's most experienced registered advisors, have been instrumental in its long-standing success. With their extensive knowledge and expertise, along with the collective efforts of the entire team, Agnello Financial Group, Inc. strives to provide comprehensive financial advisory services, aiming to secure the financial well-being and prosperity of their discerning clientele.

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.

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.

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.

Center For Asset Management, LLC, headquartered in Palm Beach Gardens, FL, is a reputable investment advisory firm with a strong focus on managing assets for high net worth individuals. With a team of six dedicated professionals, including two investment advisors, the company boasts an impressive average of approximately $604,880,000 in assets under management per advisor, significantly higher than the industry average. Center For Asset Management, LLC prides itself on its expertise in employer 401Ks and individual investment management, which together contribute to nearly half of their substantial assets under management. The firm's vast experience in this space has solidified its position as a trusted partner for clients seeking exceptional asset management services. The compensation structure of Center For Asset Management, LLC is diverse, encompassing various types such as a percentage of assets under management and subscription fees. This ensures that the firm's incentives align with the success of its clients' investments. With over 210 individual clients and over $174,444,000 in assets under management, the company has established a strong presence in the investment advisory industry. All assets managed by Center For Asset Management, LLC are under discretionary management, further demonstrating the firm's commitment to providing tailored and comprehensive investment strategies. Led by experienced registered advisors Peter Blatt and Darren Hardersen, both known for their extensive tenure with the firm, Center For Asset Management, LLC stands as a small yet influential player in the Palm Beach Gardens financial landscape. Their dedication to delivering exceptional investment advisory services has garnered them a stellar reputation among their clients and peers alike.

Dock Street Asset Management Inc is a small investment advisory firm based out of Palm Beach, FL, with three offices. With a total of six employees, four of whom provide investment advisory services, the firm maintains an average of approximately $128,660,000 in assets under management per investment advisor, aligning with industry norms. The compensation structure at Dock Street Asset Management Inc includes various types, such as a percentage of assets under management. Although 401K and individual accounts make up less than 30% of their assets under management, the company possesses the capacity to oversee employer funds. The firm operates with 100% discretionary management of the assets entrusted to them. The majority of the assets they manage are on behalf of high net worth individuals, and Dock Street Asset Management Inc currently serves over 50 individual clients with assets under management exceeding $514,639,000. Noteworthy figures at the firm include Spencer Ogden, Evan Mcgoff, and Daniel Ogden, who rank among the longest tenured advisors. Dock Street Asset Management Inc aims to deliver personalized investment advisory services while ensuring prudent wealth management strategies. With their expertise and focus on high net worth clients, they strive to optimize investment returns and provide a secure financial future for their clientele.

Alpha Beta Gamma Wealth Management, based out of Palm Beach Gardens, FL, is a well-established investment advisory firm catering to high net worth individuals. With over 70 individual clients and a staggering $196,842,000 in assets under management, they have proven their expertise in the field. The firm operates from two offices, ensuring convenient access for their clientele. While Alpha Beta Gamma Wealth Management specializes in managing discretionary assets, they also offer a range of services, including insurance brokering and agent services. While 401K and individual accounts make up less than 30% of their assets under management, they possess the capability to oversee employer funds as well. The firm's compensation structure is diverse, with various types of fees, including a percentage of assets under management. They maintain a team of five dedicated employees, with three of them providing investment advisory services. On average, each investment advisor handles approximately $65,610,000 in assets under management, which aligns with the industry average. Alpha Beta Gamma Wealth Management takes pride in their experienced advisors, some of whom have been with the firm for a significant period. Notable long-tenured advisors include Thomas Pollock, Curtis Lyman, and Michael Robinson, who contribute to the firm's success and maintain strong relationships with their clients. With a proven track record of managing substantial assets for high net worth individuals, Alpha Beta Gamma Wealth Management stands as a reliable choice for individuals seeking expert financial advice and comprehensive wealth management services.

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.

Asset Planning Corporation is a reputable investment advisory firm located in W. Palm Beach, FL. With its headquarters situated in this bustling city, the company operates a single office to serve its diverse clientele. Committed to providing top-notch financial guidance, Asset Planning Corporation prides itself on its team of nine dedicated professionals. Among these professionals, three specialize in delivering comprehensive investment advisory services to their esteemed clients. With an impressive track record, Asset Planning Corporation manages an average of $33,480,000 in assets under management per investment advisor. Their compensation structure is designed to cater to various needs, encompassing a percentage of assets under management, fixed fees, and hourly charges. The firm's extensive experience in managing employer 401Ks and individual accounts is evident as these sources contribute to approximately half of their assets under management. As a testament to their success, Asset Planning Corporation oversees a substantial client base of over 160 individuals. These clients trust the firm with their financial well-being, resulting in assets under management exceeding $100,445,000. The longevity and expertise of their advisors are notable aspects of the company. Noteworthy among them are Alexander Ruby, Renee Post, and Louis Macloskey, who have been with the firm for an extended period. Operating under a discretionary management approach, Asset Planning Corporation takes a proactive stance in optimizing their clients' investment portfolios. By carefully analyzing market trends, performing thorough research, and employing sound investment strategies, the firm consistently strives to deliver exceptional results. Clients can rely on Asset Planning Corporation's expertise to navigate the complexities of the financial landscape with confidence and peace of mind.

SEA HUNTER CAPITAL is a small investment advisory firm based out of West Palm Beach, FL. With 1 office, they provide personalized financial guidance to a diverse range of clients. The firm boasts 2 dedicated employees, with 1 of them specializing in investment advisory services. With an average of approximately $115,610,000 in assets under management per investment advisor, SEA HUNTER CAPITAL performs at par with industry standards. Their compensation structure offers flexibility and includes various types, such as a percentage of assets under management and hourly charges. Notably, 100% of the assets they manage are discretionary, showcasing their expertise in making independent investment decisions. Catering predominantly to high net worth individuals, SEA HUNTER CAPITAL prides itself on managing substantial assets. The firm effectively oversees more than $115,607,000 in assets under management for over 40 individual clients. This achievement reflects the trust clients place in their ability to grow and protect their wealth. Kevin McCluskey stands as one of SEA HUNTER CAPITAL's longest-tenured registered advisors, having joined the firm in 2019. With years of experience in the industry, Kevin brings a wealth of knowledge and expertise to the team, further strengthening the firm's advisory capabilities. SEA HUNTER CAPITAL remains committed to delivering comprehensive investment strategies tailored to their clients' specific needs. Through their personalized approach and dedication to excellence, they strive to establish long-term financial success for their clients in an ever-changing market.

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.