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.

DSM Capital Partners is a reputable investment advisory firm headquartered in Palm Beach Gardens, FL, boasting two strategically located offices. With a team of 24 dedicated professionals, 11 of whom specialize in investment advisory services, DSM Capital Partners has established itself as a trusted partner in the financial industry. Demonstrating exceptional expertise, DSM Capital Partners manages an impressive average of approximately $608,940,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. While 401K and individual accounts make up less than 30% of their assets under management, DSM Capital Partners possesses the expertise to effectively manage employer funds. An impressive 94% of the assets they handle are discretionary, showcasing their clients' trust in their decision-making capabilities. With over 860 individual clients, DSM Capital Partners oversees an extensive portfolio valued at over $6,698,300,000 in assets under management. Among their accomplished team, Stephen Constantine stands as one of the firm's longest-tenured registered advisors, having been a part of DSM Capital Partners since 2009. As a local investment advisory firm with a strong presence in Palm Beach Gardens, DSM Capital Partners exemplifies professionalism, expertise, and a commitment to delivering superior financial solutions. Through their comprehensive services and proven track record, DSM Capital Partners continues to be a leading choice for individuals and organizations seeking effective wealth management strategies.

Primoris Wealth Advisors, LLC, headquartered in North Palm Beach, FL, is a reputable investment advisory firm serving over 350 individual clients with assets under management totaling more than $169,955,000. With two offices, the company caters to a diverse range of clients, offering personalized financial solutions and expert guidance. While Primoris Wealth Advisors manages various types of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. Nevertheless, the firm possesses the expertise and capability to oversee employer funds, ensuring comprehensive financial management solutions for businesses. Remarkably, 100% of the assets they manage are discretionary, providing clients with flexibility and trust in the firm's decision-making. Specializing in catering to high net worth individuals, Primoris Wealth Advisors handles a significant portion of their managed assets for this affluent client base. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with client success and satisfaction. With a team of eight highly skilled employees, all dedicated to providing exceptional investment advisory services, Primoris Wealth Advisors maintains a strong average of approximately $21,240,000 in assets under management per investment advisor. The firm boasts a group of seasoned advisors, including Gavin McNally, Raymond Eaton, and John Catalfamo, who have demonstrated long-term commitment and expertise in serving clients' financial needs. Primoris Wealth Advisors, LLC is committed to delivering top-notch financial services, building lasting relationships with their clients, and helping them achieve their financial goals with utmost professionalism and integrity.

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.

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.

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.

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.

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.

Professional Advisory Services Inc is a highly reputable investment advisory firm based out of Vero Beach, FL. With over 370 individual clients, they oversee an impressive $1,030,857,000 in assets under management. Specializing in serving high net worth individuals, Professional Advisory Services Inc possesses extensive expertise in managing substantial portfolios. Despite 401K and individual accounts accounting for less than 30% of their assets under management, the firm has the capability to effectively handle employer funds. All assets managed by Professional Advisory Services Inc are discretionary, providing clients with a hands-off approach and allowing the firm's skilled advisors to make strategic investment decisions on their behalf. With a team of 13 dedicated employees, 8 of whom are experienced investment advisors, the firm boasts an impressive average of approximately $128,860,000 in assets under management per advisor. This surpasses the industry average and reflects the exceptional skills and proficiency of their team. Professional Advisory Services Inc's compensation structure includes various models, such as a percentage of assets under management, ensuring that their interests are aligned with their clients'. The firm takes pride in maintaining long-lasting relationships with their clients, and several of their most tenured advisors, including Robert Polackwich, Carol Bieber, and David Jaffe, have contributed significantly to their success. As a local investment advisory firm committed to providing tailored financial solutions, Professional Advisory Services Inc continues to set the standard for excellence in the industry.

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.