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.

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.

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.

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.

Castle Wealth Management is a local investment advisory firm based out of West Palm Beach, FL, with two offices. With 11 dedicated employees, eight of whom provide investment advisory services, Castle Wealth Management is committed to offering personalized financial guidance to its clients. With an average of approximately $44,280,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Castle Wealth Management's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges. Although their 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. An impressive 94% of the assets they manage are discretionary, ensuring flexibility in tailoring investment strategies to meet individual client needs. Catering primarily to high net worth individuals, Castle Wealth Management boasts an extensive client base of over 110 individuals, with a staggering $354,207,000 in assets under management. The firm takes pride in its team of seasoned advisors, including long-tenured professionals such as Scott Worley, Melissa Gannon, and Christina Worley. Their wealth of experience and expertise contributes to the exceptional service and comprehensive wealth management solutions that Castle Wealth Management offers. With a commitment to providing personalized financial advice, Castle Wealth Management remains dedicated to helping their clients navigate the complexities of investment planning, ensuring their financial goals are achieved.

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.

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.

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.

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.