Econologics Financial Advisors, based out of Largo, FL, is a leading investment advisory firm serving over 60 individual clients. With a remarkable $84,809,000 in assets under management, they offer comprehensive financial solutions to help their clients achieve their long-term goals. As a local firm, Econologics Financial Advisors is deeply rooted in the community, providing personalized services to meet the unique needs of each client. With one office located in Largo, FL, Econologics Financial Advisors also serves as an insurance broker or agent, ensuring their clients have access to a wide range of insurance options to protect their assets and manage risks effectively. While they excel in managing high net worth individuals' assets, the firm also possesses the expertise to handle employer funds, even though 401K and individual accounts account for less than 30% of their assets under management. Econologics Financial Advisors operates under a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the approach that aligns best with their financial objectives. With a team of 19 dedicated employees, including five investment advisors, the firm provides expert guidance and support to their clients. The investment advisors at Econologics Financial Advisors have an impressive average of approximately $16,960,000 in assets under management per advisor, reflecting their commitment to delivering exceptional results. The firm boasts a roster of seasoned professionals, including Eric Gersch, Joshua Abrahamson, and Eric Miller, who have remained with the company for an extended period, offering clients the benefit of their extensive experience and expertise.

Personalized Financial Solutions LLC, headquartered in Clearwater, FL, is a small investment advisory firm that specializes in providing personalized financial solutions to individuals and employer-sponsored 401K plans. With 4 dedicated employees, including one investment advisor, the firm has established a solid reputation within the industry. Their expertise is evident as they manage an impressive average of approximately $57,610,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, offering various types of remuneration, including a percentage of assets under management. Personalized Financial Solutions LLC prides itself on its extensive experience in managing employer 401Ks and individual portfolios, with these categories accounting for roughly half of their assets under management. At Personalized Financial Solutions LLC, all the assets they manage are under discretionary authority, allowing them to make informed investment decisions on behalf of their clients. With a clientele of over 70 individuals, the firm oversees a substantial amount of assets, totaling over $57,606,000 under management. Notably, Todd Seymour stands as one of the firm's most tenured registered advisors, having been with Personalized Financial Solutions LLC since 2021. His expertise and dedication contribute to the firm's overall success, ensuring clients receive exceptional financial guidance and service. Personalized Financial Solutions LLC's commitment to personalized attention, combined with their experience in managing diverse portfolios, distinguishes them as a trusted and reliable partner in achieving clients' financial goals.

Core Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Lakeland, FL. With a singular office location, they cater to a diverse clientele seeking expert financial guidance. As an established firm, Core Wealth Advisors boasts a dedicated team of 9 employees, of which 7 specialize in providing comprehensive investment advisory services. The firm's average assets under management per investment advisor stand at approximately $58,850,000, aligning with the industry average. Core Wealth Advisors employs a flexible compensation structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, all the assets entrusted to Core Wealth Advisors are under their discretion. Catering primarily to high-net-worth individuals, Core Wealth Advisors manages a substantial portion of their assets. Presently, they oversee a noteworthy client base of over 380 individuals, accumulating a significant $411,949,000 in assets under management. The firm prides itself on its commitment to excellence and employs a range of services to support their clients' financial needs. Additionally, Core Wealth Advisors extends their offerings to include accounting services, providing clients with a comprehensive financial solution. Boasting a team of seasoned advisors, Core Wealth Advisors benefits from the experience and knowledge of key personnel such as Charles Foss, Nathan Dunham, and Andrew Foss. These long-tenured professionals contribute to the firm's reputation for delivering sound financial advice and fostering long-term client relationships. Overall, Core Wealth Advisors, Inc. stands as a trusted partner for individuals seeking expert investment guidance and comprehensive financial solutions.

PFG Private Wealth Management, LLC, based out of Lutz, FL, is a reputable investment advisory firm that caters to a diverse client base. With over 530 individual clients, the company manages an impressive $239,608,000 in assets. PFG has built a strong presence in the industry, particularly in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. As a local firm, PFG Private Wealth Management, LLC understands the unique financial needs of its clients in the Lutz area. Their team of six dedicated employees, all experienced investment advisors, offer personalized services to assist clients in achieving their financial goals. With an average of $39,930,000 in assets under management per investment advisor, PFG ensures that each client receives the attention and guidance they deserve. PFG's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and allows clients to choose the most suitable arrangement for their investment needs. At PFG Private Wealth Management, LLC, clients benefit from the expertise of their longest tenured advisors, including James Serrano, Joao Teixeira, and Jeffrey Perry. These seasoned professionals bring a wealth of knowledge and experience to the table, ensuring that clients receive informed and strategic investment advice. With its solid track record, local presence, and commitment to client satisfaction, PFG Private Wealth Management, LLC stands as a trusted partner for individuals and businesses seeking comprehensive and reliable wealth management solutions.

Belleair Asset Management, LLC, based in Belleair Bluffs, FL, is a reputable investment advisory firm with a distinguished track record. With over 80 individual clients and assets under management exceeding $212,509,000, Belleair Asset Management is committed to providing top-notch financial services. The firm's expertise lies in managing a diverse portfolio of assets, with discretionary accounts constituting 75% of their overall management. While their focus is primarily on high-net-worth individuals, they also possess the capability to oversee employer funds. Having a keen understanding of the importance of compensation structures, Belleair Asset Management offers multiple options tailored to their clients' needs. These include a percentage-based fee structure as well as fixed fees. With a small team of three employees, one of whom provides dedicated investment advisory services, the firm ensures personalized attention and efficient management. Their impressive average of approximately $212,510,000 in assets under management per investment advisor surpasses industry standards, reflecting their commitment to delivering exceptional results. Belleair Asset Management prides itself on its experienced staff, including James Clark, one of the firm's longest-tenured registered advisors, who has been with the company since 2018. By combining their extensive knowledge, unwavering dedication, and client-centric approach, Belleair Asset Management, LLC continues to establish itself as a trusted partner in the financial services industry, helping clients navigate their investment journey and achieve their long-term financial goals.

Chronos Wealth Management, L.L.C., a small investment advisory firm based out of Clearwater, FL, has been providing expert financial services since its inception. With a sole office in the heart of Clearwater, the company serves a diverse clientele with a strong focus on personalized investment strategies. Comprising a total of three dedicated professionals, Chronos Wealth Management, L.L.C. excels in delivering comprehensive investment advisory services. Two of its highly experienced employees specialize in offering insightful investment advice, leveraging their extensive knowledge and industry expertise to help clients achieve their financial goals. With an impressive average of approximately $86,420,000 in assets under management per investment advisor, Chronos Wealth Management, L.L.C. stands on par with the industry average. Its compensation structure is multifaceted, including a percentage of assets under management, ensuring a client-centered approach and alignment of interests. Chronos Wealth Management, L.L.C. prides itself on its strong presence in managing employer 401Ks and individual accounts, which collectively account for about half of their assets under management. The company's noteworthy experience in this domain has earned it a reputation for providing outstanding financial solutions to both individuals and businesses. Beyond investment advisory services, Chronos Wealth Management, L.L.C. also serves as an insurance broker or agent, providing clients with additional coverage options to safeguard their financial well-being. Boasting an extensive client base of over 470 individuals, the company manages a substantial portfolio valued at more than $172,847,000. William Chamberlain and Nicole Gay, two of the firm's longest-tenured registered advisors, bring their expertise and dedication to each client engagement, ensuring exceptional service delivery and client satisfaction.

The Tenret Company, LLC is a small investment advisory firm headquartered in Tampa, FL. With a single office, they provide investment advisory services to their clients. The company prides itself on its team of dedicated professionals, consisting of a total of 1 employee. Each advisor at The Tenret Company, LLC offers expertise in investment strategies and financial planning. The firm's average assets under management per investment advisor amount to approximately $119,900,000, which aligns with the industry average. The compensation structure at The Tenret Company, LLC includes various types such as a percentage of assets under management and hourly charges, ensuring flexibility for clients. An important aspect of their business model is their discretionary management approach, as they manage 100% of the assets on behalf of their clients. The majority of the assets they handle are for high net worth individuals, reflecting their ability to cater to sophisticated investment needs. The Tenret Company, LLC boasts a substantial client base of over 20 individuals, with a collective $119,896,000 in assets under management. Tina Tenret stands out as one of the firm's most experienced registered advisors, having been with the company since 2018. Her tenure exemplifies the commitment to continuity and expertise that The Tenret Company, LLC offers to its valued clients. In summary, The Tenret Company, LLC is a trusted investment advisory firm in Tampa, FL, delivering personalized services to high net worth individuals. With their knowledgeable team and robust asset management capabilities, they strive to meet their clients' financial objectives effectively and provide comprehensive solutions.

Darwin Wealth Management is a reputable investment advisory firm based out of Tampa, FL, with four offices strategically located to serve their clients. With a team of 14 dedicated professionals, including eight experienced investment advisors, they provide comprehensive investment advisory services to a diverse clientele. Their average assets under management per investment advisor amount to approximately $59,150,000, aligning them with industry standards. The firm offers a versatile compensation structure, tailored to meet their clients' unique needs. This includes options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Notably, over 80% of their assets under management come from employer 401K plans and individual clients. Darwin Wealth Management possesses specialized expertise in managing 401K plans for employers and employees alike, making them an ideal choice for businesses seeking reliable investment management services. Remarkably, the firm manages all assets on a discretionary basis, demonstrating their clients' trust in their decision-making abilities. With a robust client base of over 2,660 individuals, Darwin Wealth Management oversees an impressive $473,212,000 in assets under management. The firm's success is partly attributed to its dedicated team, including seasoned advisors such as Matthew Krueger, Michael Sorrentino, and Kevin Harwood, who have been instrumental in serving clients over the long term. Darwin Wealth Management takes pride in delivering tailored investment solutions, offering comprehensive advisory services, and fostering strong relationships with their clients. With their proven track record, expertise in managing 401K plans, and commitment to client success, Darwin Wealth Management stands as a trusted partner in the financial industry.

Bayshore Capital is a local investment advisory firm based out of Tampa, FL. With 1 office, they are committed to providing comprehensive investment advisory services to their clients. Their team of 9 dedicated professionals specializes in offering personalized guidance and expertise in managing investments. With an average of $46,180,000 in assets under management per investment advisor, Bayshore Capital aligns with the industry average in terms of portfolio size. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring a results-driven approach that benefits both the firm and its clients. Bayshore Capital takes pride in its discretionary management approach, as 81% of the assets they oversee are under their discretion. This empowers the firm to make informed investment decisions on behalf of their clients, leveraging their expertise and market insights to maximize returns while minimizing risks. In addition to investment advisory services, Bayshore Capital offers commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. This expands their scope and provides clients with access to diverse investment opportunities. With a notable clientele of over 10 individual clients, Bayshore Capital manages assets worth more than $415,627,000. Their proven track record and commitment to excellence have earned them a reputation as a trusted and reliable partner in helping clients achieve their financial goals.

Opinicus is a small investment advisory firm based out of Tampa, FL, boasting a single office to cater to their clients' needs. With a team of six dedicated professionals, Opinicus primarily focuses on providing expert investment advisory services. Their investment advisors boast an impressive track record, managing an average of approximately $42,460,000 in assets under management per advisor. Opinicus adopts a comprehensive compensation structure, offering various options to their clients. These options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' preferences. While their management of 401K and individual accounts represents a minority share of their assets under management, Opinicus possesses the capability to oversee employer funds, expanding their reach and services. Distinguishing themselves in the industry, Opinicus manages an overwhelming 99% of their assets on a discretionary basis, granting them the autonomy to make investment decisions on behalf of their clients. Notably, Opinicus specializes in serving high-net-worth individuals, with over 80 esteemed individual clients entrusting them with their finances. Impressively, these clients collectively hold assets totaling over $169,857,000 under Opinicus' management. The firm takes pride in its experienced team, with some of the longest-tenured advisors including Jaran Day, Griffin Dalrymple, and Kimberly Burdette-Hord. Their commitment to providing top-notch advisory services, personalized approaches, and a reputation for successful wealth management has positioned Opinicus as a trusted partner for individuals seeking expert guidance in growing and preserving their assets.

AGW Capital Advisors is a leading investment advisory firm based out of Tampa, FL. With a team of 15 dedicated professionals, including 9 skilled investment advisors, they offer comprehensive financial services to individual clients. Their expertise lies in managing substantial assets, with an average of $35,000,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their interests with their clients'. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring that AGW Capital Advisors is motivated to deliver superior results. With a client base of over 20 individuals, AGW Capital Advisors oversees an impressive $2,858,778,000 in assets under management. A significant portion of these assets, amounting to 27%, is under their discretionary management, reflecting their clients' trust in their expertise. As a local investment advisory firm, AGW Capital Advisors has deep roots in the Tampa community. They operate from a single office, providing personalized service and building long-term relationships with their clients. The firm takes pride in their team's experience and knowledge, with some of the longest tenured advisors including Paul Whiting, Peter Gardner, and Jeffrey Annis. AGW Capital Advisors is committed to helping their clients achieve their financial goals through a tailored and proactive approach. With their wealth of expertise, exceptional track record, and client-centric philosophy, they have earned a reputation as a trusted partner in wealth management.