Find Top Financial Advisors Near Tallahassee, Florida
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SMITH BRUER ADVISORS
SMITH BRUER ADVISORS
Tallahassee, Florida
Smith Bruer Advisors is a highly regarded local investment advisory firm based out of Tallahassee, FL, with a strong presence in the financial industry. With two well-appointed offices, this firm provides comprehensive investment advisory services to a diverse range of clients. Boasting a team of six dedicated professionals, Smith Bruer Advisors ensures personalized attention and tailored solutions for their clients' financial goals. Their team of five skilled investment advisors holds expertise in various investment strategies and manages an impressive average of $29,310,000 in assets per advisor. Smith Bruer Advisors offers a transparent compensation structure that includes a percentage of assets under management. Notably, the firm handles a significant portion of their assets from employer 401Ks and individuals, demonstrating their depth of experience in this sector. An impressive 68% of the assets they manage are discretionary, enabling them to make informed investment decisions on behalf of their clients. With a robust client base of over 200 individuals, Smith Bruer Advisors oversees more than $146,534,000 in assets under management. Clients benefit from the extensive knowledge and expertise of the firm's longest-tenured advisors, including Hannah Lyons, Rene Bruer, and George Smith. Smith Bruer Advisors is committed to providing exceptional financial guidance, building lasting relationships with clients, and helping them achieve their long-term financial objectives. With a strong track record and a reputation for excellence, Smith Bruer Advisors stands out as a trusted and reliable partner in wealth management in the Tallahassee area.
MMHP INVESTMENT ADVISORS
MMHP INVESTMENT ADVISORS
Thomasville, Georgia
MMHP Investment Advisors is a reputable small investment advisory firm located in Thomasville, GA. With one office, the company is dedicated to providing expert financial guidance to clients seeking to grow and manage their wealth. Comprised of a team of five professionals, three of whom specialize in investment advisory services, MMHP Investment Advisors has established a strong presence in the industry. With an average of $116,280,000 in assets under management per investment advisor, the firm performs at an industry-average level. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401(k) and individual accounts account for less than 30% of their assets under management, MMHP Investment Advisors possesses the necessary expertise to effectively manage employer funds. The firm operates with full discretion over the 100% of assets they manage, primarily catering to high net worth individuals. In addition to investment advisory services, MMHP Investment Advisors also offers insurance brokerage services, further expanding their portfolio of offerings. The firm boasts a substantial client base, serving over 190 individual clients who entrust them with more than $348,829,000 in assets under management. MMHP Investment Advisors takes pride in their team of experienced professionals, including John Parker, David Middleton, and Fred Murphy, who have remained dedicated to the firm for a significant period. Their commitment to client satisfaction and wealth management expertise sets MMHP Investment Advisors apart in the competitive financial advisory landscape.
WIREGRASS ASSET MANAGEMENT
WIREGRASS ASSET MANAGEMENT
Thomasville, Georgia
Wiregrass Asset Management, based out of Thomasville, GA, is a reputable investment advisory firm catering to over 180 individual clients and managing assets exceeding $100,164,000. With a client-centric approach, Wiregrass Asset Management prides itself on offering personalized investment solutions tailored to each client's unique goals and risk tolerance. While specializing in discretionary asset management, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts comprise less than 30% of their assets under management. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests with their clients. With a team of two dedicated employees, Wiregrass Asset Management consistently delivers exceptional investment advisory services. Their investment advisors possess extensive industry knowledge and experience, with Fred Jones and Langley Devane being two of the firm's longest-tenured registered advisors. Clients can trust in their expertise and commitment to achieve optimal results. On average, each investment advisor manages approximately $50,080,000 in assets under management, aligning with the industry average. The firm's single office in Thomasville, GA, serves as the central hub for delivering comprehensive investment strategies, portfolio management, and ongoing financial guidance. Wiregrass Asset Management distinguishes itself through its strong emphasis on client relationships, ensuring a personalized and holistic approach to wealth management. By consistently surpassing client expectations and delivering results, Wiregrass Asset Management has solidified its reputation as a trusted partner for individuals seeking effective asset management solutions.
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CHIRON CAPITAL MANAGEMENT, LLC
CHIRON CAPITAL MANAGEMENT, LLC
Tallahassee, Florida
Chiron Capital Management, LLC is a small investment advisory firm based out of Tallahassee, FL. With a team of four dedicated professionals, they provide expert financial guidance to a diverse clientele. Two of their registered advisors, Jason Brienen and Jay Cicone, bring extensive experience and knowledge to the table. Chiron Capital Management stands out in the industry with an impressive average of approximately $140,020,000 in assets under management per investment advisor, surpassing the industry average. This achievement reflects their ability to effectively grow and safeguard their clients' wealth. The firm's compensation structure includes various types, such as a percentage of assets under management and performance-based fees. This approach ensures that the interests of Chiron Capital Management align with those of their clients. With over 640 individual clients and assets under management exceeding $231,853,000, Chiron Capital Management primarily serves 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 as well. As a discretionary asset manager, Chiron Capital Management holds the responsibility of making investment decisions on behalf of their clients, leveraging their expertise and market insights. The firm's commitment to providing personalized and comprehensive financial services has contributed to their reputation for excellence. Operating from a single office in Tallahassee, Chiron Capital Management caters to clients seeking reliable and trusted investment advisory services. Their dedication to delivering exceptional results and their experienced team have positioned them as a leading choice for individuals and businesses looking to achieve their financial goals.
SOUTHEAST ASSET ADVISORS, LLC
SOUTHEAST ASSET ADVISORS, LLC
Thomasville, Georgia
Southeast Asset Advisors, LLC is a reputable investment advisory firm located in Thomasville, GA. With a team of 15 dedicated professionals, 9 of whom specialize in investment advisory services, the firm boasts a wealth of expertise and experience. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at approximately $216,030,000. This figure surpasses the industry average, solidifying Southeast Asset Advisors' position as a leader in the field. The firm's compensation structure is diverse and tailored to meet the unique needs of their clients. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships. With a robust client base of over 110 individuals, Southeast Asset Advisors oversees a staggering $3,239,114,000 in assets under management. Impressively, 66% of these assets are under their discretionary management, showcasing their clients' trust in their expertise and decision-making. Operating from five strategically located offices, Southeast Asset Advisors is deeply rooted in the local community, establishing strong connections and fostering long-term relationships. The firm takes pride in its team of highly experienced professionals, including Bernard Lanigan, Charles Jackson, and Frank Mercer, who have demonstrated remarkable dedication and tenure. Whether clients seek assistance with wealth management, financial planning, or investment strategies, Southeast Asset Advisors, LLC is committed to providing exceptional service and tailored solutions to help individuals and families achieve their financial goals.