Golden Road Advisors LLC is a small investment advisory firm based out of Tampa, FL, with two offices. With a team of four employees, including two dedicated investment advisors, they provide expert financial guidance and management services. The firm's average assets under management per investment advisor stand at approximately $60,980,000, aligning with the industry average. Golden Road Advisors LLC offers a diverse compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. Notably, they possess substantial experience in managing assets from employer 401Ks and individual clients, representing approximately half of their assets under management. This expertise positions them as a trusted partner for individuals and organizations seeking sound investment strategies. Impressively, 85% of the assets managed by Golden Road Advisors LLC are discretionary, showcasing their expertise in making strategic investment decisions on behalf of clients. They have amassed a substantial client base, serving over 150 individual clients with a total of more than $121,961,000 in assets under management. Within the firm, Jeffrey Kikoler and Kevin Caldwell stand out as two of the longest-tenured registered advisors, bringing their extensive experience and knowledge to clients' portfolios. With their dedicated team and commitment to delivering exceptional financial advice, Golden Road Advisors LLC strives to help clients navigate the complexities of the investment landscape and secure their financial future.

Noble Family Wealth, a small investment advisory firm headquartered in Clearwater, FL, is dedicated to providing comprehensive wealth management services to their esteemed clientele. With over 60 individual clients and an impressive $315,027,000 in assets under management, the firm has established itself as a trusted partner in financial planning. Operating from a single office, Noble Family Wealth exercises discretionary management over 100% of the assets they oversee, allowing them to make informed investment decisions tailored to the unique needs of their clients. Their expertise primarily lies in managing the assets of high net worth individuals, reflecting their specialized focus. The compensation structure at Noble Family Wealth includes various types, with a particular emphasis on a percentage of assets under management, aligning their success with the success of their clients. With a dedicated team of four employees, three of whom provide investment advisory services, Noble Family Wealth achieves an average of approximately $105,010,000 in assets under management per investment advisor, which falls in line with the industry average. The firm prides itself on the expertise and experience of their team. Matthew Szabad, Brian Glas, and Sandra Nesbit are among the longest tenured advisors at Noble Family Wealth, bringing a wealth of industry knowledge and a client-centered approach to their work. Through their personalized and holistic approach to wealth management, Noble Family Wealth strives to help clients achieve their financial goals and secure their financial well-being.

Amuni Financial, Inc., a local investment advisory firm based out of St. Petersburg, FL, boasts a team of 19 skilled professionals, 10 of whom specialize in providing top-notch investment advisory services. With an average of $83,290,000 in assets under management per investment advisor, Amuni Financial performs on par with the industry standard. The firm offers a diverse compensation structure, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, commissions, and performance-based fees. Catering to a wide client base, Amuni Financial serves over 120 individual clients, effectively managing more than $114,150,000 in assets. The company primarily focuses on high-net-worth individuals, with a substantial portion of their managed assets allocated to this demographic. While 401(k) and individual accounts make up less than 30% of their assets under management, Amuni Financial possesses the capacity to effectively oversee employer funds. In addition to their investment advisory services, Amuni Financial, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to their clients. The company operates from two offices, and its team includes industry veterans Mark Donohue, Robert House, and Jay Lake, who boast some of the longest tenures at the firm. With a dedication to delivering personalized financial solutions and a strong presence in St. Petersburg, Amuni Financial, Inc. continues to build a reputation for excellence in the financial industry.

Payant Wealth Management Group is a highly regarded investment advisory firm based in Sun City Center, FL. With a strong presence in the community, they operate from two well-established offices. Comprised of a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services, the firm has earned a reputation for excellence. Drawing from their extensive expertise, Payant Wealth Management Group oversees an impressive average of $40,660,000 in assets under management per investment advisor. Their compensation structure is flexible and tailored to meet clients' needs, including options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Payant Wealth Management Group's business lies in their deep understanding and experience in managing employer 401Ks and individual accounts, which constitute approximately half of their total assets under management. This expertise positions them as trusted advisors in this domain. With an unwavering commitment to discretion and personalized service, Payant Wealth Management Group maintains full discretionary control over 100% of the assets they manage. Serving over 250 individual clients, they currently oversee an impressive $203,318,000 in assets under management. The firm takes pride in its team of accomplished advisors, several of whom have been with the company for many years. Among them are Peter Farina, Glenn Krcmaric, and Thomas Payant, individuals whose wealth of experience and dedication have contributed to the firm's continued success. As a leading investment advisory firm, Payant Wealth Management Group is known for its exceptional service, expertise, and commitment to helping clients achieve their financial goals.

Grand Central Investment Group, LLC is a small investment advisory firm headquartered in Tampa, FL, boasting two well-established offices. With a team of three dedicated professionals, including two experienced investment advisors, Grand Central Investment Group provides expert financial guidance to a diverse clientele. Their average assets under management per investment advisor amount to approximately $56,240,000, aligning with industry standards. The firm's compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees. Although less than 30% of their assets under management are attributed to 401K and individual accounts, Grand Central Investment Group possesses the capability to efficiently manage employer funds. An impressive 79% of the assets under their management are discretionary, reflecting their clients' trust in their expertise. Catering primarily to high net worth individuals, Grand Central Investment Group proudly serves over 210 individual clients, skillfully managing their combined assets of over $112,482,000. The firm prides itself on its team's extensive experience and longevity within the industry. Notable advisors who have contributed significantly to the firm's success include Michelle Halpin, Charles Poe, and Frank Cooper. Grand Central Investment Group, LLC is committed to providing exceptional investment advisory services and delivering tailored financial strategies to meet their clients' unique needs. Through their expertise, professionalism, and focus on building long-term relationships, they continue to establish themselves as a trusted partner in achieving financial success.

Clarity Financial Advisors LLC, a leading investment advisory firm based out of St. Petersburg, FL, specializes in managing assets for both individual clients and employer-sponsored 401K plans. With over 660 individual clients and a staggering $51,181,000 in assets under management, Clarity Financial Advisors LLC has built a solid reputation for its expertise in wealth management. Operating from two offices, this local firm caters to a diverse clientele, with over 80% of their assets under management comprising employer 401K plans or individual investments. Boasting a 100% discretionary management approach, Clarity Financial Advisors LLC ensures their clients' portfolios are expertly handled with the utmost care and attention. The firm employs a highly qualified team of eight professionals, with five dedicated to providing top-notch investment advisory services. Each investment advisor at Clarity Financial Advisors LLC manages an average of approximately $10,240,000 in assets, ensuring personalized attention and tailored strategies for clients' unique financial goals. The company's compensation structure offers flexibility, including options such as a percentage of assets under management, fixed fees, and hourly charges. This variety allows clients to choose a payment model that aligns with their specific needs and preferences. Notably, Clarity Financial Advisors LLC takes pride in its experienced team, with long-tenured advisors like Troy Von Blankenburg, David O'Neill, and Trevor Shultz, who contribute to the firm's wealth of knowledge and expertise. With a commitment to providing clarity and personalized financial solutions, Clarity Financial Advisors LLC continues to thrive as a trusted partner in helping individuals and employers achieve their financial objectives.

CPS Investment Advisors, based out of Lakeland, FL, is a prominent local investment advisory firm serving over 2,590 individual clients with an impressive $1,988,219,000 in assets under management. With a single office in Lakeland, CPS Investment Advisors specializes in providing comprehensive investment advisory services to its diverse clientele. While managing employer funds is within their capability, 401K and individual accounts account for less than 30% of their assets under management. All the assets managed by CPS Investment Advisors are discretionary, allowing them to exercise flexibility and expertise in implementing investment strategies. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. With a team of 21 dedicated employees, all providing investment advisory services, CPS Investment Advisors maintains an average of approximately $94,680,000 in assets under management per investment advisor. This figure falls within the industry average, showcasing the firm's competence in delivering effective wealth management solutions. CPS Investment Advisors takes pride in its experienced team, with several of the firm's longest tenured advisors including Derek Oxford, Peter Golotko, and James Luffman. Their expertise, combined with the firm's commitment to providing personalized and reliable investment advice, enables CPS Investment Advisors to build enduring relationships with their clients and guide them towards achieving their financial objectives.

Provise Management Group, LLC, based out of Clearwater, FL, is a renowned local investment advisory firm with a strong track record. With over 840 individual clients and assets under management exceeding $1,616,430,000, Provise Management Group caters to a diverse range of investors. The firm operates from two offices, strategically positioning themselves to serve their clients effectively. While 401K and individual accounts make up less than 30% of their assets under management, Provise Management Group possesses the expertise and capability to manage employer funds. A staggering 99% of the assets they handle are under discretionary management, reflecting the trust and confidence their clients have in their decision-making. With a primary focus on high net worth individuals, Provise Management Group is adept at navigating complex financial landscapes to achieve optimal results. Their compensation structure includes various options, such as a percentage of assets under management, hourly charges, fixed fees, and commissions, allowing clients to choose the most suitable arrangement for their needs. Employing a team of 21 dedicated professionals, Provise Management Group ensures exceptional service delivery. Seventeen of their employees are devoted to providing comprehensive investment advisory services, and their average assets under management per investment advisor amount to approximately $95,080,000, aligning well with the industry average. Nancy Ramey, Eric Ebbert, and Vincent Ferrara are among the firm's longest-tenured advisors, illustrating the stability and expertise that clients can rely on. With a strong commitment to personalized service, Provise Management Group, LLC is a trusted partner for individuals seeking effective wealth management solutions in the Clearwater area and beyond.

Eagle Asset Management Inc, headquartered in St. Petersburg, FL, is a prominent regional investment advisory firm with a strong presence in the financial industry. With over 16,510 individual clients and an impressive $32,059,792,000 in assets under management, Eagle Asset Management Inc is a trusted partner for individuals seeking expert financial guidance. Operating from four strategically located offices, Eagle Asset Management Inc offers a comprehensive range of investment services. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. A significant 84% of the assets they oversee are managed on a discretionary basis, demonstrating their expertise in making informed investment decisions. Eagle Asset Management Inc boasts a skilled team of 62 dedicated professionals, with 50 of them exclusively focused on providing investment advisory services. The firm's investment advisors consistently deliver exceptional results, with an impressive average of approximately $641,200,000 in assets under management per advisor. This level of performance surpasses the industry average and showcases the firm's commitment to maximizing client returns. Notably, Eagle Asset Management Inc takes pride in its experienced advisory team. Several of the firm's longest-tenured advisors, including Todd McCallister, Bert Boksen, and David Blount, have played instrumental roles in shaping the firm's success and maintaining its reputation for excellence. With a robust compensation structure that includes a percentage of assets under management and performance-based fees, Eagle Asset Management Inc aligns its interests with those of its clients. By prioritizing personalized service and prudent investment strategies, the firm strives to build long-term relationships and assist clients in achieving their financial goals.

Setchfield Asset Management, headquartered in Bradenton, FL, is a reputable investment advisory firm catering to a diverse clientele. With over 200 individual clients, they currently oversee an impressive $126,500,000 in assets under management. As a small but dynamic firm, Setchfield Asset Management operates from a single office and specializes in providing comprehensive investment advice and services. With a focus on financial security and risk management, Setchfield Asset Management also operates as an insurance broker or agent. They possess extensive expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Notably, an overwhelming majority of 94% of the assets they handle are discretionary, showcasing their proficiency in making strategic investment decisions. The firm's compensation structure is designed to align with their clients' success, including a percentage-based fee model tied to the assets under management. Although Setchfield Asset Management boasts a lean team of two employees, one of them is dedicated to providing top-notch investment advisory services. With an average of $126,500,000 in assets under management per investment advisor, Setchfield Asset Management matches the industry standard. Steven Setchfield, one of their registered advisors, stands as a seasoned professional with an enduring commitment to the firm since 2017. Setchfield Asset Management is driven by a passion for helping clients achieve their financial goals while delivering personalized service and exceptional results. Through their expertise and dedication, they have established a strong presence in the Bradenton area and continue to expand their footprint in the investment advisory space.

James I. Black & Company, based out of Lakeland, FL, is a small investment advisory firm with a remarkable track record. With over 110 individual clients and an impressive $133,303,000 in assets under management, they are highly regarded in the financial industry. While their 1 office serves as their operational hub, their influence reaches far beyond Lakeland. Specializing in managing the wealth of high net worth individuals, James I. Black & Company has built a reputation for providing personalized and effective investment strategies. Though 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to skillfully handle employer funds. Their compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With 9 dedicated employees, including 2 investment advisory professionals, the firm boasts a wealth of expertise and knowledge. One of the key strengths of James I. Black & Company is their impressive average of approximately $66,650,000 in assets under management per investment advisor, aligning with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while delivering personalized attention to each client. The firm takes pride in its experienced team, with Gerald Black and John Christian serving as two of the longest-tenured registered advisors. Their longevity with the company reflects their commitment to client satisfaction and their deep understanding of the ever-evolving financial landscape. James I. Black & Company continues to provide exceptional investment advisory services, guiding clients towards financial success and long-term prosperity.