Atlas Fiduciary Financial, LLC is a reputable investment advisory firm headquartered in Sarasota, FL, with an additional office location. With a dedicated team of seven professionals, including five experienced investment advisors, they provide comprehensive investment advisory services. The firm boasts an impressive average of approximately $35,650,000 in assets under management per investment advisor. Atlas Fiduciary Financial, LLC offers a flexible compensation structure, tailored to meet the diverse needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the expertise to handle employer funds. Notably, all assets managed by the firm are discretionary. The firm primarily caters to high-net-worth individuals, managing a significant portion of their wealth. With a client base of over 80 individuals, Atlas Fiduciary Financial, LLC oversees an impressive $178,236,000 in assets under management. The firm takes pride in its experienced advisors, some of whom have demonstrated remarkable tenure. Alison Hall, Laura Mattia, and Stephen Craffen are among the notable and longest-serving advisors at the firm, offering their expertise to guide clients toward financial success. Atlas Fiduciary Financial, LLC stands as a trusted local partner for individuals seeking reliable and comprehensive investment advisory services in Sarasota, FL. With their seasoned team and track record of success, they are well-positioned to serve the diverse needs of their valued clients.

Compound Family Offices, LLC is a local investment advisory firm headquartered in Sarasota, FL. With a single office, they offer comprehensive financial services to clients seeking expert guidance in managing their wealth. Boasting a team of six highly skilled professionals, Compound Family Offices, LLC specializes in providing investment advisory services to their esteemed clientele. With an average of $62,920,000 in assets under management per investment advisor, Compound Family Offices, LLC demonstrates a solid track record in delivering sound financial solutions. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, ensuring flexibility and transparency in their fee arrangements. While a minor portion of their assets under management is attributed to 401K and individual accounts, Compound Family Offices, LLC possesses the expertise to oversee employer funds. They exclusively manage discretionary assets, with the majority of their portfolio catering to high-net-worth individuals. The firm proudly serves over 70 individual clients, collectively managing assets valued at more than $314,618,000. Compound Family Offices, LLC benefits from the experience of their long-standing advisors, including Scott Gurr, Erik Popham, and Jeffrey Mullens, who have consistently delivered exceptional financial solutions. Committed to their clients' success, Compound Family Offices, LLC remains dedicated to providing personalized strategies tailored to individual goals and objectives.

Wealth Planning And Design LLC, a small investment advisory firm based out of Sarasota, FL, boasts an impressive track record in managing wealth for high net worth individuals. With over 240 individual clients and more than $92,188,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. While their primary focus lies in managing discretionary assets, including 401K and individual accounts, Wealth Planning And Design LLC also possesses the expertise to effectively handle employer funds. Their comprehensive compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with client objectives. The firm takes pride in its dedicated team of professionals, with all three employees actively providing investment advisory services. With an average of approximately $30,730,000 in assets under management per investment advisor, clients benefit from personalized attention and tailored strategies. Wealth Planning And Design LLC places a strong emphasis on continuity and expertise, evident in the long-standing tenure of several advisors. Notable individuals include Jeffrey Speers, Joni Rametta, and Leonard Leetzow, whose extensive experience contributes to the firm's exceptional service and client satisfaction. Operating from their Sarasota office, Wealth Planning And Design LLC remains committed to delivering comprehensive wealth planning and investment management services to their valued clientele.

Walsh & Associates, LLC, a reputable investment advisory firm based out of Sarasota, FL, distinguishes itself through its highly skilled team and impressive track record. With a total of 13 dedicated employees, including 5 experienced investment advisors, they deliver exceptional financial guidance to a diverse clientele. Their robust asset management portfolio averages an impressive $766,410,000 per investment advisor, surpassing industry standards. Having cultivated strong relationships with over 720 individual clients, Walsh & Associates, LLC oversees a substantial $481,850,000 in assets under management. Catering primarily to high-net-worth individuals, they have earned a reputation for their expertise in handling sizable investments. While managing employer funds is within their capabilities, they allocate less than 30% of their assets under management to 401K and individual accounts. As a testament to their commitment to their clients, Walsh & Associates, LLC exclusively offers discretionary asset management services, ensuring their expertise guides every investment decision. Additionally, they extend their services beyond investment advisory, acting as registered representatives of a broker-dealer and serving as insurance brokers or agents. Located in Sarasota, FL, Walsh & Associates, LLC operates from two offices to better serve their clients. The firm takes pride in its team's longevity, with Suzanne Stacy McKelvey, Thomas Walsh, and Michael Walsh among their most tenured advisors. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment of interests with their clients. With a steadfast commitment to excellence, Walsh & Associates, LLC continues to empower individuals and businesses to achieve their financial goals.

J. L. Bainbridge & Co., Inc., based out of Sarasota, FL, is a reputable investment advisory firm catering to high net worth individuals. With over $740,302,000 in assets under management and a client base of more than 570 individuals, they have established themselves as a trusted partner in wealth management. The firm operates from a single office and boasts a team of eight dedicated employees, with five of them specializing in providing investment advisory services. While J. L. Bainbridge & Co., Inc. primarily focuses on managing discretionary assets, they also possess the expertise to handle employer funds, although these constitute less than 30% of their assets under management. Their compensation structure is diverse, incorporating various models, such as a percentage of assets under management, ensuring a flexible approach to meet the needs of their clients. Notably, the average assets under management per investment advisor at J. L. Bainbridge & Co., Inc. amount to approximately $148,060,000, which significantly exceeds the industry average. This highlights their ability to effectively manage substantial wealth portfolios. The firm takes pride in their experienced team of advisors, with Joel Oldham, John Leeming, and Jerry Bainbridge among the longest tenured professionals, bringing their wealth of knowledge and expertise to serve their clients' financial goals. As a local investment advisory firm, J. L. Bainbridge & Co., Inc. has cultivated strong relationships within the Sarasota community. Their commitment to delivering personalized wealth management solutions, coupled with their impressive track record, positions them as a reliable and capable partner for high net worth individuals seeking professional guidance in navigating the complexities of the financial market.

Day Hagan Asset Management, based out of Sarasota, FL, is a reputable investment advisory firm that caters to over 190 individual clients, managing an impressive $636,236,000 in assets. As a small firm with two offices, Day Hagan specializes in providing personalized investment solutions tailored to their clients' unique financial goals. With a discretionary approach, they have complete authority to make investment decisions on behalf of their clients. The compensation structure at Day Hagan Asset Management is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, commissions, and hourly charges. This flexible approach ensures that clients can choose a payment method that aligns with their preferences and needs. With a team of 11 dedicated professionals, including four experienced investment advisors, Day Hagan Asset Management maintains a high level of expertise and client service. Each investment advisor oversees an average of approximately $159,060,000 in assets under management, surpassing the industry average. This achievement demonstrates the firm's commitment to delivering exceptional results and growing clients' wealth. Notably, Day Hagan Asset Management prides itself on its longstanding advisors who have played pivotal roles in the firm's success. Regan Teague, Arthur Day, and Donald Hagan are among the longest tenured advisors, exemplifying their deep knowledge and commitment to their clients' financial well-being. Overall, Day Hagan Asset Management stands as a trusted partner for individuals seeking expert guidance and comprehensive investment management, ensuring their financial success and peace of mind.

Fourthought Financial Partners, LLC is a reputable investment advisory firm located in Venice, FL. With a team of 17 dedicated professionals, they provide expert financial guidance to a diverse clientele. Six of their employees specialize in offering investment advisory services, catering to the unique needs of their clients. On average, each investment advisor oversees approximately $108,190,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to tailor their services to meet the specific requirements of each client. Fourthought Financial Partners, LLC boasts an impressive client base, serving over 460 individuals and managing assets worth more than $1,071,313,000. While a significant portion of their assets under management is for high-net-worth individuals, they also have the capacity to handle employer funds, although 401K and individual accounts make up less than 30% of their assets. The firm operates under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. With a local presence and a single office in Venice, FL, Fourthought Financial Partners, LLC offers a personalized and accessible experience to their clients. Several of the firm's most experienced advisors include Alexander Wolfe, James Stamper, and Bradley Patton, who have contributed significantly to the firm's longstanding 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.

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.

Fiduciary Planning, LLC is a small investment advisory firm based out of Englewood, FL, with three offices. With over 1,150 individual clients and an impressive $245,277,000 in assets under management, they have established themselves as a trusted partner in financial planning. Fiduciary Planning, LLC specializes in providing comprehensive investment solutions and personalized advice to their diverse client base. The firm's expertise extends to registered representation of a broker-dealer, insurance brokerage, and agent services. They have developed a solid reputation for their proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. A remarkable 89% of the assets they manage are held under discretionary mandates, reflecting their clients' trust in their decision-making abilities. Fiduciary Planning, LLC boasts a team of eight dedicated employees, four of whom are experienced investment advisors. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With an average of $61,320,000 in assets under management per investment advisor, Fiduciary Planning, LLC delivers results that are on par with industry standards. The firm takes pride in its team's commitment to providing exceptional service and building long-term client relationships. Notably, Fiduciary Planning, LLC is home to several of the industry's most tenured advisors, including Valerie Wagner, Thomas Schorn, and Daniel Mercado. Their combined experience and expertise further solidify the firm's position as a leading financial planning resource in Englewood, FL.

Forza Wealth Management, based out of Sarasota, FL, is a distinguished investment advisory firm catering to high net worth individuals. With over 60 individual clients and an impressive $285,477,000 in assets under management, Forza Wealth Management prides itself on its commitment to excellence and personalized financial strategies. As a small firm with a single office, Forza Wealth Management offers comprehensive investment advisory services, specializing in discretionary asset management. While employer funds comprise a significant portion of their assets, 401K and individual accounts represent less than 30% of their portfolio. This allows the firm to focus on providing tailored solutions that align with each client's unique financial goals. With a compensation structure that includes a percentage of assets under management and hourly charges, Forza Wealth Management ensures transparency and alignment of interests with their clients. The firm's dedicated team of four experienced professionals provides investment advisory services, averaging approximately $71,370,000 in assets under management per investment advisor, in line with the industry average. Forza Wealth Management takes pride in its long-tenured advisors, including Kimberly Evener, Timothy Videnka, and Michael Demassa, who bring a wealth of expertise and knowledge to the table. Their collective experience and dedication enable the firm to navigate the complex financial landscape and provide insightful guidance to their clients. With a track record of success and a commitment to delivering exceptional service, Forza Wealth Management stands as a trusted partner for affluent individuals seeking comprehensive wealth management solutions in the Sarasota area.