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.

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.

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.

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.

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.

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.

Sara-Bay Financial Corp., a small investment advisory firm based out of Sarasota, FL, is renowned for its exceptional financial services. With over 250 individual clients and a staggering $213,242,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from a single office, Sara-Bay Financial Corp. caters to a diverse clientele, with approximately half of their assets under management originating from employer 401Ks and individual investors. With a wealth of experience in managing employer 401Ks and individual assets, Sara-Bay Financial Corp. demonstrates expertise and reliability in this specialized field. They possess the unique distinction of managing 100% of their clients' assets on a discretionary basis, ensuring utmost dedication to achieving their financial goals. Sara-Bay Financial Corp. employs a team of five professionals, three of whom are dedicated to providing comprehensive investment advisory services. The company follows a compensation structure that includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. Notably, Sara-Bay Financial Corp. maintains an average of $71,080,000 in assets under management per investment advisor, which aligns with the industry average. The firm takes pride in its experienced team, with James Mills, Benjamin Hard, and James Hard among their longest-tenured advisors. These individuals bring a wealth of knowledge and expertise to the table, further enhancing the company's ability to serve its clients effectively. Sara-Bay Financial Corp. continues to build its reputation as a premier investment advisory firm, combining a client-centric approach with seasoned professionals, all driven by a shared commitment to delivering outstanding financial services.

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.

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.

Monorail Securities, a small investment advisory firm based out of Sarasota, FL, boasts a team of 8 dedicated professionals, with 3 experts specializing in providing top-notch investment advisory services. With their knowledge and experience, they have established themselves as leaders in the industry. On average, each investment advisor at Monorail Securities manages approximately $1,000,000 in assets, ensuring their clients receive personalized attention and optimal returns on their investments. Monorail Securities' compensation structure is designed to align their interests with those of their clients. They receive a percentage of the assets under management, ensuring that their success is directly tied to the growth and profitability of their clients' portfolios. A significant portion of their assets under management, over 80%, consists of employer 401K plans and individual investments. This makes them well-equipped and highly qualified to manage 401K plans for employers and employees alike. With a focus on discretionary asset management, Monorail Securities has gained the trust of over 5,550 individual clients. Their exceptional track record has resulted in them overseeing a substantial $3,000,000 in assets under management. By providing comprehensive investment strategies tailored to each client's unique goals and risk tolerance, Monorail Securities has built a reputation for delivering superior financial advice and guidance. Monorail Securities' dedication to their clients' success, combined with their expertise in managing investments and 401K plans, sets them apart in the industry. As they continue to expand their reach, Monorail Securities remains committed to delivering exceptional service and ensuring their clients' financial well-being for years to come.