Nautilus Wealth Advisors, a small investment advisory firm based in Indialantic, FL, is dedicated to delivering comprehensive financial solutions to its clients. With a team of two employees, including one experienced investment advisor, Nautilus Wealth Advisors maintains an average of approximately $53,910,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is designed to accommodate various client needs, incorporating a range of options such as a percentage of assets under management, hourly charges, and fixed fees. Serving over 60 individual clients, Nautilus Wealth Advisors manages a substantial total of more than $91,075,000 in assets under management, primarily catering to high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets under management, Nautilus Wealth Advisors possesses the capability to effectively manage employer funds, showcasing their ability to meet the diverse needs of their clients. Importantly, all the assets they manage are handled with discretion, allowing the firm to make informed investment decisions on behalf of their clients. In addition to investment advisory services, Nautilus Wealth Advisors also provides insurance brokerage services, demonstrating their commitment to offering a comprehensive suite of financial solutions. Operating from a single office in Indialantic, FL, Nautilus Wealth Advisors prides itself on personalized attention and a client-centric approach. Shannon Pitner, one of the firm's longest-tenured registered advisors, has been with the company since 2021, contributing their expertise to the team's success. With a focus on building strong relationships and delivering exceptional service, Nautilus Wealth Advisors strives to help clients achieve their financial goals.

Victrix Investment Advisors, based out of Stuart, FL, is a prominent local investment advisory firm that caters to over 250 individual clients. With a remarkable track record, they currently oversee a substantial $109,152,000 in assets under management. Committed to delivering exceptional service, Victrix Investment Advisors operates from four strategically located offices, ensuring convenient access for their valued clientele. Distinguished by their expertise in managing employer 401Ks and individual portfolios, Victrix Investment Advisors has acquired extensive experience in this specialized domain. Their comprehensive approach to wealth management ensures that all assets under their care, totaling 100%, are managed discretely, reflecting their unwavering commitment to delivering optimal results. Victrix Investment Advisors offers a flexible compensation structure that encompasses various types of fees. These include a percentage of assets under management, as well as hourly charges, guaranteeing a transparent and equitable relationship with their clients. Their team comprises six skilled professionals, all dedicated to providing top-notch investment advisory services. Impressively, each investment advisor at Victrix Investment Advisors averages around $18,190,000 in assets under management, underscoring their expertise and ability to handle substantial portfolios. At the core of Victrix Investment Advisors' success are their highly experienced and tenured advisors. Kevin Kennedy, William Chapman, and William Thompson, among others, have played integral roles in shaping the firm's reputation for excellence. With an unwavering commitment to delivering personalized investment strategies and superior client service, Victrix Investment Advisors continues to be a trusted partner for individuals and employers seeking professional guidance to maximize their financial success.

Money Management Concepts Inc., based out of Melbourne, FL, is a small investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With a team of two highly experienced and dedicated employees, they offer comprehensive investment advisory services to individuals and employers. With an impressive average of approximately $36,020,000 in assets under management per investment advisor, Money Management Concepts Inc. has proven expertise in managing substantial portfolios. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients' success. Catering to a wide range of clients, Money Management Concepts Inc. boasts a client base of over 70 individuals with more than $98,440,000 in assets under management. The firm specializes in managing assets for high-net-worth individuals and possesses extensive experience in handling employer 401Ks and individual investments. As a testament to their reputation and expertise, Money Management Concepts Inc. manages all of their clients' assets on a discretionary basis, allowing them to make informed decisions and execute investment strategies effectively. With their single office in Melbourne, FL, the firm is committed to maintaining a personalized approach and providing exceptional service to their clients. Leading the team at Money Management Concepts Inc. are Thomas Prudente and Jeffrey Wegner, both highly seasoned and registered advisors with the firm. Their experience and dedication contribute to the firm's strong track record and trusted relationships with clients. Overall, Money Management Concepts Inc. offers a comprehensive suite of investment advisory services with a focus on personalized financial solutions, catering to the unique needs of their clients.

Motiv8 Investments LLC, a local investment advisory firm based out of Stuart, FL, has established itself as a trusted resource for individuals and employer 401K plans seeking expert financial guidance. With a network of 15 offices, they offer comprehensive investment advisory services to clients across the region. Led by a team of 13 highly skilled professionals, Motiv8 Investments LLC boasts an impressive average of $9,090,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their interests with those of their clients, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With a keen focus on employer 401Ks and individuals, approximately half of their assets under management are derived from these sources, reflecting their deep expertise in this domain. Notably, an impressive 69% of the assets they manage are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. Motiv8 Investments LLC prides itself on its strong client base, serving over 700 individual clients who entrust them with a substantial $118,149,000 in assets under management. The firm's success can be attributed, in part, to the contributions of its seasoned advisors, including Patrick Munnerlyn, George Villa, and Michael Terrio, who bring extensive industry experience to the table. Motiv8 Investments LLC continues to prioritize personalized service, commitment to excellence, and comprehensive financial strategies, solidifying their position as a reputable and sought-after investment advisory firm in the Stuart, FL area.

Professional Advisory Services Inc is a highly reputable investment advisory firm based out of Vero Beach, FL. With over 370 individual clients, they oversee an impressive $1,030,857,000 in assets under management. Specializing in serving high net worth individuals, Professional Advisory Services Inc possesses extensive expertise in managing substantial portfolios. Despite 401K and individual accounts accounting for less than 30% of their assets under management, the firm has the capability to effectively handle employer funds. All assets managed by Professional Advisory Services Inc are discretionary, providing clients with a hands-off approach and allowing the firm's skilled advisors to make strategic investment decisions on their behalf. With a team of 13 dedicated employees, 8 of whom are experienced investment advisors, the firm boasts an impressive average of approximately $128,860,000 in assets under management per advisor. This surpasses the industry average and reflects the exceptional skills and proficiency of their team. Professional Advisory Services Inc's compensation structure includes various models, such as a percentage of assets under management, ensuring that their interests are aligned with their clients'. The firm takes pride in maintaining long-lasting relationships with their clients, and several of their most tenured advisors, including Robert Polackwich, Carol Bieber, and David Jaffe, have contributed significantly to their success. As a local investment advisory firm committed to providing tailored financial solutions, Professional Advisory Services Inc continues to set the standard for excellence in the industry.

Treasure Coast Financial Planning, Inc. is a small investment advisory firm based out of Vero Beach, FL, serving clients in the surrounding Treasure Coast area. With a single office location, the firm has established itself as a trusted financial planning partner within the community. Comprising a dedicated team of six professionals, including two registered investment advisors, they provide comprehensive investment advisory services to a diverse client base. With an average of approximately $86,200,000 in assets under management per investment advisor, Treasure Coast Financial Planning, Inc. maintains an industry-average AUM level. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to handle employer funds. As a discretionary asset management firm, Treasure Coast Financial Planning, Inc. focuses primarily on high-net-worth individuals. They cater to over 170 individual clients, skillfully overseeing their portfolios which total over $172,406,000 in assets under management. The firm prides itself on providing personalized financial advice and tailoring investment strategies to meet the unique goals and aspirations of each client. Two of the firm's longest-tenured registered advisors, Anthony Dzielski and Guy Bassini, have been instrumental in building the firm's reputation and fostering enduring client relationships. In addition to their core services, Treasure Coast Financial Planning, Inc. offers expertise in accounting through partnerships with reputable accounting firms, ensuring comprehensive financial solutions for their clients.

TSP Financial, LLC is a small investment advisory firm based out of Vero Beach, FL, specializing in managing assets for high net worth individuals. With over 0 individual clients and assets under management totaling more than $1,348,000, TSP Financial provides comprehensive investment solutions tailored to their clients' unique financial goals. While 401K and individual accounts constitute less than 30% of their assets under management, TSP Financial possesses the expertise to effectively manage employer funds. Offering discretionary management services, the firm ensures that all investment decisions are made on behalf of their clients in alignment with their financial objectives. TSP Financial's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to choose the payment option that best suits their needs and preferences. The firm boasts a dedicated team of one registered investment advisor who provides personalized and expert investment advisory services. On average, each investment advisor oversees approximately $1,350,000 in assets under management. Theodore Zamerski, one of the longest-tenured registered advisors, has been with the company since 2022, contributing his extensive knowledge and experience to the firm's success. TSP Financial's commitment to delivering tailored investment solutions, coupled with their experienced team and client-centric approach, has positioned them as a trusted partner for high net worth individuals seeking comprehensive financial management services.

Ralicki Wealth Management & Trust Services is a distinguished investment advisory firm headquartered in Stuart, FL. With a team of four dedicated professionals, they specialize in providing comprehensive wealth management and trust services to individuals and businesses. Three of their experienced advisors offer expert investment advisory services, ensuring that clients receive personalized and strategic financial guidance. The firm boasts an impressive average of approximately $146,950,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, including options such as a percentage of assets under management and fixed fees, tailored to meet the unique needs of each client. Serving a diverse clientele, Ralicki Wealth Management & Trust Services manages over 70 individual accounts, with a combined asset value of more than $93,664,000. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise to efficiently manage employer funds. Impressively, 95% of the assets they oversee are managed on a discretionary basis, showcasing their expertise in making informed investment decisions on behalf of their clients. Beyond their core services, Ralicki Wealth Management & Trust Services also offers the valuable support of an in-house accountant or accounting firm. Clients can benefit from comprehensive financial planning, tax strategies, and other accounting services seamlessly integrated into their overall wealth management approach. Led by David Ralicki, one of the longest-tenured registered advisors with the firm since 4016, Ralicki Wealth Management & Trust Services is committed to delivering exceptional financial solutions and building long-term client relationships. With their expertise, personalized approach, and strong track record, they are a trusted partner for individuals and businesses seeking comprehensive wealth management and trust services in Stuart, FL and beyond.