Oxford Wealth Group, LLC is a highly reputable investment advisory firm located in Orlando, FL. With a total of six offices, they have established a strong presence in the region. This small yet dynamic firm boasts four talented employees, with one dedicated to providing top-notch investment advisory services. Oxford Wealth Group, LLC stands out in the industry, as each investment advisor manages an impressive average of approximately $156,370,000 in assets under management, surpassing the industry average. The firm's compensation structure is flexible, offering a range of options such as a percentage of assets under management and fixed fees. Their client base primarily consists of employer 401(k) plans and individual investors, which collectively account for over 80% of their assets under management. Oxford Wealth Group, LLC excels in managing 401(k) plans, serving both employers and employees with exceptional expertise. In addition to their investment advisory services, the firm also operates as an insurance broker or agent. This diversified approach allows Oxford Wealth Group, LLC to cater to a wide range of financial needs for their clients. With over 460 individual clients, the firm manages an impressive sum of over $156,367,000 in assets. The experienced team at Oxford Wealth Group, LLC includes industry veterans such as Luke Mutchie, Samuel Dixon, and Matthew Sams, who have contributed significantly to the firm's success. With their extensive knowledge and unwavering commitment to client satisfaction, Oxford Wealth Group, LLC has positioned itself as a trusted partner for individuals and businesses seeking expert financial guidance.

Rivertree Advisors, LLC is a small investment advisory firm based out of Winter Park, FL, with two offices. With a total of three employees, one of whom provides investment advisory services, the firm has established itself as a trusted financial partner. Drawing on their extensive experience and expertise, Rivertree Advisors manages assets under management averaging approximately $18,140,000 per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. With over 70 individual clients, Rivertree Advisors oversees an impressive portfolio of assets under management, totaling over $162,355,000. Their clientele primarily consists of high net worth individuals, as the majority of the assets they manage are for this specific group. While 401K and individual accounts account for less than 30% of their assets under management, Rivertree Advisors also possesses the capability to manage employer funds. As a discretionary investment firm, they have full authority to make investment decisions on behalf of their clients, with 99% of the assets they manage falling under this category. Theodore Rich and Lisa Grady-Strange are two of the longest-tenured registered advisors at Rivertree Advisors, lending their seasoned perspectives to the firm's operations. With their dedication to providing tailored investment advisory services and their commitment to building long-lasting client relationships, Rivertree Advisors, LLC continues to thrive in the ever-evolving financial landscape.

PFG Private Wealth Management, LLC, based out of Lutz, FL, is a reputable investment advisory firm that caters to a diverse client base. With over 530 individual clients, the company manages an impressive $239,608,000 in assets. PFG has built a strong presence in the industry, particularly in the realm of employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. As a local firm, PFG Private Wealth Management, LLC understands the unique financial needs of its clients in the Lutz area. Their team of six dedicated employees, all experienced investment advisors, offer personalized services to assist clients in achieving their financial goals. With an average of $39,930,000 in assets under management per investment advisor, PFG ensures that each client receives the attention and guidance they deserve. PFG's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and allows clients to choose the most suitable arrangement for their investment needs. At PFG Private Wealth Management, LLC, clients benefit from the expertise of their longest tenured advisors, including James Serrano, Joao Teixeira, and Jeffrey Perry. These seasoned professionals bring a wealth of knowledge and experience to the table, ensuring that clients receive informed and strategic investment advice. With its solid track record, local presence, and commitment to client satisfaction, PFG Private Wealth Management, LLC stands as a trusted partner for individuals and businesses seeking comprehensive and reliable wealth management solutions.

Darwin Wealth Management is a reputable investment advisory firm based out of Tampa, FL, with four offices strategically located to serve their clients. With a team of 14 dedicated professionals, including eight experienced investment advisors, they provide comprehensive investment advisory services to a diverse clientele. Their average assets under management per investment advisor amount to approximately $59,150,000, aligning them with industry standards. The firm offers a versatile compensation structure, tailored to meet their clients' unique needs. This includes options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Notably, over 80% of their assets under management come from employer 401K plans and individual clients. Darwin Wealth Management possesses specialized expertise in managing 401K plans for employers and employees alike, making them an ideal choice for businesses seeking reliable investment management services. Remarkably, the firm manages all assets on a discretionary basis, demonstrating their clients' trust in their decision-making abilities. With a robust client base of over 2,660 individuals, Darwin Wealth Management oversees an impressive $473,212,000 in assets under management. The firm's success is partly attributed to its dedicated team, including seasoned advisors such as Matthew Krueger, Michael Sorrentino, and Kevin Harwood, who have been instrumental in serving clients over the long term. Darwin Wealth Management takes pride in delivering tailored investment solutions, offering comprehensive advisory services, and fostering strong relationships with their clients. With their proven track record, expertise in managing 401K plans, and commitment to client success, Darwin Wealth Management stands as a trusted partner in the financial industry.

Financial Advisory Partners, LLC, a small investment advisory firm located in Winter Park, FL, is committed to providing personalized and comprehensive financial services to its clients. With a team of three dedicated professionals, all of whom provide investment advisory services, they prioritize individualized attention and tailored solutions. With an average of $76,560,000 in assets under management per investment advisor, Financial Advisory Partners, LLC maintains performance levels on par with the industry average. Their compensation structure is designed to align the interests of the firm with their clients and may include a percentage of assets under management. The firm manages a diverse portfolio, overseeing more than $270,707,000 in assets for over 40 individual clients. The majority of their assets are managed for high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. Although 401K and individual accounts represent less than 30% of their assets under management, Financial Advisory Partners, LLC possesses the capability to effectively manage employer funds. A distinguishing aspect of Financial Advisory Partners, LLC is their discretionary asset management, with 100% of the assets they oversee falling under this category. This approach allows them to make informed decisions on behalf of their clients, taking into account their individual circumstances and financial objectives. As a small investment advisory firm, Financial Advisory Partners, LLC operates from a single office in Winter Park, FL. The firm is proud to have long-tenured advisors such as Patricia Manley, Alexander Vandenberg, and David Sutphin, whose experience and dedication contribute to the firm's success. With a commitment to personalized service and a focus on achieving their clients' financial goals, Financial Advisory Partners, LLC continues to be a trusted partner for individuals seeking expert guidance in Winter Park and beyond.

E. Batoff & Co., Inc. is a small investment advisory firm based out of Tampa, FL, specializing in providing comprehensive investment services. With over 20 individual clients, they manage a substantial portfolio of assets totaling more than $212,225,000. The firm's primary focus is on serving high net worth individuals, although they also possess the capability to manage employer funds. Led by Edward Batoff and Evan Batoff, who are among the firm's longest tenured registered advisors, E. Batoff & Co., Inc. prides itself on delivering personalized investment strategies tailored to each client's unique financial goals. Their team consists of two dedicated professionals, both of whom are fully committed to delivering exceptional investment advisory services. With an average of approximately $19,210,000 in assets under management per investment advisor, E. Batoff & Co., Inc. boasts a solid track record of successfully growing and preserving client wealth. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a strong alignment of interests between the firm and its clients. While the majority of assets managed are for high net worth individuals, E. Batoff & Co., Inc. also accommodates 401K and individual accounts, although these represent less than 30% of their total assets under management. Notably, the firm manages 100% of their assets on a discretionary basis, empowering them to make informed investment decisions based on their expertise and market insights. Located in Tampa, FL, E. Batoff & Co., Inc. operates out of a single office, offering a personalized and accessible experience for their valued clientele.

Fortress Wealth Group, LLC is a reputable investment advisory firm based out of Orlando, FL, providing comprehensive financial services to a diverse client base. With a single office location, they boast a team of 13 dedicated professionals, five of whom specialize in offering expert investment advisory services. The firm manages an impressive average of approximately $51,470,000 in assets under management per investment advisor, placing them on par with industry standards. At Fortress Wealth Group, LLC, their compensation structure is designed to align with their clients' needs, offering multiple options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, a significant portion of their assets under management comes from employer 401Ks and individual clients, indicating their expertise in these areas. The firm prides itself on managing all of its assets on a discretionary basis, ensuring a proactive and personalized approach to investment strategies. With a focus on serving high-net-worth individuals, Fortress Wealth Group, LLC caters to over 230 individual clients, overseeing an impressive $257,350,000 in assets under management. The firm benefits from the expertise and experience of its longest-tenured advisors, including Bradley Ledford, John Ledford, and Cole Linquist, who have contributed significantly to the firm's success. Fortress Wealth Group, LLC has built a strong reputation in the industry through its commitment to providing tailored financial solutions and exceptional client service.

Spraker West Wealth Management, Inc is a small investment advisory firm based out of Maitland, FL, with one office. With a team of five employees, four of whom provide investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Their average assets under management per investment advisor is approximately $49,100,000, which aligns with the industry average. Spraker West Wealth Management, Inc utilizes a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Notably, all of the assets they manage are under discretionary control, ensuring efficient decision-making and timely execution. The firm primarily caters to high net worth individuals, managing over $196,395,000 in assets for more than 50 individual clients. Susan Spraker and John West, two of the longest-tenured registered advisors with the firm, bring extensive experience and expertise to their roles. Their commitment to building long-term relationships and providing personalized investment strategies sets them apart in the industry. Spraker West Wealth Management, Inc strives to deliver exceptional client service, combining their deep financial knowledge with a holistic approach to wealth management. With their strong track record and dedication to client success, they aim to help individuals achieve their financial goals and preserve their wealth over time.

MATTHIAS PRIVATE WEALTH, LLC is a small investment advisory firm based out of Winter Park, FL, with a solid reputation for delivering exceptional financial services. With a team of 10 dedicated professionals, a small percentage of whom provide investment advisory services, they cater to a diverse clientele. The firm's average assets under management per investment advisor amount to approximately $81,080,000, aligning with the industry average. Matthias Private Wealth's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures that the firm's success is closely tied to their clients' financial growth. Boasting over 10 individual clients and managing more than $168,961,000 in assets, Matthias Private Wealth specializes in serving high-net-worth individuals. While the majority of their managed assets cater to this segment, the firm also possesses the expertise to oversee employer funds, although 401K and individual accounts represent a smaller proportion of their assets under management. With 85% of the assets they manage being discretionary, Matthias Private Wealth holds the trust of their clients in making independent decisions that align with their financial objectives. In addition to their investment advisory services, the firm also provides comprehensive accounting services, reinforcing their commitment to meeting all their clients' financial needs. Richard Matthias, one of the firm's longest tenured registered advisors, has been instrumental in its success since joining in 2017. With their exceptional team and personalized approach, Matthias Private Wealth, LLC continues to thrive as a trusted financial partner for individuals and businesses alike.

Summit Wealth Partners, LLC is a reputable investment advisory firm based in Orlando, FL. With a strong local presence, they operate from six well-established offices, serving a diverse client base. The firm comprises a team of 20 dedicated professionals, with 12 of them specializing in investment advisory services. Their knowledgeable advisors provide expert guidance and support to clients, helping them navigate the complexities of the financial market. As an average-sized investment advisory firm, Summit Wealth Partners, LLC manages approximately $47,140,000 in assets per advisor. While this figure aligns with industry standards, the firm distinguishes itself through its extensive experience in handling employer 401Ks and individual portfolios. In fact, nearly half of the assets they manage are derived from these sources, showcasing their expertise in this area. Summit Wealth Partners, LLC maintains a diverse compensation structure that caters to the unique needs of their clients. Their options include a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to each client's specific requirements and financial goals. With over 93% of the assets they manage being discretionary, clients trust Summit Wealth Partners, LLC to make informed decisions on their behalf. The firm boasts a substantial client base of more than 700 individuals, with over $565,717,000 in assets under management, indicating a strong track record of success. Summit Wealth Partners, LLC is home to a team of highly experienced professionals. Notable advisors include Chad Leatherwood, Jack Malarik, and Chad Warrick, who have contributed to the firm's longevity and success. Their expertise and dedication have earned them a stellar reputation within the industry and among their extensive client network.

Stonebridge Financial Planning Group, LLC is a highly regarded local investment advisory firm operating out of Orlando, FL. With a single office, they have established themselves as a trusted resource in the financial planning industry. Led by a team of experienced professionals, Stonebridge Financial Planning Group, LLC employs a total of eight dedicated individuals, seven of whom specialize in providing top-notch investment advisory services. As an esteemed firm, Stonebridge Financial Planning Group, LLC boasts an impressive average of approximately $27,310,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges to cater to a variety of client needs. One of the key strengths of Stonebridge Financial Planning Group, LLC lies in their extensive experience with employer 401Ks and individual accounts, which collectively account for about half of their assets under management. This expertise has solidified their position as industry leaders in managing retirement accounts and individual portfolios. Notably, all assets managed by the firm are done so on a discretionary basis, emphasizing their commitment to delivering comprehensive and tailored financial solutions. In addition to their investment advisory services, Stonebridge Financial Planning Group, LLC also serves as an insurance broker or agent, expanding their capabilities to meet the diverse needs of their clientele. Currently, they proudly serve over 330 individual clients, effectively managing assets totaling over $191,170,000. Stonebridge Financial Planning Group, LLC attributes its success to the contributions of their exceptional advisors, including Rebecca Robey, Rhonda Shurtleff, and Dianne Webb, who have been with the firm for a significant duration, showcasing their dedication and commitment to providing top-quality financial planning services.