Quint Investments And Insurance is a local investment advisory firm headquartered in Wappingers Falls, NY, boasting a strong presence in the financial services industry. With a single office location, the firm houses a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services. Their expertise and commitment to excellence have allowed Quint Investments And Insurance to achieve an impressive average of approximately $8,550,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Quint Investments And Insurance stands out in managing employer 401Ks and individual portfolios, representing around half of their assets under management. Their extensive experience in this space has solidified their reputation as reliable and knowledgeable advisors. The firm prides itself on maintaining a discretionary approach, with an impressive 92% of the assets they manage falling under this category. With over 270 individual clients and an impressive $42,757,000 in assets under management, Quint Investments And Insurance has successfully cultivated lasting relationships built on trust and financial prosperity. Quint Investments And Insurance boasts a team of seasoned professionals, including notable advisors such as William Pepe, Nancy Coenen, and Wayne Quint. These long-tenured experts bring a wealth of experience and expertise to the firm, further enhancing its ability to meet and exceed clients' financial goals. Overall, Quint Investments And Insurance is a respected local firm dedicated to providing exceptional investment advisory services, offering personalized solutions tailored to each client's unique needs and aspirations.

Flaharty Asset Management, LLC is a respected local investment advisory firm headquartered in Clearwater, FL. With two strategically located offices, they serve a wide range of clients seeking expert guidance for their investment needs. Comprising a team of 11 dedicated professionals, the majority of whom specialize in investment advisory services, Flaharty Asset Management, LLC provides personalized solutions to help clients achieve their financial goals. With an average of approximately $68,260,000 in assets under management per investment advisor, Flaharty Asset Management, LLC maintains a competitive position within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' needs and preferences. While the firm predominantly manages discretionary assets, they also possess the capability to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Notably, Flaharty Asset Management, LLC primarily caters to high net worth individuals, managing over $682,630,000 in assets for more than 640 individual clients. Flaharty Asset Management, LLC boasts a team of experienced advisors, including the long-tenured professionals Dale Wolf, Mathew Lepak, and John Orr. These individuals bring a wealth of knowledge and expertise to the firm, further enhancing its reputation for providing quality investment advisory services. With a client-centric approach and a commitment to delivering tailored solutions, Flaharty Asset Management, LLC continues to thrive as a trusted partner in helping clients navigate the complexities of the financial landscape.

Innova Wealth Partners, LLC, headquartered in Newtown, PA, is a local investment advisory firm specializing in providing comprehensive wealth management solutions. With a team of five dedicated professionals, all of whom are experienced investment advisors, they deliver personalized financial guidance to a diverse clientele. With an impressive average of approximately $29,830,000 in assets under management per investment advisor, Innova Wealth Partners takes a client-centric approach in managing their clients' financial portfolios. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm's success is evident in their impressive client base, boasting over 380 individual clients with a cumulative $163,420,000 in assets under management. Notably, nearly half of their managed assets originate from employer 401Ks or individual investors, highlighting their expertise in this sector. Furthermore, an impressive 96% of the assets they manage are under discretionary management, demonstrating the high level of trust clients place in their expertise. Innova Wealth Partners operates from three strategically located offices to serve their clients effectively. The firm is known for its experienced team, which includes esteemed advisors like Stephen Schmidt, William Bromley, and Ian Foster, who have played integral roles in the firm's long-standing success. In summary, Innova Wealth Partners, LLC is a highly regarded investment advisory firm, committed to delivering comprehensive wealth management services to their clients. With their expertise, extensive client base, and a team of seasoned professionals, they strive to provide tailored financial solutions that align with their clients' unique goals and objectives.

RPA Wealth Management, based out of Claremont, CA, is a small investment advisory firm with a team of four dedicated professionals. With three experienced advisors providing investment advisory services, the firm prides itself on its personalized approach to wealth management. On average, each investment advisor oversees approximately $18,270,000 in assets under management, demonstrating their commitment to handling substantial portfolios effectively. With over 360 individual clients and a total of $183,716,000 in assets under management, RPA Wealth Management has established a strong presence in the financial industry. The firm's expertise lies in managing employer 401Ks and individual investments, accounting for around half of their assets under management. This extensive experience enables them to deliver tailored solutions that align with their clients' financial goals. RPA Wealth Management adopts a flexible compensation structure that includes a variety of options, such as a percentage of assets under management, fixed fees, and hourly charges. This approach allows clients to choose the fee structure that best suits their needs and ensures transparency in the client-advisor relationship. With three conveniently located offices, RPA Wealth Management serves a diverse range of clients in the Claremont area and beyond. The firm takes pride in its dedicated team of advisors, including Joshua Winterswyk, Brent Pasqua, and Matthew Theal, who have demonstrated a long-standing commitment to providing exceptional financial guidance. With 89% of their assets under management being discretionary, clients can trust in RPA Wealth Management's expertise to make informed decisions on their behalf. Overall, RPA Wealth Management distinguishes itself through its personalized approach, extensive experience in managing diverse investment portfolios, and a team of dedicated professionals committed to helping clients achieve their financial objectives.

360 Financial is a distinguished investment advisory firm located in Wayzata, MN, operating from two offices. With a dedicated team of 15 professionals, including 6 experienced investment advisors, the firm offers comprehensive financial guidance. They manage an average of $70,100,000 in assets per investment advisor, aligning with the industry norm. Their compensation structure is diverse, encompassing a percentage of assets, hourly charges, and fixed fees. Renowned for their expertise in employer 401Ks and individual investment management, approximately half of 360 Financial's assets under management stem from these sources. Their extensive experience in this domain ensures proficient management of their clients' financial portfolios. Impressively, 93% of the assets they oversee are discretionary, demonstrating the trust placed in their expertise. 360 Financial's client base boasts over 890 individuals, entrusting the firm with a substantial $420,597,000 in assets under management. The firm takes pride in its long-standing advisors, such as Daniel Mahoney, Jeffrey Thompson, and Thomas Whitnah, who have contributed significantly to its success. Their collective knowledge and unwavering commitment to client satisfaction have earned them a sterling reputation within the financial advisory landscape. Committed to providing personalized financial solutions, 360 Financial leverages its vast experience, comprehensive range of services, and dedication to client success. With a focus on strategic investments, prudent risk management, and superior customer service, they stand as a reliable partner for individuals seeking to secure and grow their wealth in the Wayzata area.

Core Financial Advisors, based in San Bernardino, CA, is a small investment advisory firm that caters to over 210 individual clients, overseeing an impressive $151,471,000 in assets under management. With a commitment to delivering personalized financial solutions, Core Financial Advisors offers a range of services, including being a registered representative of a broker-dealer and serving as an insurance broker or agent. Notably, Core Financial Advisors has established a strong foothold in the employer 401K and individual asset management space, with approximately half of their assets under management coming from these sources. Their extensive experience in this area positions them as knowledgeable experts capable of delivering exceptional results. Furthermore, an impressive 87% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions. The firm's compensation structure is diverse and flexible, encompassing various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This approach ensures that clients can choose the most suitable arrangement that aligns with their financial goals. With a team of five dedicated employees, four of whom specialize in investment advisory services, Core Financial Advisors maintains a low advisor-to-client ratio, guaranteeing personalized attention and tailored strategies. The average assets under management per investment advisor amount to approximately $37,870,000. The firm takes pride in its experienced and committed team, including long-tenured advisors such as Paul Hensler, Andrew Boyd, and Robert Boyd. Their expertise and dedication contribute to the firm's success in helping clients achieve their financial objectives. Core Financial Advisors continues to provide comprehensive financial guidance, emphasizing trust, integrity, and client satisfaction as the cornerstones of their business.

Opinicus is a small investment advisory firm based out of Tampa, FL, boasting a single office to cater to their clients' needs. With a team of six dedicated professionals, Opinicus primarily focuses on providing expert investment advisory services. Their investment advisors boast an impressive track record, managing an average of approximately $42,460,000 in assets under management per advisor. Opinicus adopts a comprehensive compensation structure, offering various options to their clients. These options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' preferences. While their management of 401K and individual accounts represents a minority share of their assets under management, Opinicus possesses the capability to oversee employer funds, expanding their reach and services. Distinguishing themselves in the industry, Opinicus manages an overwhelming 99% of their assets on a discretionary basis, granting them the autonomy to make investment decisions on behalf of their clients. Notably, Opinicus specializes in serving high-net-worth individuals, with over 80 esteemed individual clients entrusting them with their finances. Impressively, these clients collectively hold assets totaling over $169,857,000 under Opinicus' management. The firm takes pride in its experienced team, with some of the longest-tenured advisors including Jaran Day, Griffin Dalrymple, and Kimberly Burdette-Hord. Their commitment to providing top-notch advisory services, personalized approaches, and a reputation for successful wealth management has positioned Opinicus as a trusted partner for individuals seeking expert guidance in growing and preserving their assets.

Provence Wealth Management Group, headquartered in Irvine, CA, is a reputable local investment advisory firm serving a diverse clientele. With over 200 individual clients, the firm manages an impressive $270,353,000 in assets. Boasting two offices, Provence Wealth Management Group offers comprehensive financial solutions tailored to meet the unique needs of its clients. While the majority of assets managed are for high net worth individuals, Provence Wealth Management Group also possesses the expertise to effectively handle employer funds, even though 401K and individual accounts represent less than 30% of their assets under management. A notable feature of the firm is that 93% of the assets they manage are discretionary, allowing for proactive investment decisions and flexibility. The compensation structure at Provence Wealth Management Group includes multiple options, such as a percentage of assets under management, hourly charges, and fixed fees. With a team of six dedicated professionals, all of whom provide investment advisory services, the firm maintains a favorable advisor-to-assets ratio, averaging approximately $45,060,000 in assets under management per investment advisor—on par with industry standards. Among the accomplished team at Provence Wealth Management Group is Kevin Shah, who stands out as one of the firm's longest-tenured registered advisors, having been with the company since 2022. With their client-centric approach, industry expertise, and commitment to delivering tailored financial solutions, Provence Wealth Management Group has established itself as a trusted partner in helping clients achieve their financial goals.

Insight Folios, based out of Charlotte, NC, is a local investment advisory firm with a dedicated team of professionals providing comprehensive investment advisory services. With a total of 14 experienced employees, they offer personalized financial solutions to a diverse clientele of over 610 individual clients. One of the key strengths of Insight Folios is their expertise in managing assets, with an average of $77,820,000 in assets under management per investment advisor. This places them on par with the industry average, showcasing their ability to effectively handle a substantial portfolio. Their compensation structure is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment plan that best suits their needs and preferences. Insight Folios manages over $258,772,000 in assets, with approximately half of their assets under management stemming from employer 401Ks or individuals. Their extensive experience in this space sets them apart, enabling them to provide tailored guidance and strategies for retirement planning. Operating from 11 conveniently located offices, Insight Folios has established itself as a trusted advisor within the local community. Their team includes highly tenured advisors such as Paul Durso, Charles Bowers, and Kenneth Huffman, who bring a wealth of experience and knowledge to their clients' financial journeys. Whether clients seek guidance for wealth management, retirement planning, or investment strategies, Insight Folios combines their industry expertise, personalized approach, and local presence to provide comprehensive solutions that align with their clients' financial goals.

The Nalls Sherbakoff Group, LLC is a highly reputable investment advisory firm headquartered in Knoxville, TN. With a team of seven dedicated professionals, they excel in providing expert financial guidance to their clients. Four of their employees specialize in investment advisory services, leveraging their extensive knowledge and experience to deliver exceptional results. Setting themselves apart from the competition, The Nalls Sherbakoff Group, LLC manages an impressive average of approximately $240,590,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management and fixed fees. With a client base of over 280 individuals, The Nalls Sherbakoff Group, LLC oversees assets totaling more than $225,156,000. While catering primarily to high-net-worth individuals, they also have the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their overall assets under management. As a testament to their expertise and commitment, The Nalls Sherbakoff Group, LLC manages 100% of their clients' assets on a discretionary basis, allowing for strategic decision-making tailored to each client's financial goals. Operating from a single office, the firm prides itself on its personalized approach to wealth management. Notably, several of the firm's longest-tenured advisors, including Caroline Friedrich, Donald Nalls, and Thomas Sherbakoff, contribute their seasoned expertise to the success of the company. The Nalls Sherbakoff Group, LLC continues to thrive as a trusted partner, helping clients navigate the complexities of the financial landscape with confidence and expertise.

Insight Advisors, LLC, located in Newtown, PA, is a reputable investment advisory firm dedicated to providing exceptional financial guidance to its clients. With a team of 20 highly skilled professionals, Insight Advisors specializes in offering comprehensive investment advisory services. On average, each investment advisor manages approximately $37,240,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, including a variety of payment options such as a percentage of assets under management, hourly charges, and fixed fees. With over 1,800 individual clients, Insight Advisors manages a substantial amount of assets, totaling over $574,000,000. While their client base is primarily comprised of high net worth individuals, they also possess the capability to manage employer funds, although these represent less than 30% of their assets under management. Notably, 90% of the assets they oversee are managed on a discretionary basis, emphasizing the trust clients place in their expertise. In addition to investment advisory services, Insight Advisors serves as a registered representative of a broker-dealer and operates as an insurance broker or agent, further expanding their range of offerings. With five offices spread across Newtown, Insight Advisors is a local firm deeply rooted in the community. Their success is largely attributed to their team of seasoned advisors, including the long-tenured experts Thomas Mcinerney, William Wolf, and Carla Simon. These experienced professionals bring extensive knowledge and a wealth of industry experience to provide clients with insightful guidance tailored to their unique financial goals.