Synovus Securities, Inc., a renowned regional investment advisory firm headquartered in Columbus, GA, has established itself as a trusted name in the financial industry. With over 10,290 individual clients and an impressive $5,803,534,000 in assets under management, Synovus Securities, Inc. possesses the expertise and experience to guide their clients towards financial success. Operating through a vast network of 91 offices, Synovus Securities, Inc. offers a comprehensive range of services to meet their clients' diverse needs. In addition to their investment advisory services, they also serve as an insurance broker or agent and a registered municipal advisor. Notably, approximately half of the assets under their management originate from employer 401Ks or individuals, showcasing their proficiency in this area. Synovus Securities, Inc. maintains a diverse compensation structure, which includes a percentage of assets under management, hourly charges, fixed fees, and commissions. With a team of 298 dedicated professionals, 200 of whom are focused on providing investment advisory services, the firm maintains an average of approximately $29,020,000 in assets under management per investment advisor. Synovus Securities, Inc. takes pride in its roster of seasoned advisors, including Robert Burts, Robert Varner, and Guy Sexton, who have demonstrated exceptional commitment and loyalty to the firm. With 59% of the assets they manage being discretionary, the firm has honed its ability to make informed decisions on behalf of their clients. Overall, Synovus Securities, Inc. stands as a prominent player in the financial industry, leveraging its extensive knowledge, robust network, and experienced team to deliver personalized investment advisory services and facilitate financial growth for their clients.

Townsend Wealth Management, a small investment advisory firm based out of Columbus, GA, serves over 120 individual clients and manages an impressive $134,472,000 in assets. With a focus on high net worth individuals, the firm prides itself on providing personalized financial solutions tailored to their clients' unique needs and goals. While their 401K and individual accounts make up less than 30% of their assets under management, Townsend Wealth Management possesses the expertise and capacity to effectively manage employer funds. With a commitment to discretion and trust, 99% of the assets they manage are handled on a discretionary basis. Their compensation structure is diverse and includes various types, such as a percentage of assets under management. Townsend Wealth Management boasts a dedicated team of three professionals, two of whom provide investment advisory services. With an average of approximately $67,240,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Notably, Burnett Townsend Jr. and Tyler Townsend stand out as two of the firm's longest-tenured registered advisors. Their extensive experience and comprehensive knowledge contribute to Townsend Wealth Management's reputation as a reliable and trusted partner in wealth management. As they continue to prioritize their clients' financial well-being, Townsend Wealth Management remains committed to providing exceptional service and expert guidance to help individuals achieve their financial objectives.

INVISTA ADVISORS, headquartered in Montgomery, AL, is a prominent investment advisory firm catering to over 450 individual clients. With a staggering $396,106,000 in assets under management, Invista Advisors has established itself as a trusted partner in wealth management. Boasting three offices in strategic locations, the firm offers comprehensive financial solutions tailored to meet the unique needs and goals of their diverse clientele. While Invista Advisors handles a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, showcasing their versatility and ability to navigate various financial landscapes. A significant 53% of the assets they oversee are under their discretionary control, demonstrating their adeptness at providing personalized and proactive investment strategies. Invista Advisors employs a well-rounded compensation structure, offering flexibility to clients. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent approach to financial advisory services. With a team of eight dedicated professionals, including six experienced investment advisors, Invista Advisors maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $66,020,000 in assets under management, aligning with industry standards. The firm takes pride in their experienced and tenured advisors, such as Daniel Sloan, Jason Bryant, and James Perry, who have been instrumental in providing exceptional service to clients over the years. Invista Advisors is committed to delivering comprehensive wealth management solutions, backed by their industry expertise, personalized approach, and a steadfast focus on their clients' financial success.

The Money Advisor Group, LLC, based out of Columbus, GA, is a small investment advisory firm committed to providing exceptional financial guidance to its clients. With a team of four dedicated professionals, including three experienced investment advisors, they possess a wealth of expertise in managing client assets. The firm's impressive track record is evident in their average assets under management per investment advisor, which stands at an impressive $435,070,000, well above the industry average. Their compensation structure is diverse, encompassing subscription fees, fixed fees, and commissions, ensuring flexibility and alignment with clients' needs. With over 130 individual clients and a total of $247,403,000 in assets under management, The Money Advisor Group, LLC caters primarily to high-net-worth individuals. Although 401K and individual accounts represent a smaller portion of their assets under management, the firm has the capability to effectively handle employer funds. Notably, 80% of the assets managed by The Money Advisor Group, LLC are discretionary, underscoring the trust and confidence their clients place in their expertise. Operating from their single office in Columbus, GA, the firm fosters close relationships with their clients, providing personalized services tailored to their financial objectives. The Money Advisor Group, LLC takes pride in its team of seasoned advisors, including Tyler Kumar, James Money, and Paul Money, who have demonstrated long-standing dedication to the firm. Their collective knowledge and experience contribute to the firm's reputation as a trusted partner for financial success.

Bright Investments, LLC, based out of Auburn, AL, is a local investment advisory firm dedicated to providing comprehensive financial solutions. With a team of 8 highly skilled professionals, including 6 investment advisors, they offer personalized wealth management services to individuals and businesses alike. Each investment advisor at Bright Investments has an impressive track record, managing an average of $31,830,000 in assets. Their compensation structure is designed to align with their clients' best interests, offering various options such as a percentage of assets under management and hourly charges. With over 20 individual clients, Bright Investments oversees a substantial $117,166,000 in assets under management. Their expertise lies in serving high net worth individuals, as the majority of the assets they manage are dedicated to this market segment. While their focus primarily lies in discretionary asset management, Bright Investments also possesses the capability to handle employer funds, providing a holistic approach to investment management. Their dedication to excellence is reflected in the fact that 99% of the assets they manage are discretionary, showcasing their clients' trust in their expertise. Bright Investments operates from six offices, providing convenient access to their services throughout the Auburn area. The firm takes pride in its experienced team, with several long-tenured advisors, including Thomas Kucera, John Bright, and Sarah Zink, who bring a wealth of knowledge and expertise to their clients. With their commitment to personalized financial strategies and a strong focus on building lasting client relationships, Bright Investments is poised to guide individuals and businesses toward financial success.