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.

Sugarloaf Wealth Management, LLC is a local investment advisory firm based out of Duluth, GA, with two offices. With 14 total employees, eight of them specialize in providing investment advisory services. Known for their expertise and professionalism, they have an average assets under management (AUM) of approximately $63,870,000 per investment advisor, which aligns with the industry average. The firm's compensation structure offers flexibility and includes various types, such as a percentage of AUM, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their AUM, Sugarloaf Wealth Management, LLC possesses the capability to efficiently manage employer funds. Impressive in their approach, they manage a significant 99% of assets on a discretionary basis, providing clients with proactive and strategic investment solutions. In addition to their investment advisory services, Sugarloaf Wealth Management, LLC also operates as an insurance broker or agent, enhancing their range of offerings. With a vast clientele of over 360 individual clients, they oversee a substantial $510,925,000 in AUM. The firm prides itself on its experienced team, with advisors like Adam Wilson, Taylor Manry, and Jason Connolly holding significant tenure within the organization. Sugarloaf Wealth Management, LLC strives to provide personalized financial guidance and support to help clients navigate the complexities of wealth management. With their knowledgeable team and commitment to excellence, they aim to deliver tailored solutions that align with their clients' financial goals and aspirations.

Portsmouth - Smartlife Financial Group, LLC is a local investment advisory firm based out of Atlanta, GA, with 10 offices strategically located to serve their clients effectively. With a dedicated team of 11 highly skilled employees, Portsmouth - Smartlife Financial Group provides comprehensive investment advisory services to individuals and employer 401K plans. Their expertise and commitment to excellence have earned them a reputation as a trusted partner in managing clients' assets. With an impressive average of approximately $19,640,000 in assets under management per investment advisor, Portsmouth - Smartlife Financial Group demonstrates their ability to handle significant portfolios. They offer a variety of compensation structures, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency in their client relationships. Over 80% of the assets they manage are employer 401K plans or individual investments, indicating their proficiency in managing retirement plans and individual wealth. As a registered representative of a broker-dealer, insurance broker or agent, and an accountant or accounting firm, Portsmouth - Smartlife Financial Group extends their expertise beyond investment advisory services. With over 1,210 individual clients and an impressive $216,000,000 in assets under management, Portsmouth - Smartlife Financial Group has established a substantial client base that trusts them with their financial goals. The firm boasts a team of experienced advisors, including Joseph Gormley, Elaine Zito, and Michael Chadwick, who bring a wealth of knowledge and longevity to their practice. Overall, Portsmouth - Smartlife Financial Group, LLC is dedicated to providing exceptional investment advisory services and expertly managing their clients' assets, enabling them to achieve their financial objectives with confidence.

Firethorn Wealth Partners, LLC is a reputable investment advisory firm headquartered in Augusta, GA. With one office location, the company is committed to providing comprehensive financial guidance and investment advisory services to individuals and organizations in the local community. The firm boasts a team of six talented professionals, five of whom specialize in investment advisory services. With an average of approximately $74,900,000 in assets under management per investment advisor, Firethorn Wealth Partners, LLC maintains an industry-average performance. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and goals. While 401K and individual accounts account for less than 30% of their assets under management, the company possesses the expertise and capability to efficiently manage employer funds. Notably, 65% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment strategies. Firethorn Wealth Partners, LLC proudly serves over 310 individual clients, effectively managing more than $374,507,000 in assets. The firm's success can be attributed, in part, to its team of experienced advisors, including the highly regarded Kevin Sweeney, Raymond Benjamin, and Melinda Mcree, who have demonstrated exceptional commitment and expertise during their tenure. With their unwavering dedication to providing personalized financial advice and reliable investment services, Firethorn Wealth Partners, LLC has established itself as a trusted partner for individuals and organizations seeking to build and safeguard their wealth.

Financial Architects, LLC is a highly regarded investment advisory firm based in Woodstock, GA. With over 50 individual clients, the firm manages a substantial $112,406,000 in assets. Operating from a single office, Financial Architects, LLC specializes in providing comprehensive financial solutions to their diverse clientele. While employer funds constitute a significant portion of their assets under management, 401K and individual accounts represent less than 30%. Notably, the firm possesses the expertise and resources necessary to effectively oversee employer funds. Demonstrating their commitment to client satisfaction, Financial Architects, LLC manages all assets under their care with full discretionary authority. The firm primarily caters to high-net-worth individuals, who entrust their financial well-being to the capable hands of the experienced professionals at Financial Architects, LLC. The firm's compensation structure includes various models, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients receive personalized services tailored to their unique financial goals. Employing a team of three dedicated professionals, all of whom specialize in investment advisory services, Financial Architects, LLC delivers expert guidance to their discerning clientele. With an average of $37,470,000 in assets under management per investment advisor, the firm ensures that each client receives the attention and expertise they deserve. Noteworthy among their experienced advisors are Kaitlyn Barnes, Anitha Rao, and David Hultstrom, who have been with the firm for an extended period. Their tenure attests to their commitment and expertise, further solidifying Financial Architects, LLC's reputation as a trusted partner in financial planning and investment management.

Jamison Private Wealth Management, Inc. is a small investment advisory firm based out of Milton, GA, with 1 office. With a team of 3 dedicated professionals, the firm specializes in providing comprehensive investment advisory services. Leveraging their expertise, they manage an impressive average of approximately $185,150,000 in assets per investment advisor, surpassing the industry average. At Jamison Private Wealth Management, Inc., their compensation structure offers flexibility to clients, including a percentage of assets under management and hourly charges. While less than 30% of their assets under management consist of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. An impressive 97% of the assets they oversee are discretionary, reflecting the trust and confidence their clients place in their expertise. The firm primarily serves high net worth individuals, managing the majority of their assets. Additionally, they extend their services to accountants or accounting firms, catering to their specific needs. With a robust client base, Jamison Private Wealth Management, Inc. proudly manages over 210 individual clients, with a staggering $555,459,000 in assets under management. Oscar Spain and Robert Jamison, two of the firm's longest tenured registered advisors, contribute their extensive experience and deep industry knowledge to further enhance the quality of service provided by Jamison Private Wealth Management, Inc. With their client-focused approach and commitment to excellence, the firm continues to thrive as a trusted partner in helping clients achieve their financial goals.

Equity Investment Corp, based out of Atlanta, GA, is a reputable local investment advisory firm dedicated to providing expert financial guidance and managing assets for a diverse clientele. With a total of 25 employees, including 6 highly experienced investment advisors, they have established themselves as a trusted partner in the industry. Their team of investment advisors boasts an impressive track record, with an average of $62.6 million in assets under management per advisor, aligning with the industry average. The firm's compensation structure is comprehensive, offering various types including a percentage of assets under management and performance-based fees. Equity Investment Corp manages a substantial portfolio, with over $2.2 billion in assets under management for more than 4,020 individual clients. They excel in managing assets from employer 401Ks and individuals, comprising approximately half of their total assets. Their extensive experience in this area ensures clients receive tailored solutions and expert advice. The firm takes a discretionary approach to asset management, allowing them the flexibility to make informed investment decisions on behalf of their clients. With a single office in Atlanta, Equity Investment Corp focuses on providing personalized attention and building long-term relationships with their clients. Notably, the firm boasts a team of accomplished advisors, including Dennis Mckinney, Ian Zabor, and Edison Lambeth, who have demonstrated their commitment and expertise throughout their tenure. Equity Investment Corp's dedication to delivering superior financial services, combined with their experienced team and impressive asset management track record, makes them a trusted partner for individuals and organizations seeking sound investment strategies and exceptional service.

Ferguson Shapiro LLC, a small investment advisory firm with two offices in Decatur, GA, is dedicated to providing comprehensive financial services to its clients. With a team of nine professionals, including three investment advisors, they possess the expertise and experience necessary to navigate the complex world of investments. Specializing in managing assets for high net worth individuals, Ferguson Shapiro LLC boasts an impressive track record. They currently oversee over $288,888,000 in assets under management for more than 200 individual clients. The firm's average assets under management per investment advisor amount to approximately $115,810,000, which aligns with industry standards. The compensation structure at Ferguson Shapiro LLC is designed to cater to various client needs. They offer several options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring that clients can choose a payment method that suits their preferences. One notable aspect of Ferguson Shapiro LLC's portfolio is that 100% of the assets they manage are discretionary, indicating the trust and autonomy their clients place in the firm's expertise. The firm's success can be attributed, in part, to the dedication and expertise of their longest-tenured advisors, Ryan Florence, James Boswell, and Maury Shapiro. Their combined experience contributes to the firm's reputation for providing personalized, trustworthy, and effective financial advice. Overall, Ferguson Shapiro LLC distinguishes itself as a reliable investment advisory firm, offering tailored solutions to high net worth individuals and consistently delivering results in the dynamic world of finance.

Trademark Capital Management Inc. is a highly reputable investment advisory firm headquartered in Watkinsville, GA. With two offices, they have established themselves as a trusted partner in managing investment portfolios for over 310 individual clients. With a remarkable $202,933,000 in assets under management, Trademark Capital Management Inc. demonstrates their expertise in the financial industry. Notably, approximately half of their assets under management stem from employer 401Ks and individuals, reflecting their extensive experience in this specific area. Moreover, Trademark Capital Management Inc. distinguishes itself by exclusively offering discretionary asset management services, ensuring that their clients' investments receive the utmost attention and care. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This versatility allows clients to choose the most suitable arrangement for their financial needs. Trademark Capital Management Inc. prides itself on its talented team of professionals. With seven dedicated employees, two of whom specialize in investment advisory services, they deliver personalized and tailored financial guidance. Their average assets under management per investment advisor amount to an impressive $101,470,000, aligning with the industry average. Among Trademark Capital Management Inc.'s notable advisors are David Denham, Joseph Ezernack, and Donald Beasley, who boast an extensive tenure with the firm. Their expertise, along with the collective knowledge of the team, contributes to the firm's exceptional reputation and success in the investment advisory field.

Wolverine Investment Advisors, LLC is a dynamic and client-focused investment advisory firm operating in Atlanta, GA. With its single office location, Wolverine Investment Advisors, LLC caters to a diverse range of clients, offering personalized financial solutions and expert guidance. Boasting a dedicated team of four professionals, including two seasoned investment advisors, they provide comprehensive investment advisory services to individuals and employer 401K plans. Known for their expertise in managing employer 401Ks and individual investments, Wolverine Investment Advisors, LLC has accumulated an impressive average of $900,000 in assets under management per investment advisor. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management. Notably, 50% of the assets under their management come from employer 401Ks and individuals, further establishing their competence in this sector. As a discretionary asset manager, Wolverine Investment Advisors, LLC exercises full authority over the assets they manage, ensuring efficient decision-making and responsive investment strategies. Currently, the firm serves over ten individual clients, skillfully overseeing their investments, which collectively amount to over $1,796,000 in assets under management. Committed to delivering excellent financial outcomes and fostering long-term relationships, Wolverine Investment Advisors, LLC combines their comprehensive knowledge of the investment landscape with a client-centric approach. With a solid track record and a strong commitment to their clients' financial success, they continue to thrive as a trusted investment advisory firm in Atlanta, GA.

Arcus Capital Partners, LLC is a reputable investment advisory firm operating in Atlanta, GA. With two offices, the company boasts a team of 11 dedicated professionals, with five of them specializing in providing top-notch investment advisory services. Their extensive expertise and commitment to excellence have allowed them to amass an impressive $420,120,000 in average assets under management per investment advisor, a figure that surpasses industry standards. Dedicated to serving their clients' financial needs, Arcus Capital Partners, LLC offers a comprehensive compensation structure. This structure includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, the firm manages 100% of the assets under their care on a discretionary basis, ensuring that their clients' portfolios receive constant attention and informed decision-making. Arcus Capital Partners, LLC specializes in managing assets for high-net-worth individuals, who entrust their financial well-being to the firm. With an impressive roster of over 60 individual clients, the company manages a staggering $2,100,618,000 in assets. The firm takes great pride in their long-standing relationships with clients, facilitated by their experienced advisors. Among the esteemed advisors at Arcus Capital Partners, LLC are William Singletary, Steven Edwards, and Stephen Sloan. These individuals have demonstrated their dedication and expertise, contributing to the firm's success and reputation within the industry. With their exceptional team and client-focused approach, Arcus Capital Partners, LLC continues to provide exceptional investment advisory services to their valued clients in Atlanta and beyond.