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.

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.

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.

Banyan Capital Management, Inc. is a small investment advisory firm based out of Atlanta, GA, specializing in managing assets for high net worth individuals. With a team of two dedicated employees, including experienced registered advisors Drew Estes and Malek Nabulsi, the firm provides comprehensive investment advisory services. Banyan Capital Management boasts an impressive average of approximately $192,620,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. With over 40 individual clients, Banyan Capital Management oversees more than $169,573,000 in assets under management. While the majority of these assets cater to high net worth individuals, the firm also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Banyan Capital Management prides itself on its discretionary management approach, with 100% of the assets it manages falling under this category. The firm's expertise extends to multiple investment strategies and asset classes, allowing them to provide tailored solutions to meet each client's financial objectives. With their primary office in Atlanta, Banyan Capital Management aims to deliver personalized and comprehensive investment advisory services, maintaining a strong commitment to their clients' long-term financial success.

Signature Wealth Management Group LLC is a prominent investment advisory firm headquartered in Atlanta, GA. With a singular office, they have established themselves as a trusted local entity. The firm boasts a talented team of 10 professionals, 5 of whom specialize in providing top-notch investment advisory services. With an average of approximately $65,210,000 in assets under management per investment advisor, Signature Wealth Management Group LLC maintains an average standing when compared to industry benchmarks. Their compensation structure is diversified, encompassing various types such as a percentage of assets under management and fixed fees. The firm's exceptional expertise in managing employer 401Ks and individual portfolios is evident, as approximately half of their substantial assets under management are sourced from these segments. Signature Wealth Management Group LLC exclusively manages discretionary assets, demonstrating their commitment to providing tailored and strategic investment solutions. Boasting a sizable client base of over 320 individuals, Signature Wealth Management Group LLC effectively oversees a staggering $326,057,000 in assets under management. The firm takes pride in its team of experienced advisors, with notable names like Russell Harris, Scott Bishop, and James Sims representing the firm's longstanding dedication to client success. Signature Wealth Management Group LLC has firmly established itself as a premier investment advisory firm in Atlanta, offering comprehensive financial solutions tailored to their clients' unique needs and goals. With their expertise and unwavering commitment to delivering exceptional service, the firm continues to empower individuals and businesses to achieve their financial objectives.

Marietta Wealth Management, LLC is a reputable local investment advisory firm headquartered in Marietta, GA. With a single office, the firm operates with a team of 11 dedicated professionals, 9 of whom specialize in providing comprehensive investment advisory services. As experts in their field, they offer valuable guidance and financial solutions to a diverse clientele. With an average of $101,810,000 in assets under management per investment advisor, Marietta Wealth Management, LLC demonstrates a solid track record, performing at par with industry standards. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients based on their unique needs. A significant portion, 64%, of the assets managed by Marietta Wealth Management, LLC is discretionary, enabling their team to make informed investment decisions on behalf of clients, tailored to their specific goals and risk tolerance. With over $916,264,000 in assets under management and a client base of more than 150 individuals, the firm has established itself as a trusted partner in managing wealth and building long-term financial success. Marietta Wealth Management, LLC boasts a team of highly experienced advisors, with Benjamin Crowe, Wesley Hackney, and Charles Holloway among the longest tenured professionals at the firm. Their commitment to excellence, combined with their extensive knowledge of the industry, ensures that clients receive personalized attention and tailored financial strategies to meet their unique objectives.

FSAM LLC, headquartered in Alpharetta, GA, is a local investment advisory firm with a strong presence in the financial services industry. With two offices and a team of 15 dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at FSAM LLC boasts an impressive average of $2,600,000 in assets under management, indicative of their expertise and success in the field. The firm's compensation structure offers various types of incentives, including a percentage of assets under management, ensuring alignment of interests with their clients. FSAM LLC has established a solid reputation in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. Notably, 52% of the assets they oversee are managed on a discretionary basis, reflecting their clients' trust in their expertise. In addition to investment advisory services, FSAM LLC also acts as an insurance broker or agent, providing comprehensive coverage options to meet their clients' needs. The firm serves a substantial client base of over 110 individuals, collectively managing assets worth over $39,005,000. FSAM LLC takes pride in its team of experienced advisors, including Manuel Gonzalez Hinds, Vasileios Sfyris, and William Hawk, who have contributed significantly to the firm's long-standing success. With their unwavering dedication, extensive knowledge, and commitment to providing exceptional service, FSAM LLC continues to be a trusted partner for individuals seeking expert investment advice and insurance solutions in the Alpharetta, GA area.

C.W. O'Conner Wealth Advisors, Inc., located in Duluth, GA, is a highly regarded small investment advisory firm serving a diverse clientele. With over 40 individual clients and a remarkable $226,914,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from their office in Duluth, they cater to the financial needs of high net worth individuals primarily, although they also possess the expertise to manage employer funds. Committed to delivering exceptional service, C.W. O'Conner Wealth Advisors, Inc. offers a variety of compensation structures tailored to meet their clients' preferences. These include a percentage of assets under management as well as fixed fees, ensuring a flexible and transparent approach to their client relationships. With a team of three dedicated employees, including one investment advisor, the firm maintains a favorable client-to-advisor ratio, averaging approximately $226,910,000 in assets under management per advisor. This figure surpasses industry standards, highlighting their ability to provide personalized attention and quality guidance. Led by Clifford O'Conner, one of the longest-tenured registered advisors who has been with the firm since 2003, C.W. O'Conner Wealth Advisors, Inc. boasts a wealth of experience and expertise. Their comprehensive knowledge and commitment to their clients have earned them a sterling reputation in the industry.

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.