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.

Bull Street Advisors, a small investment advisory firm headquartered in Savannah, GA, is dedicated to providing exceptional financial services to its clients. With a team of one highly skilled employee, they specialize in offering investment advisory services to individuals and businesses. Each investment advisor at Bull Street Advisors maintains an impressive average of $1,080,000 in assets under management. Their compensation structure encompasses various types, including a percentage based on assets under management. The firm boasts over 40 individual clients, with a staggering $230,293,000 in assets under management. Notably, the majority of these assets are managed on behalf of high-net-worth individuals. Although 401K and individual accounts represent a smaller portion of their total assets under management, Bull Street Advisors possesses the capability to efficiently oversee employer funds. The firm takes pride in its discretionary management approach, ensuring that 100% of the assets they handle are managed with utmost care and expertise. Operating out of a single office, Bull Street Advisors offers a personalized and client-focused experience. One of the firm's longest-tenured registered advisors, Mark Allen, has been an integral part of the team since 2019. Allen's expertise and dedication contribute significantly to the firm's success in meeting its clients' financial objectives. Bull Street Advisors strives to deliver exceptional investment advisory services, utilizing their extensive knowledge and experience to help clients navigate the complexities of the financial landscape. With a commitment to excellence, they remain steadfast in their pursuit of optimal outcomes for their esteemed clientele.

Sound View Wealth Advisors Group, LLC is a renowned local investment advisory firm based out of Savannah, GA. With a team of 15 dedicated professionals, including 7 expert investment advisors, they provide comprehensive wealth management solutions to their esteemed clientele. The firm boasts an average of approximately $84,220,000 in assets under management per investment advisor, aligning with the industry average. Sound View Wealth Advisors Group, LLC's compensation structure is designed to cater to diverse client needs, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. They serve over 390 individual clients, effectively managing a substantial portfolio totaling over $1,378,421,000 in assets. Their primary focus lies in catering to high net worth individuals, as the majority of assets managed fall under this category. While 401K and individual accounts constitute less than 30% of their assets under management, Sound View Wealth Advisors Group, LLC possesses the capability to adeptly handle employer funds. Remarkably, they exercise full discretion in managing 100% of the assets entrusted to them, ensuring optimal results and personalized attention for their clients. With two offices strategically located in Savannah, GA, Sound View Wealth Advisors Group, LLC has firmly established itself as a trusted pillar within the local investment community. Notably, the firm boasts a team of seasoned professionals, including Melissa Bouchillon, Oscar Ham, and Edward Ambrose, who have exhibited exemplary dedication and expertise throughout their tenures. This commitment to excellence has earned Sound View Wealth Advisors Group, LLC a well-deserved reputation as a reliable partner in achieving financial goals.

Southeast Asset Advisors, LLC is a reputable investment advisory firm located in Thomasville, GA. With a team of 15 dedicated professionals, 9 of whom specialize in investment advisory services, the firm boasts a wealth of expertise and experience. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at approximately $216,030,000. This figure surpasses the industry average, solidifying Southeast Asset Advisors' position as a leader in the field. The firm's compensation structure is diverse and tailored to meet the unique needs of their clients. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships. With a robust client base of over 110 individuals, Southeast Asset Advisors oversees a staggering $3,239,114,000 in assets under management. Impressively, 66% of these assets are under their discretionary management, showcasing their clients' trust in their expertise and decision-making. Operating from five strategically located offices, Southeast Asset Advisors is deeply rooted in the local community, establishing strong connections and fostering long-term relationships. The firm takes pride in its team of highly experienced professionals, including Bernard Lanigan, Charles Jackson, and Frank Mercer, who have demonstrated remarkable dedication and tenure. Whether clients seek assistance with wealth management, financial planning, or investment strategies, Southeast Asset Advisors, LLC is committed to providing exceptional service and tailored solutions to help individuals and families achieve their financial goals.

MMHP Investment Advisors is a reputable small investment advisory firm located in Thomasville, GA. With one office, the company is dedicated to providing expert financial guidance to clients seeking to grow and manage their wealth. Comprised of a team of five professionals, three of whom specialize in investment advisory services, MMHP Investment Advisors has established a strong presence in the industry. With an average of $116,280,000 in assets under management per investment advisor, the firm performs at an industry-average level. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401(k) and individual accounts account for less than 30% of their assets under management, MMHP Investment Advisors possesses the necessary expertise to effectively manage employer funds. The firm operates with full discretion over the 100% of assets they manage, primarily catering to high net worth individuals. In addition to investment advisory services, MMHP Investment Advisors also offers insurance brokerage services, further expanding their portfolio of offerings. The firm boasts a substantial client base, serving over 190 individual clients who entrust them with more than $348,829,000 in assets under management. MMHP Investment Advisors takes pride in their team of experienced professionals, including John Parker, David Middleton, and Fred Murphy, who have remained dedicated to the firm for a significant period. Their commitment to client satisfaction and wealth management expertise sets MMHP Investment Advisors apart in the competitive financial advisory landscape.

Kingsmark Private Financial Advisors, LLC, a small investment advisory firm based in Albany, GA, is dedicated to providing expert financial guidance and tailored investment strategies. With a single office, the firm employs a team of six professionals, four of whom specialize in investment advisory services. Kingsmark boasts an impressive average of approximately $77,010,000 in assets under management per investment advisor, aligning with industry standards. The compensation structure at Kingsmark Private Financial Advisors, LLC encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees. Notably, they have cultivated substantial expertise in managing employer 401Ks and individual assets, which together constitute around half of their total assets under management. Demonstrating their competency in discretionary management, an impressive 94% of the assets they oversee fall under this category. With over 320 individual clients, Kingsmark Private Financial Advisors, LLC currently manages a substantial portfolio worth more than $308,023,000. The firm's long-serving advisors, Rebecca Toole Anderson, Thomas Sanders, and Britt Bazemore, bring a wealth of experience and knowledge to their clients' financial journeys. At Kingsmark, personalized attention and a deep understanding of each client's unique circumstances drive their investment strategies. By leveraging their expertise and staying attuned to market trends, Kingsmark Private Financial Advisors, LLC aims to optimize returns and provide comprehensive financial solutions to their valued clientele.

Wiregrass Asset Management, based out of Thomasville, GA, is a reputable investment advisory firm catering to over 180 individual clients and managing assets exceeding $100,164,000. With a client-centric approach, Wiregrass Asset Management prides itself on offering personalized investment solutions tailored to each client's unique goals and risk tolerance. While specializing in discretionary asset management, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts comprise less than 30% of their assets under management. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests with their clients. With a team of two dedicated employees, Wiregrass Asset Management consistently delivers exceptional investment advisory services. Their investment advisors possess extensive industry knowledge and experience, with Fred Jones and Langley Devane being two of the firm's longest-tenured registered advisors. Clients can trust in their expertise and commitment to achieve optimal results. On average, each investment advisor manages approximately $50,080,000 in assets under management, aligning with the industry average. The firm's single office in Thomasville, GA, serves as the central hub for delivering comprehensive investment strategies, portfolio management, and ongoing financial guidance. Wiregrass Asset Management distinguishes itself through its strong emphasis on client relationships, ensuring a personalized and holistic approach to wealth management. By consistently surpassing client expectations and delivering results, Wiregrass Asset Management has solidified its reputation as a trusted partner for individuals seeking effective asset management solutions.

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.

The Fiduciary Group, a local investment advisory firm based in Savannah, GA, is dedicated to providing expert financial management services to its clients. With over 260 individual clients and an impressive $1,333,456,000 in assets under management, the company has established itself as a trusted name in the industry. Operating from their state-of-the-art office, The Fiduciary Group possesses the knowledge and resources to effectively manage employer funds, alongside their expertise in handling 401K and individual accounts. An astounding 99% of the assets they manage are done so on a discretionary basis, showcasing their commitment to making informed decisions in the best interest of their clients. Catering primarily to high net worth individuals, The Fiduciary Group has garnered a reputation for delivering personalized and tailored financial strategies. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with those of their clients. With a team of 16 highly skilled employees, including 11 investment advisors, The Fiduciary Group maintains an average of $121,220,000 in assets under management per advisor, in line with industry standards. The firm takes pride in its experienced professionals, and several of the longest tenured advisors at The Fiduciary Group include Joel Goodman, Scott Mcghie, and Malcolm Butler. Their extensive expertise and commitment to delivering exceptional service have contributed to the firm's longstanding success and distinguished reputation. With a focus on providing comprehensive financial solutions, The Fiduciary Group continues to be a trusted partner in helping clients achieve their financial goals.

First City Capital Management Inc, based in Savannah, GA, is a leading investment advisory firm specializing in wealth management for high net worth individuals. With a team of 8 dedicated professionals, including 5 experienced investment advisors, First City Capital Management delivers personalized financial solutions tailored to meet the unique goals and needs of their clients. Known for their expertise in the industry, First City Capital Management has an impressive average of approximately $167,660,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment of interests between the firm and their clients. With over 160 individual clients and a total of over $369,360,000 in assets under management, First City Capital Management primarily focuses on managing the wealth of high net worth individuals. While a smaller portion of their assets under management comes from 401K and individual accounts, the firm possesses the expertise to manage employer funds. As a local investment advisory firm, First City Capital Management is deeply rooted in the Savannah community. They operate from a single office location, serving clients with dedication and commitment. The firm boasts a team of long-tenured advisors, including respected professionals like Edmund Curlee, John Skeadas, and Edgar Gay, who contribute their extensive experience to provide comprehensive financial guidance. With a 100% discretionary asset management approach, First City Capital Management Inc is dedicated to helping their clients achieve their financial objectives through personalized investment strategies and superior service.