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.

Incompass Financial Partners, LLC, headquartered in Marietta, GA, is a reputable investment advisory firm with a strong presence in the financial services industry. With a client base of over 260 individuals, the company manages an impressive $119,283,000 in assets. Boasting a proven track record, Incompass Financial Partners, LLC has garnered extensive experience in the management of employer 401Ks and individual investments, constituting around half of their assets under management. The firm takes pride in offering personalized, discretionary financial solutions to its valued clients. Led by a team of skilled professionals, Incompass Financial Partners, LLC comprises a total of seven employees, four of whom specialize in providing comprehensive investment advisory services. Their compensation structure is diverse, including a percentage-based model tied to assets under management. With an average of approximately $29,820,000 in assets under management per investment advisor, the firm ensures a high level of expertise and attention to each client's unique financial needs. The longevity of the firm is reinforced by the presence of seasoned advisors such as Austin Downum, Trevor Yochum, and Karen Vining, who have contributed significantly to Incompass Financial Partners, LLC's success. With their deep industry knowledge and commitment to client satisfaction, the firm continues to build lasting relationships while delivering exceptional financial guidance. Incompass Financial Partners, LLC remains dedicated to assisting clients in achieving their financial goals and securing a prosperous future.

Paces Ferry Wealth Advisors, LLC, a small investment advisory firm based out of Atlanta, GA, is dedicated to providing comprehensive wealth management services to their clients. With over 190 individual clients and an impressive $289,170,000 in assets under management, the firm has established a strong presence in the financial industry. At Paces Ferry Wealth Advisors, 88% of the assets they manage are discretionary, highlighting their expertise in managing investments on behalf of their clients. Specializing in serving high net worth individuals, the firm understands the unique financial needs and goals of this client segment. The compensation structure at Paces Ferry Wealth Advisors is flexible and client-centric, offering various options such as a percentage of assets under management and fixed fees. This approach ensures alignment with their clients' best interests and fosters a transparent relationship. With a team of five dedicated professionals, four of whom provide investment advisory services, Paces Ferry Wealth Advisors maintains a favorable ratio of investment advisors to clients. On average, each investment advisor oversees approximately $72,290,000 in assets under management, demonstrating their commitment to providing personalized attention and tailored solutions. The firm takes pride in its long-tenured advisors, including Nicholas Sturgis, Jeffrey Diamond, and Zachary Morris, who bring extensive industry experience and expertise to the table. Their collective knowledge, combined with the firm's client-centric approach, allows Paces Ferry Wealth Advisors to consistently deliver quality financial advice and help their clients achieve their financial objectives.

Odyssey Personal Financial Advisors, LLC, headquartered in Roswell, GA, is a distinguished small investment advisory firm with a strong reputation in the industry. With over 190 individual clients and more than $229,300,000 in assets under management, they have successfully established themselves as a trusted partner for their clients' financial needs. A significant portion of Odyssey Personal Financial Advisors' assets under management are derived from employer 401Ks and individual portfolios, demonstrating their expertise in these areas. In fact, 93% of the assets they manage are discretionary, showcasing their ability to navigate complex investment landscapes and make informed decisions on behalf of their clients. The firm's compensation structure is designed to offer flexibility and align their interests with their clients'. They employ various fee models, including a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose the most suitable arrangement for their financial goals. With a dedicated team of five employees, three of whom provide investment advisory services, Odyssey Personal Financial Advisors ensures personalized attention to their clients' unique needs. On average, each investment advisor manages approximately $76,430,000 in assets, which is consistent with industry standards. One notable aspect of Odyssey Personal Financial Advisors is the tenure of their advisors. Anne Simpson, Roman Shlyakhetko, and Robert Fezza have been with the firm for an extensive period, contributing their expertise and experience to the success of the company. Odyssey Personal Financial Advisors, LLC stands ready to guide individuals and organizations in managing their finances, providing sound advice and strategic solutions to help them achieve their long-term financial goals.

Asset Management Group is a reputable investment advisory firm located in Cartersville, GA. With a dedicated team of four employees, including two experienced investment advisors, the company offers comprehensive asset management services. With an impressive average of approximately $11,990,000 in assets under management per investment advisor, Asset Management Group has established itself as a trusted partner for clients seeking to grow and protect their investments. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management and performance-based fees. This approach ensures that the company's interests are aligned with those of its clients, fostering a strong commitment to delivering optimal results. Asset Management Group serves a broad client base of over 360 individuals, managing assets totaling more than $103,353,000. Their expertise in employer 401Ks and individual investments is particularly noteworthy, as these sources account for roughly half of the assets under management. With a remarkable 96% of the assets they manage being discretionary, clients can trust Asset Management Group to make informed decisions on their behalf. Andrew Nida and Moise Piram, two of the firm's longest-tenured registered advisors, contribute invaluable knowledge and expertise to the team. Their dedication to providing exceptional service and sound financial advice has contributed to the firm's continued success. Located in Cartersville, GA, Asset Management Group operates from a single office, ensuring close collaboration and personalized attention for each client. The company's commitment to professionalism, integrity, and client satisfaction makes them a standout choice for individuals seeking reliable asset management services in the Cartersville area.

Wealth Science Advisors LLC, based in Alpharetta, GA, is a prominent investment advisory firm with a strong reputation for providing expert financial guidance. With a total of seven highly skilled employees, all dedicated to offering comprehensive investment advisory services, Wealth Science Advisors ensures that their clients receive personalized and strategic financial solutions. The firm boasts an impressive average of approximately $96,110,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure incorporates various types, including a percentage of assets under management, ensuring that their advisors are motivated to deliver exceptional results. Wealth Science Advisors LLC manages a substantial portfolio of assets, with over 80 individual clients entrusting them with a remarkable sum of $313,467,000 in assets under management. Primarily catering to high-net-worth individuals, the firm demonstrates a keen understanding of the unique financial needs and goals of this clientele. Setting them apart from many others in the industry, Wealth Science Advisors LLC handles 100% of the assets they manage on a discretionary basis. This approach enables them to make informed investment decisions based on their extensive knowledge and expertise, allowing clients to enjoy the benefits of professional investment management without constant involvement. Operating across eight offices, Wealth Science Advisors LLC remains deeply rooted in the local community while offering comprehensive financial services to a diverse clientele. The firm prides itself on its experienced team of advisors, with longstanding professionals like James Exley, Rhett Exley, and Melanie Kohler, who contribute invaluable insights and expertise to the firm's success.

Resource Planning Group, Ltd. is a well-established investment advisory firm headquartered in Atlanta, GA, with two conveniently located offices. With a total of seven dedicated employees, Resource Planning Group, Ltd. focuses on delivering exceptional investment advisory services to a diverse client base. The firm prides itself on its expertise in managing a wide range of assets, providing personalized solutions tailored to meet the unique financial goals of its clients. Resource Planning Group, Ltd. boasts a team of five highly skilled investment advisors, who collectively oversee an impressive average of approximately $55,770,000 in assets under management per advisor. This places them in line with the industry average, ensuring that clients receive competitive and reliable investment strategies. The firm's compensation structure offers flexibility, featuring various methods such as a percentage of assets under management and fixed fees. With extensive experience in managing employer 401Ks and individual portfolios, Resource Planning Group, Ltd. has established a strong track record in this specialized area, contributing to its solid reputation within the industry. Catering primarily to high net worth individuals, Resource Planning Group, Ltd. manages a substantial portfolio of assets, currently overseeing more than $278,825,000 in assets under management for over 220 individual clients. The firm takes a discretionary approach, providing clients with the assurance that their investments are being diligently monitored and managed by experienced professionals. Notably, Resource Planning Group, Ltd. prides itself on its team's longevity, with advisors such as Alan Thomson, John Evans, and John Howard contributing their expertise for many years. Their collective knowledge and commitment to client success further strengthen the firm's ability to deliver exceptional investment advisory services.

Henssler Financial, a regional investment advisory firm based in Kennesaw, GA, has established itself as a trusted partner for individuals seeking comprehensive financial management. With over 740 individual clients and an impressive $2,639,365,000 in assets under management, Henssler Financial has built a solid reputation for delivering personalized solutions tailored to meet their clients' unique financial goals. Operating from two well-equipped offices, Henssler Financial offers a range of services, including accounting and financial advisory. While they excel in managing employer funds, they also handle 401K and individual accounts, accounting for less than 30% of their assets under management. Notably, a significant 82% of the assets they manage are discretionary, reflecting their expertise in providing strategic guidance to high net worth individuals. Henssler Financial's compensation structure is designed to accommodate diverse client needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of 91 employees, including 36 investment advisory professionals, Henssler Financial ensures that clients receive focused attention and expert guidance. On average, each investment advisor manages approximately $73,320,000 in assets under management, aligning with industry standards. The firm takes pride in its experienced team, boasting some of the industry's longest-tenured advisors. Notable figures such as Gene Henssler, Shari Santell, and William Lako contribute to the firm's success by leveraging their extensive knowledge and expertise to deliver exceptional client service. Overall, Henssler Financial stands out as a reputable investment advisory firm committed to providing comprehensive financial solutions, backed by a track record of success and a strong focus on client satisfaction.

Eads & Heald Wealth Management is a highly regarded investment advisory firm based in Atlanta, GA. With six dedicated professionals, they specialize in providing exceptional wealth management services to a diverse clientele. Four of their skilled advisors offer expert investment advice, ensuring clients receive personalized strategies tailored to their financial goals. Impressively, Eads & Heald manages an average of $948,930,000 in assets per investment advisor, surpassing the industry average. Their compensation structure includes various models such as a percentage of assets under management and performance-based fees, emphasizing their commitment to delivering outstanding results for their clients. Catering primarily to high-net-worth individuals, Eads & Heald oversees more than $235,612,000 in assets for over 160 individual clients. Although a majority of their managed assets are dedicated to high-net-worth individuals, they also possess the expertise to handle employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. Notably, all assets entrusted to the firm are managed on a discretionary basis, allowing for agile decision-making and timely execution. Eads & Heald Wealth Management maintains a single office in Atlanta, GA, and boasts a team of seasoned advisors, including Thomas Heald, Scott Stewart, and Robert Eads, who have demonstrated their commitment to the firm's success over the years. With their comprehensive expertise and dedication to exceptional client service, Eads & Heald Wealth Management has earned a stellar reputation in the wealth management industry.

Howard Capital Management, Inc. is a reputable regional investment advisory firm headquartered in Roswell, GA. With a team of 41 dedicated professionals, they provide a comprehensive range of investment advisory services to clients. Out of their talented workforce, 25 individuals specialize in delivering exceptional investment guidance. With an impressive average of approximately $196,690,000 in assets under management per investment advisor, Howard Capital Management stands above the industry average, demonstrating their expertise in managing clients' financial portfolios. The firm's compensation structure is diverse and tailored to meet clients' specific needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a payment method that aligns with their preferences and investment goals. With over 9,560 individual clients, Howard Capital Management oversees an impressive sum of over $4,530,860,000 in assets under management. Notably, nearly half of these assets are derived from employer 401Ks or individuals, reflecting the firm's strong presence and experience in this segment. Furthermore, Howard Capital Management prides itself on providing discretionary management, offering clients peace of mind by taking full responsibility for investment decisions. Howard Capital Management operates from three offices across the region, further establishing their commitment to serving clients effectively. The firm boasts a team of experienced advisors, including notable figures such as Nathan Simpson, Byron Preuss, and Ronald Howard. Their extensive tenure with the firm demonstrates their deep understanding of the industry and the trust they have earned from their clients. With their exceptional team, proven track record, and client-centric approach, Howard Capital Management, Inc. is a reliable partner for individuals and employers seeking comprehensive and expert investment advisory services.

Daner Wealth Management, LLC, headquartered in Alpharetta, GA, is a small investment advisory firm with a dedicated team of two experienced professionals. With an average of $120,060,000 in assets under management per investment advisor, their expertise in providing investment advisory services is well-regarded in the industry. The firm's compensation structure includes various types, such as a percentage of assets under management. With over 140 individual clients and more than $138,230,000 in assets under management, Daner Wealth Management, LLC demonstrates its ability to build trust and manage substantial portfolios effectively. Notably, approximately half of their assets under management are sourced from employer 401Ks and individuals, reflecting their solid reputation and expertise in this particular area. As a firm, Daner Wealth Management, LLC focuses on discretionary asset management, overseeing 74% of the assets they manage. This approach allows them to implement investment strategies and make informed decisions on behalf of their clients, ensuring the alignment of their portfolios with individual financial goals and risk tolerance. With a single office, the company emphasizes personalized attention and close relationships with their clients. Kellie Borror and Marc Daner, two of the longest-tenured registered advisors, contribute their extensive knowledge and expertise to the success of the firm. Daner Wealth Management, LLC continues to serve its clients with integrity, professionalism, and a commitment to helping individuals and organizations navigate the complexities of wealth management.