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.

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.

Carson Advisory Group, headquartered in Athens, GA, is a highly reputable investment advisory firm catering to a diverse client base. With a comprehensive range of financial services, they effectively manage over $600,243,000 in assets under management for more than 580 individual clients. While specializing in high net worth individuals, Carson Advisory Group also possesses the expertise to handle employer funds. With a dedicated team of eight experienced professionals, all solely focused on providing exceptional investment advisory services, Carson Advisory Group ensures personalized attention and tailored strategies to meet each client's unique financial goals. The firm's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, catering to clients' individual needs. Carson Advisory Group distinguishes itself through its discretionary management approach, overseeing 87% of the assets they manage. This discretionary authority allows the firm to make investment decisions on behalf of their clients, fostering a high level of trust and confidence. Benefiting from an industry-average average of approximately $75,030,000 in assets under management per investment advisor, Carson Advisory Group upholds their commitment to delivering sound financial advice and maintaining strong client relationships. Notably, the firm boasts several seasoned advisors, including Kevin Wilson, Richard Chester, and Robert Carson, who have provided valuable expertise and guidance to clients for many years. As a local investment advisory firm with deep roots in the Athens community, Carson Advisory Group continues to exemplify their commitment to empowering clients and helping them achieve their financial objectives through prudent investment strategies and dedicated service.

Ger Loftin Wealth Advisors, LLC is a reputable local investment advisory firm based out of Johns Creek, GA. With their main office in the area, they are conveniently positioned to serve their clients in a personalized and efficient manner. The firm boasts a team of six dedicated professionals, with five of them specializing in providing comprehensive investment advisory services. At Ger Loftin Wealth Advisors, LLC, they have established themselves as trusted advisors, managing an impressive average of approximately $40,710,000 in assets under management per investment advisor. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. While the firm handles a diverse portfolio, it is noteworthy that less than 30% of their assets under management are allocated to 401K and individual accounts. However, Ger Loftin Wealth Advisors, LLC possesses the expertise and capability to effectively manage employer funds, providing reliable investment strategies to maximize returns. Ger Loftin Wealth Advisors, LLC primarily caters to high-net-worth individuals, effectively managing a significant portion of their wealth. With over 220 individual clients, the firm currently oversees an impressive $203,575,000 in assets under management. Their commitment to delivering exceptional financial services is exemplified by the presence of highly experienced advisors, including Keir Pienaar, James Loftin, and David Harvey, who have been with the firm for an extended period. In addition to their investment advisory services, Ger Loftin Wealth Advisors, LLC also operates as a registered representative of a broker-dealer, further expanding their capabilities and offerings to meet the diverse needs of their clientele.

Bison Advisors is a local investment advisory firm based out of Hartwell, GA, with four offices. With 15 dedicated employees, including experienced advisors such as William Ham, Blake Schaper, and Lane Turner, Bison Advisors offers a comprehensive range of investment advisory services to its clients. The firm prides itself on its expertise in managing assets under management (AUM), with an impressive average of $40,610,000 per investment advisor. With over $454,279,000 in AUM, Bison Advisors caters to more than 1,320 individual clients. Their extensive experience in handling employer 401Ks and individual assets makes them a trusted partner in this space. Bison Advisors' compensation structure is flexible, offering various options such as a percentage of AUM, hourly charges, and fixed fees. This allows clients to choose a payment model that suits their specific needs and preferences. One of the firm's strengths lies in its discretionary management of assets, with approximately 62% of the assets they manage falling under this category. This approach provides clients with the convenience of delegating investment decisions to the experienced team at Bison Advisors. With a commitment to personalized service and a deep understanding of the local market, Bison Advisors has established itself as a reliable and reputable investment advisory firm in Hartwell, GA. Their four offices serve as accessible hubs for clients seeking expert guidance and tailored investment solutions.

Cornerstone Management, Inc. is a premier local investment advisory firm based out of Duluth, GA, with a reputation for excellence and a client-centric approach. With over 160 individual clients, they oversee a substantial portfolio of assets, currently valued at over $1,344,939,000. As a leading player in the financial industry, Cornerstone Management, Inc. operates a single office, strategically positioned to serve the needs of their diverse clientele. Dedicated to providing tailored investment solutions, Cornerstone Management, Inc. offers a comprehensive range of services designed to meet each client's unique financial goals. With 100% of their managed assets falling under discretionary management, clients entrust Cornerstone with full authority to make investment decisions on their behalf. The firm's compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with clients' interests. At Cornerstone Management, Inc., a team of 16 dedicated professionals works diligently to deliver exceptional advisory services. Six of these individuals specialize in investment advisory services, boasting impressive expertise and a deep understanding of the financial landscape. On average, each investment advisor manages approximately $224,160,000 in assets, surpassing industry standards. Notably, the firm's longstanding success can be attributed, in part, to the contributions of senior advisors Chad Crawford, Bryan Taylor, and Tamara Richwine, who bring their extensive experience and expertise to the table. With a commitment to integrity, personalized service, and exceptional results, Cornerstone Management, Inc. remains a trusted partner for individuals seeking astute financial guidance and successful wealth management strategies.

Elevate Wealth Advisory, Inc., a reputable investment advisory firm based in Athens, GA, is known for its expertise in managing substantial assets for a diverse range of clients. With a team of nine dedicated professionals, seven of whom specialize in providing investment advisory services, the firm boasts an impressive average of $134,100,000 in assets under management per advisor, surpassing industry standards. The compensation structure at Elevate Wealth Advisory, Inc. offers various options, including a percentage of assets under management, ensuring alignment with client goals and interests. The firm takes pride in its extensive client base, serving over 510 individual clients with a staggering $290,884,000 in assets under management. Notably, nearly half of their assets under management are derived from employer 401Ks and individuals, demonstrating the firm's notable expertise in this area. Elevate Wealth Advisory, Inc. has built a strong presence in the local market, with its single office serving as a hub for personalized financial guidance and investment strategies. The firm's longstanding success can be attributed, in part, to the dedication and expertise of key advisors, including Charles Vickery, Clarke Holt, and Cynthia Rosso, who have been with the firm for many years. Their extensive experience and commitment to client satisfaction have contributed to the firm's reputation as a trusted and reliable partner in wealth management. As Elevate Wealth Advisory, Inc. continues to navigate the ever-changing financial landscape, its focus remains on providing exceptional service, tailored solutions, and strategic advice to help clients elevate their wealth and achieve their financial goals.

Willis Investment Counsel Inc is a local investment advisory firm based out of Gainesville, GA, with one office. With a team of 11 dedicated professionals, including 6 investment advisors, the firm offers comprehensive investment advisory services. Backed by their extensive expertise, Willis Investment Counsel Inc manages a substantial portfolio, averaging approximately $563,510,000 in assets under management per investment advisor, surpassing the industry average. As a client-focused firm, Willis Investment Counsel Inc employs a diverse compensation structure that includes a percentage of assets under management, fixed fees, and other arrangements. Their commitment to delivering exceptional service is evident in the fact that 99% of the assets they manage are discretionary, allowing clients to trust their expertise and decision-making. The firm takes pride in serving over 40 individual clients, overseeing an impressive $3,381,042,000 in assets under management. The success and longevity of Willis Investment Counsel Inc can be attributed, in part, to the expertise and dedication of their longest tenured advisors. Among them are industry veterans such as Brett Slattery, Robert Willis, and Kelli Wright, who bring extensive experience and a deep understanding of the investment landscape to their clients. With a local presence and a reputation for providing high-quality investment advisory services, Willis Investment Counsel Inc is poised to continue its growth and deliver tailored solutions to meet the financial goals of its clients in Gainesville and beyond.

The Lloyd Group, based out of Suwanee, GA, is a prominent local investment advisory firm that operates from three strategically located offices. With a team of 13 dedicated professionals, including five expert investment advisors, they offer comprehensive advisory services to a diverse client base. Demonstrating their proficiency, The Lloyd Group manages an average of $50,330,000 in assets per investment advisor, which aligns with the industry standard. The firm's compensation structure comprises various methods, such as a percentage of assets under management, ensuring a mutually beneficial arrangement with their clients. Notably, The Lloyd Group excels in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. This indicates their extensive experience and expertise in this particular domain. Impressively, all assets managed by The Lloyd Group are under their full discretion, granting clients peace of mind and trust in their decision-making capabilities. The firm proudly boasts a robust client base of over 1,000 individuals, with a substantial $251,635,000 in assets under management, underscoring their established reputation and ability to generate favorable outcomes for their clients. The Lloyd Group prides itself on its team's longevity, with key advisors James Morris, Mark Lloyd, and Andrew Jones contributing their vast knowledge and experience to the firm's success. With their commitment to providing exceptional investment advisory services, The Lloyd Group continues to serve as a trusted partner for clients seeking reliable and effective wealth management solutions.

Elwood & Goetz is a reputable investment advisory firm based in Athens, GA, serving a diverse client base. With over 360 individual clients and more than $564,488,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from four well-equipped offices strategically located to provide convenient access to their clientele. While Elwood & Goetz specializes in managing discretionary assets, they also possess the expertise to handle employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, the firm is well-equipped to manage such portfolios effectively. With a focus on high net worth individuals, Elwood & Goetz caters to clients with substantial wealth management needs. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored choices to suit their financial goals. The firm employs a team of 21 skilled professionals, with 18 dedicated to providing investment advisory services. Their investment advisors boast an impressive average of approximately $31,360,000 in assets under management per advisor, highlighting their ability to handle significant portfolios efficiently. Elwood & Goetz takes pride in their experienced team, with notable long-tenured advisors including Lance Palmer, Lindsay Elwood, and Alden Shmerling. These seasoned professionals bring their wealth of knowledge and expertise to deliver exceptional financial guidance and personalized service to clients. With a strong track record, comprehensive services, and a commitment to client success, Elwood & Goetz continues to be a leading investment advisory firm in the Athens, GA area and beyond.

FAMILY WMS, LLC, a small investment advisory firm headquartered in Athens, GA, boasts an impressive track record in managing assets for high net worth individuals. With over 10 individual clients and a staggering $665,234,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from two offices and employs a total of 8 professionals, three of whom specialize in providing investment advisory services. Notably, Family Wms, LLC adopts a compensation structure that includes various forms of remuneration, such as a percentage of assets under management. This approach ensures alignment of interests and motivates the team to consistently deliver exceptional results. The firm's dedication to excellence is evident in their average of approximately $221,740,000 in assets under management per investment advisor, surpassing industry standards. With an emphasis on discretionary management, 49% of the assets they oversee are entrusted to their expertise and judgment. As a result, their clients benefit from a tailored and personalized approach to wealth management, designed to achieve their specific financial goals. Family Wms, LLC takes pride in their team of experienced professionals, with key members like Stephen House, Leslie Allen, and Scott Shows, who have been integral to the firm's success. Their long-standing tenure reflects the firm's commitment to fostering enduring client relationships and providing consistent value. Overall, Family Wms, LLC stands as a reputable investment advisory firm, leveraging their expertise and comprehensive services to optimize the financial well-being of their esteemed clients.