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.

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.

HHM Wealth Advisors, LLC is a reputable investment advisory firm based out of Chattanooga, TN. With 16 dedicated professionals on their team, including 11 experienced investment advisors, HHM Wealth Advisors offers comprehensive wealth management solutions to a diverse clientele. The firm boasts an impressive average of approximately $56,800,000 in assets under management per investment advisor, aligning well with the industry average. HHM Wealth Advisors' compensation structure incorporates various types, such as a percentage of assets under management, ensuring that their interests are aligned with those of their clients. With over 640 individual clients and an impressive $918,308,000 in assets under management, the majority of their portfolio is dedicated to serving high-net-worth individuals. Although 401K and individual accounts comprise less than 30% of their assets under management, HHM Wealth Advisors has the capability to effectively manage employer funds. Demonstrating their expertise and trust, a significant 96% of the assets they manage are under discretionary authority, indicating the high level of confidence their clients have in their investment strategies. Founded in Chattanooga, TN, HHM Wealth Advisors, LLC has established a strong local presence in the community. With one office location, they are well-positioned to serve their clients' needs. The firm takes pride in its long-tenured advisors, with Andrew Cook, Travis Hutchinson, and Salvatore Geraci being among the seasoned professionals who have contributed significantly to the firm's success and client satisfaction. HHM Wealth Advisors, LLC continues to be a trusted partner in helping clients achieve their financial goals.

Campbell Asset Management, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN. With a single office, the company is dedicated to providing exceptional investment advisory services. Led by a team of three skilled professionals, Campbell Asset Management, LLC possesses extensive expertise in managing assets and delivering valuable financial advice. On average, each investment advisor at Campbell Asset Management, LLC oversees a substantial $30,480,000 in assets under management. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Notably, a significant portion of their assets under management is derived from employer 401Ks and individual clients, highlighting their strong presence and proficiency in this area. Campbell Asset Management, LLC exercises discretionary control over an impressive 99% of the assets they manage, ensuring effective decision-making aligned with client objectives. With an extensive client base of over 110 individuals, they currently manage a total of $91,449,000 in assets under their careful stewardship. The firm prides itself on its enduring relationships with clients, fostered through the expertise and dedication of their long-serving advisors. Among their highly experienced team, Ashley Heck, James Campbell, and Ernest Gross stand out as some of the longest tenured advisors at Campbell Asset Management, LLC. Their unwavering commitment to delivering exceptional investment advisory services has contributed to the firm's solid reputation and continued success in the financial industry.

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.

Innovative Advisory Partners, LLC is a highly reputable investment advisory firm based in Hixson, TN. With a team of eight dedicated professionals, including six experienced investment advisors, they provide exceptional financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $2,400,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios. With over 230 individual clients and an impressive $170,000,000 in assets under management, Innovative Advisory Partners, LLC has built a strong foundation of trust and reliability within the industry. While their primary focus lies in serving high-net-worth individuals, they also possess the capability to effectively manage employer funds, offering comprehensive financial solutions to meet varying needs. Innovative Advisory Partners, LLC adopts a flexible compensation structure, which includes a percentage of assets under management. This model aligns their interests with their clients, ensuring a personalized approach and a commitment to achieving optimal results. With a sole office in Hixson, TN, Innovative Advisory Partners, LLC has established deep roots within the local community. Joe Franklin and Samuel Payne, two of the firm's longest-tenured registered advisors, exemplify the company's dedication to expertise and continuity. Their unwavering commitment to providing innovative investment strategies and exceptional client service sets them apart in the industry. Innovative Advisory Partners, LLC is known for its discretionary management style, ensuring clients' assets are expertly handled with full trust and confidence. As a leading local investment advisory firm, they continue to empower their clients to make informed financial decisions, navigate the complexities of the market, and achieve their long-term goals.

Tyner Capital Management Investment Counsel, Inc. is a small investment advisory firm headquartered in Signal Mountain, TN, with two offices. With over a decade of experience, the firm is led by Paul Tyner, one of the longest tenured registered advisors, who has been with the company since 2012. The firm currently has a total of two employees, with one dedicated to providing investment advisory services. Tyner Capital Management Investment Counsel, Inc. manages a substantial portfolio of assets, averaging approximately $76,680,000 per investment advisor, which falls within the industry average. The firm's compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. Catering primarily to high net worth individuals, Tyner Capital Management Investment Counsel, Inc. boasts over 30 individual clients, with a total of over $187,991,000 in assets under management. While the majority of their managed assets serve high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts comprise less than 30% of their total assets under management. As a discretionary investment advisory firm, Tyner Capital Management Investment Counsel, Inc. has full authority to make investment decisions on behalf of their clients. With their extensive industry experience and personalized approach, the firm strives to deliver tailored investment strategies and comprehensive financial guidance to help clients achieve their long-term financial goals.

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.

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.