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.

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.

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.

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.

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.

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.

Financial Innovations, LLC is a small investment advisory firm based in Atlanta, GA, dedicated to providing innovative financial solutions to its clients. With a total of eight employees, two of whom are experienced investment advisors, the firm offers personalized attention and expertise. Impressively, each investment advisor at Financial Innovations, LLC manages an average of approximately $26,300,000 in assets under management, demonstrating their proficiency in handling substantial portfolios. The firm's compensation structure includes options such as a percentage of assets under management, ensuring a mutually aligned approach to client success. With over 170 individual clients and a total of more than $308,283,000 in assets under management, Financial Innovations, LLC has earned a reputation for effectively managing assets, primarily for high-net-worth individuals. While 401K and individual accounts represent less than 30% of their assets, the firm possesses the capability to manage employer funds. Financial Innovations, LLC is committed to delivering cutting-edge financial strategies and solutions, designed to meet the unique needs of their clients. Their expertise and innovative approach enable them to navigate the complexities of the financial landscape. Operating from a single office in Atlanta, GA, Financial Innovations, LLC ensures personalized service and accessibility for their clientele. The firm takes pride in its long-tenured registered advisors, including Laura Schilling and Charles Goldberg, who bring extensive experience and knowledge to their clients' financial goals. In summary, Financial Innovations, LLC is a trusted investment advisory firm, dedicated to providing innovative financial solutions to their clients.

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.

Collective Wealth Partners, LLC, a reputable investment advisory firm headquartered in Atlanta, GA, has established itself as a trusted partner in wealth management. With over 150 individual clients and an impressive $24,847,000 in assets under management, Collective Wealth Partners has built a solid foundation of expertise and success. Operating from three strategically located offices, the firm caters to a diverse range of clients, offering personalized investment solutions tailored to their specific needs. Distinguishing itself in the industry, Collective Wealth Partners possesses extensive experience in managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. A remarkable 91% of the firm's managed assets are discretionary, reflecting their clients' confidence in their expertise and decision-making capabilities. The compensation structure at Collective Wealth Partners is flexible, including various models such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that best suits their preferences and financial goals. With a team of four highly qualified professionals, each providing exceptional investment advisory services, Collective Wealth Partners delivers comprehensive wealth management solutions. The average assets under management per investment advisor amount to an impressive $6,210,000, highlighting their commitment to providing personalized attention and guidance to each client. Among the firm's notable advisors are Kamila Elliott, Shardea Ages, and Emma Foulkes, who boast extensive tenure and expertise in the field. Their combined knowledge and commitment contribute to Collective Wealth Partners' continued success in helping clients achieve their financial objectives.

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.