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.

Primerica Advisors, based out of Duluth, GA, is a reputable national investment advisory firm operating across 1,647 offices nationwide. With a robust team of 3,449 dedicated employees, almost all of whom specialize in providing expert investment advisory services, Primerica Advisors excels in managing assets for a diverse range of clients. Their exceptional performance is evident, with an impressive average of approximately $2,070,000 in assets under management per investment advisor. The firm's compensation structure encompasses various types, including a percentage based on assets under management, ensuring a strong alignment of interests between advisors and clients. Primerica Advisors demonstrates its prowess in managing both employer 401(k) plans and individual portfolios, as over 80% of their assets under management consist of such accounts. With a 100% discretionary approach, the firm prides itself on the trust clients place in their expertise to make investment decisions on their behalf. Boasting an extensive client base, Primerica Advisors serves over 43,730 individual clients, skillfully overseeing a staggering $7,088,086,000 in assets under management. The firm's success can be attributed to its exceptional team, including experienced and long-tenured advisors like Barbara White, Catherine Haldeman, and Bernard Reitman, who have consistently provided valuable guidance to their clients. In a rapidly evolving financial landscape, Primerica Advisors stands out as a trusted partner, offering comprehensive investment advisory services, managing significant assets, and delivering exceptional results for their clients.

IFG Advisory, LLC is a leading regional investment advisory firm headquartered in Atlanta, GA. With an extensive network of 43 offices, they have established a strong presence in the financial services industry. Comprised of a dedicated team of 150 professionals, 68 of whom specialize in providing investment advisory services, IFG Advisory, LLC offers expert guidance and tailored financial solutions to their clients. With an impressive average of approximately $37,240,000 in assets under management per investment advisor, IFG Advisory, LLC demonstrates their commitment to delivering superior investment outcomes. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' unique needs. While the management of 401K and individual accounts constitutes a minority of their assets under management, IFG Advisory, LLC possesses the expertise and capability to efficiently oversee employer funds. Remarkably, 96% of the assets they manage are discretionary, reflecting their clients' confidence in their professional judgment. Catering predominantly to high-net-worth individuals, IFG Advisory, LLC serves a substantial client base of over 4,380 individuals with assets under management surpassing $2,532,642,000. The firm's longevity and success can be attributed, in part, to the seasoned expertise of their senior advisors. Esteemed professionals like John Bridgers, Donald Patrick, and Katherine Healy have established themselves as integral members of the firm, contributing to its continued growth and prosperity. IFG Advisory, LLC's commitment to delivering exceptional financial services, their comprehensive investment strategies, and their wealth of experience make them a trusted partner for individuals seeking to achieve their financial goals.

Capital Directions LLC, a local investment advisory firm based out of Atlanta, GA, is dedicated to providing comprehensive financial guidance and investment management services. With 25 total employees, they specialize in serving high net worth individuals and have over 1,200 individual clients. Their team of 11 experienced investment advisors assists clients in navigating the complexities of the financial market. With an average of approximately $92,600,000 in assets under management per investment advisor, Capital Directions LLC demonstrates competence compared to industry standards. They offer a diverse compensation structure, including a percentage of assets under management, ensuring a mutual alignment of interests with their clients. The firm manages an impressive total of over $3,860,426,000 in assets, with the majority being discretionary, demonstrating the trust placed in their expertise. Although 401K and individual accounts constitute less than 30% of their assets under management, Capital Directions LLC possesses the necessary capability to manage employer funds. Operating out of two offices, Capital Directions LLC leverages their local presence in Atlanta to provide personalized and accessible service to their clients. With Nathan Pritchard, one of the longest tenured registered advisors, having been with the firm since 2011, the team possesses a wealth of experience and knowledge. As a trusted partner in financial planning and investment management, Capital Directions LLC strives to empower their clients to achieve their financial goals and secure their long-term prosperity.

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.

Advisory Services Network is a reputable investment advisory firm headquartered in Atlanta, GA, boasting an extensive network of 85 offices. With a dedicated team of 212 professionals, almost all of whom specialize in investment advisory services, the firm has built a strong reputation in the industry. Advisory Services Network stands out with its impressive average of approximately $28,160,000 in assets under management per investment advisor. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm has established expertise in managing employer 401Ks and individual assets, which collectively account for around half of their total assets under management. Moreover, an impressive 99% of the assets they manage are handled on a discretionary basis, allowing for a proactive and customized approach to meet client goals. With a vast client base of over 9,520 individuals, Advisory Services Network manages an impressive $5,772,355,000 in assets. The firm takes pride in their exceptional team of advisors, some of whom have been with the company for many years. Notable among them are Eric Garrard, Helge Kallio, and David Paulukaitis, who bring a wealth of experience and expertise to the organization. Advisory Services Network's commitment to providing top-notch investment advisory services, combined with their extensive network, proven track record, and experienced professionals, make them a trusted partner for individuals and organizations seeking comprehensive financial guidance and wealth management 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.

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.

CMC Financial Group, LLC, a small investment advisory firm based in Atlanta, GA, specializes in managing assets for high net worth individuals. With over 140 individual clients and a total of $187,647,000 in assets under management, the firm provides personalized financial strategies tailored to each client's unique needs. While 401K and individual accounts make up less than 30% of their assets under management, CMC Financial Group, LLC possesses the capability to effectively manage employer funds. An impressive 79% of the assets they oversee are discretionary, allowing them to make investment decisions on behalf of their clients. With a compensation structure that includes a percentage of assets under management and fixed fees, the firm ensures its interests are aligned with their clients' success. CMC Financial Group, LLC maintains a team of four employees, three of whom provide expert investment advisory services. The firm's investment advisors boast an average of approximately $62,550,000 in assets under management per advisor, which falls within the industry average. CMC Financial Group, LLC takes pride in its team's extensive knowledge and experience in the financial industry. Notably, some of the longest-tenured advisors at the firm include Robert Catledge, Mark McCarthy, and Philip Catledge. These seasoned professionals bring a wealth of expertise and insight to their roles, further enhancing the firm's ability to deliver exceptional financial advice and investment management services.

1776 Wealth LLC, based out of Sandy Springs, GA, is a reputable small investment advisory firm catering to a diverse clientele. With over 30 individual clients and a substantial $235,277,000 in assets under management, they possess the experience and expertise to guide their clients towards financial success. The firm boasts a single office and also offers insurance brokerage services, enhancing their comprehensive approach to wealth management. While 401K and individual accounts account for less than 30% of their assets under management, 1776 Wealth LLC has the capacity to effectively manage employer funds. All of the assets they handle are under discretionary management, ensuring a high level of trust and confidence from their clients. The firm's compensation structure is versatile, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to tailor their services to meet the unique needs and preferences of each client. With a team of three dedicated employees, two of whom specialize in investment advisory services, 1776 Wealth LLC provides personalized attention and diligent support. Their average assets under management per investment advisor, totaling approximately $117,640,000, is on par with industry standards. A testament to their commitment to excellence, several of the firm's most tenured advisors include Charles Youngman, Sean O'Toole, and Deanna Suarez. Their combined expertise and industry knowledge contribute to the firm's stellar reputation in the financial advisory sector. Whether clients seek guidance for investment strategies, insurance solutions, or employer fund management, 1776 Wealth LLC is well-equipped to provide top-notch services that align with their clients' financial goals.

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.