Trademark Capital Management Inc. is a highly reputable investment advisory firm headquartered in Watkinsville, GA. With two offices, they have established themselves as a trusted partner in managing investment portfolios for over 310 individual clients. With a remarkable $202,933,000 in assets under management, Trademark Capital Management Inc. demonstrates their expertise in the financial industry. Notably, approximately half of their assets under management stem from employer 401Ks and individuals, reflecting their extensive experience in this specific area. Moreover, Trademark Capital Management Inc. distinguishes itself by exclusively offering discretionary asset management services, ensuring that their clients' investments receive the utmost attention and care. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This versatility allows clients to choose the most suitable arrangement for their financial needs. Trademark Capital Management Inc. prides itself on its talented team of professionals. With seven dedicated employees, two of whom specialize in investment advisory services, they deliver personalized and tailored financial guidance. Their average assets under management per investment advisor amount to an impressive $101,470,000, aligning with the industry average. Among Trademark Capital Management Inc.'s notable advisors are David Denham, Joseph Ezernack, and Donald Beasley, who boast an extensive tenure with the firm. Their expertise, along with the collective knowledge of the team, contributes to the firm's exceptional reputation and success in the investment advisory field.

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.

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.

Stokes Capital Advisors, LLC is a leading investment advisory firm based in Greenwood, SC. With over 150 individual clients and a remarkable $362,895,000 in assets under management, they have established themselves as a trusted partner in wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. The company's approach is built on the principle of discretion, as 100% of the assets they manage are handled with the utmost care and expertise. Committed to delivering exceptional financial solutions, Stokes Capital Advisors, LLC maintains a diverse compensation structure that includes a percentage of assets under management. With their two skilled employees, one of whom specializes in investment advisory services, the firm boasts an impressive average of approximately $362,900,000 in assets under management per investment advisor, surpassing industry standards. Taylor Stokes, a highly experienced registered advisor, has been with the company since 2015, contributing to their long-standing reputation for excellence. At Stokes Capital Advisors, LLC, clients can expect personalized attention and a comprehensive understanding of their unique financial goals. With a dedication to providing tailored investment strategies and maintaining the highest level of professionalism, they strive to help their clients achieve long-term financial success. As a small investment advisory firm, Stokes Capital Advisors, LLC combines the resources of a larger institution with the personalized service and attention to detail that only a boutique firm can offer.

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.

Family Legacy, Inc. is a highly reputable investment advisory firm based in Greenville, SC. With a team of 10 dedicated professionals, they specialize in providing top-notch investment advisory services to their clients. With an impressive average of $443,720,000 in assets under management per investment advisor, they surpass the industry average, reflecting their expertise and success in managing substantial portfolios. The compensation structure at Family Legacy, Inc. is designed to align the interests of both the firm and its clients. Advisors receive a percentage of the assets under management, ensuring their commitment to the long-term success of their clients' investments. Additionally, performance-based fees are implemented to incentivize exceptional results and provide further value to their clients. Boasting a diverse client base, Family Legacy, Inc. serves over 200 individuals, with assets under management exceeding $259,936,000. While 401K and individual accounts make up less than 30% of their managed assets, they possess the capability to effectively manage employer funds, broadening their range of services. As a testament to their expertise and dedication, Family Legacy, Inc. manages 92% of the assets under their care on a discretionary basis. This discretionary approach allows them to make informed investment decisions on behalf of their clients, ensuring a tailored and proactive investment strategy. Located in Greenville, SC, Family Legacy, Inc. operates from a single office, serving clients both locally and beyond. The firm takes pride in its experienced team, including long-tenured advisors such as Patrice Sebastian, William Brown, and Christopher Brown, who bring a wealth of knowledge and insight to their clients' investment journeys.

Novus Advisors, a prominent investment advisory firm, operates out of Greenville, SC and serves a diverse client base. With a remarkable track record, Novus Advisors manages over $174,682,000 in assets, catering to more than 240 individual clients. As a local firm with a strong presence, they boast four offices strategically located throughout the region. Although 401K and individual accounts make up less than 30% of their assets under management, Novus Advisors possesses the expertise and capability to effectively handle employer funds. Remarkably, 61% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Novus Advisors' compensation structure is flexible and includes various types, such as a percentage of assets under management. The firm prides itself on its team of professionals, with a total of seven dedicated employees. Five of these individuals specialize in providing top-notch investment advisory services, ensuring clients receive personalized attention and tailored investment strategies. Among the notable members of the Novus Advisors team are John Riggs, Christopher Connelly, and Jennifer Belshe, who bring extensive experience and expertise to the firm. With an average of approximately $34,940,000 in assets under management per investment advisor, the team demonstrates their commitment to delivering outstanding results for their clients. Novus Advisors stands as a trusted partner for individuals seeking reliable and comprehensive investment guidance. Their commitment to excellence, combined with their local presence and experienced team, has solidified their position as a leading investment advisory firm in Greenville, SC.

Global View Investment Advisors, LLC, headquartered in Greenville, SC, is a highly respected investment advisory firm with a global reach. With a total of 8 employees, including 3 dedicated investment advisors, Global View provides comprehensive wealth management services to a diverse clientele. Leveraging their expertise and experience, they manage an impressive average of approximately $303,440,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is multi-faceted, incorporating various methods such as a percentage of assets under management, ensuring their interests align with their clients' financial goals. Global View boasts a substantial client base, serving over 440 individuals with assets under management totaling over $381,505,000. While a significant portion of their assets is devoted to high-net-worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With an impressive discretionary asset management ratio of 97%, Global View Investment Advisors, LLC maintains a hands-on approach to tailor investment strategies and continuously adapt to market conditions. The firm operates from two well-established offices and takes pride in their team's longevity, with Richard Simonson, Jonathan Wiles, and Kenneth Moore among the longest-tenured advisors. Global View Investment Advisors, LLC distinguishes itself as a premier investment advisory firm, combining comprehensive financial guidance, exceptional expertise, and a commitment to delivering outstanding results for their discerning clients.

Foster Victor Wealth Advisors, based out of Greenville, SC, is a prominent local investment advisory firm with a solid track record. With 30 employees, 19 of whom are dedicated to providing exceptional investment advisory services, Foster Victor has established itself as a trusted partner in managing wealth. On average, each investment advisor oversees approximately $95,030,000 in assets under management, a figure that aligns with the industry average. With over $1,243,196,000 in assets under management, Foster Victor serves a diverse clientele of more than 890 individual clients. Primarily catering to high net worth individuals, they demonstrate their expertise in managing substantial wealth. While a smaller portion of their assets under management is allocated to 401K and individual accounts, Foster Victor possesses the capability to effectively handle employer funds. At Foster Victor Wealth Advisors, 79% of the assets they manage are under discretionary management, showcasing their proficiency in making informed investment decisions on behalf of their clients. Additionally, they offer insurance brokerage services, further enhancing their comprehensive approach to wealth management. With its main office located in Greenville, SC, Foster Victor boasts a team of experienced advisors. Some of the longest-tenured and highly respected professionals at the firm include Randall Baughman, Robert Victor, and Erik Mizell. Foster Victor Wealth Advisors is committed to delivering personalized financial solutions tailored to the unique needs of each client. With their extensive industry knowledge and dedication to excellence, they continue to build a reputation as a trusted and reliable partner in wealth management.

Ballentine Capital Advisors, Inc. is a reputable investment advisory firm headquartered in Greenville, SC, boasting a solid presence with two office locations. With a total of three dedicated employees, Ballentine Capital Advisors, Inc. delivers exceptional investment advisory services to a diverse range of clients. Benefiting from their expertise and astute financial insights, Ballentine Capital Advisors, Inc. manages an impressive average of approximately $62,620,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is multifaceted, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Renowned for their proficiency in the employer 401K and individual investment sectors, Ballentine Capital Advisors, Inc. acquires roughly half of their assets under management from these sources, exemplifying their deep knowledge and experience in this space. Moreover, the firm holds full discretionary control over 100% of the assets entrusted to their care. With a substantial client base exceeding 240 individuals, Ballentine Capital Advisors, Inc. effectively manages over $187,874,000 in assets under management. The firm takes pride in its team of highly tenured advisors, including seasoned professionals such as Anne Thompson, Anthony Colancecco, and James Ballentine, who have contributed significantly to the firm's success and earned the trust of their clients. Operating with a commitment to excellence, Ballentine Capital Advisors, Inc. continues to provide expert investment advisory services, offering personalized financial strategies tailored to their clients' specific needs and goals.

Match Grade Advisors, a local investment advisory firm based out of Greenville, SC, is dedicated to providing exceptional financial guidance to individuals and businesses alike. With a team of five highly skilled professionals, Match Grade Advisors offers comprehensive investment advisory services tailored to meet the unique needs and goals of their clients. The firm's commitment to excellence is evident in their impressive average assets under management per investment advisor, which stands at approximately $178,330,000, surpassing the industry average. This showcases their ability to effectively manage substantial portfolios and deliver outstanding results. Match Grade Advisors serves a diverse clientele, boasting over 190 individual clients with a combined total of more than $214,886,000 in assets under management. While they specialize in managing discretionary assets, they also possess the capability to handle employer funds, making them a versatile choice for businesses seeking expert financial management. With two office locations, Match Grade Advisors ensures convenient access to their services for clients in the Greenville area. The firm takes pride in the expertise and experience of its advisors, several of whom have been with the company for a considerable duration. Notable names among the longest-tenured advisors include Eric Elkins, Ray Welch, and James Vaughan. Match Grade Advisors' compensation structure incorporates various types, including a percentage of assets under management, ensuring alignment of interests and a commitment to delivering value to their clients. Through their unwavering dedication and comprehensive financial solutions, Match Grade Advisors continues to establish themselves as a trusted and reliable partner in the realm of investment advisory services.