Goepper Burkhardt LLC is a highly regarded investment advisory firm based in Greenville, SC. With over 40 individual clients and an impressive $240,946,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite being a small firm with only one office, Goepper Burkhardt LLC offers comprehensive services tailored to meet the diverse needs of their clientele. While the majority of their assets under management are discretionary, comprising 98% of the total, Goepper Burkhardt LLC also possesses the expertise to manage employer funds. Although 401K and individual accounts constitute less than 30% of their assets, they remain committed to providing exceptional service in all aspects of investment management. Goepper Burkhardt LLC follows a flexible compensation structure, incorporating various types of fees such as a percentage of assets under management and hourly charges. Their dedication to personalized financial solutions has earned them a loyal client base, particularly among high-net-worth individuals. With a total of four employees, including two dedicated investment advisors, Goepper Burkhardt LLC maintains an optimal client-to-advisor ratio. The firm's advisors boast extensive industry experience, with notable long-tenured professionals such as Robert Flink, John Burkhardt, and William Goepper. Their combined knowledge and expertise ensure that clients receive sound investment advice and exceptional service. On average, Goepper Burkhardt LLC manages approximately $120,470,000 in assets per investment advisor, aligning with the industry standard. As they continue to grow, the firm remains steadfast in its commitment to providing tailored investment strategies and delivering measurable results for their discerning clientele.

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.

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.

Norris Financial Group, LLC is a small investment advisory firm based out of Greenville, SC. With one office, they have established a strong presence in the local financial services industry. Led by a team of dedicated professionals, Norris Financial Group specializes in providing comprehensive investment advisory services to individuals and employer-sponsored 401K plans. With a total of four employees, three of whom are registered advisors, Norris Financial Group boasts a well-rounded team capable of delivering expert financial advice. Their advisors have an average of $55,040,000 in assets under management, aligning closely with the industry average. The firm offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Norris Financial Group has solid experience managing employer 401Ks and individual assets, which collectively make up approximately half of their assets under management. Their expertise in this area has earned them a reputation as a trusted partner in retirement planning and investment management. Furthermore, the firm prides itself on providing discretionary management for all of its clients, affording them a high level of trust and confidence in their investment decisions. With a client base exceeding 300 individuals, Norris Financial Group manages assets totaling over $165,117,000. Altman Norris and Calvin Davis, two of the firm's longest-tenured registered advisors, bring invaluable knowledge and experience to the team, ensuring that clients receive exceptional service and tailored investment strategies. Norris Financial Group, LLC is committed to helping individuals and businesses in the Greenville community achieve their financial goals through sound investment advisory services and personalized wealth management solutions.

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.

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.

Hardin Capital Partners, LLC, a small investment advisory firm based out of Greenville, SC, specializes in providing comprehensive financial solutions to its clients. With a single office, the firm boasts a dedicated team of three employees, with one of them exclusively offering investment advisory services. Hardin Capital Partners has gained a reputation for its impressive track record, managing an average of approximately $296,200,000 in assets per investment advisor, significantly surpassing industry standards. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges. Notably, their portfolio composition demonstrates a strong presence in the employer 401K and individual segments, collectively accounting for about half of the assets under management. Hardin Capital Partners excels in this space, backed by their extensive experience. Impressively, 67% of the assets managed by Hardin Capital Partners are under discretionary authority, signifying a high level of trust placed in their expertise. Serving a diverse clientele, the firm boasts over 360 individual clients, effectively overseeing a substantial sum of assets totaling over $296,200,000. Andrew Hardin, one of the firm's key figures, holds the distinction of being one of the longest-tenured registered advisors at Hardin Capital Partners, having been with the company since 2010. His expertise and commitment contribute to the firm's continued success and its ability to provide exceptional financial advisory services to its valued clients.

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.

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.

Wealth Management Advisors, LLC is a reputable investment advisory firm headquartered in Greenville, SC, with two conveniently located offices. With a total workforce of 8 dedicated professionals, 6 of whom specialize in providing comprehensive investment advisory services, Wealth Management Advisors, LLC has earned the trust of its clients in the local community and beyond. With an average of approximately $63,250,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Their compensation structure offers flexibility, encompassing a percentage of assets under management, fixed fees, and hourly charges, ensuring a tailored approach that suits clients' needs. While the firm manages less than 30% of its assets under management through 401K and individual accounts, it possesses the expertise to oversee employer funds effectively. Every asset under their management receives full discretion, enabling Wealth Management Advisors, LLC to exercise informed decision-making on behalf of their clients. With a substantial client base of over 540 individuals, the firm manages assets worth an impressive $379,472,000. Jennifer Osgood, David Herman, and Dan Wagner, among others, are some of the longest tenured and highly skilled advisors at the company, embodying the expertise and commitment to client success that defines Wealth Management Advisors, LLC. By providing personalized financial advice and wealth management solutions, Wealth Management Advisors, LLC has become a trusted partner for individuals seeking to secure their financial future. With their knowledge, experience, and dedication to client satisfaction, the firm continues to thrive as a leading investment advisory firm in Greenville, SC, and beyond.

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.

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.