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.

Jamison Private Wealth Management, Inc. is a small investment advisory firm based out of Milton, GA, with 1 office. With a team of 3 dedicated professionals, the firm specializes in providing comprehensive investment advisory services. Leveraging their expertise, they manage an impressive average of approximately $185,150,000 in assets per investment advisor, surpassing the industry average. At Jamison Private Wealth Management, Inc., their compensation structure offers flexibility to clients, including a percentage of assets under management and hourly charges. While less than 30% of their assets under management consist of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. An impressive 97% of the assets they oversee are discretionary, reflecting the trust and confidence their clients place in their expertise. The firm primarily serves high net worth individuals, managing the majority of their assets. Additionally, they extend their services to accountants or accounting firms, catering to their specific needs. With a robust client base, Jamison Private Wealth Management, Inc. proudly manages over 210 individual clients, with a staggering $555,459,000 in assets under management. Oscar Spain and Robert Jamison, two of the firm's longest tenured registered advisors, contribute their extensive experience and deep industry knowledge to further enhance the quality of service provided by Jamison Private Wealth Management, Inc. With their client-focused approach and commitment to excellence, the firm continues to thrive as a trusted partner in helping clients achieve their financial goals.

Wolverine Investment Advisors, LLC is a dynamic and client-focused investment advisory firm operating in Atlanta, GA. With its single office location, Wolverine Investment Advisors, LLC caters to a diverse range of clients, offering personalized financial solutions and expert guidance. Boasting a dedicated team of four professionals, including two seasoned investment advisors, they provide comprehensive investment advisory services to individuals and employer 401K plans. Known for their expertise in managing employer 401Ks and individual investments, Wolverine Investment Advisors, LLC has accumulated an impressive average of $900,000 in assets under management per investment advisor. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management. Notably, 50% of the assets under their management come from employer 401Ks and individuals, further establishing their competence in this sector. As a discretionary asset manager, Wolverine Investment Advisors, LLC exercises full authority over the assets they manage, ensuring efficient decision-making and responsive investment strategies. Currently, the firm serves over ten individual clients, skillfully overseeing their investments, which collectively amount to over $1,796,000 in assets under management. Committed to delivering excellent financial outcomes and fostering long-term relationships, Wolverine Investment Advisors, LLC combines their comprehensive knowledge of the investment landscape with a client-centric approach. With a solid track record and a strong commitment to their clients' financial success, they continue to thrive as a trusted investment advisory firm in Atlanta, GA.

Banyan Capital Management, Inc. is a small investment advisory firm based out of Atlanta, GA, specializing in managing assets for high net worth individuals. With a team of two dedicated employees, including experienced registered advisors Drew Estes and Malek Nabulsi, the firm provides comprehensive investment advisory services. Banyan Capital Management boasts an impressive average of approximately $192,620,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. With over 40 individual clients, Banyan Capital Management oversees more than $169,573,000 in assets under management. While the majority of these assets cater to high net worth individuals, the firm also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Banyan Capital Management prides itself on its discretionary management approach, with 100% of the assets it manages falling under this category. The firm's expertise extends to multiple investment strategies and asset classes, allowing them to provide tailored solutions to meet each client's financial objectives. With their primary office in Atlanta, Banyan Capital Management aims to deliver personalized and comprehensive investment advisory services, maintaining a strong commitment to their clients' long-term financial success.

Signature Wealth Management Group LLC is a prominent investment advisory firm headquartered in Atlanta, GA. With a singular office, they have established themselves as a trusted local entity. The firm boasts a talented team of 10 professionals, 5 of whom specialize in providing top-notch investment advisory services. With an average of approximately $65,210,000 in assets under management per investment advisor, Signature Wealth Management Group LLC maintains an average standing when compared to industry benchmarks. Their compensation structure is diversified, encompassing various types such as a percentage of assets under management and fixed fees. The firm's exceptional expertise in managing employer 401Ks and individual portfolios is evident, as approximately half of their substantial assets under management are sourced from these segments. Signature Wealth Management Group LLC exclusively manages discretionary assets, demonstrating their commitment to providing tailored and strategic investment solutions. Boasting a sizable client base of over 320 individuals, Signature Wealth Management Group LLC effectively oversees a staggering $326,057,000 in assets under management. The firm takes pride in its team of experienced advisors, with notable names like Russell Harris, Scott Bishop, and James Sims representing the firm's longstanding dedication to client success. Signature Wealth Management Group LLC has firmly established itself as a premier investment advisory firm in Atlanta, offering comprehensive financial solutions tailored to their clients' unique needs and goals. With their expertise and unwavering commitment to delivering exceptional service, the firm continues to empower individuals and businesses to achieve their financial objectives.

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.

Strickland Davis Advisors LLC is a small investment advisory firm headquartered in Marietta, GA. With a single office location, the firm is dedicated to providing comprehensive investment advisory services. The company boasts a team of three experienced professionals, all of whom specialize in offering expert guidance to clients seeking financial growth and security. With an impressive average of approximately $30,960,000 in assets under management per investment advisor, Strickland Davis Advisors LLC has established itself as a trusted partner in managing clients' wealth. The firm's compensation structure encompasses various methods, including a percentage of assets under management. While less than 30% of their assets under management come from 401K and individual accounts, Strickland Davis Advisors LLC possesses the capability to oversee employer funds. Their management approach is entirely discretionary, as 100% of the assets they handle fall under their discretion. Catering primarily to high-net-worth individuals, Strickland Davis Advisors LLC currently serves over 30 individual clients, whose combined assets under management exceed an impressive $92,878,000. The firm takes pride in its team's longevity, with Michael Strickland, Wayne Davis, and Kendyl Strickland as some of the longest-tenured advisors. Strickland Davis Advisors LLC distinguishes itself as a reliable and knowledgeable partner for individuals seeking personalized investment strategies and comprehensive financial planning. With a commitment to excellence and a wealth of experience, the firm continues to guide its clients toward their financial goals, ensuring their prosperity and peace of mind.

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.

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.

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.