Firethorn Wealth Partners, LLC is a reputable investment advisory firm headquartered in Augusta, GA. With one office location, the company is committed to providing comprehensive financial guidance and investment advisory services to individuals and organizations in the local community. The firm boasts a team of six talented professionals, five of whom specialize in investment advisory services. With an average of approximately $74,900,000 in assets under management per investment advisor, Firethorn Wealth Partners, LLC maintains an industry-average performance. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and goals. While 401K and individual accounts account for less than 30% of their assets under management, the company possesses the expertise and capability to efficiently manage employer funds. Notably, 65% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment strategies. Firethorn Wealth Partners, LLC proudly serves over 310 individual clients, effectively managing more than $374,507,000 in assets. The firm's success can be attributed, in part, to its team of experienced advisors, including the highly regarded Kevin Sweeney, Raymond Benjamin, and Melinda Mcree, who have demonstrated exceptional commitment and expertise during their tenure. With their unwavering dedication to providing personalized financial advice and reliable investment services, Firethorn Wealth Partners, LLC has established itself as a trusted partner for individuals and organizations seeking to build and safeguard their wealth.

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.

AP Wealth Management is a highly reputable investment advisory firm based out of Augusta, GA. With over 170 individual clients and an impressive $207,267,000 in assets under management, they have established themselves as a trusted partner in wealth management. With two offices, AP Wealth Management caters to a diverse client base, including employer 401Ks and individuals. Their expertise in managing discretionary assets is evident, as 98% of the assets they oversee fall under this category. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with client goals. Employing a dedicated team of seven professionals, AP Wealth Management has four investment advisors who provide expert advisory services. With an average of approximately $51,820,000 in assets under management per investment advisor, they maintain an industry-average standard. Notably, the firm prides itself on the tenure and experience of its advisors, with names like Thomas O'Gorman, William Fair, and Eugene Mcmanus standing out among the longest-serving professionals. AP Wealth Management's commitment to personalized service, industry expertise, and track record of success sets them apart in the competitive financial landscape. Clients can rely on their comprehensive wealth management solutions to navigate the complexities of the market and achieve their financial objectives effectively.

Calvary Wealth, LLC, headquartered in Augusta, GA, is a small investment advisory firm dedicated to providing comprehensive wealth management services. With two offices, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Led by Broadus Cleveland, one of their longest-tenured registered advisors, who has been with the firm since 2004, Calvary Wealth offers personalized solutions tailored to each client's unique financial goals. With a team of two employees, one of whom specializes in investment advisory services, Calvary Wealth ensures a focused and attentive approach to managing their clients' assets. Their impressive average of approximately $143,910,000 in assets under management per investment advisor surpasses the industry average, a testament to their expertise and success in delivering exceptional results. Calvary Wealth's compensation structure is flexible, including a percentage of assets under management, reflecting their commitment to aligning their interests with those of their clients. They currently serve over 30 individual clients, managing assets totaling more than $138,466,000. While the majority of their assets under management are for high net worth individuals, they also possess the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their portfolio. As a discretionary asset manager, Calvary Wealth exercises full authority over the assets they manage, allowing them to make investment decisions on behalf of their clients without seeking explicit approval. With their track record of excellence, personalized service, and dedication to financial success, Calvary Wealth, LLC stands out as a reputable and trusted investment advisory firm in the Augusta area.

Richard Young Associates, Ltd., based out of Augusta, GA, is a reputable local investment advisory firm specializing in managing assets and providing investment advisory services. With a total of 13 employees, the firm boasts a dedicated team of 6 experienced professionals who offer expert guidance and support to their clients. Each investment advisor at Richard Young Associates, Ltd. manages an average of $32,830,000 in assets, ensuring personalized attention and a high level of service. The firm's compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management and fixed fees. This ensures flexibility and aligns with the unique needs and preferences of their clients. Richard Young Associates, Ltd. is proud to have over 1,470 individual clients, entrusting them with more than $683,802,000 in assets under management. What sets Richard Young Associates, Ltd. apart is their extensive experience and success in managing employer 401Ks and individual assets. Approximately half of their assets under management come from this space, highlighting their expertise and strong track record in delivering results. With a single office in Augusta, Richard Young Associates, Ltd. remains committed to serving the local community and providing personalized, tailored financial solutions. The firm boasts a team of dedicated advisors, including Ryan Borders, Joshua Marbert, and Walter Marbert, who have demonstrated long-term commitment and expertise in the field. As a leading investment advisory firm, Richard Young Associates, Ltd. prides itself on offering discretionary management services, ensuring that every decision is made with the best interests of their clients in mind. With their comprehensive approach and commitment to client success, Richard Young Associates, Ltd. continues to be a trusted partner for individuals and employers seeking expert financial guidance.