MONTAG, a local investment advisory firm headquartered in Atlanta, GA, is renowned for its expertise in managing substantial assets for high net worth individuals. With over 130 individual clients and a staggering $2,212,201,000 in assets under management, Montag has solidified its position as a trusted partner in the financial industry. As a testament to their commitment to client satisfaction, Montag ensures that 99% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. With a team of 26 dedicated professionals, including 12 experienced investment advisors, Montag provides personalized and comprehensive financial solutions. Their advisors possess a deep understanding of the market and strive to deliver exceptional results. Notably, the firm boasts an impressive average of approximately $184,350,000 in assets under management per investment advisor, surpassing the industry average. Montag takes pride in its long-standing advisors, who contribute to the firm's success. The expertise and dedication of individuals like Benjamin Harris, Christine Quillian, and Olga Lee have solidified Montag's reputation as a trusted partner in wealth management. Overall, Montag's unwavering commitment to providing exceptional service, along with its impressive track record in managing substantial assets, makes it the go-to investment advisory firm for discerning clients in Atlanta and beyond.

Regent Peak Wealth Advisors, LLC is a small investment advisory firm headquartered in Atlanta, GA. With a team of eight dedicated professionals, they provide expert financial guidance to their discerning clientele. Four of their talented employees specialize in offering comprehensive investment advisory services, boasting an impressive average of $28,260,000 in assets under management per advisor. Regent Peak Wealth Advisors adopts a flexible compensation structure tailored to meet their clients' needs. Their fees include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparent and fair compensation practices. With over 50 individual clients, they manage an impressive portfolio of assets valued at more than $531,979,000. Notably, the majority of their managed assets belong to high-net-worth individuals. A distinctive aspect of Regent Peak Wealth Advisors' approach is their commitment to discretionary asset management. They possess full authority to make investment decisions on behalf of their clients, allowing for timely and strategic adjustments to optimize portfolio performance. At Regent Peak Wealth Advisors, LLC, their success stems from the expertise and dedication of their team. Noteworthy advisors with extensive tenure, including Nathan Hoyt, Kevin Manning, and Craig Robson, contribute invaluable experience to the firm's wealth management strategies. As a trusted partner in financial planning, Regent Peak Wealth Advisors empowers their clients to navigate the complexities of the investment landscape with confidence and achieve their long-term financial goals.

Ironridge Wealth Management, LLC is a reputable investment advisory firm based out of Atlanta, GA. With one office, they cater to a diverse range of clients, primarily high net worth individuals. The firm boasts a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services. Each advisor manages an average of $25,070,000 in assets under management, exhibiting their expertise in delivering exceptional financial solutions. Ironridge Wealth Management's compensation structure is designed to align the firm's success with that of their clients. They earn a percentage of the assets under management, ensuring a shared commitment to achieving optimal investment results. A notable aspect of their portfolio is the significant portion sourced from employer 401Ks and individuals, reflecting their profound experience and expertise in this field. With all of their managed assets being discretionary, Ironridge Wealth Management has full autonomy to make investment decisions on behalf of their clients. Their clientele includes over 90 individual investors, entrusting the firm with assets totaling more than $100,277,000. This impressive client base attests to the firm's ability to provide tailored financial strategies and deliver consistent value. Ironridge Wealth Management prides itself on its team of seasoned advisors. Patrick Ghosh, Alan Jeglinski, and Brian Stickney, among others, have demonstrated their long-standing commitment to the firm and its clients. Their experience and knowledge contribute to the firm's strong reputation and client satisfaction. Overall, Ironridge Wealth Management, LLC exemplifies a small yet influential investment advisory firm that excels in managing substantial assets for high net worth individuals and maintains a track record of success in the industry.

Chancellor Wealth Management, Inc., a small investment advisory firm based out of Atlanta, GA, caters to high net worth individuals seeking personalized financial guidance. With over 70 individual clients and a staggering $98,105,000 in assets under management, Chancellor Wealth Management, Inc. has established itself as a trusted partner in wealth management. Operating from a single office, the firm also offers insurance brokerage services, catering to clients' risk management needs. While their focus lies predominantly on discretionary management of assets, Chancellor Wealth Management, Inc. possesses the expertise to handle employer funds, making them a versatile choice for businesses seeking comprehensive financial solutions. The firm's compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to accommodate diverse client preferences. With a team of three dedicated professionals, including two experienced investment advisors, Chancellor Wealth Management, Inc. delivers personalized and informed advice to their discerning clientele. Each investment advisor oversees an average of approximately $49,050,000 in assets under management, demonstrating their ability to handle substantial portfolios. Herschel Clanton and Scott Clanton, two of the longest tenured registered advisors with the firm, contribute their extensive expertise and industry knowledge to enhance the quality of service provided. As Chancellor Wealth Management, Inc. continues to grow and thrive, their commitment to understanding clients' financial goals and tailoring strategies accordingly remains paramount. With a proven track record and a focus on high-quality service, the firm is well-equipped to guide individuals and businesses towards their financial aspirations.

Regimen Wealth, LLC is a small investment advisory firm based out of Atlanta, GA. With a team of six employees, four of whom specialize in providing investment advisory services, Regimen Wealth is dedicated to helping clients achieve their financial goals. The firm boasts an average of approximately $56,400,000 in assets under management per investment advisor, aligning with the industry average. Regimen Wealth's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned with those of their clients. The firm takes pride in serving over 110 individual clients, managing a total of more than $245,371,000 in assets. A significant portion of these assets is entrusted to Regimen Wealth by high-net-worth individuals, although they also possess the expertise to manage employer funds if needed. All of the assets under their management, totaling 100%, are discretionary, demonstrating the firm's comprehensive control and expertise in making investment decisions on behalf of their clients. Regimen Wealth's sole office is located in Atlanta, GA, where they have established themselves as a trusted partner in the financial industry. Regimen Wealth is known for its team of experienced advisors, including Jared Haubenstock, Aiki Altmets, and Ian Weinstein, who have demonstrated their commitment to the firm and its clients over the years. With their dedication and expertise, Regimen Wealth, LLC continues to provide tailored investment advisory services to clients seeking financial growth and security.

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.

Crawford Investment Counsel Inc, headquartered in Atlanta, GA, is a renowned regional investment advisory firm. With a single office, the company boasts a team of 53 dedicated professionals, of which 29 specialize in providing expert investment advisory services. Well above the industry average, their investment advisors manage an impressive average of $254,580,000 in assets. Crawford Investment Counsel Inc implements a diverse compensation structure, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. While their portfolio predominantly consists of assets other than 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, all of the assets entrusted to them are under their discretionary management, indicating a high level of trust and confidence from their clients. The firm takes pride in their extensive client base, serving over 980 individuals, with a staggering $7,382,737,000 in assets under their management. With an exceptional track record, Crawford Investment Counsel Inc has earned a reputation for providing top-notch financial guidance and expertise. Debra Disimone, David Crawford, and Milton Williams stand out as some of the most experienced and trusted advisors within the organization. Their tenure and expertise contribute significantly to the firm's continued success and enable them to provide unparalleled service to their diverse clientele. Crawford Investment Counsel Inc continues to excel as a regional investment advisory firm, offering comprehensive financial solutions and prudently managing assets to achieve long-term growth and prosperity for their valued clients.

Based in Atlanta, GA, The Keystone Financial Alliance, LLC is a small investment advisory firm dedicated to providing expert financial guidance and management services. With their sole office in Atlanta, they have established a strong presence in the local market. Comprising a total of four employees, two of whom are investment advisors, the firm maintains a focused and personalized approach to client relationships. Drawing from their extensive industry experience, The Keystone Financial Alliance, LLC manages an average of approximately $66,250,000 in assets per investment advisor, aligning with the industry standard. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options tailored to each client's needs. While 401K and individual accounts constitute less than 30% of their total assets under management, The Keystone Financial Alliance, LLC possesses the capability to oversee employer funds, showcasing their comprehensive expertise in managing various financial portfolios. Impressively, 98% of the assets they handle are under discretionary management, exemplifying their commitment to providing proactive and strategic investment guidance. The firm's client base primarily consists of high-net-worth individuals, serving over 70 individual clients who entrust them with a remarkable $132,491,000 in assets under management. Notably, Brian Henderson and Gaines Henderson, two of the longest-serving registered advisors, bring a wealth of knowledge and experience to the team, ensuring clients receive the highest level of professional service. With their exceptional track record and dedication to client success, The Keystone Financial Alliance, LLC continues to be a trusted partner for individuals seeking expert investment advisory services in Atlanta and beyond.

Cardea Capital Group, Inc., a small investment advisory firm headquartered in Atlanta, GA, is dedicated to providing comprehensive financial solutions to their esteemed clients. With over 40 individual clients and an impressive $2,633,802,000 in assets under management, Cardea Capital Group has proven their ability to manage substantial portfolios effectively. Operating from two offices, Cardea Capital Group offers personalized service and expertise to their diverse client base. While 4% of the assets they manage are discretionary, the firm employs a careful approach to decision-making to ensure optimal outcomes for their clients. Their compensation structure includes a variety of options, with a primary focus on a percentage of assets under management. This flexible approach allows Cardea Capital Group to align their interests with those of their clients. With a team of five employees, including four investment advisory professionals, the firm delivers exceptional service and expertise. Their investment advisors maintain an impressive average of approximately $658,450,000 in assets under management, which is significantly higher than the industry average. This demonstrates their ability to handle substantial portfolios and deliver superior value to their clients. Cristina Acosta and Daniela Emanuele are two of the firm's longest-tenured registered advisors, bringing their extensive knowledge and experience to the forefront. Their tenure reflects their commitment to building lasting client relationships and contributing to the success of Cardea Capital Group. As a trusted partner in financial management, Cardea Capital Group strives to help clients achieve their financial goals, leveraging their expertise and personalized approach. With a focus on delivering exceptional service, the firm continues to make a positive impact in the Atlanta, GA community.

Paces Ferry Wealth Advisors, LLC, a small investment advisory firm based out of Atlanta, GA, is dedicated to providing comprehensive wealth management services to their clients. With over 190 individual clients and an impressive $289,170,000 in assets under management, the firm has established a strong presence in the financial industry. At Paces Ferry Wealth Advisors, 88% of the assets they manage are discretionary, highlighting their expertise in managing investments on behalf of their clients. Specializing in serving high net worth individuals, the firm understands the unique financial needs and goals of this client segment. The compensation structure at Paces Ferry Wealth Advisors is flexible and client-centric, offering various options such as a percentage of assets under management and fixed fees. This approach ensures alignment with their clients' best interests and fosters a transparent relationship. With a team of five dedicated professionals, four of whom provide investment advisory services, Paces Ferry Wealth Advisors maintains a favorable ratio of investment advisors to clients. On average, each investment advisor oversees approximately $72,290,000 in assets under management, demonstrating their commitment to providing personalized attention and tailored solutions. The firm takes pride in its long-tenured advisors, including Nicholas Sturgis, Jeffrey Diamond, and Zachary Morris, who bring extensive industry experience and expertise to the table. Their collective knowledge, combined with the firm's client-centric approach, allows Paces Ferry Wealth Advisors to consistently deliver quality financial advice and help their clients achieve their financial objectives.

Builder Investment Group is a distinguished investment advisory firm located in Atlanta, GA. With over 90 individual clients, they boast an impressive $580,261,000 in assets under management. Their commitment to providing exceptional financial services has earned them a reputation as a trusted partner in wealth management. While their primary focus lies in managing high net worth individuals' assets, Builder Investment Group also possesses the expertise to oversee employer funds. All of the assets they manage are discretionary, ensuring that clients benefit from their extensive knowledge and experience in making investment decisions. Comprised of a talented team of professionals, Builder Investment Group employs five dedicated individuals, three of whom specialize in investment advisory services. Their compensation structure is designed to align the firm's success with that of their clients and includes various types such as a percentage of assets under management and fixed fees. Standing out from the competition, Builder Investment Group's investment advisors consistently achieve remarkable results, with an average of approximately $193,420,000 in assets under management per advisor. This level of performance surpasses the industry average, demonstrating their commitment to delivering exceptional outcomes for their clients. Within the firm, Dale Hajost and James Jackson stand as two of the longest-tenured registered advisors, exemplifying the depth of expertise and stability that Builder Investment Group offers its clients. With their headquarters in Atlanta, Builder Investment Group remains a reliable and respected partner for individuals seeking comprehensive wealth management services, leveraging their extensive experience to help clients achieve their financial goals.