Odyssey Personal Financial Advisors, LLC, headquartered in Roswell, GA, is a distinguished small investment advisory firm with a strong reputation in the industry. With over 190 individual clients and more than $229,300,000 in assets under management, they have successfully established themselves as a trusted partner for their clients' financial needs. A significant portion of Odyssey Personal Financial Advisors' assets under management are derived from employer 401Ks and individual portfolios, demonstrating their expertise in these areas. In fact, 93% of the assets they manage are discretionary, showcasing their ability to navigate complex investment landscapes and make informed decisions on behalf of their clients. The firm's compensation structure is designed to offer flexibility and align their interests with their clients'. They employ various fee models, including a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose the most suitable arrangement for their financial goals. With a dedicated team of five employees, three of whom provide investment advisory services, Odyssey Personal Financial Advisors ensures personalized attention to their clients' unique needs. On average, each investment advisor manages approximately $76,430,000 in assets, which is consistent with industry standards. One notable aspect of Odyssey Personal Financial Advisors is the tenure of their advisors. Anne Simpson, Roman Shlyakhetko, and Robert Fezza have been with the firm for an extensive period, contributing their expertise and experience to the success of the company. Odyssey Personal Financial Advisors, LLC stands ready to guide individuals and organizations in managing their finances, providing sound advice and strategic solutions to help them achieve their long-term financial goals.

Asset Management Group is a reputable investment advisory firm located in Cartersville, GA. With a dedicated team of four employees, including two experienced investment advisors, the company offers comprehensive asset management services. With an impressive average of approximately $11,990,000 in assets under management per investment advisor, Asset Management Group has established itself as a trusted partner for clients seeking to grow and protect their investments. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management and performance-based fees. This approach ensures that the company's interests are aligned with those of its clients, fostering a strong commitment to delivering optimal results. Asset Management Group serves a broad client base of over 360 individuals, managing assets totaling more than $103,353,000. Their expertise in employer 401Ks and individual investments is particularly noteworthy, as these sources account for roughly half of the assets under management. With a remarkable 96% of the assets they manage being discretionary, clients can trust Asset Management Group to make informed decisions on their behalf. Andrew Nida and Moise Piram, two of the firm's longest-tenured registered advisors, contribute invaluable knowledge and expertise to the team. Their dedication to providing exceptional service and sound financial advice has contributed to the firm's continued success. Located in Cartersville, GA, Asset Management Group operates from a single office, ensuring close collaboration and personalized attention for each client. The company's commitment to professionalism, integrity, and client satisfaction makes them a standout choice for individuals seeking reliable asset management services in the Cartersville area.

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.

Henssler Financial, a regional investment advisory firm based in Kennesaw, GA, has established itself as a trusted partner for individuals seeking comprehensive financial management. With over 740 individual clients and an impressive $2,639,365,000 in assets under management, Henssler Financial has built a solid reputation for delivering personalized solutions tailored to meet their clients' unique financial goals. Operating from two well-equipped offices, Henssler Financial offers a range of services, including accounting and financial advisory. While they excel in managing employer funds, they also handle 401K and individual accounts, accounting for less than 30% of their assets under management. Notably, a significant 82% of the assets they manage are discretionary, reflecting their expertise in providing strategic guidance to high net worth individuals. Henssler Financial's compensation structure is designed to accommodate diverse client needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of 91 employees, including 36 investment advisory professionals, Henssler Financial ensures that clients receive focused attention and expert guidance. On average, each investment advisor manages approximately $73,320,000 in assets under management, aligning with industry standards. The firm takes pride in its experienced team, boasting some of the industry's longest-tenured advisors. Notable figures such as Gene Henssler, Shari Santell, and William Lako contribute to the firm's success by leveraging their extensive knowledge and expertise to deliver exceptional client service. Overall, Henssler Financial stands out as a reputable investment advisory firm committed to providing comprehensive financial solutions, backed by a track record of success and a strong focus on client satisfaction.

Eads & Heald Wealth Management is a highly regarded investment advisory firm based in Atlanta, GA. With six dedicated professionals, they specialize in providing exceptional wealth management services to a diverse clientele. Four of their skilled advisors offer expert investment advice, ensuring clients receive personalized strategies tailored to their financial goals. Impressively, Eads & Heald manages an average of $948,930,000 in assets per investment advisor, surpassing the industry average. Their compensation structure includes various models such as a percentage of assets under management and performance-based fees, emphasizing their commitment to delivering outstanding results for their clients. Catering primarily to high-net-worth individuals, Eads & Heald oversees more than $235,612,000 in assets for over 160 individual clients. Although a majority of their managed assets are dedicated to high-net-worth individuals, they also possess the expertise to handle employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. Notably, all assets entrusted to the firm are managed on a discretionary basis, allowing for agile decision-making and timely execution. Eads & Heald Wealth Management maintains a single office in Atlanta, GA, and boasts a team of seasoned advisors, including Thomas Heald, Scott Stewart, and Robert Eads, who have demonstrated their commitment to the firm's success over the years. With their comprehensive expertise and dedication to exceptional client service, Eads & Heald Wealth Management has earned a stellar reputation in the wealth management industry.

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.

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.

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.

American Financial Advisors, LLC, based out of Marietta, GA, is a highly reputable local investment advisory firm. With over 650 individual clients and more than $777,097,000 in assets under management, they possess a wealth of experience in the financial industry. Serving clients throughout the region, American Financial Advisors specializes in managing assets for high-net-worth individuals. Despite 401K and individual accounts constituting less than 30% of their assets under management, the firm is fully equipped to handle employer funds. They offer discretionary management for 100% of the assets they oversee, providing clients with comprehensive and personalized financial solutions. With a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, American Financial Advisors ensures that their clients receive tailored and transparent services that align with their unique needs and preferences. Committed to excellence, American Financial Advisors boasts a team of seven dedicated professionals, five of whom specialize in providing investment advisory services. With an impressive average of approximately $155,420,000 in assets under management per investment advisor, the firm surpasses the industry average, reflecting their expertise and commitment to delivering exceptional results. Among their accomplished team, Michael Stark and Michael Coelho stand out as two of the firm's longest-tenured registered advisors. Their extensive knowledge and experience contribute to American Financial Advisors' reputation as a trusted partner in helping clients achieve their financial goals.

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.

Howard Capital Management, Inc. is a reputable regional investment advisory firm headquartered in Roswell, GA. With a team of 41 dedicated professionals, they provide a comprehensive range of investment advisory services to clients. Out of their talented workforce, 25 individuals specialize in delivering exceptional investment guidance. With an impressive average of approximately $196,690,000 in assets under management per investment advisor, Howard Capital Management stands above the industry average, demonstrating their expertise in managing clients' financial portfolios. The firm's compensation structure is diverse and tailored to meet clients' specific needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a payment method that aligns with their preferences and investment goals. With over 9,560 individual clients, Howard Capital Management oversees an impressive sum of over $4,530,860,000 in assets under management. Notably, nearly half of these assets are derived from employer 401Ks or individuals, reflecting the firm's strong presence and experience in this segment. Furthermore, Howard Capital Management prides itself on providing discretionary management, offering clients peace of mind by taking full responsibility for investment decisions. Howard Capital Management operates from three offices across the region, further establishing their commitment to serving clients effectively. The firm boasts a team of experienced advisors, including notable figures such as Nathan Simpson, Byron Preuss, and Ronald Howard. Their extensive tenure with the firm demonstrates their deep understanding of the industry and the trust they have earned from their clients. With their exceptional team, proven track record, and client-centric approach, Howard Capital Management, Inc. is a reliable partner for individuals and employers seeking comprehensive and expert investment advisory services.

Incompass Financial Partners, LLC, headquartered in Marietta, GA, is a reputable investment advisory firm with a strong presence in the financial services industry. With a client base of over 260 individuals, the company manages an impressive $119,283,000 in assets. Boasting a proven track record, Incompass Financial Partners, LLC has garnered extensive experience in the management of employer 401Ks and individual investments, constituting around half of their assets under management. The firm takes pride in offering personalized, discretionary financial solutions to its valued clients. Led by a team of skilled professionals, Incompass Financial Partners, LLC comprises a total of seven employees, four of whom specialize in providing comprehensive investment advisory services. Their compensation structure is diverse, including a percentage-based model tied to assets under management. With an average of approximately $29,820,000 in assets under management per investment advisor, the firm ensures a high level of expertise and attention to each client's unique financial needs. The longevity of the firm is reinforced by the presence of seasoned advisors such as Austin Downum, Trevor Yochum, and Karen Vining, who have contributed significantly to Incompass Financial Partners, LLC's success. With their deep industry knowledge and commitment to client satisfaction, the firm continues to build lasting relationships while delivering exceptional financial guidance. Incompass Financial Partners, LLC remains dedicated to assisting clients in achieving their financial goals and securing a prosperous future.