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.

Impact Partnership Wealth, LLC, a well-established regional investment advisory firm based in Kennesaw, GA, has been at the forefront of providing comprehensive financial solutions to a wide range of clients. With 37 employees, including 33 dedicated to investment advisory services, they possess the expertise and resources to deliver exceptional results. The firm's investment advisors at Impact Partnership Wealth, LLC maintain an impressive average of approximately $38,490,000 in assets under management, demonstrating their commitment to personalized attention and meticulous portfolio management. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment with clients' best interests. With over 1,050 individual clients and assets under management exceeding $291,965,000, Impact Partnership Wealth, LLC has built enduring relationships based on trust and exceptional service. They have extensive experience managing both employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. The firm's commitment to discretion is reflected in the fact that 100% of the assets they manage are handled on a discretionary basis. This allows their skilled advisors to make informed investment decisions in line with clients' goals and risk tolerance. With 31 offices throughout the region, Impact Partnership Wealth, LLC maintains a strong local presence, serving clients with personalized attention and tailored financial strategies. The firm boasts a team of esteemed advisors, including Benjamin Smith, George Kurtz, and Edward Nolan, who have provided exceptional guidance and service to their clients over the years, contributing to the firm's success and reputation.

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.

Commonwealth Financial Planners Inc, based out of Roswell, GA, is a small investment advisory firm with a strong track record of success. With a total of four employees, including two experienced investment advisors, the firm offers a range of financial planning services to its clients. With an impressive average of approximately $754,270,000 in assets under management per investment advisor, Commonwealth Financial Planners Inc surpasses the industry average. The firm's compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees. With over 70 individual clients and more than $156,200,000 in assets under management, the firm primarily caters to high-net-worth individuals. Although 401K and individual accounts make up less than 30% of their assets under management, Commonwealth Financial Planners Inc possesses the capability to manage employer funds. Furthermore, the firm excels in discretionary management, with 5% of the assets they handle falling under this category. In addition to investment advisory services, Commonwealth Financial Planners Inc also operates as a registered representative of a broker-dealer and functions as an insurance broker or agent, providing comprehensive financial solutions to its clients. Commonwealth Financial Planners Inc has a single office, and among its staff, Michael Agurkis and Kelly Graff stand out as the longest-tenured registered advisors. With their expertise and dedication, the firm maintains a strong presence in the financial planning industry, delivering exceptional service and financial guidance to its valued clientele.

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.

Veracity Capital LLC is a prominent local investment advisory firm headquartered in Atlanta, GA, with a strong presence across five offices. With a team of 14 dedicated professionals, Veracity Capital LLC primarily focuses on delivering top-notch investment advisory services. Their experienced advisors boast an impressive track record, with an average of $44,320,000 in assets under management per advisor, aligning closely with the industry average. The firm's compensation structure is designed to provide flexibility and value to their clients. It includes various types, such as a percentage of assets under management and fixed fees, ensuring that clients can choose an arrangement that suits their unique needs. While the majority of their assets under management are notched up from discretionary accounts, Veracity Capital LLC also possesses the expertise to manage employer funds, even though 401K and individual accounts represent less than 30% of their assets. Veracity Capital LLC caters primarily to high-net-worth individuals, managing a substantial portfolio of over 150 individual clients. Their adept management has propelled the firm's total assets under management to an impressive $576,203,000. With a commitment to building long-term relationships, the firm's most tenured advisors, including Clayton Liscom, Kevin Boutwell, and John Rogers, have played a pivotal role in ensuring client satisfaction and trust. As a local investment advisory firm with a strong presence in Atlanta, Veracity Capital LLC continues to provide comprehensive and tailored investment advisory services, assisting clients in achieving their financial goals with expertise and integrity.

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.

Berkeley Capital Partners, LLC is a highly esteemed local investment advisory firm based out of Milton, GA. With 11 dedicated employees, 9 of whom specialize in providing comprehensive investment advisory services, they have built a reputation for excellence and expertise in the financial industry. With an impressive average of approximately $25,630,000 in assets under management per investment advisor, Berkeley Capital Partners, LLC demonstrates their ability to effectively handle substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose what best suits their needs. Having successfully amassed over $812,798,000 in assets under management, Berkeley Capital Partners, LLC proudly serves a diverse client base of more than 1,290 individuals. Remarkably, half of their assets under management are derived from employer 401Ks or individuals, showcasing their extensive experience in this area. Notably, 94% of the assets they manage are under discretionary management, allowing clients to entrust Berkeley Capital Partners, LLC with making investment decisions on their behalf. In addition to their investment advisory services, Berkeley Capital Partners, LLC also excels in the field of insurance brokerage. This comprehensive approach enables them to offer a holistic suite of financial services to their discerning clientele. Berkeley Capital Partners, LLC maintains a strong local presence, operating out of five offices within Milton, GA. Their team includes seasoned advisors such as Charles Barry, Anthony Palazzo, and Daniel Newberg, who bring a wealth of knowledge and expertise to their clientele. With their dedication to delivering exceptional financial guidance and services, Berkeley Capital Partners, LLC continues to be a trusted partner in wealth management and investment advisory.

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.

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.