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.

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.

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.

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.

Meadow Creek Wealth Advisors, LLC, headquartered in Atlanta, GA, is a prominent local investment advisory firm with a solid reputation. With over 80 individual clients and a staggering $477,061,000 in assets under management, they have established themselves as a trusted partner for wealth management. As a firm that caters to high net worth individuals, Meadow Creek Wealth Advisors primarily manages discretionary assets, which account for an impressive 50% of the total assets they handle. While 401K and individual accounts make up less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. The firm's comprehensive range of services extends beyond investment advisory, as they also operate as insurance brokers or agents, offering additional financial protection options to their clients. Meadow Creek Wealth Advisors employs five dedicated professionals, all of whom provide exceptional investment advisory services. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows them to tailor their services to meet the unique needs of each client. Meadow Creek Wealth Advisors boasts an average of approximately $95,410,000 in assets under management per investment advisor, which aligns with the industry average. Notably, the firm prides itself on its experienced team, including long-tenured advisors like Kenneth Budd, Phillip Nelson, and Kristin Ribic. With their track record of success, commitment to personalized service, and expertise in managing substantial wealth, Meadow Creek Wealth Advisors stands as a trusted partner for individuals seeking professional guidance and exceptional results.

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.

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.

Woodstock Wealth Management, Inc. is a highly regarded regional investment advisory firm headquartered in Woodstock, GA, operating across 22 offices. With a team of 28 dedicated professionals, the majority of whom specialize in investment advisory services, they have established themselves as a trusted resource for individuals and employer 401Ks alike. As experts in the field, Woodstock Wealth Management, Inc. manages a substantial portfolio of assets, with an impressive average of approximately $16,110,000 in assets under management per investment advisor. They offer a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Anchored by their vast experience and commitment to providing exceptional service, Woodstock Wealth Management, Inc. has amassed an impressive client base. They currently serve over 1,190 individual clients, overseeing a staggering $418,827,000 in assets under management, all of which are managed on a discretionary basis. The success of Woodstock Wealth Management, Inc. can be attributed, in part, to their team of seasoned professionals. Notable among them are William Raike, Anthony Branca, and Marjorie Netkin, who bring extensive knowledge and expertise to the firm. Their longstanding presence in the industry contributes to the reputation of Woodstock Wealth Management, Inc. as a reliable and trustworthy partner. With a strong focus on delivering personalized investment strategies and achieving financial goals, Woodstock Wealth Management, Inc. continues to provide comprehensive advisory services to their diverse clientele. Their commitment to excellence and their solid track record position them as a leading player in the financial advisory sector.