Sugarloaf Wealth Management, LLC is a local investment advisory firm based out of Duluth, GA, with two offices. With 14 total employees, eight of them specialize in providing investment advisory services. Known for their expertise and professionalism, they have an average assets under management (AUM) of approximately $63,870,000 per investment advisor, which aligns with the industry average. The firm's compensation structure offers flexibility and includes various types, such as a percentage of AUM, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their AUM, Sugarloaf Wealth Management, LLC possesses the capability to efficiently manage employer funds. Impressive in their approach, they manage a significant 99% of assets on a discretionary basis, providing clients with proactive and strategic investment solutions. In addition to their investment advisory services, Sugarloaf Wealth Management, LLC also operates as an insurance broker or agent, enhancing their range of offerings. With a vast clientele of over 360 individual clients, they oversee a substantial $510,925,000 in AUM. The firm prides itself on its experienced team, with advisors like Adam Wilson, Taylor Manry, and Jason Connolly holding significant tenure within the organization. Sugarloaf Wealth Management, LLC strives to provide personalized financial guidance and support to help clients navigate the complexities of wealth management. With their knowledgeable team and commitment to excellence, they aim to deliver tailored solutions that align with their clients' financial goals and aspirations.

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.

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.

C.W. O'Conner Wealth Advisors, Inc., located in Duluth, GA, is a highly regarded small investment advisory firm serving a diverse clientele. With over 40 individual clients and a remarkable $226,914,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from their office in Duluth, they cater to the financial needs of high net worth individuals primarily, although they also possess the expertise to manage employer funds. Committed to delivering exceptional service, C.W. O'Conner Wealth Advisors, Inc. offers a variety of compensation structures tailored to meet their clients' preferences. These include a percentage of assets under management as well as fixed fees, ensuring a flexible and transparent approach to their client relationships. With a team of three dedicated employees, including one investment advisor, the firm maintains a favorable client-to-advisor ratio, averaging approximately $226,910,000 in assets under management per advisor. This figure surpasses industry standards, highlighting their ability to provide personalized attention and quality guidance. Led by Clifford O'Conner, one of the longest-tenured registered advisors who has been with the firm since 2003, C.W. O'Conner Wealth Advisors, Inc. boasts a wealth of experience and expertise. Their comprehensive knowledge and commitment to their clients have earned them a sterling reputation in the industry.

Carson Advisory Group, headquartered in Athens, GA, is a highly reputable investment advisory firm catering to a diverse client base. With a comprehensive range of financial services, they effectively manage over $600,243,000 in assets under management for more than 580 individual clients. While specializing in high net worth individuals, Carson Advisory Group also possesses the expertise to handle employer funds. With a dedicated team of eight experienced professionals, all solely focused on providing exceptional investment advisory services, Carson Advisory Group ensures personalized attention and tailored strategies to meet each client's unique financial goals. The firm's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, catering to clients' individual needs. Carson Advisory Group distinguishes itself through its discretionary management approach, overseeing 87% of the assets they manage. This discretionary authority allows the firm to make investment decisions on behalf of their clients, fostering a high level of trust and confidence. Benefiting from an industry-average average of approximately $75,030,000 in assets under management per investment advisor, Carson Advisory Group upholds their commitment to delivering sound financial advice and maintaining strong client relationships. Notably, the firm boasts several seasoned advisors, including Kevin Wilson, Richard Chester, and Robert Carson, who have provided valuable expertise and guidance to clients for many years. As a local investment advisory firm with deep roots in the Athens community, Carson Advisory Group continues to exemplify their commitment to empowering clients and helping them achieve their financial objectives through prudent investment strategies and dedicated service.

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.

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.

1776 Wealth LLC, based out of Sandy Springs, GA, is a reputable small investment advisory firm catering to a diverse clientele. With over 30 individual clients and a substantial $235,277,000 in assets under management, they possess the experience and expertise to guide their clients towards financial success. The firm boasts a single office and also offers insurance brokerage services, enhancing their comprehensive approach to wealth management. While 401K and individual accounts account for less than 30% of their assets under management, 1776 Wealth LLC has the capacity to effectively manage employer funds. All of the assets they handle are under discretionary management, ensuring a high level of trust and confidence from their clients. The firm's compensation structure is versatile, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to tailor their services to meet the unique needs and preferences of each client. With a team of three dedicated employees, two of whom specialize in investment advisory services, 1776 Wealth LLC provides personalized attention and diligent support. Their average assets under management per investment advisor, totaling approximately $117,640,000, is on par with industry standards. A testament to their commitment to excellence, several of the firm's most tenured advisors include Charles Youngman, Sean O'Toole, and Deanna Suarez. Their combined expertise and industry knowledge contribute to the firm's stellar reputation in the financial advisory sector. Whether clients seek guidance for investment strategies, insurance solutions, or employer fund management, 1776 Wealth LLC is well-equipped to provide top-notch services that align with their clients' financial goals.

Trademark Capital Management Inc. is a highly reputable investment advisory firm headquartered in Watkinsville, GA. With two offices, they have established themselves as a trusted partner in managing investment portfolios for over 310 individual clients. With a remarkable $202,933,000 in assets under management, Trademark Capital Management Inc. demonstrates their expertise in the financial industry. Notably, approximately half of their assets under management stem from employer 401Ks and individuals, reflecting their extensive experience in this specific area. Moreover, Trademark Capital Management Inc. distinguishes itself by exclusively offering discretionary asset management services, ensuring that their clients' investments receive the utmost attention and care. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This versatility allows clients to choose the most suitable arrangement for their financial needs. Trademark Capital Management Inc. prides itself on its talented team of professionals. With seven dedicated employees, two of whom specialize in investment advisory services, they deliver personalized and tailored financial guidance. Their average assets under management per investment advisor amount to an impressive $101,470,000, aligning with the industry average. Among Trademark Capital Management Inc.'s notable advisors are David Denham, Joseph Ezernack, and Donald Beasley, who boast an extensive tenure with the firm. Their expertise, along with the collective knowledge of the team, contributes to the firm's exceptional reputation and success in the investment advisory field.