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.

FAMILY WMS, LLC, a small investment advisory firm headquartered in Athens, GA, boasts an impressive track record in managing assets for high net worth individuals. With over 10 individual clients and a staggering $665,234,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from two offices and employs a total of 8 professionals, three of whom specialize in providing investment advisory services. Notably, Family Wms, LLC adopts a compensation structure that includes various forms of remuneration, such as a percentage of assets under management. This approach ensures alignment of interests and motivates the team to consistently deliver exceptional results. The firm's dedication to excellence is evident in their average of approximately $221,740,000 in assets under management per investment advisor, surpassing industry standards. With an emphasis on discretionary management, 49% of the assets they oversee are entrusted to their expertise and judgment. As a result, their clients benefit from a tailored and personalized approach to wealth management, designed to achieve their specific financial goals. Family Wms, LLC takes pride in their team of experienced professionals, with key members like Stephen House, Leslie Allen, and Scott Shows, who have been integral to the firm's success. Their long-standing tenure reflects the firm's commitment to fostering enduring client relationships and providing consistent value. Overall, Family Wms, LLC stands as a reputable investment advisory firm, leveraging their expertise and comprehensive services to optimize the financial well-being of their esteemed clients.

Elwood & Goetz is a reputable investment advisory firm based in Athens, GA, serving a diverse client base. With over 360 individual clients and more than $564,488,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from four well-equipped offices strategically located to provide convenient access to their clientele. While Elwood & Goetz specializes in managing discretionary assets, they also possess the expertise to handle employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, the firm is well-equipped to manage such portfolios effectively. With a focus on high net worth individuals, Elwood & Goetz caters to clients with substantial wealth management needs. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored choices to suit their financial goals. The firm employs a team of 21 skilled professionals, with 18 dedicated to providing investment advisory services. Their investment advisors boast an impressive average of approximately $31,360,000 in assets under management per advisor, highlighting their ability to handle significant portfolios efficiently. Elwood & Goetz takes pride in their experienced team, with notable long-tenured advisors including Lance Palmer, Lindsay Elwood, and Alden Shmerling. These seasoned professionals bring their wealth of knowledge and expertise to deliver exceptional financial guidance and personalized service to clients. With a strong track record, comprehensive services, and a commitment to client success, Elwood & Goetz continues to be a leading investment advisory firm in the Athens, GA area and beyond.

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.

Elevate Wealth Advisory, Inc., a reputable investment advisory firm based in Athens, GA, is known for its expertise in managing substantial assets for a diverse range of clients. With a team of nine dedicated professionals, seven of whom specialize in providing investment advisory services, the firm boasts an impressive average of $134,100,000 in assets under management per advisor, surpassing industry standards. The compensation structure at Elevate Wealth Advisory, Inc. offers various options, including a percentage of assets under management, ensuring alignment with client goals and interests. The firm takes pride in its extensive client base, serving over 510 individual clients with a staggering $290,884,000 in assets under management. Notably, nearly half of their assets under management are derived from employer 401Ks and individuals, demonstrating the firm's notable expertise in this area. Elevate Wealth Advisory, Inc. has built a strong presence in the local market, with its single office serving as a hub for personalized financial guidance and investment strategies. The firm's longstanding success can be attributed, in part, to the dedication and expertise of key advisors, including Charles Vickery, Clarke Holt, and Cynthia Rosso, who have been with the firm for many years. Their extensive experience and commitment to client satisfaction have contributed to the firm's reputation as a trusted and reliable partner in wealth management. As Elevate Wealth Advisory, Inc. continues to navigate the ever-changing financial landscape, its focus remains on providing exceptional service, tailored solutions, and strategic advice to help clients elevate their wealth and achieve their financial goals.

Stadion Money Management, LLC, a local investment advisory firm based out of Watkinsville, GA, is dedicated to providing comprehensive financial solutions for its clients. With over 48,640 individual clients and more than $2,046,954,000 in assets under management, Stadion Money Management, LLC has established itself as a trusted partner in wealth management. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. They are proud to offer discretionary management for 100% of the assets they handle, ensuring personalized investment strategies tailored to each client's unique needs. Stadion Money Management, LLC boasts a team of 39 highly skilled professionals, 11 of whom specialize in providing exceptional investment advisory services. With an impressive average of approximately $186,090,000 in assets under management per investment advisor, the firm surpasses the industry average, highlighting their commitment to delivering exceptional results. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' success. Furthermore, Stadion Money Management, LLC takes pride in its experienced advisors, some of whom have been with the firm for many years. Notable individuals like William Mcgowan, Ashley Reinhardt, and Marie Kelley bring extensive knowledge and expertise to the team, fostering long-term client relationships built on trust and confidence. With a strong track record, comprehensive services, and a dedicated team, Stadion Money Management, LLC continues to empower its clients, helping them navigate the complexities of the financial landscape and achieve their long-term financial goals.

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.

Cornerstone Management, Inc. is a premier local investment advisory firm based out of Duluth, GA, with a reputation for excellence and a client-centric approach. With over 160 individual clients, they oversee a substantial portfolio of assets, currently valued at over $1,344,939,000. As a leading player in the financial industry, Cornerstone Management, Inc. operates a single office, strategically positioned to serve the needs of their diverse clientele. Dedicated to providing tailored investment solutions, Cornerstone Management, Inc. offers a comprehensive range of services designed to meet each client's unique financial goals. With 100% of their managed assets falling under discretionary management, clients entrust Cornerstone with full authority to make investment decisions on their behalf. The firm's compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with clients' interests. At Cornerstone Management, Inc., a team of 16 dedicated professionals works diligently to deliver exceptional advisory services. Six of these individuals specialize in investment advisory services, boasting impressive expertise and a deep understanding of the financial landscape. On average, each investment advisor manages approximately $224,160,000 in assets, surpassing industry standards. Notably, the firm's longstanding success can be attributed, in part, to the contributions of senior advisors Chad Crawford, Bryan Taylor, and Tamara Richwine, who bring their extensive experience and expertise to the table. With a commitment to integrity, personalized service, and exceptional results, Cornerstone Management, Inc. remains a trusted partner for individuals seeking astute financial guidance and successful wealth management strategies.

Primerica Advisors, based out of Duluth, GA, is a reputable national investment advisory firm operating across 1,647 offices nationwide. With a robust team of 3,449 dedicated employees, almost all of whom specialize in providing expert investment advisory services, Primerica Advisors excels in managing assets for a diverse range of clients. Their exceptional performance is evident, with an impressive average of approximately $2,070,000 in assets under management per investment advisor. The firm's compensation structure encompasses various types, including a percentage based on assets under management, ensuring a strong alignment of interests between advisors and clients. Primerica Advisors demonstrates its prowess in managing both employer 401(k) plans and individual portfolios, as over 80% of their assets under management consist of such accounts. With a 100% discretionary approach, the firm prides itself on the trust clients place in their expertise to make investment decisions on their behalf. Boasting an extensive client base, Primerica Advisors serves over 43,730 individual clients, skillfully overseeing a staggering $7,088,086,000 in assets under management. The firm's success can be attributed to its exceptional team, including experienced and long-tenured advisors like Barbara White, Catherine Haldeman, and Bernard Reitman, who have consistently provided valuable guidance to their clients. In a rapidly evolving financial landscape, Primerica Advisors stands out as a trusted partner, offering comprehensive investment advisory services, managing significant assets, and delivering exceptional results for their clients.

Gibbs Wealth Management, LLC is a distinguished investment advisory firm headquartered in Alpharetta, GA, and has established itself as a trusted partner in wealth management. With over 1,580 individual clients and an impressive $200,181,000 in assets under management, Gibbs Wealth Management, LLC boasts an extensive client base and a remarkable track record. The firm's expertise lies in managing a diverse portfolio of assets, with over 80% of their assets under management stemming from employer 401K plans and individual investments. They possess the necessary qualifications and experience to efficiently oversee 401K plans for both employers and employees, ensuring optimal growth and long-term financial stability. Gibbs Wealth Management, LLC operates out of 24 well-equipped offices, strategically positioned to serve clients across the region. Their team of 21 dedicated professionals, including 10 investment advisors, deliver personalized financial guidance tailored to meet the unique needs and objectives of each client. With an average of approximately $20,020,000 in assets under management per investment advisor, Gibbs Wealth Management, LLC demonstrates their commitment to providing comprehensive and focused attention to each client. The firm's compensation structure is based on a percentage of assets under management, ensuring their interests align with the success of their clients' portfolios. Boasting a team of seasoned advisors, Gibbs Wealth Management, LLC benefits from the expertise of individuals such as Nicholas Duncheon, Brian Whitaker, and Jon-Jon Knepp, who have demonstrated their dedication and loyalty to the firm over the years. Overall, Gibbs Wealth Management, LLC stands out as a prominent local investment advisory firm, renowned for their discretion, commitment to excellence, and unwavering dedication to helping clients achieve their financial goals.

Legacy Planning Advisors, LLC is a small investment advisory firm based out of Suwanee, GA, offering comprehensive financial planning and investment management services. With a single office location, the firm operates with a team of three highly qualified professionals who are dedicated to providing personalized investment advisory services to their clients. The firm manages an average of $49,740,000 in assets under management per investment advisor, which is on par with the industry average. Legacy Planning Advisors, LLC serves a diverse client base, comprising both individual investors and employer-sponsored 401K plans. Approximately half of their assets under management are derived from these sources, reflecting the firm's strong expertise in this area. They specialize in creating tailored investment strategies that align with their clients' financial goals, risk tolerance, and time horizon. In addition to investment advisory services, Legacy Planning Advisors, LLC offers a range of other financial services. They serve as registered representatives of a broker-dealer, allowing them to execute trades and provide access to a wide array of investment products. Furthermore, the firm acts as an insurance broker or agent, assisting clients in obtaining suitable insurance coverage to protect their assets and mitigate risk. With a client base of over 190 individuals, Legacy Planning Advisors, LLC manages a substantial $149,228,000 in assets under management. Notably, Robert Black and Christopher Cushman, both experienced registered advisors, have been with the firm for an extended period, contributing their expertise and knowledge to the success of the organization.