The Cavanaugh Group Inc, a prominent investment advisory firm headquartered in Hilton Head Island, SC, is renowned for its exceptional financial management services. With over 20 esteemed individual clients and an impressive $486,525,000 in assets under management, they have established a remarkable track record in the industry. Specializing in discretionary asset management, The Cavanaugh Group Inc caters predominantly to high net worth individuals, providing tailored investment strategies to preserve and grow their wealth. With a team of two dedicated employees, each serving as registered advisors, The Cavanaugh Group Inc offers personalized and comprehensive investment advisory services. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. The firm's average assets under management per investment advisor stands at an impressive $243,260,000, far surpassing the industry average. Daniel Keith and Jessica Keith, two of the firm's longest tenured registered advisors, bring a wealth of experience and expertise to The Cavanaugh Group Inc. Their unwavering commitment to delivering exceptional financial guidance has contributed significantly to the firm's success and earned them a sterling reputation among their clients and peers. Operating from their single office on Hilton Head Island, The Cavanaugh Group Inc remains dedicated to providing exceptional investment advisory services, helping their clients achieve their financial goals and secure a prosperous future.

Verity Investment Partners is a leading local investment advisory firm headquartered in Beaufort, SC, with a strong reputation for providing personalized financial services. With a team of 13 dedicated professionals, including 10 experienced investment advisors, Verity Investment Partners offers comprehensive wealth management solutions to a diverse clientele. The firm manages an impressive average of approximately $60,950,000 in assets under management per investment advisor, which is in line with industry standards. Verity Investment Partners' compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Boasting a robust portfolio, Verity Investment Partners oversees a total of over $840,091,000 in assets under management for more than 110 individual clients. The firm primarily serves high net worth individuals, although it also has the capability to manage employer funds. The vast majority of the assets managed by Verity Investment Partners, approximately 99%, are discretionary. With four offices strategically located in Beaufort, Verity Investment Partners offers convenient access to its comprehensive suite of investment advisory services. The firm takes pride in its experienced team of advisors, including Charles Anderson, Michael Klaiber, and Jonathan Verity, who have demonstrated long-term dedication and expertise in serving their clients' financial needs. Verity Investment Partners is committed to building lasting relationships with its clients, providing tailored investment strategies, and delivering exceptional financial guidance. By combining their extensive industry knowledge with a personalized approach, the firm strives to help clients achieve their financial goals and secure a prosperous future.

Waypoint Strategic Advisors, a reputable local investment advisory firm based in Summerville, SC, is dedicated to providing exceptional financial guidance to its clients. With a team of eight highly skilled professionals, all of whom specialize in investment advisory services, Waypoint ensures personalized attention and expert advice for each client. On average, their investment advisors oversee approximately $86,330,000 in assets under management, aligning with the industry average. Waypoint's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach to their clients' financial planning. With over 380 individual clients, Waypoint manages a substantial portfolio of over $114,900,000 in assets. Notably, nearly half of their assets under management stem from employer 401Ks and individual accounts, highlighting their strong expertise in this particular domain. With four strategically located offices, Waypoint Strategic Advisors is well-positioned to serve clients throughout the Summerville area and beyond. The firm boasts a team of seasoned advisors, including Richard Coakley, Matthew Coakley, and Joe Young, who bring extensive experience and a deep understanding of the financial industry to their roles. Whether clients seek guidance for retirement planning, wealth management, or other investment strategies, Waypoint Strategic Advisors is committed to delivering comprehensive, tailored solutions. By combining their industry expertise, local presence, and client-focused approach, Waypoint ensures that each individual receives the highest level of financial advice and support.

First City Capital Management Inc, based in Savannah, GA, is a leading investment advisory firm specializing in wealth management for high net worth individuals. With a team of 8 dedicated professionals, including 5 experienced investment advisors, First City Capital Management delivers personalized financial solutions tailored to meet the unique goals and needs of their clients. Known for their expertise in the industry, First City Capital Management has an impressive average of approximately $167,660,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment of interests between the firm and their clients. With over 160 individual clients and a total of over $369,360,000 in assets under management, First City Capital Management primarily focuses on managing the wealth of high net worth individuals. While a smaller portion of their assets under management comes from 401K and individual accounts, the firm possesses the expertise to manage employer funds. As a local investment advisory firm, First City Capital Management is deeply rooted in the Savannah community. They operate from a single office location, serving clients with dedication and commitment. The firm boasts a team of long-tenured advisors, including respected professionals like Edmund Curlee, John Skeadas, and Edgar Gay, who contribute their extensive experience to provide comprehensive financial guidance. With a 100% discretionary asset management approach, First City Capital Management Inc is dedicated to helping their clients achieve their financial objectives through personalized investment strategies and superior service.

Dividend Assets Capital, LLC is a highly esteemed investment advisory firm headquartered in Ridgeland, SC. With a team of 11 dedicated professionals, including 6 experienced investment advisors, they specialize in providing exceptional financial services to a diverse clientele. One of the key factors that sets Dividend Assets Capital apart is their impressive average assets under management per investment advisor, which stands at approximately $274,970,000. This figure significantly surpasses the industry average, reflecting their ability to attract and effectively manage substantial client portfolios. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' investment goals. Their extensive expertise in managing employer 401Ks and individual investments is evident, as these sources account for approximately half of the impressive $527,024,000 in assets under management. With an impressive 99% of the assets they manage being discretionary, Dividend Assets Capital has gained a reputation for their meticulous and astute investment strategies. As a local firm, they maintain a strong presence in Ridgeland, SC, and operate from a single office. At Dividend Assets Capital, clients can rely on the expertise and experience of their team, which includes esteemed advisors such as James Haley, Peter Gerry, and Charles Shaver. These professionals have played a pivotal role in the firm's long-standing success and are known for their commitment to delivering exceptional results and personalized financial solutions. Dividend Assets Capital, LLC is a trusted partner for individuals and employers seeking expert investment advice and wealth management services, offering a track record of excellence and a dedication to helping clients achieve their financial goals.

Bull Street Advisors, a small investment advisory firm headquartered in Savannah, GA, is dedicated to providing exceptional financial services to its clients. With a team of one highly skilled employee, they specialize in offering investment advisory services to individuals and businesses. Each investment advisor at Bull Street Advisors maintains an impressive average of $1,080,000 in assets under management. Their compensation structure encompasses various types, including a percentage based on assets under management. The firm boasts over 40 individual clients, with a staggering $230,293,000 in assets under management. Notably, the majority of these assets are managed on behalf of high-net-worth individuals. Although 401K and individual accounts represent a smaller portion of their total assets under management, Bull Street Advisors possesses the capability to efficiently oversee employer funds. The firm takes pride in its discretionary management approach, ensuring that 100% of the assets they handle are managed with utmost care and expertise. Operating out of a single office, Bull Street Advisors offers a personalized and client-focused experience. One of the firm's longest-tenured registered advisors, Mark Allen, has been an integral part of the team since 2019. Allen's expertise and dedication contribute significantly to the firm's success in meeting its clients' financial objectives. Bull Street Advisors strives to deliver exceptional investment advisory services, utilizing their extensive knowledge and experience to help clients navigate the complexities of the financial landscape. With a commitment to excellence, they remain steadfast in their pursuit of optimal outcomes for their esteemed clientele.

Ballast Rock Private Wealth, based in Charleston, SC, is a local investment advisory firm catering to high-net-worth individuals. With over 30 individual clients and a staggering $32,314,000 in assets under management, Ballast Rock provides comprehensive financial services to help their clients achieve their investment goals. The firm's expertise extends beyond individual and 401K accounts, as they possess the capability to effectively manage employer funds as well. A notable aspect of their business model is that 97% of the assets they manage are discretionary, demonstrating their clients' trust in their investment decisions. Ballast Rock Private Wealth operates from a single office in Charleston, serving as a pillar of the local financial community. The firm offers additional services as an insurance broker or agent, ensuring their clients' financial needs are comprehensively addressed. With a team of six dedicated employees, including five experienced investment advisors, Ballast Rock has an average of approximately $6,460,000 in assets under management per advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management and commissions, ensuring alignment with their clients' best interests. Ballast Rock Private Wealth takes pride in its seasoned professionals, including Christian Salomone, Andrew Mescon, and Jason Thonssen, who have demonstrated their expertise and commitment to serving clients over the long term. As Ballast Rock Private Wealth continues to provide exceptional financial advisory services, they remain a trusted partner in helping their clients navigate the complexities of wealth management and achieve financial success.

Hilton Head Financial Advisors, Inc., a small investment advisory firm based out of Hilton Head, SC, is dedicated to providing personalized financial solutions to individuals and employers alike. With a team of three highly skilled professionals, including one investment advisor, they strive to deliver exceptional service and tailored advice to their clients. Their impressive average of approximately $529,410,000 in assets under management per investment advisor sets them apart in the industry, demonstrating their expertise in handling substantial portfolios. Moreover, their compensation structure encompasses various models, such as a percentage of assets under management, ensuring alignment with clients' interests and promoting long-term success. With over 140 individual clients and over $247,837,000 in assets under management, Hilton Head Financial Advisors, Inc. has established a strong presence in the market. While their focus primarily lies on discretionary management, representing an impressive 96% of the assets they oversee, they also possess the capability to effectively manage employer funds. Nathaniel Jones, one of the firm's longest-tenured registered advisors, has been a valued member of Hilton Head Financial Advisors, Inc. since 2008. This longevity is a testament to the firm's commitment to fostering lasting relationships and providing reliable financial guidance. Located in Hilton Head, SC, Hilton Head Financial Advisors, Inc. operates from a single office, allowing them to maintain close connections with their clients and provide them with personalized attention. Their dedication to excellence and their track record of success make them a trusted partner for individuals and businesses seeking expert financial advice.

Ables, Iannone, Moore & Associates, Inc., headquartered in Savannah, GA, is a distinguished small investment advisory firm. With a team of three dedicated professionals, including two investment advisors, they provide comprehensive financial solutions to a diverse client base. The firm boasts an impressive average of $28,140,000 in assets under management per investment advisor. At Ables, Iannone, Moore & Associates, Inc., their compensation structure is flexible, offering a range of options such as a percentage of assets under management, fixed fees, and hourly charges. This adaptable approach ensures that clients can select the payment method that aligns with their unique needs and financial goals. With over 260 individual clients and an impressive $154,198,000 in assets under management, the firm has established a strong presence in the industry. Notably, approximately half of their assets under management are derived from employer 401Ks and individuals, showcasing their expertise in this specific domain. Furthermore, an impressive 96% of the assets they manage are discretionary, demonstrating the trust clients place in their investment strategies. Ables, Iannone, Moore & Associates, Inc. operates from a single office and has gained recognition for its commitment to delivering exceptional financial advice and services. Jeffrey Iannone and David Haverstick, both registered advisors, have been integral parts of the firm's success, bringing extensive experience and expertise to their roles. With a steadfast dedication to client satisfaction and a proven track record of success, Ables, Iannone, Moore & Associates, Inc. stands as a trusted partner for individuals and organizations seeking reliable investment advisory services in the Savannah, GA area.

The Fiduciary Group, a local investment advisory firm based in Savannah, GA, is dedicated to providing expert financial management services to its clients. With over 260 individual clients and an impressive $1,333,456,000 in assets under management, the company has established itself as a trusted name in the industry. Operating from their state-of-the-art office, The Fiduciary Group possesses the knowledge and resources to effectively manage employer funds, alongside their expertise in handling 401K and individual accounts. An astounding 99% of the assets they manage are done so on a discretionary basis, showcasing their commitment to making informed decisions in the best interest of their clients. Catering primarily to high net worth individuals, The Fiduciary Group has garnered a reputation for delivering personalized and tailored financial strategies. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with those of their clients. With a team of 16 highly skilled employees, including 11 investment advisors, The Fiduciary Group maintains an average of $121,220,000 in assets under management per advisor, in line with industry standards. The firm takes pride in its experienced professionals, and several of the longest tenured advisors at The Fiduciary Group include Joel Goodman, Scott Mcghie, and Malcolm Butler. Their extensive expertise and commitment to delivering exceptional service have contributed to the firm's longstanding success and distinguished reputation. With a focus on providing comprehensive financial solutions, The Fiduciary Group continues to be a trusted partner in helping clients achieve their financial goals.

Family Asset Management, LLC is a small investment advisory firm based out of Charleston, SC, with one office. With a total of eight employees, four of whom provide investment advisory services, they offer comprehensive financial management solutions to their clients. With an average of $91,130,000 in assets under management per investment advisor, Family Asset Management's performance aligns with the industry average. Their compensation structure is diverse, encompassing a range of types such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a substantial client base, serving over 120 individual clients and managing assets totaling more than $281,820,000. Their primary focus is on high net worth individuals, as the majority of assets managed belong to this segment. While 401(k) and individual accounts make up less than 30% of their assets under management, Family Asset Management possesses the capability to effectively manage employer funds. An impressive 82% of the assets they oversee are handled on a discretionary basis, reflecting their clients' trust in their expertise and decision-making. Family Asset Management takes pride in its team of experienced advisors. Among their longest-tenured professionals are Andrew Barrett, John Daughtridge, and Daniel Russler. Their commitment to providing personalized, strategic financial advice has earned them a strong reputation in the industry.