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.

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.

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.

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.

Sound View Wealth Advisors Group, LLC is a renowned local investment advisory firm based out of Savannah, GA. With a team of 15 dedicated professionals, including 7 expert investment advisors, they provide comprehensive wealth management solutions to their esteemed clientele. The firm boasts an average of approximately $84,220,000 in assets under management per investment advisor, aligning with the industry average. Sound View Wealth Advisors Group, LLC's compensation structure is designed to cater to diverse client needs, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. They serve over 390 individual clients, effectively managing a substantial portfolio totaling over $1,378,421,000 in assets. Their primary focus lies in catering to high net worth individuals, as the majority of assets managed fall under this category. While 401K and individual accounts constitute less than 30% of their assets under management, Sound View Wealth Advisors Group, LLC possesses the capability to adeptly handle employer funds. Remarkably, they exercise full discretion in managing 100% of the assets entrusted to them, ensuring optimal results and personalized attention for their clients. With two offices strategically located in Savannah, GA, Sound View Wealth Advisors Group, LLC has firmly established itself as a trusted pillar within the local investment community. Notably, the firm boasts a team of seasoned professionals, including Melissa Bouchillon, Oscar Ham, and Edward Ambrose, who have exhibited exemplary dedication and expertise throughout their tenures. This commitment to excellence has earned Sound View Wealth Advisors Group, LLC a well-deserved reputation as a reliable partner in achieving financial goals.