Bison Advisors is a local investment advisory firm based out of Hartwell, GA, with four offices. With 15 dedicated employees, including experienced advisors such as William Ham, Blake Schaper, and Lane Turner, Bison Advisors offers a comprehensive range of investment advisory services to its clients. The firm prides itself on its expertise in managing assets under management (AUM), with an impressive average of $40,610,000 per investment advisor. With over $454,279,000 in AUM, Bison Advisors caters to more than 1,320 individual clients. Their extensive experience in handling employer 401Ks and individual assets makes them a trusted partner in this space. Bison Advisors' compensation structure is flexible, offering various options such as a percentage of AUM, hourly charges, and fixed fees. This allows clients to choose a payment model that suits their specific needs and preferences. One of the firm's strengths lies in its discretionary management of assets, with approximately 62% of the assets they manage falling under this category. This approach provides clients with the convenience of delegating investment decisions to the experienced team at Bison Advisors. With a commitment to personalized service and a deep understanding of the local market, Bison Advisors has established itself as a reliable and reputable investment advisory firm in Hartwell, GA. Their four offices serve as accessible hubs for clients seeking expert guidance and tailored investment solutions.

Stokes Capital Advisors, LLC is a leading investment advisory firm based in Greenwood, SC. With over 150 individual clients and a remarkable $362,895,000 in assets under management, they have established themselves as a trusted partner in wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. The company's approach is built on the principle of discretion, as 100% of the assets they manage are handled with the utmost care and expertise. Committed to delivering exceptional financial solutions, Stokes Capital Advisors, LLC maintains a diverse compensation structure that includes a percentage of assets under management. With their two skilled employees, one of whom specializes in investment advisory services, the firm boasts an impressive average of approximately $362,900,000 in assets under management per investment advisor, surpassing industry standards. Taylor Stokes, a highly experienced registered advisor, has been with the company since 2015, contributing to their long-standing reputation for excellence. At Stokes Capital Advisors, LLC, clients can expect personalized attention and a comprehensive understanding of their unique financial goals. With a dedication to providing tailored investment strategies and maintaining the highest level of professionalism, they strive to help their clients achieve long-term financial success. As a small investment advisory firm, Stokes Capital Advisors, LLC combines the resources of a larger institution with the personalized service and attention to detail that only a boutique firm can offer.

Family Legacy, Inc. is a highly reputable investment advisory firm based in Greenville, SC. With a team of 10 dedicated professionals, they specialize in providing top-notch investment advisory services to their clients. With an impressive average of $443,720,000 in assets under management per investment advisor, they surpass the industry average, reflecting their expertise and success in managing substantial portfolios. The compensation structure at Family Legacy, Inc. is designed to align the interests of both the firm and its clients. Advisors receive a percentage of the assets under management, ensuring their commitment to the long-term success of their clients' investments. Additionally, performance-based fees are implemented to incentivize exceptional results and provide further value to their clients. Boasting a diverse client base, Family Legacy, Inc. serves over 200 individuals, with assets under management exceeding $259,936,000. While 401K and individual accounts make up less than 30% of their managed assets, they possess the capability to effectively manage employer funds, broadening their range of services. As a testament to their expertise and dedication, Family Legacy, Inc. manages 92% of the assets under their care on a discretionary basis. This discretionary approach allows them to make informed investment decisions on behalf of their clients, ensuring a tailored and proactive investment strategy. Located in Greenville, SC, Family Legacy, Inc. operates from a single office, serving clients both locally and beyond. The firm takes pride in its experienced team, including long-tenured advisors such as Patrice Sebastian, William Brown, and Christopher Brown, who bring a wealth of knowledge and insight to their clients' investment journeys.

Novus Advisors, a prominent investment advisory firm, operates out of Greenville, SC and serves a diverse client base. With a remarkable track record, Novus Advisors manages over $174,682,000 in assets, catering to more than 240 individual clients. As a local firm with a strong presence, they boast four offices strategically located throughout the region. Although 401K and individual accounts make up less than 30% of their assets under management, Novus Advisors possesses the expertise and capability to effectively handle employer funds. Remarkably, 61% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Novus Advisors' compensation structure is flexible and includes various types, such as a percentage of assets under management. The firm prides itself on its team of professionals, with a total of seven dedicated employees. Five of these individuals specialize in providing top-notch investment advisory services, ensuring clients receive personalized attention and tailored investment strategies. Among the notable members of the Novus Advisors team are John Riggs, Christopher Connelly, and Jennifer Belshe, who bring extensive experience and expertise to the firm. With an average of approximately $34,940,000 in assets under management per investment advisor, the team demonstrates their commitment to delivering outstanding results for their clients. Novus Advisors stands as a trusted partner for individuals seeking reliable and comprehensive investment guidance. Their commitment to excellence, combined with their local presence and experienced team, has solidified their position as a leading investment advisory firm in Greenville, SC.

Global View Investment Advisors, LLC, headquartered in Greenville, SC, is a highly respected investment advisory firm with a global reach. With a total of 8 employees, including 3 dedicated investment advisors, Global View provides comprehensive wealth management services to a diverse clientele. Leveraging their expertise and experience, they manage an impressive average of approximately $303,440,000 in assets per investment advisor, surpassing the industry average. The firm's compensation structure is multi-faceted, incorporating various methods such as a percentage of assets under management, ensuring their interests align with their clients' financial goals. Global View boasts a substantial client base, serving over 440 individuals with assets under management totaling over $381,505,000. While a significant portion of their assets is devoted to high-net-worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With an impressive discretionary asset management ratio of 97%, Global View Investment Advisors, LLC maintains a hands-on approach to tailor investment strategies and continuously adapt to market conditions. The firm operates from two well-established offices and takes pride in their team's longevity, with Richard Simonson, Jonathan Wiles, and Kenneth Moore among the longest-tenured advisors. Global View Investment Advisors, LLC distinguishes itself as a premier investment advisory firm, combining comprehensive financial guidance, exceptional expertise, and a commitment to delivering outstanding results for their discerning clients.

Foster Victor Wealth Advisors, based out of Greenville, SC, is a prominent local investment advisory firm with a solid track record. With 30 employees, 19 of whom are dedicated to providing exceptional investment advisory services, Foster Victor has established itself as a trusted partner in managing wealth. On average, each investment advisor oversees approximately $95,030,000 in assets under management, a figure that aligns with the industry average. With over $1,243,196,000 in assets under management, Foster Victor serves a diverse clientele of more than 890 individual clients. Primarily catering to high net worth individuals, they demonstrate their expertise in managing substantial wealth. While a smaller portion of their assets under management is allocated to 401K and individual accounts, Foster Victor possesses the capability to effectively handle employer funds. At Foster Victor Wealth Advisors, 79% of the assets they manage are under discretionary management, showcasing their proficiency in making informed investment decisions on behalf of their clients. Additionally, they offer insurance brokerage services, further enhancing their comprehensive approach to wealth management. With its main office located in Greenville, SC, Foster Victor boasts a team of experienced advisors. Some of the longest-tenured and highly respected professionals at the firm include Randall Baughman, Robert Victor, and Erik Mizell. Foster Victor Wealth Advisors is committed to delivering personalized financial solutions tailored to the unique needs of each client. With their extensive industry knowledge and dedication to excellence, they continue to build a reputation as a trusted and reliable partner in wealth management.

Fintrust Capital Advisors, LLC, headquartered in Greenville, SC, is a leading regional investment advisory firm with a strong presence in the financial industry. With over 700 individual clients and an impressive $1,724,645,000 in assets under management, Fintrust Capital Advisors serves as a trusted partner in managing wealth and achieving financial goals. The firm operates from four strategically located offices, allowing them to effectively cater to their diverse client base. While their expertise extends beyond individual and 401K accounts, comprising less than 30% of their assets under management, Fintrust Capital Advisors possesses the capabilities to efficiently handle employer funds, demonstrating their comprehensive financial management abilities. Approximately 77% of the assets they manage are under discretionary management, highlighting their commitment to actively monitoring and optimizing investment portfolios. To ensure a fair and transparent compensation structure, Fintrust Capital Advisors offers various fee structures, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility tailored to their clients' needs. With a team of 44 dedicated professionals, including 30 experienced investment advisors, Fintrust Capital Advisors boasts an average of $57,490,000 in assets under management per investment advisor, aligning with industry standards. Notably, the firm takes pride in the expertise and tenure of their advisors, with individuals such as Harry Popper, Lee Brinson, and Valerie Smithey representing the longest-serving members of their team. Fintrust Capital Advisors, LLC remains committed to delivering personalized and professional financial services, solidifying their position as a trusted partner in helping clients achieve their financial objectives.

Ballentine Capital Advisors, Inc. is a reputable investment advisory firm headquartered in Greenville, SC, boasting a solid presence with two office locations. With a total of three dedicated employees, Ballentine Capital Advisors, Inc. delivers exceptional investment advisory services to a diverse range of clients. Benefiting from their expertise and astute financial insights, Ballentine Capital Advisors, Inc. manages an impressive average of approximately $62,620,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is multifaceted, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Renowned for their proficiency in the employer 401K and individual investment sectors, Ballentine Capital Advisors, Inc. acquires roughly half of their assets under management from these sources, exemplifying their deep knowledge and experience in this space. Moreover, the firm holds full discretionary control over 100% of the assets entrusted to their care. With a substantial client base exceeding 240 individuals, Ballentine Capital Advisors, Inc. effectively manages over $187,874,000 in assets under management. The firm takes pride in its team of highly tenured advisors, including seasoned professionals such as Anne Thompson, Anthony Colancecco, and James Ballentine, who have contributed significantly to the firm's success and earned the trust of their clients. Operating with a commitment to excellence, Ballentine Capital Advisors, Inc. continues to provide expert investment advisory services, offering personalized financial strategies tailored to their clients' specific needs and goals.

Match Grade Advisors, a local investment advisory firm based out of Greenville, SC, is dedicated to providing exceptional financial guidance to individuals and businesses alike. With a team of five highly skilled professionals, Match Grade Advisors offers comprehensive investment advisory services tailored to meet the unique needs and goals of their clients. The firm's commitment to excellence is evident in their impressive average assets under management per investment advisor, which stands at approximately $178,330,000, surpassing the industry average. This showcases their ability to effectively manage substantial portfolios and deliver outstanding results. Match Grade Advisors serves a diverse clientele, boasting over 190 individual clients with a combined total of more than $214,886,000 in assets under management. While they specialize in managing discretionary assets, they also possess the capability to handle employer funds, making them a versatile choice for businesses seeking expert financial management. With two office locations, Match Grade Advisors ensures convenient access to their services for clients in the Greenville area. The firm takes pride in the expertise and experience of its advisors, several of whom have been with the company for a considerable duration. Notable names among the longest-tenured advisors include Eric Elkins, Ray Welch, and James Vaughan. Match Grade Advisors' compensation structure incorporates various types, including a percentage of assets under management, ensuring alignment of interests and a commitment to delivering value to their clients. Through their unwavering dedication and comprehensive financial solutions, Match Grade Advisors continues to establish themselves as a trusted and reliable partner in the realm of investment advisory services.

Magnolia Financial Planning Services, Inc. is a leading investment advisory firm based out of Seneca, SC. With a team of four dedicated professionals, including three investment advisors, they specialize in providing comprehensive financial planning services to individuals and high net worth clients. With an impressive average of $701,890,000 in assets under management per investment advisor, Magnolia Financial Planning Services, Inc. stands out in the industry. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management and performance-based fees. Catering to a diverse client base, Magnolia Financial Planning Services, Inc. serves over 160 individual clients, managing a total of over $151,877,000 in assets. While the majority of their managed assets are for high net worth individuals, they also possess the capability to oversee employer funds. Notably, all the assets managed by the firm are discretionary, providing clients with a hands-off approach to their financial portfolios. Situated in Seneca, SC, Magnolia Financial Planning Services, Inc. operates from a single office. The firm prides itself on the expertise and experience of its advisors, with long-tenured professionals such as Robby Bryant, Jason White, and Lowell Macher contributing to its success. Their commitment to delivering tailored financial solutions and their high average assets under management make Magnolia Financial Planning Services, Inc. a trusted choice for individuals seeking reliable and effective investment advisory services.

Crescent Financial Advisors, based out of Seneca, SC, is a reputable investment advisory firm dedicated to providing top-notch financial services. With a team of two experienced professionals, they specialize in offering comprehensive investment advice to individuals and employer 401K plans. Their track record speaks volumes, as they manage an impressive average of $163,960,000 in assets per investment advisor, surpassing the industry standard. Their compensation structure is flexible, comprising various types, including a percentage of assets under management, ensuring their interests are aligned with their clients'. Crescent Financial Advisors boasts a vast client base, serving over 320 individuals and managing a substantial $138,414,000 in assets. Notably, around half of these assets come from employer 401K plans and individual investors, reflecting their expertise and success in this area. As a small investment advisory firm, Crescent Financial Advisors is known for their personalized approach and dedication to their clients' financial goals. They have a single office in Seneca, SC, providing easy access and fostering close relationships with their clients. Lori Talley-Kelley and Jan Fredman, two of the longest-tenured registered advisors with the firm, bring a wealth of knowledge and experience to the table, further enhancing the quality of service provided. With a 100% discretionary asset management approach, Crescent Financial Advisors ensures that all assets under their management are handled with utmost care and expertise. Whether clients seek long-term growth, retirement planning, or tailored investment strategies, Crescent Financial Advisors delivers exceptional advisory services tailored to meet individual needs.