Colonial Trust Advisors, Inc., a local investment advisory firm based out of Spartanburg, SC, boasts an impressive track record in managing wealth for high net worth individuals. With over 490 individual clients and a staggering $1,193,168,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Their expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds as well. Colonial Trust Advisors, Inc. operates from four strategically located offices, ensuring accessibility and personalized service for their discerning clientele. They have cultivated a team of 20 dedicated employees, with 11 of them providing expert investment advisory services. Each advisor manages an average of approximately $108,470,000 in assets under management, aligning with the industry standard. The firm's compensation structure is designed to suit various client preferences, offering options such as a percentage of assets under management and fixed fees. This flexibility demonstrates their commitment to tailoring their services to meet the unique needs and goals of each client. With a focus on discretionary management, Colonial Trust Advisors, Inc. maintains control over an impressive 91% of the assets they manage. This level of autonomy allows them to navigate the ever-changing market conditions and make informed decisions on behalf of their clients. Notable figures within the organization include Bert Barre, Barry Wynn, and Camp Wynn, who bring extensive experience and tenure to the firm. Their contributions, along with the expertise of the entire team, have solidified Colonial Trust Advisors, Inc.'s reputation as a reliable and esteemed partner in wealth management.

Davis Financial Planning, based out of Asheville, NC, is a reputable investment advisory firm catering to a diverse clientele. With over 110 individual clients, the firm boasts an impressive $101,381,000 in assets under management. Established as a small-scale operation, Davis Financial Planning has a single office that serves as a hub for their financial expertise. A notable aspect of their practice is their extensive experience in managing employer 401Ks and individual accounts, which accounts for roughly half of their assets under management. This expertise has earned them a solid reputation in the industry and has attracted clients seeking reliable guidance in this area. Davis Financial Planning's compensation structure offers flexibility, accommodating various client needs. Their range of payment options includes fixed fees, ensuring transparency and aligning their interests with their clients'. The firm is staffed by a dedicated team of six professionals, with four specializing in investment advisory services. Their collective expertise enables them to provide comprehensive financial planning and investment management strategies to their clients. With an average of $25,350,000 in assets under management per investment advisor, Davis Financial Planning demonstrates their commitment to delivering personalized attention and tailored solutions. Noteworthy among their team are some of the firm's longest tenured advisors: Taylor Nesbitt, Richard Brown, and Albert Davis. Their extensive experience and deep understanding of the financial landscape further solidify Davis Financial Planning's position as a trusted partner for individuals and businesses seeking financial security and prosperity.

Parsec Financial, based out of Asheville, NC, is a well-established regional investment advisory firm that operates from 10 offices. With a team of 76 dedicated professionals, 30 of whom specialize in investment advisory services, Parsec Financial delivers personalized financial solutions to a diverse range of clients. The firm manages an average of approximately $124,860,000 in assets under management per investment advisor, in line with industry standards. Parsec Financial's compensation structure offers flexibility, including a percentage of assets under management and fixed fees. While their portfolio includes a minority allocation to 401K and individual accounts, the firm possesses the expertise and capacity to effectively manage employer funds. Impressively, 95% of the assets they manage are under discretionary control, reflecting their clients' trust in the firm's investment expertise. Catering primarily to high net worth individuals, Parsec Financial handles a substantial amount of assets. Currently, they oversee more than $3,745,709,000 in assets under management for over 1,000 individual clients. The firm prides itself on its comprehensive range of services, which extends beyond investment advisory to encompass accounting and tax services, ensuring clients receive holistic financial guidance. Parsec Financial boasts a team of seasoned advisors, with William Hansen, Gregory James, and Richard Manske being among the firm's longest-tenured professionals. Their deep knowledge and experience contribute to the firm's reputation for providing sound financial advice and building lasting client relationships. With a commitment to delivering superior financial solutions and a track record of success, Parsec Financial continues to be a trusted partner for individuals seeking expert guidance in achieving their financial goals.

Gragg Financial, a small investment advisory firm based out of Shelby, NC, boasts an impressive portfolio, serving over 150 individual clients with assets under management totaling more than $148,714,000. With a singular office location, they offer a range of services including accounting solutions, positioning themselves as a versatile accountant or accounting firm. While employer funds constitute a significant portion of their assets under management, at least 30% is represented by 401K and individual accounts. Notably, Gragg Financial manages all of their clients' assets on a discretionary basis, ensuring comprehensive control and decision-making authority. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, catering to diverse client needs. Employing a team of 11 individuals, Gragg Financial has two dedicated investment advisors. With an average of $74,360,000 in assets under management per advisor, they maintain parity with the industry standard. Despite their size, Gragg Financial leverages its expertise and personalized approach to deliver exceptional financial management services to their clientele. Clients who choose Gragg Financial benefit from their knowledgeable professionals who work diligently to understand individual financial goals and tailor investment strategies accordingly. Whether seeking advice on retirement planning, wealth preservation, or comprehensive financial planning, Gragg Financial's commitment to excellence and sound financial practices make them a trusted partner in the financial industry.

Holcombe & McGrath is a well-established small investment advisory firm based out of Asheville, NC. With over 25 years of experience in the financial industry, they have built a solid reputation for providing comprehensive and personalized investment services. The firm currently employs three dedicated professionals, two of whom are highly skilled investment advisors. Holcombe & McGrath manages a substantial portfolio, with an average of approximately $74,760,000 in assets under management per investment advisor, aligning with the industry average. They serve a diverse clientele, boasting over 260 individual clients, and have successfully amassed over $105,489,000 in assets under management. Known for their expertise in managing employer 401Ks and individual portfolios, Holcombe & McGrath has established themselves as a trusted partner in the retirement planning space. Their clients benefit from their in-depth knowledge and understanding of this specific market segment. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients. They offer various types of compensation, including a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. With their singular focus on providing discretionary investment services, Holcombe & McGrath offers a hands-on approach to managing client assets. Their investment strategies are carefully crafted to optimize returns while mitigating risks. At the helm of the firm are Robert Baschnagel and Susan McGrath, two of the longest tenured registered advisors. Their commitment to delivering exceptional service and personalized guidance has been instrumental in the firm's success. Operating from a single office, Holcombe & McGrath is deeply rooted in the Asheville community, serving both local and national clients. Their dedication to building lasting relationships and helping clients achieve their financial goals has positioned them as a trusted partner in the investment advisory landscape.

Colton Groome Financial Advisors, LLC, based out of Asheville, NC, is a local investment advisory firm dedicated to providing comprehensive financial planning and investment management services. With a team of 14 skilled professionals, including 8 investment advisors, they offer expertise in guiding clients towards achieving their financial goals. The firm boasts an impressive track record, managing an average of approximately $31,160,000 in assets under management per investment advisor. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' needs. Colton Groome Financial Advisors, LLC caters to a discerning client base, serving over 130 individual clients with a combined $282,264,000 in assets under management. While primarily focused on high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets. With 93% of the assets they manage being discretionary, clients entrust the firm with full decision-making authority, benefiting from their extensive knowledge and experience. Colton Groome Financial Advisors, LLC takes pride in its deep-rooted presence in the community and operates from its single office in Asheville, NC. The firm is distinguished by its team of accomplished advisors, some of whom have been with the company for many years. Notable names include Matthew Groome, David Nelson, and George Groome, who bring a wealth of expertise and a commitment to providing personalized financial solutions to their valued clients.

Norris Financial Group, LLC is a small investment advisory firm based out of Greenville, SC. With one office, they have established a strong presence in the local financial services industry. Led by a team of dedicated professionals, Norris Financial Group specializes in providing comprehensive investment advisory services to individuals and employer-sponsored 401K plans. With a total of four employees, three of whom are registered advisors, Norris Financial Group boasts a well-rounded team capable of delivering expert financial advice. Their advisors have an average of $55,040,000 in assets under management, aligning closely with the industry average. The firm offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Norris Financial Group has solid experience managing employer 401Ks and individual assets, which collectively make up approximately half of their assets under management. Their expertise in this area has earned them a reputation as a trusted partner in retirement planning and investment management. Furthermore, the firm prides itself on providing discretionary management for all of its clients, affording them a high level of trust and confidence in their investment decisions. With a client base exceeding 300 individuals, Norris Financial Group manages assets totaling over $165,117,000. Altman Norris and Calvin Davis, two of the firm's longest-tenured registered advisors, bring invaluable knowledge and experience to the team, ensuring that clients receive exceptional service and tailored investment strategies. Norris Financial Group, LLC is committed to helping individuals and businesses in the Greenville community achieve their financial goals through sound investment advisory services and personalized wealth management solutions.

Swaimbrown Wealth Management LLC, headquartered in Clinton, SC, is a reputable investment advisory firm catering to over 40 individual clients. With a stellar track record, they manage a substantial $137,652,000 in assets. The firm prides itself on its personalized approach and dedication to meeting each client's financial goals. Although Swaimbrown Wealth Management LLC primarily focuses on discretionary management, they also possess the expertise to handle employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, the firm diligently oversees all investments under their care. Comprised of a team of two skilled professionals, Swaimbrown Wealth Management LLC provides comprehensive investment advisory services to its esteemed clientele. Each advisor possesses vast industry knowledge and strives to deliver exceptional results. On average, the firm's advisors manage approximately $68,830,000 in assets under management, aligning closely with the industry average. The compensation structure at Swaimbrown Wealth Management LLC encompasses various models, including a percentage of assets under management. This ensures that the firm's interests remain aligned with those of its clients, fostering a mutually beneficial relationship. Notably, J Peay and David Ramage are two of the firm's longest-tenured registered advisors. Their experience and expertise contribute significantly to Swaimbrown Wealth Management LLC's success and client satisfaction. With two office locations, Swaimbrown Wealth Management LLC is well-positioned to serve its diverse client base. Their unwavering commitment to providing top-tier investment advisory services distinguishes them as a trusted partner for individuals seeking financial security and prosperity.

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.

Hardin Capital Partners, LLC, a small investment advisory firm based out of Greenville, SC, specializes in providing comprehensive financial solutions to its clients. With a single office, the firm boasts a dedicated team of three employees, with one of them exclusively offering investment advisory services. Hardin Capital Partners has gained a reputation for its impressive track record, managing an average of approximately $296,200,000 in assets per investment advisor, significantly surpassing industry standards. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges. Notably, their portfolio composition demonstrates a strong presence in the employer 401K and individual segments, collectively accounting for about half of the assets under management. Hardin Capital Partners excels in this space, backed by their extensive experience. Impressively, 67% of the assets managed by Hardin Capital Partners are under discretionary authority, signifying a high level of trust placed in their expertise. Serving a diverse clientele, the firm boasts over 360 individual clients, effectively overseeing a substantial sum of assets totaling over $296,200,000. Andrew Hardin, one of the firm's key figures, holds the distinction of being one of the longest-tenured registered advisors at Hardin Capital Partners, having been with the company since 2010. His expertise and commitment contribute to the firm's continued success and its ability to provide exceptional financial advisory services to its valued clients.

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.

Goepper Burkhardt LLC is a highly regarded investment advisory firm based in Greenville, SC. With over 40 individual clients and an impressive $240,946,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite being a small firm with only one office, Goepper Burkhardt LLC offers comprehensive services tailored to meet the diverse needs of their clientele. While the majority of their assets under management are discretionary, comprising 98% of the total, Goepper Burkhardt LLC also possesses the expertise to manage employer funds. Although 401K and individual accounts constitute less than 30% of their assets, they remain committed to providing exceptional service in all aspects of investment management. Goepper Burkhardt LLC follows a flexible compensation structure, incorporating various types of fees such as a percentage of assets under management and hourly charges. Their dedication to personalized financial solutions has earned them a loyal client base, particularly among high-net-worth individuals. With a total of four employees, including two dedicated investment advisors, Goepper Burkhardt LLC maintains an optimal client-to-advisor ratio. The firm's advisors boast extensive industry experience, with notable long-tenured professionals such as Robert Flink, John Burkhardt, and William Goepper. Their combined knowledge and expertise ensure that clients receive sound investment advice and exceptional service. On average, Goepper Burkhardt LLC manages approximately $120,470,000 in assets per investment advisor, aligning with the industry standard. As they continue to grow, the firm remains steadfast in its commitment to providing tailored investment strategies and delivering measurable results for their discerning clientele.