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.

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.

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.

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.