BCS Wealth Management, LLC, headquartered in Johnson City, TN, is a prominent investment advisory firm dedicated to helping clients achieve their financial goals. With a total of 11 skilled professionals, including 6 experienced investment advisors, they offer comprehensive wealth management services. BCS Wealth Management distinguishes itself in the industry with an impressive average of approximately $356,260,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees. This incentivizes their team to deliver exceptional results for their clients. BCS Wealth Management proudly serves over 540 individual clients, expertly managing more than $521,561,000 in assets. They specialize in catering to high net worth individuals, with the majority of the assets they manage belonging to this esteemed client segment. While BCS Wealth Management primarily focuses on managing discretionary assets, they also possess the expertise and capability to effectively manage employer funds. Additionally, although 401K and individual accounts represent less than 30% of their assets under management, they remain committed to providing exceptional service in these areas. Operating out of two offices, BCS Wealth Management is deeply rooted in the local community of Johnson City, TN. The firm boasts an exceptional team of advisors, including highly tenured professionals such as Nathan Goodwin, Nicholas Clay, and Myra O'Dell. These accomplished individuals, along with the entire team, are dedicated to delivering personalized and strategic investment solutions to their clients, ensuring their financial prosperity and peace of mind.

Joel Adams And Associates Inc. is a small investment advisory firm based out of Asheville, NC, specializing in providing comprehensive financial planning and investment management services. With their main office located in the heart of Asheville, they serve a diverse client base in the local community and beyond. Led by Joel Adams, a seasoned financial advisor with years of industry experience, the firm boasts a team of three dedicated professionals committed to helping clients achieve their financial goals. One of their key strengths lies in their expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their impressive $207,420,000 in assets under management. Joel Adams And Associates Inc. prides itself on its high level of personalized service, tailoring investment strategies to each client's unique circumstances and aspirations. They employ a discretionary investment approach, granting them the authority to make investment decisions on behalf of their clients, ensuring agility in adapting to market conditions and client preferences. The firm's compensation structure is designed to align their interests with their clients, with various options including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and a client-centric focus, while also reflecting their commitment to delivering value. With over 240 individual clients and $207,417,000 in assets under management, Joel Adams And Associates Inc. has earned a reputation for its integrity, professionalism, and long-term client relationships. The addition of registered advisor Bray Creech, who joined the firm in 2022, further strengthens their team and their ability to provide exceptional service to their growing client base.

ACT Advisors, a local investment advisory firm headquartered in Asheville, NC, has established itself as a trusted partner for over 260 individual clients, overseeing an impressive $313,061,000 in assets under management. With a strong presence in the region, ACT Advisors operates from three offices strategically positioned to cater to their diverse clientele. While the firm's focus extends beyond 401K and individual accounts, which account for less than 30% of their assets under management, ACT Advisors possesses the expertise to proficiently handle employer funds. Notably, the firm exercises full discretionary control over 100% of the assets it manages, ensuring clients' investment needs are met with utmost care and precision. ACT Advisors predominantly manages assets for high net worth individuals, underscoring their ability to navigate the complexities of affluent portfolios. Their comprehensive compensation structure encompasses various models, including a percentage of assets under management and fixed fees, enabling tailored solutions that align with clients' unique financial objectives. With a dedicated team of 11 professionals, including six investment advisory specialists, ACT Advisors offers a personalized approach to wealth management. Their investment advisors, averaging approximately $52,180,000 in assets under management per advisor, consistently deliver industry-standard results. Among their ranks, notable figures such as Patrick Latta, Neil Lambert, and Roger Johnson have demonstrated long-standing commitment to client satisfaction and successful investment outcomes. As a prominent player in the Asheville area, ACT Advisors continues to leverage their extensive experience and holistic approach to help clients navigate the complex financial landscape, ensuring their wealth is effectively preserved and grown for future generations.

Aldebaran Financial Inc is a small investment advisory firm based out of Kingsport, TN. With 1 office, the company prides itself on delivering personalized financial solutions to its clients. With a team of 7 employees, including 2 dedicated investment advisors, Aldebaran Financial Inc manages an average of $111,190,000 in assets per advisor, aligning with industry standards. The compensation structure at Aldebaran Financial Inc encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. Their expertise lies in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. The firm boasts extensive experience in this particular area. In addition to investment advisory services, Aldebaran Financial Inc also offers legal services through their team of lawyers and law firms. Their client base consists of over 680 individuals, entrusting the firm with a total of $222,387,000 in assets under management. Notably, the company's success can be attributed in part to the expertise and dedication of their longest tenured advisors, including Brian Brummett, Peter Raber, and Justin Lester. Aldebaran Financial Inc operates under a discretionary model, meaning that they have full authority to make investment decisions on behalf of their clients. This approach enables them to tailor investment strategies and allocate resources effectively to maximize returns. Overall, Aldebaran Financial Inc distinguishes itself through its comprehensive suite of financial services, seasoned advisors, and commitment to personalized client experiences. Whether individuals seek investment advice or legal counsel, the firm strives to provide trusted guidance and valuable solutions to help clients achieve their financial goals.

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.

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.

Values First Advisors, Inc. is a local investment advisory firm based out of Gray, TN, dedicated to providing personalized financial guidance to individuals and businesses. With a strong focus on putting values first, they prioritize the unique goals and aspirations of their clients. Operating from their five offices, Values First Advisors, Inc. boasts a team of 11 dedicated professionals, nine of whom specialize in investment advisory services. With an average of $19,430,000 in assets under management per investment advisor, their expertise and experience ensure that clients receive expert guidance tailored to their specific needs. The firm's compensation structure is flexible and diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their commitment to transparency and fair compensation demonstrates their dedication to putting their clients' best interests at the forefront. One of Values First Advisors, Inc.'s key strengths lies in managing employer 401Ks and individual assets, which make up approximately half of their assets under management. Their extensive experience in this space has allowed them to cultivate strong relationships and deliver exceptional results for their clients. With a vast client base of over 890 individuals, Values First Advisors, Inc. oversees more than $174,913,000 in assets under management. The firm takes pride in its long-tenured advisors, including Michael Mitchell, Kenneth Brewer, and Roy Nunn, who bring a wealth of knowledge and expertise to the table. Values First Advisors, Inc. is committed to providing trustworthy and holistic financial advice, empowering clients to make informed decisions that align with their values and financial aspirations.

Collie Financial Planning, Inc. is a reputable investment advisory firm based in Black Mountain, NC. With a team of dedicated professionals, the company focuses on providing comprehensive financial planning services to individuals and businesses alike. The firm has established itself as a trusted partner in the industry, catering to a diverse clientele. Led by Michael Collie, one of the longest tenured registered advisors since joining the firm in 2015, Collie Financial Planning, Inc. boasts a wealth of experience and expertise. Their commitment to client satisfaction is evident in their personalized approach, ensuring tailored financial solutions that align with individual goals and aspirations. With a total of two offices, Collie Financial Planning, Inc. combines convenience with accessibility for their clients. They have amassed over 170 individual clients, managing assets totaling more than $104,436,000. Notably, approximately half of these assets under management come from employer 401Ks and individuals, a testament to the firm's proficiency in this area. Collie Financial Planning, Inc. embraces a versatile compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select the payment method that best suits their preferences. Furthermore, the firm's investment advisors collectively oversee an average of $41,630,000 in assets under management per advisor, demonstrating their capacity to handle substantial portfolios. With a client-centric approach and 100% discretionary management, Collie Financial Planning, Inc. continues to build a strong reputation in the financial planning industry, ensuring the financial well-being of their valued clients.

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.

Marmo Financial Group, LLC is a reputable investment advisory firm based in Johnson City, TN. With one office location, they have established themselves as a reliable and trusted partner in the financial industry. With a total of 9 employees, including 2 dedicated investment advisors, Marmo Financial Group, LLC offers a personalized approach to investment management. With an average of $99,430,000 in assets under management per investment advisor, Marmo Financial Group, LLC demonstrates a solid track record and financial expertise. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of the firm's assets under management come from employer 401Ks and individual clients, showcasing their extensive experience and proficiency in this space. As a discretionary asset management firm, Marmo Financial Group, LLC has complete authority to make investment decisions on behalf of their clients. With over 900 individual clients and an impressive $198,860,000 in assets under management, the firm has built a strong client base. Scott Marmo and Sasha Stewart, two of the longest tenured registered advisors, bring a wealth of experience and expertise to the company. Overall, Marmo Financial Group, LLC is committed to providing exceptional financial advisory services, tailored to their clients' unique goals and needs. Through their knowledgeable team and comprehensive range of compensation options, they strive to deliver excellent results and foster long-term financial success for their clients.

Altamont Capital Management is a small investment advisory firm based out of Asheville, NC. With a single office, they specialize in providing investment advisory services. With a team of two dedicated employees, Altamont Capital Management manages an average of $120,950,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and hourly charges. While less than 30% of their assets under management consist of 401K and individual accounts, Altamont Capital Management possesses the capacity to effectively manage employer funds. Notably, all the assets they handle are discretionary, allowing them to make independent investment decisions on behalf of their clients. In addition to investment advisory services, Altamont Capital Management also offers insurance brokerage and agency services. With a substantial client base of over 110 individuals, they manage assets totaling more than $241,900,000. Among the registered advisors at the firm, James Plaster and Harvey Jenkins have been integral members for an extended period, showcasing their experience and expertise. Altamont Capital Management's presence in Asheville, NC, positions them as a local investment advisory firm catering to individual clients and offering a comprehensive range of services. With a focus on personalized attention and prudent investment strategies, they strive to assist clients in achieving their financial goals while maximizing returns on their investments.