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.

Concord Wealth Partners, based out of Abingdon, VA, is a local investment advisory firm with a dedicated team of professionals. With a total of 17 employees, 13 of whom provide investment advisory services, Concord Wealth Partners offers comprehensive financial guidance to a diverse clientele. Their extensive expertise is reflected in the management of over $693,838,000 in assets under their care, with an average of $63,110,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to each client's unique needs. Concord Wealth Partners prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they oversee falling under this category. This level of trust is further bolstered by their experience in handling employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With eight offices serving the local community, Concord Wealth Partners has established itself as a reputable institution in the region. The firm boasts a seasoned team of advisors, including Justin Lopez, Jonathan Lopez, and Jonathan Weatherly, who bring a wealth of knowledge and expertise to their clients. By cultivating strong relationships and providing personalized financial solutions, Concord Wealth Partners strives to help individuals and businesses achieve their investment goals and secure their financial future.

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.

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.