# Southbridge Advisors Southbridge Advisors is a RIA based in Marietta, United States. ## Overview - **Organization type:** RIA - **Headquarters:** Marietta, United States - **Region:** North America - **Address:** 533 Johnson Ferry Road, Suite 200, Marietta, GA 30068, United States - **Founded:** 2019 - **Assets under management:** Undisclosed - **Website:** southbridgeadv.com - **LinkedIn:** https://www.linkedin.com/company/southbridge-advisors ## Regulatory record - **CRD number:** 306075 - **SEC file number:** 801-117769 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306075 ## About Southbridge Advisors launched in 2019 in Marietta, Georgia, under Managing Partner Jerry Sniderman. The firm was structured as an independent registered investment advisor from inception, with the stated goal of avoiding quotas and product-sales incentives. The partnership group includes four additional Wealth Advisors — Louis Brown, Rob Donnell, Todd Fields, and George Richerson — who collectively hold designations spanning the CFP, AIF, CPA, QPFC, and CRPS marks. The client base skews toward executives, retirees, families, and businesses seeking unified financial management. The firm's investment approach runs on a proprietary framework it calls Guardrail Growth, applied across individually customized portfolios rather than model-driven allocations. Asset-class coverage includes public equities, fixed income, and retirement-account assets, structured to manage sequence-of-returns risk for clients in or near distribution phase. Southbridge also operates a dedicated corporate-services line that advises on 401k plan design and cash management. Geographic coverage concentrates on metro Atlanta, served from two offices: the primary location in Marietta and a satellite in Duluth, Georgia. With five professionals listed publicly, Southbridge operates as a boutique practice. The firm maintains active relationships with local charitable and alumni organizations, including Curing Kids' Cancer, the UGA Terry College Alumni Board, and the Shepard Center. Southbridge's structural differentiator is its consistent fiduciary posture across both individual wealth management and corporate retirement-plan consulting — a dual client-service model that remains rare among sub-$1B RIAs in the Southeast. The partnership carries no junior advisor tier, meaning every client relationship maps directly to a named partner with signatory authority. ## Sectors - Wealth Management ## Offices - 6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097, United States ## People - Jerold M. Sniderman — Managing Partner and Wealth Advisor - Louis Brown — Partner and Wealth Advisor - Rob Donnell — Partner and Wealth Advisor - Todd Fields — Partner and Wealth Advisor - George Richerson — Partner and Wealth Advisor ## Questions ### Who runs investment decisions at Southbridge Advisors? Investment decisions are made by the partnership group, currently five named Wealth Advisors including Managing Partner Jerry Sniderman and Partners Louis Brown, Rob Donnell, Todd Fields, and George Richerson. The firm uses a customized portfolio construction process rather than a centralized model-portfolio committee, with each client's plan reflecting that partner's direct oversight. ### Is Southbridge Advisors a fiduciary? Yes. The firm explicitly markets its fiduciary status and states that it operates without product-sales quotas or brokerage-style conflicts. All five listed principals carry at least one fiduciary-oriented designation, including the AIF (Accredited Investment Fiduciary) mark held by Sniderman and Brown. ### Does Southbridge Advisors manage 401k plans for businesses? Yes. Corporate retirement-plan consulting is a stated service line alongside individual wealth management. The firm advises on plan design and cash management for businesses, and two partners — Sniderman and George Richerson — hold the QPFC and CRPS designations specific to qualified retirement plans. ### What is Southbridge Advisors' 'Guardrail Growth' philosophy? Guardrail Growth is the firm's proprietary investment framework, referenced across its website. The firm describes it as a dynamic approach that monitors progress and adjusts portfolios based on individual circumstances and market conditions, with an emphasis on managing downside risk during market declines — but it publishes no white paper or detailed methodology beyond the marketing description. ## Related profiles - [Southbox](https://altss.com/profile/southbox) - [Southbridge Retirement Board](https://altss.com/profile/southbridge-retirement-board) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/southbridge-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology