National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Georgia

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Georgia involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Georgia

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Georgia that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Georgia. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Georgia

advisor-photo

Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404-434-2904

advisor-photo

Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

advisor-photo

David Fountain

Financial Consultants Group

1080 Sanders Road
Suite 300

Cumming, GA 30041

770-627-2121

advisor-photo

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

advisor-photo

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

advisor-photo

Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-691-8500

advisor-photo

Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

advisor-photo

Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

advisor-photo

Ed Sturdivant

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

770-810-2575

advisor-photo

Ed Sturdivant

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500

Duluth, GA 30097

770-810-2575

advisor-photo

Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

advisor-photo

W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

dummy-image

Momentum Wealth Management

Momentum Wealth Management

1201 Front Ave
Suite N

Columbus, GA 31901

706-842-2400

dummy-image

John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

dummy-image

Personal Capital

Personal Capital

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

Top Financial Advisor Firms in Georgia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
INVESCO ADVISERS, INC.
1555 Peachtree Street, N.E., Atlanta, GA 30309
105360 $804,869,054,793 29716 A percentage of AUM
Performance Based
CRAWFORD INVESTMENT COUNSEL INC
600 Galleria Parkway, Se, Suite 1650 Atlanta, GA 30339
110271 $7,923,669,139 3620 A percentage of AUM
Fixed fees
Performance Based
DOMAIN CAPITAL ADVISORS, LLC
1230 Peachtree Street Ne, Suite 3600 Atlanta, GA 30309
110663 $6,321,144,805 29 A percentage of AUM
Fixed fees
Performance Based
Other (A PERCENTAGE OF COMMITTED CAPITAL)
ASSET PRESERVATION ADVISORS, LLC
3344 Peachtree Road, Ne, Suite 2050 Atlanta, GA 30326
106741 $5,322,402,909 1629 A percentage of AUM
Fixed fees
CAPITAL DIRECTIONS LLC
400 Northridge Road, Suite 350 Atlanta, GA 30350
109762 $3,836,000,000 4401 A percentage of AUM
Fixed fees
MONTAG
133 Peachtree Street, 2500 Georgia Pacific Center Atlanta, GA 30303
105756 $2,514,661,818 1160 A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN CONSULTING)
STADION MONEY MANAGEMENT, LLC
1061 Cliff Dawson Rd, Watkinsville, GA 30677
112608 $2,442,089,754 49152 A percentage of AUM
MARCO INVESTMENT MANAGEMENT LLC
1100 Atlanta Financial Center, 3353 Peachtree Road Ne Atlanta, GA 30326
108170 $1,360,813,330 561 A percentage of AUM
MONTAG & CALDWELL, LLC
3455 Peachtree Rd Ne Ste 1500, Atlanta, GA 30326-3280
104841 $1,342,301,871 218 A percentage of AUM
BUILDER INVESTMENT GROUP
4401 Northside Pkwy Nw, Suite 520 Atlanta, GA 30327
107671 $647,444,593 562 A percentage of AUM
Fixed fees
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
12630 Crabapple Road, Suite 300 Milton, GA 30004
109040 $551,747,874 893 A percentage of AUM
Hourly charges
BENEDICT FINANCIAL ADVISORS, INC.
6000 Lake Forrest Drive, Suite 550 Atlanta, GA 30328-5901
116690 $436,338,035 742 A percentage of AUM
Hourly charges
Fixed fees
PAUL MANNERS & ASSOCIATES, INC.
2300 Windy Ridge Parkway, Se, Suite 375 South Atlanta, GA 30339
110996 $346,782,386 390 A percentage of AUM
Fixed fees
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
4001 Vineville Ave, Macon, GA 31210-5039
1329 $199,946,002 647 A percentage of AUM
CARTER, TERRY & COMPANY, INC.
3060 Peachtree Rd Nw, Suite 1200 Atlanta, GA 30305
16365 $141,597,897 260 A percentage of AUM

Additional Financial Advisors in Georgia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brian Lusink
Inquire with Brian
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3578
Ari Dardik
Inquire with Ari
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3683
Andrew Kronitz
Inquire with Andrew
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3647
Brooke Sberna
Inquire with Brooke
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-266-6404
Amy Hefner
Inquire with Amy
5444 Riverside Dr, 2nd, Fl Macon, GA 31210 478-405-3357
Alexander Blaire Financial Consulting, LLC
Inquire with Alexander
295 West Crossville Road, Suite 620 Roswell, GA 30075 678-352-8800
Alice B Neill
Inquire with Alice
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-842-2266
Bradley Cull
Inquire with Bradley
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-266-5925
Brown-Rose Wealth Management - Morgan Stanley
Inquire with Brown-Rose
475 Sea Island Road, St. Simons Island, GA 31522 844-224-0582
Alexander Small
Inquire with Alexander
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3606

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors