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 you 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.

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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 Alabama 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 in Georgia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and 311 non-vetted financial advisors in Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Georgia have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Georgia

Temp S Davis IV

Integrated Financial Partners

404-456-0592

Address

132 Old Norton Rd,
Suite 103,
Fayetteville, GA 30215 See Details

Jaylon Ellison

4P Wealth Trust

404-556-6651

Address

6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328 See Details

Kevin Madigan

Wela Strategies

678-608-0420

Address

10 Glenlake Parkway North Tower Suite 1010,
Atlanta, GA 30328 See Details

Michael Collopy

Veracity Capital, LLC

678-685-3265

Address

2859 Paces Ferry Rd, STE #635,
Atlanta, GA 30339 See Details

Sam Evans

Evans Wealth Management

770-828-8303

Address

6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097 See Details

W. Steve Marbert

Richard Young Associates, Ltd.

706-739-0725

Address

205 Hudson Trace,
Augusta, GA 30907 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

3460 Preston Ridge Rd,
Suite 500,
Alpharetta, GA 30005 See Details

Savannah Wealth Group

912-912-1113

Address

7393 Hodgson Memorial Dr # 201,
Savannah, GA 31406 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Homrich Berg Wealth Management

404-264-1400

Address

3550 Lenox Rd NE,
Suite 2700,
Atlanta, GA 30326 See Details

Savant Wealth Management

404-237-8881

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

Top Financial Advisor Firms in Georgia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	105360	$746,325,416,693	38517	A percentage of AUM, Performance Based
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	283390	$61,369,856,545	124201	A percentage of AUM, Fixed fees
EARNEST PARTNERS, LLC 1180 Peachtree Street, Ne, Suite 2300 Atlanta, GA, 30309	107926	$35,289,452,223	7542	A percentage of AUM, Performance Based
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	108934	$33,827,869,628	39	A percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	116719	$33,178,196,876	12286	A percentage of AUM, Performance Based
ROARK CAPITAL MANAGEMENT, LLC 1180 Peachtree Street Ne, Suite 2500 Atlanta, GA, 30309-3521	160368	$31,927,560,154	14	A percentage of AUM, Performance Based
HOMRICH BERG 3550 Lenox Rd, Suite 2700 Atlanta, GA, 30326	316731	$18,591,404,091	19370	A percentage of AUM, Hourly charges, Fixed fees
ATLANTA CONSULTING GROUP ADVISORS, LLC 5600 Glenridge Drive Ne, Suite 230 - East Atlanta, GA, 30342	288169	$13,598,587,500	410	A percentage of AUM, Fixed fees, Commission Based
IRA GROUP, INC. 1230 Peachtree Street Ne, Suite 3800 Atlanta, GA, 30309	126246	$13,197,612,044	630	A percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)
MERIT FINANCIAL ADVISORS 2400 Lakeview Parkway, Suite 550 Alpharetta, GA, 30009	142457	$10,576,048,244	31882	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
ANGEL OAK CAPITAL ADVISORS, LLC 3344 Peachtree Road, Suite 1725 Atlanta, GA, 30326	151090	$10,374,449,774	49	A percentage of AUM, Fixed fees, Performance Based
VIDENT ASSET MANAGEMENT 1125 Sanctuary Pkwy, Suite 515 Alpharetta, GA, 30009	286622	$8,989,806,701	938	A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
PRIMERICA ADVISORS 1 Primerica Parkway, Duluth, GA, 30099-0001	10111	$8,461,983,895	59808	A percentage of AUM
CRAWFORD INVESTMENT COUNSEL INC 600 Galleria Parkway, Se, Suite 1650 Atlanta, GA, 30339	110271	$7,729,583,314	4070	A percentage of AUM, Fixed fees, Performance Based
SIGNATUREFD, LLC 1230 Peachtree Street, Ne, Suite 1800 Atlanta, GA, 30309	112758	$7,245,750,124	9871	A percentage of AUM, Hourly charges, Fixed fees

Select other cities around Georgia to broaden your search for a financial advisor

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Find The Best Financial Advisors in Georgia

How To Find The Best Financial Advisors in GeorgiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Georgia

Integrated Financial Partners

Address

4P Wealth Trust

Address

Wela Strategies

Address

Veracity Capital, LLC

Address

Evans Wealth Management

Address

Richard Young Associates, Ltd.

Address

Address

Address

Address

Homrich Berg Wealth Management

Address

Address

Top Financial Advisor Firms in Georgia (Ranked by AUM)

Select other cities around Georgia to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Georgia
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy