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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 10 vetted financial advisors and 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

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Temp S Davis IV

Integrated Financial Partners

404-456-0592

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Michael Collopy

Veracity Capital, LLC

678-685-3265

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Paul Culbreth

Culbreth Wealth Management, LLC

770-979-1301

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Sam Evans

Evans Wealth Management

770-828-8303

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Andrew Gullion

Edelman Financial Engines, LLC

678-222-2257

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Bruce Alden

Edelman Financial Engines, LLC

678-905-2150

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Ed Sturdivant

Edelman Financial Engines, LLC

770-810-2575

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W. Steve Marbert

Richard Young Associates, Ltd.

706-739-0725

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Homrich Berg Wealth Management

Homrich Berg Wealth Management

404-264-1400

Top Financial Advisor Firms in Georgia (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
105360 $738,307,405,774 32911 A Percentage of AUM, Performance Based
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Center Avenue,, Truist Garden Offices Suite 140
Atlanta, GA, 30303
283390 $53,169,938,577 125600 A Percentage of AUM, Fixed Fees
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
108934 $36,456,698,506 10 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 $31,849,152,281 25685 A Percentage of AUM, Performance Based
ROARK CAPITAL MANAGEMENT, LLC
1180 Peachtree Street Ne, Suite 2500
Atlanta, GA, 30309-3521
160368 $30,525,816,142 16 A Percentage of AUM, Performance Based
EARNEST PARTNERS, LLC
1180 Peachtree Street, Ne, Suite 2300
Atlanta, GA, 30309
107926 $29,382,478,158 6459 A Percentage of AUM, Performance Based
HOMRICH BERG
3550 Lenox Rd, Suite 2700
Atlanta, GA, 30326
316731 $12,528,313,663 15429 A Percentage of AUM, Hourly charges, Fixed Fees
ANGEL OAK CAPITAL ADVISORS, LLC
3344 Peachtree Road, Suite 1725
Atlanta, GA, 30326
151090 $12,195,563,266 52 A Percentage of AUM, Fixed Fees, Performance Based
ATLANTA CONSULTING GROUP ADVISORS, LLC
309 East Paces Ferry, Suite 600
Atlanta, GA, 30305
288169 $11,847,734,774 246 A Percentage of AUM, Fixed Fees, Commission Based
IRA GROUP, INC.
1230 Peachtree Street Ne, Suite 3800
Atlanta, GA, 30309
126246 $9,075,041,999 568 A Percentage of AUM, Fixed Fees, Other (PROJECT FLAT FEES)
JAMESTOWN, L.P.
675 Ponce De Leon Ave. Ne, 7th Floor
Atlanta, GA, 30308
158207 $8,507,037,201 18 A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
CRAWFORD INVESTMENT COUNSEL INC
600 Galleria Parkway, Se, Suite 1650
Atlanta, GA, 30339
110271 $7,382,736,567 3931 A Percentage of AUM, Fixed Fees, Performance Based
PRIMERICA ADVISORS
1 Primerica Parkway,
Duluth, GA, 30099-0001
10111 $7,088,085,794 56552 A Percentage of AUM
VIDENT ASSET MANAGEMENT
1125 Sanctuary Pkwy, Suite 515
Alpharetta, GA, 30009
286622 $7,071,744,860 687 A Percentage of AUM, Fixed Fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
DOMAIN CAPITAL ADVISORS, LLC
1230 Peachtree Street Ne, Suite 3600
Atlanta, GA, 30309
110663 $6,971,295,528 34 A Percentage of AUM, Fixed Fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL)

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