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Find The Best Financial Advisors in Alpharetta, Georgia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Alpharetta is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Alpharetta & pick the one as per your needs

How To Find The Best Financial Advisors in Alpharetta, Georgia

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Alpharetta, Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 102 non-vetted financial advisors in Alpharetta, Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Alpharetta, Georgia have an average of 15 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 Alpharetta, Georgia

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Craig Pfau

Locust Lane Wealth Management

420 Majestic Cove

Milton, GA 30004

315-427-0512

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David Fountain

Financial Consultants Group

1080 Sanders Road
Suite 300

Cumming, GA 30041

770-627-2121

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

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John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

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Davidson Hepburn

Northwestern Mutual

1100 Peachtree Street NE
Suite 1000

Atlanta, GA 30309

770-891-6416

Top Financial Advisor Firms in Georgia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
MERIT FINANCIAL ADVISORS
2400 Lakeview Parkway, Suite 550 Alpharetta, GA 30009
142457 $3,681,709,925 10460 A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
ALLIANT RETIREMENT CONSULTING
1125 Sanctuary Parkway, Suite 300 Alpharetta, GA 30009
167970 $928,000,000 57 A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)
LUMATURE WEALTH PARTNERS, LLC
2325 Lakeview Parkway, Suite 175 Alpharetta, GA 30009
309049 $563,006,607 2393 A percentage of AUM, Fixed fees
FORTHRIGHT WEALTH MANAGEMENT, LLC
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
220515 $488,173,467 1436 A percentage of AUM, Hourly charges, Fixed fees
WELLSPRING WEALTH MANAGEMENT LLC
11720 Amber Park Drive, Suite 150 Alpharetta, GA 30009-2276
134834 $407,180,359 466 A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
PRCE MANAGEMENT LLC
1720 Windward Concourse, Suite 115 Alpharetta, GA 30005
312533 $297,181,000 1 Performance Based, Other (FILING ADVISER WILL CHARGE AN EXPENSE PASS THROUGH EXPENSE)
KALOS MANAGEMENT
11525 Park Woods Circle, Suite 280 Alpharetta, GA 30005
133025 $297,034,995 1845 A percentage of AUM, Hourly charges, Fixed fees
TANDEMGROWTH FINANCIAL ADVISORS, LLC
3820 Mansell Road, Suite T30 Alpharetta, GA 30022
125490 $225,351,403 646 A percentage of AUM, Fixed fees
WEALTH ENHANCEMENT & PRESERVATION
5755 North Point Pkwy, Suite 232 Alpharetta, GA 30022
172788 $206,000,000 1270 A percentage of AUM, Hourly charges, Fixed fees
MRP CAPITAL INVESTMENTS, LLC
8440 Holcomb Bridge Road, Suite 520 Alpharetta, GA 30022
167256 $174,889,850 337 A percentage of AUM
RIDGE CAPITAL MANAGEMENT, LLC
5900 Windward Parkway, Suite 120 Alpharetta, GA 30005
127200 $138,037,281 190 A percentage of AUM
ELM3 FINANCIAL GROUP, LLC
5755 North Point Pkwy, Suite 92 Alpharetta, GA 30022-1145
140594 $135,379,323 559 A percentage of AUM, Hourly charges, Fixed fees
FSAM LLC
1720 Windward Concourse, Suite 115 Alpharetta, GA 30005
287851 $44,343,583 106 A percentage of AUM
STONE CREEK CAPITAL MANAGEMENT LLC
2400 Lakeview Parkway, Suite 550 Alpharetta, GA 30009
284775 $0 0 Hourly charges, Fixed fees, Other (CONSULTING AND RESEARCH)
WEALTH SCIENCE ADVISORS LLC
55 Roswell Street, Suite 210 Alpharetta, GA 30009
321031 $0 0 A percentage of AUM, Fixed fees

Additional Financial Advisors in Georgia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bill May
Inquire with Bill
2400 Lakeview Pkwy, Suite 300 Alpharetta, GA 30009 770-643-7671
Bob Twardos
Inquire with Bob
2400 Lakeview Pkwy, Suite 300 Alpharetta, GA 30009 770-643-7679
34 North Group
Inquire with 34
2400 Lakeview Pkwy, Suite 300 Alpharetta, GA 30009 770-643-7622
Alan Parker
Inquire with Alan
11175 Cicero Dr, Ste 450 Alpharetta, GA 30022 770-776-2898
Baylis Gruber
Inquire with Baylis
2400 Lakeview Pkwy, Suite 300 Alpharetta, GA 30009 770-643-7608
Cohen, Mackall & Associates
Inquire with Cohen,
3655 Brookside Pkwy, Ste 240 Alpharetta, GA 30022 470-545-6833
Financial Network Associates
Inquire with Financial
11175 Cicero Dr, Ste 450 Alpharetta, GA 30022 770-776-2873
Manish Patel
Inquire with Manish
292 S Main St, Ste 300 Alpharetta, GA 30009 678-202-0490
Michael Silver
Inquire with Michael
11175 Cicero Dr, Ste 450 Alpharetta, GA 30022 770-677-1318
Richard Davis
Inquire with Richard
11175 Cicero Dr, Ste 450 Alpharetta, GA 30022 770-677-1303

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.

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