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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!
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How To Find The Best Financial Advisors in Alpharetta, Georgia
Last Updated - 13-Jun-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 9 vetted financial advisors and 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 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 Alpharetta, Georgia
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Top Financial Advisor Firms in Alpharetta, Georgia (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| 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) |
| MERIT FINANCIAL ADVISORS 2400 Lakeview Parkway, Suite 550 Alpharetta, GA, 30009 | 142457 | $5,522,570,668 | 19368 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
| CLEAR INVESTMENT RESEARCH, LLC 284 S. Main Street, Suite 900 Alpharetta, GA, 30009 | 172685 | $5,244,653,328 | 219 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ALLIANT RETIREMENT CONSULTING 1125 Sanctuary Parkway, Suite 300 Alpharetta, GA, 30009 | 167970 | $1,084,277,908 | 80 | A Percentage of AUM, Fixed Fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT) |
| ALBRITTON CAPITAL MANAGEMENT CO 2475 Northwinds Parkway, #200, Alpharetta, GA, 30009 | 112772 | $895,000,000 | 1 | A Percentage of AUM |
| AVEGO MANAGEMENT, LLC 1055b Powers Place, 2nd Floor Alpharetta, GA, 30009 | 310520 | $635,920,291 | 4 | A Percentage of AUM, Fixed Fees, Performance Based |
| QUADRANT REAL ESTATE ADVISORS LLC 2300 Lakeview Parkway, Suite 225 Alpharetta, GA, 30009 | 138077 | $565,016,488 | 8 | A Percentage of AUM, Other (ORIG FEES/PROCESSING FEES) |
| FORTHRIGHT WEALTH MANAGEMENT, LLC 5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022 | 220515 | $515,147,737 | 1566 | A Percentage of AUM, Hourly charges, Fixed Fees |
| WELLSPRING WEALTH MANAGEMENT LLC 11720 Amber Park Drive, Suite 150 Alpharetta, GA, 30009-2276 | 134834 | $389,513,261 | 473 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.) |
| AGVICTUS CAPITAL MANAGEMENT LLC 3650 Mansell Road,, Suite 495 Alpharetta, GA, 30022-3068 | 307047 | $352,947,983 | 3 | A Percentage of AUM, Performance Based |
| ADAPTIVE INVESTMENTS 12600 Deerfield Parkway, Suite 100 Alpharetta, GA, 30004 | 281201 | $321,103,739 | 9 | A Percentage of AUM |
| WEALTH SCIENCE ADVISORS LLC 55 Roswell Street, Suite 210 Alpharetta, GA, 30009 | 321031 | $313,467,006 | 853 | A Percentage of AUM, Hourly charges, Fixed Fees |
| TANDEMGROWTH FINANCIAL ADVISORS, LLC 3820 Mansell Road, Suite T30 Alpharetta, GA, 30022 | 125490 | $200,930,064 | 657 | A Percentage of AUM, Fixed Fees |
| GIBBS WEALTH MANAGEMENT, LLC 3980 Old Milton Parkway, Alpharetta, GA, 30005 | 281621 | $200,180,955 | 1597 | A Percentage of AUM |
| PHORCYS CAPITAL PARTNERS, LLC 1720 Windward Concourse, Suite 115 Alpharetta, GA, 30005 | 285635 | $174,600,000 | 2 | A Percentage of AUM, Performance Based |
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