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 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 - 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 8 vetted financial advisors and 33 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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Sam Evans

Evans Wealth Management

770-828-8303

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

Savant Wealth Management

404-237-8881

Address

400 Northridge Road,
Atlanta, GA 30350 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

Homrich Berg Wealth Management

404-264-1400

Address

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

Top Financial Advisor Firms in Alpharetta, 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	$10,576,048,244	31882	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
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)
CLEAR INVESTMENT RESEARCH, LLC 284 S. Main Street, Suite 900 Alpharetta, GA, 30009	172685	$5,844,759,390	260	A percentage of AUM, Hourly charges, Fixed fees
ALLIANT RETIREMENT CONSULTING 1125 Sanctuary Parkway, Suite 300 Alpharetta, GA, 30009	167970	$3,619,349,794	169	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	$1,087,000,000	1	A percentage of AUM
AVEGO MANAGEMENT, LLC 100 North Main Street, Suite 301 Alpharetta, GA, 30009	310520	$861,076,218	8	A percentage of AUM, Fixed fees, Performance Based
FORTHRIGHT WEALTH MANAGEMENT, LLC 5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022	220515	$663,769,999	1779	A percentage of AUM, Hourly charges, Fixed fees
QUADRANT REAL ESTATE ADVISORS LLC 2300 Lakeview Parkway, Suite 225 Alpharetta, GA, 30009	138077	$528,010,930	8	A percentage of AUM, Other (ORIG FEES/PROCESSING FEES)
WELLSPRING WEALTH MANAGEMENT LLC 11720 Amber Park Drive, Suite 150 Alpharetta, GA, 30009-2276	134834	$439,821,274	498	A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
GIBBS WEALTH MANAGEMENT, LLC 3980 Old Milton Parkway, Alpharetta, GA, 30005	281621	$391,385,872	2983	A percentage of AUM
AGVICTUS CAPITAL MANAGEMENT LLC 3650 Mansell Road,, Suite 495 Alpharetta, GA, 30022-3068	307047	$369,897,133	3	A percentage of AUM, Performance Based
WEALTH SCIENCE ADVISORS LLC 55 Roswell Street, Suite 210 Alpharetta, GA, 30009	321031	$368,892,811	974	A percentage of AUM, Hourly charges, Fixed fees
MPWM ADVISORY SOLUTIONS LLC 8000 Avalon Blvd, Suite 100 Alpharetta, GA, 30009	169885	$315,719,294	779	A percentage of AUM, Hourly charges, Fixed fees
POWER WEALTH MANAGEMENT 2400 Lakeview Pkwy, Suite 675 Alpharetta, GA, 30009	315101	$293,755,210	476	A percentage of AUM
ADAPTIVE INVESTMENTS 12600 Deerfield Parkway, Suite 100 Alpharetta, GA, 30004	281201	$290,127,850	7	A percentage of AUM

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Find The Best Financial Advisors in Alpharetta, Georgia

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

List of Qualified Financial Advisors in Alpharetta, Georgia

Edelman Financial Engines, LLC

Address

Sam Evans

Evans Wealth Management

Address

Edelman Financial Engines, LLC

Address

Savant Wealth Management

Address

Jaylon Ellison

4P Wealth Trust

Address

Kevin Madigan

Wela Strategies

Address

Homrich Berg Wealth Management

Homrich Berg Wealth Management

Address

Top Financial Advisor Firms in Alpharetta, Georgia (Ranked by AUM)

Select other cities around Alpharetta, 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 Alpharetta, Georgia
Last Updated - 13-Jun-2023

Find an Advisor
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