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Find The Best Financial Advisors in Atlanta, Georgia

Known as part of the “glorious peach state”, Atlanta, Georgia, is home to a population that has nearly grown by 40% in the last decade, from 2.9 million to 4.1 million. The third largest state in the nation and home to a large concentration of Fortune 500 companies, Georgia is one of the most expensive states in the country. If you are an Atlanta resident, why not create a solid financial plan for the future? To get the most out of your money, working with a financial advisor with knowledgeable insights into the cost of living in your city would be helpful for your financial goals. Choosing the best financial advisor out of the more than 4,000 in the Atlanta metropolitan area may be difficult. FinancialAdvisor.net may be able to simplify the financial advisor search process so that you can connect with a professional advisor in the Atlanta area based on your specific needs.

How To Find The Best Financial Advisors in Atlanta, Georgia

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Atlanta, Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 438 non-vetted financial advisors in Atlanta, Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Atlanta, Georgia have an average of 12 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 Atlanta, Georgia

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Davidson Hepburn

Northwestern Mutual

1100 Peachtree Street NE
Suite 1000

Atlanta, GA 30309

770-891-6416

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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

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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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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Peter Baines

Wealthlink Advisors/Northwestern Mutual

3440 Preston Ridge Road
Suite 325

Alpharetta, GA 30005

404-846-3608

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Craig Pfau

Locust Lane Wealth Management

420 Majestic Cove

Milton, GA 30004

315-427-0512

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John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
INVESCO ADVISERS, INC.
1555 Peachtree Street, N.E.,
Atlanta, GA, 30309
105360 $804,869,054,793 29716 A percentage of AUM, Performance Based
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Center Avenue,, Truist Garden Offices Suite 140
Atlanta, GA, 30303
283390 $61,581,322,510 126886 A percentage of AUM, Hourly charges, Fixed fees
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
108934 $43,533,708,622 43 A percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
EARNEST PARTNERS, LLC
1180 Peachtree Street, Ne, Suite 2300
Atlanta, GA, 30309
107926 $31,693,580,376 5412 A percentage of AUM, Performance Based
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100
Atlanta, GA, 30309-3912
116719 $29,876,022,013 3588 A percentage of AUM, Performance Based
ROARK CAPITAL MANAGEMENT, LLC
1180 Peachtree Street Ne, Suite 2500
Atlanta, GA, 30309-3521
160368 $27,164,109,332 15 A percentage of AUM, Performance Based
ANGEL OAK CAPITAL ADVISORS, LLC
3344 Peachtree Road, Suite 1725
Atlanta, GA, 30326
151090 $17,367,832,687 47 A percentage of AUM, Fixed fees, Performance Based
ATLANTA CONSULTING GROUP ADVISORS, LLC
309 East Paces Ferry, Suite 600
Atlanta, GA, 30305
288169 $14,773,867,193 267 A percentage of AUM, Fixed fees, Commision Based
FSC SECURITIES CORPORATION
2300 Windy Ridge Pkwy, Suite 750
Atlanta, GA, 30339
7461 $12,885,859,109 46551 A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
HOMRICH BERG
3550 Lenox Rd, Suite 2700
Atlanta, GA, 30326
316731 $11,082,920,997 10198 A percentage of AUM, Hourly charges, Fixed fees
IRA GROUP, INC.
1230 Peachtree Street Ne, Suite 3800
Atlanta, GA, 30309
126246 $9,847,736,267 532 A percentage of AUM, Hourly charges, Fixed fees
JAMESTOWN, L.P.
675 Ponce De Leon Ave. Ne, 7th Floor
Atlanta, GA, 30308
158207 $8,256,318,058 16 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 $7,923,669,139 3620 A percentage of AUM, Fixed fees, Performance Based
DOMAIN CAPITAL ADVISORS, LLC
1230 Peachtree Street Ne, Suite 3600
Atlanta, GA, 30309
110663 $6,321,144,805 29 A percentage of AUM, Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL)
SIGNATUREFD, LLC
1230 Peachtree Street, Ne, Suite 1800
Atlanta, GA, 30309
112758 $6,143,956,425 7954 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Atlanta, Georgia

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Brian Lusink
Inquire with Brian
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3578
Ari Dardik
Inquire with Ari
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3683
Andrew Kronitz
Inquire with Andrew
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3647
Brooke Sberna
Inquire with Brooke
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-266-6404
Alice B Neill
Inquire with Alice
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-842-2266
Bradley Cull
Inquire with Bradley
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-266-5925
Alexander Small
Inquire with Alexander
3280 Peachtree Rd NE, Ste 1600 Atlanta, GA 30305 404-365-3606
Brett Peavy
Inquire with Brett
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-266-6924
Angelique Deleva
Inquire with Angelique
3280 Peachtree Rd NE, Suite 1900 Atlanta, GA 30305 404-266-5988
Barry Gorowitz
Inquire with Barry
5 Concourse Pkwy, Ste 2000 Atlanta, GA 30328 770-698-2296

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