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.
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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone 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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