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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 6 vetted financial advisors and 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 19 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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Homrich Berg Wealth Management

Homrich Berg Wealth Management

404-264-1400

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Michael Collopy

Veracity Capital, LLC

678-685-3265

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Bruce Alden

Edelman Financial Engines, LLC

678-905-2150

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Sam Evans

Evans Wealth Management

770-828-8303

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Ed Sturdivant

Edelman Financial Engines, LLC

770-810-2575

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Andrew Gullion

Edelman Financial Engines, LLC

678-222-2257

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
105360 $738,307,405,774 32911 A Percentage of AUM, Performance Based
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Center Avenue,, Truist Garden Offices Suite 140
Atlanta, GA, 30303
283390 $53,169,938,577 125600 A Percentage of AUM, Fixed Fees
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
108934 $36,456,698,506 10 A Percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100
Atlanta, GA, 30309-3912
116719 $31,849,152,281 25685 A Percentage of AUM, Performance Based
ROARK CAPITAL MANAGEMENT, LLC
1180 Peachtree Street Ne, Suite 2500
Atlanta, GA, 30309-3521
160368 $30,525,816,142 16 A Percentage of AUM, Performance Based
EARNEST PARTNERS, LLC
1180 Peachtree Street, Ne, Suite 2300
Atlanta, GA, 30309
107926 $29,382,478,158 6459 A Percentage of AUM, Performance Based
HOMRICH BERG
3550 Lenox Rd, Suite 2700
Atlanta, GA, 30326
316731 $12,528,313,663 15429 A Percentage of AUM, Hourly charges, Fixed Fees
ANGEL OAK CAPITAL ADVISORS, LLC
3344 Peachtree Road, Suite 1725
Atlanta, GA, 30326
151090 $12,195,563,266 52 A Percentage of AUM, Fixed Fees, Performance Based
ATLANTA CONSULTING GROUP ADVISORS, LLC
309 East Paces Ferry, Suite 600
Atlanta, GA, 30305
288169 $11,847,734,774 246 A Percentage of AUM, Fixed Fees, Commission Based
IRA GROUP, INC.
1230 Peachtree Street Ne, Suite 3800
Atlanta, GA, 30309
126246 $9,075,041,999 568 A Percentage of AUM, Fixed Fees, Other (PROJECT FLAT FEES)
JAMESTOWN, L.P.
675 Ponce De Leon Ave. Ne, 7th Floor
Atlanta, GA, 30308
158207 $8,507,037,201 18 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 $7,382,736,567 3931 A Percentage of AUM, Fixed Fees, Performance Based
DOMAIN CAPITAL ADVISORS, LLC
1230 Peachtree Street Ne, Suite 3600
Atlanta, GA, 30309
110663 $6,971,295,528 34 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 $6,146,773,595 9057 A Percentage of AUM, Hourly charges, Fixed Fees
CORTLAND INVESTMENT MANAGEMENT, LLC
3424 Peachtree Road Ne, Suite 300
Atlanta, GA, 30326
299369 $5,959,125,031 6 A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)

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