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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 8 vetted financial advisors and 178 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 17 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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Top Financial Advisor Firms in Atlanta, Georgia (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309 | 105360 | $746,325,416,693 | 38517 | A percentage of AUM, Performance Based |
| TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303 | 283390 | $61,369,856,545 | 124201 | A percentage of AUM, Fixed fees |
| EARNEST PARTNERS, LLC 1180 Peachtree Street, Ne, Suite 2300 Atlanta, GA, 30309 | 107926 | $35,289,452,223 | 7542 | A percentage of AUM, Performance Based |
| VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349 | 108934 | $33,827,869,628 | 39 | 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 | $33,178,196,876 | 12286 | A percentage of AUM, Performance Based |
| ROARK CAPITAL MANAGEMENT, LLC 1180 Peachtree Street Ne, Suite 2500 Atlanta, GA, 30309-3521 | 160368 | $31,927,560,154 | 14 | A percentage of AUM, Performance Based |
| HOMRICH BERG 3550 Lenox Rd, Suite 2700 Atlanta, GA, 30326 | 316731 | $18,591,404,091 | 19370 | A percentage of AUM, Hourly charges, Fixed fees |
| ATLANTA CONSULTING GROUP ADVISORS, LLC 5600 Glenridge Drive Ne, Suite 230 - East Atlanta, GA, 30342 | 288169 | $13,598,587,500 | 410 | A percentage of AUM, Fixed fees, Commission Based |
| IRA GROUP, INC. 1230 Peachtree Street Ne, Suite 3800 Atlanta, GA, 30309 | 126246 | $13,197,612,044 | 630 | A percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES) |
| ANGEL OAK CAPITAL ADVISORS, LLC 3344 Peachtree Road, Suite 1725 Atlanta, GA, 30326 | 151090 | $10,374,449,774 | 49 | A percentage of AUM, Fixed fees, Performance Based |
| CRAWFORD INVESTMENT COUNSEL INC 600 Galleria Parkway, Se, Suite 1650 Atlanta, GA, 30339 | 110271 | $7,729,583,314 | 4070 | A percentage of AUM, Fixed fees, Performance Based |
| SIGNATUREFD, LLC 1230 Peachtree Street, Ne, Suite 1800 Atlanta, GA, 30309 | 112758 | $7,245,750,124 | 9871 | A percentage of AUM, Hourly charges, Fixed fees |
| JAMESTOWN, L.P. 675 Ponce De Leon Ave. Ne, 7th Floor Atlanta, GA, 30308 | 158207 | $7,076,357,188 | 18 | A percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| ASSET PRESERVATION ADVISORS, LLC 3344 Peachtree Road, Ne, Suite 2050 Atlanta, GA, 30326 | 106741 | $6,927,938,831 | 2149 | A percentage of AUM, Fixed fees |
| ADVISORY SERVICES NETWORK 6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575 Atlanta, GA, 30328 | 146051 | $6,818,718,908 | 24286 | A percentage of AUM, Hourly charges, Fixed fees |
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