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Find Best Financial Advisors in Atlanta, 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 Atlanta is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Atlanta & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Atlanta?

Looking for a qualified financial advisor in Atlanta? We can help you by narrowing down your options & listing the best financial advisors in Atlanta as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Atlanta near you with the list of certified and vetted Atlanta financial advisors.

List of Qualified Financial Advisors in Atlanta, Georgia

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Ed Sturdivant

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

770-810-2575

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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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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

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Personal Capital

Personal Capital

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

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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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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Ed Sturdivant

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500

Duluth, GA 30097

770-810-2575

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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-691-8500

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John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

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Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404-434-2904

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David Fountain

Financial Consultants Group

1080 Sanders Road
Suite 300

Cumming, GA 30041

770-627-2121

Top Financial Advisor Firms in Georgia (Ranked by AUM)

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
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100 Atlanta, GA 30309-3912
116719 $29,876,022,013 3588 A percentage of AUM
Performance Based
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)
ASSET PRESERVATION ADVISORS, LLC
3344 Peachtree Road, Ne, Suite 2050 Atlanta, GA 30326
106741 $5,322,402,909 1629 A percentage of AUM
Fixed fees
FIDUCIARYVEST, LLC
600 Galleria Parkway Se, Suite 890 Atlanta, GA 30339-5938
134351 $4,249,969,960 39 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
CAPITAL DIRECTIONS LLC
400 Northridge Road, Suite 350 Atlanta, GA 30350
109762 $3,836,000,000 4401 A percentage of AUM
Fixed fees
MONTAG
133 Peachtree Street, 2500 Georgia Pacific Center Atlanta, GA 30303
105756 $2,514,661,818 1160 A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN CONSULTING)
MARCO INVESTMENT MANAGEMENT LLC
1100 Atlanta Financial Center, 3353 Peachtree Road Ne Atlanta, GA 30326
108170 $1,360,813,330 561 A percentage of AUM
MONTAG & CALDWELL, LLC
3455 Peachtree Rd Ne Ste 1500, Atlanta, GA 30326-3280
104841 $1,342,301,871 218 A percentage of AUM
BUILDER INVESTMENT GROUP
4401 Northside Pkwy Nw, Suite 520 Atlanta, GA 30327
107671 $647,444,593 562 A percentage of AUM
Fixed fees
BENEDICT FINANCIAL ADVISORS, INC.
6000 Lake Forrest Drive, Suite 550 Atlanta, GA 30328-5901
116690 $436,338,035 742 A percentage of AUM
Hourly charges
Fixed fees
PAUL MANNERS & ASSOCIATES, INC.
2300 Windy Ridge Parkway, Se, Suite 375 South Atlanta, GA 30339
110996 $346,782,386 390 A percentage of AUM
Fixed fees
PERSIUM ADVISORS, LLC
6190 Powers Ferry Road, Suite 500 Atlanta, GA 30339
128335 $253,906,425 293 A percentage of AUM
Fixed fees
CARTER, TERRY & COMPANY, INC.
3060 Peachtree Rd Nw, Suite 1200 Atlanta, GA 30305
16365 $141,597,897 260 A percentage of AUM

Additional Financial Advisors in Georgia

* 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

Frequently Asked Questions

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 I 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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