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Find The Best Financial Advisors in Marietta, 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!
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How To Find The Best Financial Advisors in Marietta, Georgia
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Marietta, Georgia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Marietta, Georgia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Marietta, Georgia have an average of 20 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 Marietta, Georgia
404-237-8881
Top Financial Advisor Firms in Marietta, Georgia (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| NARWHAL CAPITAL MANAGEMENT 531 Roselane Street, Suite 420 Marietta, GA, 30060 | 135958 | $1,296,298,600 | 618 | A Percentage of AUM, Hourly charges |
| MARIETTA WEALTH MANAGEMENT, LLC 472 N. Sessions Street, Unit #24 Marietta, GA, 30060 | 281782 | $916,264,157 | 1200 | A Percentage of AUM, Hourly charges, Fixed Fees |
| AMERICAN FINANCIAL ADVISORS, LLC. 2551 Roswell Road, Suite 310 Marietta, GA, 30062 | 115824 | $777,096,773 | 2055 | A Percentage of AUM, Hourly charges, Fixed Fees |
| IMPACT PARTNERSHIP WEALTH, LLC 1688 White Circle Nw, Marietta, GA, 30066 | 313928 | $291,965,318 | 2042 | A Percentage of AUM, Fixed Fees |
| YOUR RETIREMENT COACH 61 Atlanta Street Se, Marietta, GA, 30060 | 125573 | $287,428,573 | 1418 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISORY FEES) |
| BAER WEALTH MANAGEMENT 101 Village Parkway, Building 1, Suite 200 Marietta, GA, 30067 | 150555 | $236,249,000 | 622 | A Percentage of AUM, Commission Based |
| WISER WEALTH MANAGEMENT, INC 125 Church St, Suite 220 Marietta, GA, 30060 | 125282 | $233,320,269 | 1043 | A Percentage of AUM, Hourly charges, Fixed Fees |
| PROACTIVE WEALTH STRATEGIES, LLC 533 Johnson Ferry Road Bldg. C, Suite 100 Marietta, GA, 30068 | 318872 | $179,768,266 | 898 | A Percentage of AUM, Hourly charges, Fixed Fees |
| NICHOLAS WEALTH MANAGEMENT 218 Roswell St Ne, Suite 200 Marietta, GA, 30060 | 282635 | $142,393,104 | 1222 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (EDUCATIONAL SEMINAR FEES CHARGED PER SEMINAR. SELECTION OF TPMM) |
| WICKHAM FINANCIAL & INSURANCE SERVICES 331 Washington Avenue, Marietta, GA, 30060 | 307299 | $124,984,926 | 663 | A Percentage of AUM |
| INCOMPASS FINANCIAL PARTNERS, LLC 4994 Lower Roswell Road, Suite 4 Marietta, GA, 30068 | 318227 | $119,282,915 | 618 | A Percentage of AUM |
| SENTARA CAPITAL 3225 Shallowford Road Ne, Suite 900 Marietta, GA, 30062 | 161132 | $103,011,826 | 579 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BEY-DOUGLAS, LLC INVESTMENT COUNSEL 1640 Powers Ferry Rd., Bldg. 22, Ste. 200 Marietta, GA, 30067 | 108856 | $102,940,484 | 312 | A Percentage of AUM |
| STRICKLAND DAVIS ADVISORS LLC 4653 Olde Towne Pkwy, Marietta, GA, 30068 | 126538 | $92,877,674 | 162 | A Percentage of AUM |
| CAPITAL MANAGEMENT ADVISORS INC One Parkway Center, 1850 Parkway Pl Se, Ste 1025 Marietta, GA, 30067-8289 | 110447 | $50,771,619 | 269 | A Percentage of AUM, Hourly charges, Fixed Fees |
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