A densely populated state like Georgia has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Georgia and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Georgia
has
9
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1438
non-vetted advisors in your local area. These financial advisors in
Georgia
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Georgia
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Georgia.
List of Qualified Financial Advisors in Georgia | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Brett Power
CFP®, CFA®, MBA Wealth Manager POWER WEALTH MANAGEMENT 302 Bombay Lane, Roswell, GA 30076 |
13 | Not Specified | Not Specified | Fee-Based |
David Fountain
CFP® FINANCIAL CONSULTANTS GROUP 1080 Sanders Road, Suite 300, Cumming, GA 30041 |
26 | 88,000,000 | Not Specified | Fee-Only |
Michael Collopy
CFP®, CIMA® VERACITY CAPITAL, LLC 2859 Paces Ferry Rd, STE #635, Atlanta, GA 30339 |
12 | Not Specified | Not Specified | Fee-Only |
Sam Evans
MBA, CFA® EVANS WEALTH MANAGEMENT 6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097 |
10 | Not Specified | $250,000 | Fee-Only |
Kevin Garrett
AWMA®, CFS INTEGRATED FINANCIAL GROUP 200 Ashford Center North, Suite 400, Atlanta, GA 30338 |
10 | Not Specified | 100,000 | Fee-Based |
W. Steve Marbert
CFP®, Registered Investment Advisor (RIA) (State or SEC) or RIA representative RICHARD YOUNG ASSOCIATES, LTD. 205 Hudson Trace, Augusta, GA 30907 |
26 | Not Specified | Not Specified | Fee-Only |
Momentum Wealth Management
MOMENTUM WEALTH MANAGEMENT 1201 Front Ave, Suite N, Columbus, GA 31901 |
Not Disclosed | Not Specified | Not Specified | Fee-Only |
John Puckett
CFP® LIFETIME ASSET MANAGEMENT 3457 Lawrenceville-Suwanee Rd, Suite B, Suwanee, GA 30024 |
14 | Not Specified | 250,000 | Fee-Based |
Personal Capital
PERSONAL CAPITAL 3340 Peachtree Road NE, Suite 825, Atlanta, GA 30303 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 5439950
Firm CRD# 315101
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
302 Bombay Lane,
Roswell,
GA
30076
Phone Number
404-889-8919
The mission of Power Wealth Management is to serve clients with integrity, transparency and expertise; enabling our clients to have the peace of mind and security to spend time focused on their talents and passions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 2367858
Firm CRD# 2367858
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1080 Sanders Road,
Suite 300,
Cumming,
GA
30041
Phone Number
770-627-2121
David brings more than 26 years of professional financial planning and investment management experience. He earned a Bachelors of Science degree from Palm Beach Atlantic University in Florida. In 2000, David earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Colorado. David is a firm believer in the principles and biblically based curriculum that Dave Ramsey has developed for managing money. He is a graduate of The Legacy Journey by Dave Ramsey and has taught financial literacy classes at his church. Early in Davids career, he was a member of a well-established financial planning firm in his hometown of West Palm Beach, Florida. He gained invaluable experience while working on comprehensive financial plans for wealthy families. As an expert in Retirement Analysis and Asset Management, he is focused on creating tailored solutions for his clients. David is passionate about his profession and appreciates the opportunity to help individuals and families realize their dreams. While not on the job, David really enjoys involvement in the community, the outdoors and seeing the world that God has provided for us, especially with his family! His daughter Ashley graduated from Wake Forest University in North Carolina and Megan is a Sophomore at Liberty University in Virginia. David is currently serving on the board of directors for The Place of Forsyth. He has written several articles for the local newspaper as he explores Forsyth County on his Food Adventures. He has enjoyed the Rotary club, Leadership Forsyth, Jesses House, Abba House, Mentor Me, and Meals by Grace. David loves being a part of Browns Bridge Church; hearing Andy Stanley speak and his involvement with the small groups like Thrive and Moneywise.
Our mission is to provide value to your overall financial picture. Finances affect every aspect of our lives, so we work diligently to build a personal relationship with you and to understand your unique situation. With over 70 years combined experience, you can feel secure that our team will be able to provide you with unbiased guidance that adheres to the fiduciary standard. We walk you through our simplified, yet detailed, process to develop a customized plan to help you reach your financial goals. We believe our approach adds a broader perspective to all we do and provides you with peace of mind that comes from having a plan and an experienced team in your corner. Changing to a career you love? Retiring early? Not depending on your kids for support? Being outrageously generous to those in need? Financial Freedom is more than just being debt-free and able to cover your expenses. Its about doing what you want to do. Let us help you develop a strategy to meet your goals. Having a plan and working with an advisor can help keep you accountable and take the emotion out of financial decision making. With a combined 70+ years of experience, we have seen market swings and helped clients through family crises. We would love to partner with you to help you leave a legacy.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5782175
Firm CRD# 304272
Series 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
2859 Paces Ferry Rd, STE #635,
Atlanta,
GA
30339
Phone Number
678-685-3265
Custody: Fidelity Investments Mike's mission is to support and advise his clients on reaching their financial goals. Mike generally works with clients that are business owners, receive equity compensation (RSU's, stock options, equity awards, ESPP's, etc.), or are transitioning into retirement. Being a company shareholder himself, Mike understands the risks, rewards and complexities that come with equity ownership. Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. He holds both the Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA® designations. In addition to his Wealth Advisor role, Mike serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy. Outside of the office, Mike, his wife Katrina and son William, can be found outdoors, hiking, traveling or on the local basketball courts.
We specialize in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 5715560
Firm CRD# 151640
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA
30097
Phone Number
770-828-8303
After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach - one that allows advisors to serve clients rather than corporate interests. In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition. Sam knew he wouldn't be able to place a client's interests above the corporation's at a large firm. At Evans Wealth Management, he's found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves. Looking for an experienced, trustworthy financial advisor that works in your family's best interest, without exception? Get in touch with Evans Wealth Management today.
Driven solely by client goals, Evans Wealth Management keeps you on track toward your success? No hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows that the answers to these questions don't lie in high-cost products with overly optimistic growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your finances as the tool they're intended to be: for happiness, success, peace of mind, and a confident future. You Point, We'll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your story, aspirations, and preferences, we identify opportunities you may not see for yourself, agree on a way forward, and keep you on track, making changes when necessary along the way. Acting in your family's best interests, we empower you to pursue your short- and long-term financial goals on your own terms. We're not just another financial advisory firm. We're a new breed'one whose service will never leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and experience the Evans difference for yourself.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
CRD# 5215443
Firm CRD# 6413
Series 7, 31, 63, 65
Compensation/Fee Fee-Based
Office Location
200 Ashford Center North,
Suite 400,
Atlanta,
GA
30338
Phone Number
770-353-6311
After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest. I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor. On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.
As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals. Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
CRD# 2590560
Firm CRD# 126124
Compensation/Fee Fee-Only
Office Location
205 Hudson Trace,
Augusta,
GA
30907
Phone Number
706-739-0725
Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner. He is licensed in investment advice and insurance. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.
Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 6017036
Firm CRD# 295689
Series 65
Compensation/Fee Fee-Only
Office Location
1201 Front Ave,
Suite N,
Columbus,
GA
31901
Phone Number
706-842-2400
Momentum Wealth Management has been actively improving the financial lives of individuals and families for years. We are fiduciaries and we believe the financial industry is made better when the advisor is on the same side of the table as the client advising, not selling. Simply put, your success is our success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 8032
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee,
GA
30024
Phone Number
678-541-0866
Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans. John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Advisory Services Provided:Portfolio Management, Wealth Management
Top Financial Advisor Firms in Georgia (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
INVESCO ADVISERS, INC.
1555 Peachtree Street, N.E., Atlanta, GA 30309 |
$804,869,054,793 | 29716 |
A percentage of AUM Performance Based |
CRAWFORD INVESTMENT COUNSEL INC
600 Galleria Parkway, Se , Suite 1650, Atlanta, GA 30339 |
$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 |
$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 |
$5,322,402,909 | 1629 |
A percentage of AUM Fixed fees |
CAPITAL DIRECTIONS LLC
400 Northridge Road , Suite 350, Atlanta, GA 30350 |
$3,836,000,000 | 4401 |
A percentage of AUM Fixed fees |
MONTAG
133 Peachtree Street , 2500 Georgia Pacific Center, Atlanta, GA 30303 |
$2,514,661,818 | 1160 |
A percentage of AUM Hourly charges Fixed fees Other (RETIREMENT PLAN CONSULTING) |
STADION MONEY MANAGEMENT, LLC
1061 Cliff Dawson Rd, Watkinsville, GA 30677 |
$2,442,089,754 | 49152 |
A percentage of AUM |
MARCO INVESTMENT MANAGEMENT LLC
1100 Atlanta Financial Center , 3353 Peachtree Road Ne, Atlanta, GA 30326 |
$1,360,813,330 | 561 |
A percentage of AUM |
MONTAG & CALDWELL, LLC
3455 Peachtree Rd Ne Ste 1500, Atlanta, GA 30326-3280 |
$1,342,301,871 | 218 |
A percentage of AUM |
BUILDER INVESTMENT GROUP
4401 Northside Pkwy Nw , Suite 520, Atlanta, GA 30327 |
$647,444,593 | 562 |
A percentage of AUM Fixed fees |
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
12630 Crabapple Road , Suite 300, Milton, GA 30004 |
$551,747,874 | 893 |
A percentage of AUM Hourly charges |
BENEDICT FINANCIAL ADVISORS, INC.
6000 Lake Forrest Drive , Suite 550, Atlanta, GA 30328-5901 |
$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 |
$346,782,386 | 390 |
A percentage of AUM Fixed fees |
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
4001 Vineville Ave, Macon, GA 31210-5039 |
$199,946,002 | 647 |
A percentage of AUM |
CARTER, TERRY & COMPANY, INC.
3060 Peachtree Rd Nw , Suite 1200, Atlanta, GA 30305 |
$141,597,897 | 260 |
A percentage of AUM |
* 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 |
Amy Hefner Inquire with Amy |
5444 Riverside Dr, 2nd, Fl, Macon, GA 31210 | 478-405-3357 |
Alexander Blaire Financial Consulting, LLC Inquire with Alexander |
295 West Crossville Road, Suite 620, Roswell, GA 30075 | 678-352-8800 |
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 |
Brown-Rose Wealth Management - Morgan Stanley Inquire with Brown-Rose |
475 Sea Island Road, St. Simons Island, GA 31522 | 844-224-0582 |
Alexander Small Inquire with Alexander |
3280 Peachtree Rd NE, Ste 1600, Atlanta, GA 30305 | 404-365-3606 |
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