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Find Top Financial Advisors in Cartersville, Georgia

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Q: How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

Q: How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Cartersville, Georgia, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Cartersville, Georgia

Cartersville has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Cartersville, Georgia have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Cartersville, Georgia mentioned below does 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 Cartersville, Georgia.

Qualified Financial Advisors in Cartersville, Georgia

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Jim FunkCFP^®Farther Finance4950 Highland Oaks Run SEMableton, GA 30126	25 Years	Not Specified	$0	Fee-Only
Michael CollopyCFP^®, CIMA^®Veracity Capital, LLC2859 Paces Ferry Rd, STE #635Atlanta, GA 30339	17 Years	$270,000,000	$500,000	Fee-Only
Edelman Financial Engines, LLC200 Galleria Drive SEAtlanta, GA 30339	N/A	$0	Not Specified	Fee-Only
Savant Wealth Management400 Northridge RoadAtlanta, GA 30350	N/A	$0	Not Specified	Fee-Only

Financial Advisor

Jim FunkCFP^®Farther Finance4950 Highland Oaks Run SEMableton, GA 30126

Experience25 Years

AUMNot Specified

Minimum Assets$0

Fee StructureFee-Only

Financial Advisor

Michael CollopyCFP^®, CIMA^®Veracity Capital, LLC2859 Paces Ferry Rd, STE #635Atlanta, GA 30339

Experience17 Years

AUM$270,000,000

Minimum Assets$500,000

Fee StructureFee-Only

Financial Advisor

Edelman Financial Engines, LLC200 Galleria Drive SEAtlanta, GA 30339

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Savant Wealth Management400 Northridge RoadAtlanta, GA 30350

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Cartersville, Georgia

VETTED

Jim FunkCFP^®

Farther Finance

About Jim Funk

With over 25 years of industry experience, Jim is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for affluent individuals, families, business owners, and retirees. As a CERTIFIED FINANCIAL PLANNER(tm), Jim takes a comprehensive approach when developing custom solutions for clients, utilizing both traditional and alternative asset classes, to create intelligent solutions that enable his clients to achieve their short and long-term financial goals.

About Farther Finance

Farther is a new kind of financial institution, combining experienced, expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Farther's Intelligent Wealth platform delivers tax-intelligent solutions, rarefied investment opportunities, and technology-enhanced advice - benefits designed to compound over time to unlock greater wealth. Farther was ranked #1 in financial services on the 2025 Inc. 5000 list of the fastest-growing private companies in America.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Qualifications

CRD# 4140260 Firm CRD# 302050Series 7, 63, 65

Compensation/Fee

Fee-Only, Flat Fee

Office Location

4950 Highland Oaks Run SE,Mableton,GA 30126

Phone Number

404-695-8890

VETTED

Michael CollopyCFP^®, CIMA^®

Veracity Capital, LLC

About Michael Collopy

Custody: Fidelity Investments

Mike is a founding partner of Veracity Capital. His mission is to advise clients on reaching their financial goals, with an emphasis on investment and tax planning. Many of Mike's clients fall into one of two categories; those focused on retirement and distribution strategies or high income earners that receive equity compensation and other employee benefits.

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 work, Mike lives in Canton, GA with his wife have two sons. He coaches youth sports and is a proud leader of the Cub Scouts Tiger Den.

YouTube Channel: https://www.youtube.com/@MichaelCollopyYT

About Veracity Capital, LLC

We are a boutique financial advisory firm headquartered in Atlanta with several office across the country. We look to build financial plans and investment portfolios, while helping our clients confidently reach their goals.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Qualifications

CRD# 5782175 Firm CRD# 304272Series 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

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Location

200 Galleria Drive SE,Suite 1805,Atlanta,GA 30339

Phone Number

877-208-7414

VETTED

Savant Wealth Management

About Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 107271

Compensation/Fee

Fee-Only, Based on Assets

Office Location

400 Northridge Road,Atlanta,GA 30350

Phone Number

404-237-8881

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Cartersville, Georgia

Cartersville, Georgia is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Cartersville, Georgia are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Cartersville, Georgia, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


INVESCO ADVISERS, INC.Atlanta, GA	2895	38517	$746,325,416,693	A percentage of AUM, Performance Based
TRUIST ADVISORY SERVICES, INC.Atlanta, GA	2105	124201	$61,369,856,545	A percentage of AUM, Fixed fees
EARNEST PARTNERS, LLCAtlanta, GA	44	7542	$35,289,452,223	A percentage of AUM, Performance Based
VOYA INVESTMENT MANAGEMENT LLCAtlanta, GA	879	39	$33,827,869,628	A percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
ATLANTA CAPITALAtlanta, GA	28	12286	$33,178,196,876	A percentage of AUM, Performance Based
ROARK CAPITAL MANAGEMENT, LLCAtlanta, GA	123	14	$31,927,560,154	A percentage of AUM, Performance Based
ATLANTA CONSULTING GROUP ADVISORS, LLCAtlanta, GA	24	410	$13,598,587,500	A percentage of AUM, Fixed fees, Commission Based
IRA GROUP, INC.Atlanta, GA	17	630	$13,197,612,044	A percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)
ANGEL OAK CAPITAL ADVISORS, LLCAtlanta, GA	78	49	$10,374,449,774	A percentage of AUM, Fixed fees, Performance Based
VIDENT ASSET MANAGEMENTAlpharetta, GA	21	938	$8,989,806,701	A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
CRAWFORD INVESTMENT COUNSEL INCAtlanta, GA	53	4070	$7,729,583,314	A percentage of AUM, Fixed fees, Performance Based
SIGNATUREFD, LLCAtlanta, GA	108	9871	$7,245,750,124	A percentage of AUM, Hourly charges, Fixed fees
JAMESTOWN, L.P.Atlanta, GA	205	18	$7,076,357,188	A percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
ASSET PRESERVATION ADVISORS, LLCAtlanta, GA	25	2149	$6,927,938,831	A percentage of AUM, Fixed fees
NICHOLAS HOFFMAN & COMPANY, LLCAtlanta, GA	23	2124	$6,681,567,764	A percentage of AUM, Fixed fees

Firm Name

INVESCO ADVISERS, INC.Atlanta, GA

No. of Advisors2895

AUM$746,325,416,693

No. of Clients38517

Fee StructureA percentage of AUM, Performance Based

Firm Name

TRUIST ADVISORY SERVICES, INC.Atlanta, GA

No. of Advisors2105

AUM$61,369,856,545

No. of Clients124201

Fee StructureA percentage of AUM, Fixed fees

Firm Name

EARNEST PARTNERS, LLCAtlanta, GA

No. of Advisors44

AUM$35,289,452,223

No. of Clients7542

Fee StructureA percentage of AUM, Performance Based

Firm Name

VOYA INVESTMENT MANAGEMENT LLCAtlanta, GA

No. of Advisors879

AUM$33,827,869,628

No. of Clients39

Fee StructureA percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)

Firm Name

ATLANTA CAPITALAtlanta, GA

No. of Advisors28

AUM$33,178,196,876

No. of Clients12286

Fee StructureA percentage of AUM, Performance Based

Firm Name

ROARK CAPITAL MANAGEMENT, LLCAtlanta, GA

No. of Advisors123

AUM$31,927,560,154

No. of Clients14

Fee StructureA percentage of AUM, Performance Based

Firm Name

ATLANTA CONSULTING GROUP ADVISORS, LLCAtlanta, GA

No. of Advisors24

AUM$13,598,587,500

No. of Clients410

Fee StructureA percentage of AUM, Fixed fees, Commission Based

Firm Name

IRA GROUP, INC.Atlanta, GA

No. of Advisors17

AUM$13,197,612,044

No. of Clients630

Fee StructureA percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)

Firm Name

ANGEL OAK CAPITAL ADVISORS, LLCAtlanta, GA

No. of Advisors78

AUM$10,374,449,774

No. of Clients49

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

VIDENT ASSET MANAGEMENTAlpharetta, GA

No. of Advisors21

AUM$8,989,806,701

No. of Clients938

Fee StructureA percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)

Firm Name

CRAWFORD INVESTMENT COUNSEL INCAtlanta, GA

No. of Advisors53

AUM$7,729,583,314

No. of Clients4070

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SIGNATUREFD, LLCAtlanta, GA

No. of Advisors108

AUM$7,245,750,124

No. of Clients9871

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

JAMESTOWN, L.P.Atlanta, GA

No. of Advisors205

AUM$7,076,357,188

No. of Clients18

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)

Firm Name

ASSET PRESERVATION ADVISORS, LLCAtlanta, GA

No. of Advisors25

AUM$6,927,938,831

No. of Clients2149

Fee StructureA percentage of AUM, Fixed fees

Firm Name

NICHOLAS HOFFMAN & COMPANY, LLCAtlanta, GA

No. of Advisors23

AUM$6,681,567,764

No. of Clients2124

Fee StructureA percentage of AUM, Fixed fees

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?