wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Alpharetta, Georgia

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Alpharetta, Georgia

Last Updated - April 08, 2024

Alpharetta has 9 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Alpharetta, Georgia have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Alpharetta, 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 Alpharetta, Georgia.

Qualified Financial Advisors in Alpharetta, Georgia

Financial Advisor Experience AUM Minimum Assets Fee Structure
Peter Baines
CLTC®, RICP®
WEALTHLINK ADVISORS/NORTHWESTERN MUTUAL
3440 Preston Ridge Road,
Suite 325,
Alpharetta, GA 30005
Not Disclosed $100,000,000 $250,000 Fee-Based
Craig Pfau
LOCUST LANE WEALTH MANAGEMENT
420 Majestic Cove,
Milton, GA 30004
Not Disclosed Not Specified $150,000 Fee-Only
Sam Evans
MBA, CFA®
EVANS WEALTH MANAGEMENT
6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097
10 Years Not Specified $1,000,000 Fee-Only
Ed Sturdivant
EDELMAN FINANCIAL ENGINES, LLC
1960 Satellite Boulevard Suite 3500,
Duluth, GA 30097
23 Years Not Specified Not Specified Fee-Based
Savant Wealth Management
400 Northridge Road,
Atlanta, GA 30350
35 Years $0 Not Specified Fee-Only
Lifetime Asset Management
CFP®
3457 Lawrenceville-Suwanee Rd, Suite B,
Suwanee, GA 30024
14 Years Not Specified $250,000 Fee-Based
Jaylon Ellison
CFP®, AIF®
4P WEALTH TRUST
6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328
24 Years $70,000,000 $500,000 Fee-Based
Paul Culbreth
CFP®
CULBRETH WEALTH MANAGEMENT, LLC
2098 Teron Trace,
Ste. 700,
Dacula, GA 30019
18 Years $6,000,000,000 $250,000 Fee-Only
Moore's Wealth Management
230 Main Street SW,
Gainesville, GA 30501
Not Disclosed Not Specified $100,000 Fee-Only

Are you a Financial Advisor in Alpharetta?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Alpharetta, Georgia

Qualifications CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 3440 Preston Ridge Road,
Suite 325,
Alpharetta,
GA
30005
Phone Number 404-846-3608

Since 2009, Peter Baines has been helping individuals, families, and business owners with comprehensive wealth planning. By implementing tax advantaged wealth accumulation strategies, Peter and his team create integrated long-term financial plans that incorporate investments and insurance.

About Wealthlink Advisors/Northwestern Mutual

Wealthlink Advisors/Northwestern Mutual

Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in wealth management and comprehensive financial planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities


Qualifications CRD# 4935902
Firm CRD# 25803
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 420 Majestic Cove,
Milton,
GA
30004
Phone Number 315-427-0512

Craig is the founder and Managing Partner of Locust Lane. Craig has over 15 years of financial services experience, specializing in investment and wealth management. Craig is focused on helping individuals, families and retirement plan sponsors achieve their financial goals. As a fiduciary, Craig utilizes an evidence-based approach to constructing and managing client portfolios. Craig graduated from Syracuse University with a BS in Finance, as well as the University of Rochester, receiving an MBA in Finance. Craig resides in Milton, GA with his wife and three children.

About Locust Lane Wealth Management

Locust Lane Wealth Management

Locust Lane Wealth Management is an investment advisory firm serving the investment needs of families, institutions and financial professionals. As evidence-based investors, we construct and manage customized risk-appropriate investment portfolios based on Nobel Prize winning research. Our transparent approach is backed by decades of research. To construct portfolios, Locust Lane mainly utilizes Dimensional Fund Advisors (DFA) funds. We believe DFA funds offer the investor the best probability to maximize their expected returns given their specific risk-profile. Our portfolios offer a globally diversified mix of passively managed funds that are low-cost and tax-efficient.

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, Tax Advice and Services


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.

About Evans Wealth Management

Evans Wealth Management

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 Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 4439470
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1960 Satellite Boulevard Suite 3500,
Duluth,
GA
30097
Phone Number 770-810-2575

Financial services is a very noble profession, and I strive to help change lives for the better each and every day I meet with clients and collaborate with colleagues. There is a beautiful sophistication in making the complicated seem simple. I continue to see those I work with respond well when we discuss issues very simply.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 400 Northridge Road,
Atlanta,
GA
30350
Phone Number 404-237-8881

About Savant Wealth Management

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# 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

About Lifetime Asset Management

Lifetime Asset Management

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 CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta,
GA
30328
Phone Number 256-591-0939

Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.

About 4P Wealth Trust

4P Wealth Trust

4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty. You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.

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, Estate Planning & Trusts


Qualifications CRD# 4970743
Firm CRD# 325196
Series 66

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 2098 Teron Trace,
Ste. 700,
Dacula,
GA
30019
Phone Number 770-979-1301

Paul Culbreth graduated from Georgia Southern University with a major in Finance in 2005. He immediately joined his father's practice and has served as a financial advisor for 18 years, and a Certified Financial Planner® for 11 years. Paul enjoys helping clients achieve their goals and objectives and manage risk along the way. Paul has significant experience in risk management of investment portfolios and assisting clients in navigating the peaks and valleys of economic business cycles. He is uniquely positioned with an extensive background in insurance providing him the expertise necessary to provide fiduciary reviews of life insurance and annuity products.

About Culbreth Wealth Management, LLC

Culbreth Wealth Management, LLC

Culbreth Wealth Management, LLC is a Registered Investment Advisor, registered in the states of Georgia, Florida, South Carolina, North Carolina and Tennessee with over 18 years of experience. Culbreth Wealth Management specializes in Wealth Management and Financial Planning. Additionally, Culbreth Wealth Management conducts fiduciary reviews of existing life insurance and annuity products and does planning for the placement of commission-free life insurance and annuity products. Culbreth Wealth Management acts as a fiduciary for its clients.

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, Insurance Products & Annuities


Qualifications Firm CRD# 146051

Compensation/Fee Fee-Only


Office Location 230 Main Street SW,
Gainesville,
GA
30501
Phone Number 770-535-5000

About Moore's Wealth Management

Moore's Wealth Management

Moore's Wealth Management is a local, family-owned firm with offices in Gainesville, Cumming and Athens, Georgia. Our advisors specialize in helping pre-retirees and the retirement community through both conservative and proactive investment management services. At Moore's Wealth Management, we help our clients build retirement plans that fit their lives. We're proud to have a tradition that we have passed along to generations of advisors within our firm through our succession plan so that the families and communities we serve can expect seamless service and advice. In the end, our goal is to address the only truly common bond that connects all of our clients: the opportunity for peace of mind when it comes to their retirement. We are committed to providing our clients with the highest level of care possible and to treating you like family by protecting your hard-earned assets as we would our own. We hold ourselves accountable to a higher standard - a standard of putting your needs first and foremost, regardless of the time or cost.


Customer Reviews

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.

Top Financial Advisor Firms in Alpharetta, Georgia (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
VIDENT ASSET MANAGEMENT
1125 Sanctuary Pkwy, Suite 515, Alpharetta, GA 30009
20 687 $7,071,744,860
A Percentage of AUM, Fixed Fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
MERIT FINANCIAL ADVISORS
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
217 19368 $5,522,570,668
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES)
CLEAR INVESTMENT RESEARCH, LLC
284 S. Main Street, Suite 900, Alpharetta, GA 30009
5 219 $5,244,653,328
A Percentage of AUM, Hourly charges, Fixed Fees
ALLIANT RETIREMENT CONSULTING
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009
17 80 $1,084,277,908
A Percentage of AUM, Fixed Fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)
ALBRITTON CAPITAL MANAGEMENT CO
2475 Northwinds Parkway, #200, Alpharetta, GA 30009
1 1 $895,000,000
A Percentage of AUM
AVEGO MANAGEMENT, LLC
1055b Powers Place, 2nd Floor, Alpharetta, GA 30009
14 4 $635,920,291
A Percentage of AUM, Fixed Fees, Performance Based
QUADRANT REAL ESTATE ADVISORS LLC
2300 Lakeview Parkway, Suite 225, Alpharetta, GA 30009
12 8 $565,016,488
A Percentage of AUM, Other (ORIG FEES/PROCESSING FEES)
FORTHRIGHT WEALTH MANAGEMENT, LLC
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
8 1566 $515,147,737
A Percentage of AUM, Hourly charges, Fixed Fees
WELLSPRING WEALTH MANAGEMENT LLC
11720 Amber Park Drive, Suite 150, Alpharetta, GA 30009-2276
8 473 $389,513,261
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
AGVICTUS CAPITAL MANAGEMENT LLC
3650 Mansell Road,, Suite 495, Alpharetta, GA 30022-3068
6 3 $352,947,983
A Percentage of AUM, Performance Based
ADAPTIVE INVESTMENTS
12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
7 9 $321,103,739
A Percentage of AUM
WEALTH SCIENCE ADVISORS LLC
55 Roswell Street, Suite 210, Alpharetta, GA 30009
7 853 $313,467,006
A Percentage of AUM, Hourly charges, Fixed Fees
TANDEMGROWTH FINANCIAL ADVISORS, LLC
3820 Mansell Road, Suite T30, Alpharetta, GA 30022
4 657 $200,930,064
A Percentage of AUM, Fixed Fees
GIBBS WEALTH MANAGEMENT, LLC
3980 Old Milton Parkway, Alpharetta, GA 30005
21 1597 $200,180,955
A Percentage of AUM
PHORCYS CAPITAL PARTNERS, LLC
1720 Windward Concourse, Suite 115, Alpharetta, GA 30005
8 2 $174,600,000
A Percentage of AUM, Performance Based

    Frequently Asked Questions

    A financial advisor is a professional who provides financial services (i.e. financial planning, creating investment strategies, wealth management, retirement planning, etc.) to clients based on their specific circumstances and financial goals. As a Georgia resident, you may need the help of a financial advisor if you need personalized guidance in achieving your financial objectives or help to make more informed financial decisions. To learn more, explore this guide on why and when you may need a financial advisor.

    To find a reputable financial advisor in Georgia, you can start by asking for referrals from friends and family members who have worked with financial advisors in the past. You can also research financial advisors online using respected regulatory organizations like FINRA and the SEC., look for credentials such as the Certified Financial Planner (CFP) designation, and verify that the advisor is licensed and registered with the Georgia Securities Division. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.

    Before working with a financial advisor in Georgia, it's recommended to ask them about their experience, areas of expertise, investment philosophy, method of compensation, and approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently, and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    The cost of financial advisor services in Georgia can vary depending on a variety of factors, such as the complexity of your financial situation and the level of service you require. Some advisors can charge fees based on a percentage of assets under management, or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely commissions by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

    A financial advisor in Georgia can help you with a variety of investments, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. The specific investments an advisor may recommend will depend on your goals, risk tolerance, market conditions, and more. It's important to work with an advisor who can help you develop a diversified investment strategy that aligns with your financial goals. If you are looking to improve your investment strategies, read Why Professional Investment Management May Be Right For You.

    From a financial advisor in Georgia, you should expect personalized guidance tailored to your specific financial situation and goals. They will help you create a personalized financial plan that takes into account factors such as your income, expenses, investments, and risk tolerance. A financial advisor will also provide ongoing support, regularly review and adjust your plan as needed, and keep you informed about market trends and relevant financial opportunities. They should act in your best interest, provide transparent fee structures, and communicate clearly and effectively. To learn more, explore what a financial advisor can do for you.