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Find Top Financial Advisors in Athens, Georgia

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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 Athens, Georgia
Last Updated - 23-Nov-2022

Athens has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 21 non-vetted advisors in your local area. These financial advisors in Athens, Georgia have an average of 15 years of experience.

NOTE: The list of financial advisors in Athens, 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 Athens, Georgia.

Qualified Financial Advisors in Athens, Georgia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ed Sturdivant
EDELMAN FINANCIAL ENGINES, LLC
1960 Satellite Boulevard Suite 3500,
Duluth, GA 30097
19 Not Specified Not Specified Fee-Based
Andrew Gullion
CFP®
EDELMAN FINANCIAL ENGINES, LLC
3460 Preston Ridge Rd,
Suite 500,
Alpharetta, GA 30005
10 Not Specified Not Specified Fee-Based
Ed Sturdivant
EDELMAN FINANCIAL ENGINES, LLC
3355 Lenox Rd, Suite 950,
Atlanta, GA 30326
19 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL
3340 Peachtree Road NE,
Suite 825,
Atlanta, GA 30303
11 $22,400,000,000 $100,000 Fee-Based
Cory Archibald
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
100 Hartsfield Centre Parkway,
Suite 650,
Atlanta, GA 30354
13 Not Specified Not Specified Fee-Based
Bruce Alden
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3051 Akers Mill Rd,
Suite 110,
Atlanta, GA 30339
21 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Athens

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

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6093023
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3460 Preston Ridge Rd,
Suite 500,
Alpharetta,
GA
30005
Phone Number 678-691-8500

I've been in the financial services industry since 2012, and a financial planner since 2014. My passion is to help my clients with comprehensive planning that guides them to reach their long-term financial goals. Aside from work, I keep busy with my wife, son, daughter, and three dogs. In my rare spare time, you can find me hiking or skiing or cheering on my home team, the Cincinnati Reds.

About 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4439470
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3355 Lenox Rd, Suite 950,
Atlanta,
GA
30326
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

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 3340 Peachtree Road NE,
Suite 825,
Atlanta,
GA
30303
Phone Number 650-556-1310

About Personal Capital

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.

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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:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

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


Qualifications CRD# 5272767
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 100 Hartsfield Centre Parkway,
Suite 650,
Atlanta,
GA
30354
Phone Number 404-424-9001

I'm passionate about working with families to develop strategies to help accomplish their financial and retirement goals. I enjoy getting to know people and hearing their unique stories. Away from work, I enjoy spending time with my wife and following our four kids and their activities.

About 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1728886
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA
30339
Phone Number 678-905-2150

With more than three decades of financial planning experience, I help my clients create, develop and implement their customized retirement financial plan. We partner to design a way forward so they can look forward to a retirement that can be fun. Outside of work, I'm big into motorsports and racing. I also enjoy spending time outdoors hunting and camping.

About 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Firm Name AUM No. of Clients Fee Structure
CANNON FINANCIAL STRATEGISTS, INC.
649-8 South Milledge Ave,
Athens, GA 30605
$1,125,380,893 2269 A percentage of AUM
Hourly charges
Fixed fees
FAMILY WMS, LLC
490 N. Milledge Ave,
Athens, GA 30601
$779,103,419 795 A percentage of AUM
Hourly charges
Fixed fees
CARSON ADVISORY GROUP
470 Hill St.,
Athens, GA 30601
$693,656,985 1915 A percentage of AUM
Hourly charges
Fixed fees
ELWOOD & GOETZ
687 S Milledge Ave,
Athens, GA 30605
$558,460,716 2617 A percentage of AUM
Hourly charges
Fixed fees
ELEVATE WEALTH ADVISORY, INC.
190 Hawthorne Park,
Athens, GA 30606
$312,545,715 1598 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Athens, Georgia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ashley Carney
    Inquire with Ashley
    225 S Milledge Ave, Athens, GA  30605 706-227-4032
    Glenn Cook
    Inquire with Glenn
    1191 Barnett Rdg, Athens, GA  30605 706-546-8567
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    225 S Milledge Ave, Athens, GA  30605 706-353-0001
    Todd Emily
    Inquire with Todd
    225 S Milledge Ave, Athens, GA  30605 706-227-4001
    Laura Straehla
    Inquire with Laura
    225 S Milledge Ave, Athens, GA  30605 706-227-4012
    Jacqueline Lister
    Inquire with Jacqueline
    225 S Milledge Ave, Athens, GA  30605 706-227-4035
    Jack Green
    Inquire with Jack
    225 S Milledge Ave, Athens, GA  30605 706-227-4022
    E Dunbar Harrison III
    Inquire with E
    225 S Milledge Ave, Athens, GA  30605 404-365-2617
    Trey Faucher III
    Inquire with Trey
    225 S Milledge Ave, Athens, GA  30605 706-227-4020
    Judd Doster
    Inquire with Judd
    225 S Milledge Ave, Athens, GA  30605 706-227-4007
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