Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 3060 | 32911 | $738,307,405,774 | A Percentage of AUM, Performance Based
|
|
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Center Avenue,, Truist Garden Offices Suite 140, Atlanta, GA 30303 |
2842 | 125600 | $53,169,938,577 | A Percentage of AUM, Fixed Fees
|
| 880 | 10 | $36,456,698,506 | A Percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
|
|
| 37 | 25685 | $31,849,152,281 | A Percentage of AUM, Performance Based
|
|
| 106 | 16 | $30,525,816,142 | A Percentage of AUM, Performance Based
|
|
| 43 | 6459 | $29,382,478,158 | A Percentage of AUM, Performance Based
|
|
| 171 | 15429 | $12,528,313,663 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 82 | 52 | $12,195,563,266 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 23 | 246 | $11,847,734,774 | A Percentage of AUM, Fixed Fees, Commission Based
|
|
| 16 | 568 | $9,075,041,999 | A Percentage of AUM, Fixed Fees, Other (PROJECT FLAT FEES)
|
|
| 213 | 18 | $8,507,037,201 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
|
|
| 53 | 3931 | $7,382,736,567 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 3449 | 56552 | $7,088,085,794 | A Percentage of AUM
|
|
| 20 | 687 | $7,071,744,860 | A Percentage of AUM, Fixed Fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
|
|
| 31 | 34 | $6,971,295,528 | A Percentage of AUM, Fixed Fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL)
|
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.
