What should I expect from a financial advisor in Georgia?

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.

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Find Top Financial Advisors in Georgia

Q: What is a financial advisor, and why might I need one in Georgia?

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.

Q: How can I find a reputable financial advisor in Georgia?

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.

Q: What questions should I ask a financial advisor before working with them in Georgia?

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.

Q: How much should I expect to pay for financial advisor services in Georgia?

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.

Q: What types of investments can a financial advisor help me with in Georgia?

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.

Georgia is one of the most populous states in the United States, with over 10 million residents. It has a diverse range of thriving industries and a cost of living that is 11% lower than the national average. Those who live in Georgia can make the most of their hard-earned money with the help of an experienced and certified financial advisor. WiserAdvisor's directory of vetted financial advisors in Georgia has experience helping residents in Georgia with personalized financial guidance in a variety of financial matters including the following:

Financial planning
Investment strategies
Wealth management
Retirement planning
Creating financial plans for their children's college education
And more.

These trustworthy financial advisors not only have experience in providing personalized advice for specific financial situations, but they also keep your financial goals in mind. If you're looking for a financial expert in Georgia, browse our list of vetted advisors and connect with the right one for your needs.

How To Find Trusted Financial Advisors in Georgia

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

NOTE: The list of vetted financial advisors in 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 Georgia.

Qualified Financial Advisors in Georgia

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC1960 Satellite BoulevardDuluth, GA 30097 200 Galleria Drive SEAtlanta, GA 30339	Not Disclosed	$270,770,414,647	Not Specified	Fee-Only
Homrich Berg Wealth ManagementEdelman Financial Engines, LLC - tariktest3550 Lenox Rd NEAtlanta, GA 30326	Not Disclosed	Not Specified	Not Specified	Fee-Only
Jaylon EllisonCFP^®, AIF^®Edelman Financial Engines, LLC - tariktest6600 Peachtree Dunwoody RoadAtlanta, GA 30328	25 Years	$105,000,000	$500,000	Fee-Based

Financial Advisor

Edelman Financial Engines, LLC

1960 Satellite BoulevardDuluth, GA 30097

200 Galleria Drive SEAtlanta, GA 30339

ExperienceNot Disclosed

AUM$270,770,414,647

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Homrich Berg Wealth ManagementEdelman Financial Engines, LLC - tariktest3550 Lenox Rd NEAtlanta, GA 30326

ExperienceNot Disclosed

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Jaylon EllisonCFP^®, AIF^®Edelman Financial Engines, LLC - tariktest6600 Peachtree Dunwoody RoadAtlanta, GA 30328

Experience25 Years

AUM$105,000,000

Minimum Assets$500,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Georgia

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

1960 Satellite Boulevard,Suite 3500,Duluth,GA 30097Phone Number877-208-7414

200 Galleria Drive SE,Suite 1805,Atlanta,GA 30339Phone Number877-208-7414

VETTED

Homrich Berg Wealth Management

Edelman Financial Engines, LLC - tariktest

About Edelman Financial Engines, LLC - tariktest

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You^™.

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

Firm CRD# 316731

Compensation/Fee

Fee-Only, Based on Assets

Office Location

3550 Lenox Rd NE,Suite 2700,Atlanta,GA 30326

Phone Number

404-264-1400

VETTED

Jaylon EllisonCFP^®, AIF^®

Edelman Financial Engines, LLC - tariktest

About Jaylon Ellison

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 Edelman Financial Engines, LLC - tariktest

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

Qualifications

CRD# 4572920 Firm CRD# 146051Series 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

404-556-6651

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Top Financial Advisory Firms in Georgia

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 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 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
HOMRICH BERGAtlanta, GA	215	19370	$18,591,404,091	A percentage of AUM, Hourly charges, Fixed fees
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)
MERIT FINANCIAL ADVISORSAlpharetta, GA	279	31882	$10,576,048,244	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING 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)
PRIMERICA ADVISORSDuluth, GA	3590	59808	$8,461,983,895	A percentage of AUM
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

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

HOMRICH BERGAtlanta, GA

No. of Advisors215

AUM$18,591,404,091

No. of Clients19370

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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

MERIT FINANCIAL ADVISORSAlpharetta, GA

No. of Advisors279

AUM$10,576,048,244

No. of Clients31882

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING 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

PRIMERICA ADVISORSDuluth, GA

No. of Advisors3590

AUM$8,461,983,895

No. of Clients59808

Fee StructureA percentage of AUM

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

Frequently Asked Questions

What is a financial advisor, and why might I need one in Georgia?

How can I find a reputable financial advisor in Georgia?

What questions should I ask a financial advisor before working with them in Georgia?

How much should I expect to pay for financial advisor services in Georgia?

What types of investments can a financial advisor help me with in Georgia?