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Find Top Financial Advisors in Atlanta, Georgia

You probably know Atlanta, Georgia, as a Fortune 500 company hub, but did you know that over 4000 financial advisors also reside in this bustling metro area? A financial advisor familiar with the cost of living in Atlanta, which is 2% higher than the national average, and other financial information specific to the state of Georgia will be able to guide you on how to stretch your dollar and assist you in making the right financial moves towards attaining your financial goals. Choosing the right financial advisor from a pool of 4000 plus available in your area may be intimidating. That's where we come in.


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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Atlanta, Georgia.

How To Find Trusted Financial Advisors in Atlanta, 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 Atlanta, Georgia

VETTED
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
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
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Information on Qualified Financial Advisors in Atlanta, Georgia

Jaylon Ellison
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
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# 4572920Firm 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
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
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
Homrich Berg Wealth Management
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

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