AdvisorRanked

Best Financial Advisors in ALPHARETTA, Georgia

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

33
Registered Firms
0.95%
Median Fee
of assets/year
$310M
Median AUM
33
Firms Listed
in our database

Top-Ranked Advisors in ALPHARETTA

#1
100

ALBRITTON CAPITAL MANAGEMENT CO

ALPHARETTA, GA · Since 1991

$1.5B AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100

MRP CAPITAL INVESTMENTS, LLC

ALPHARETTA, GA · Since 2021

$228M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA, GA · Since 2014

$4.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

ADAPTIVE INVESTMENTS

ALPHARETTA, GA · Since 2015

$421M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100

GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · Since 2022

$1.1B AUM59 clientsFee: 0%
FiduciaryFee-Only
#6
100

VIDENT ASSET MANAGEMENT

ALPHARETTA, GA · Since 2019

$22.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#7
100

NEWCORP WEALTH MANAGEMENT

ALPHARETTA, GA · Since 2025

$177M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · Since 2024

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

RAIJIN AI

ALPHARETTA, GA · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
97

WELLSPRING WEALTH MANAGEMENT LLC

ALPHARETTA, GA · Since 2005

$585M AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
95

TANDEMGROWTH FINANCIAL ADVISORS, LLC

ALPHARETTA, GA · Since 2014

$297M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
95

QUADRANT REAL ESTATE ADVISORS LLC

ALPHARETTA, GA · Since 2005

$25M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
95

ELM3 FINANCIAL GROUP, LLC

ALPHARETTA, GA · Since 2022

$189M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
95

WEALTH WITH NO REGRETS®

ALPHARETTA, GA · Since 2023

$214M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
95

MPWM ADVISORY SOLUTIONS LLC

ALPHARETTA, GA · Since 2014

$327M AUM12 clientsFee: 0%
FiduciaryFee-Only
#16
95

INTEGRAS PARTNERS, LLC

ALPHARETTA, GA · Since 2015

$245M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
95

FORTHRIGHT WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · Since 2015

$773M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
95

CAPITAL ENDURANCE GROUP, INC

ALPHARETTA, GA · Since 2021

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
95

PGI WEALTH MANAGEMENT

ALPHARETTA, GA · Since 2020

$931M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
95

AGVICTUS CAPITAL MANAGEMENT LLC

ALPHARETTA, GA · Since 2020

$385M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
95

AVEGO MANAGEMENT, LLC

ALPHARETTA, GA · Since 2021

$918M AUM12 clientsFee: 0%
FiduciaryFee-Only
#22
95

POWER WEALTH MANAGEMENT

ALPHARETTA, GA · Since 2023

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
95

DANER WEALTH MANAGEMENT, LLC

ALPHARETTA, GA · Since 2021

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

INCOMPASS FINANCIAL PARTNERS, LLC

ALPHARETTA, GA · Since 2022

$192M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
95

WEALTH SCIENCE ADVISORS LLC

ALPHARETTA, GA · Since 2022

$559M AUM8 clientsFee: 0%
FiduciaryFee-Only
#26
95

OVERLAY MANAGEMENT, LLC

ALPHARETTA, GA · Since 2026

$169M AUM8 clientsFee: 0%
FiduciaryFee-Only
#27
95

EXIT WEALTH ADVISORS

ALPHARETTA, GA · Since 2025

$243M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
92

AMERICAN WEALTH MANAGEMENT, INC.

ALPHARETTA, GA · Since 2006

$310M AUM9 clientsFee: 0%
FiduciaryFee-Only1 complaint
#29
92

ALLIANT RETIREMENT CONSULTING

ALPHARETTA, GA · Since 2013

$7.4B AUM30 clientsFee: 0%
Broker-Dealer
#30
87

MERIT FINANCIAL ADVISORS

ALPHARETTA, GA · Since 2007

$23.9B AUM229 clientsFee: 0%
Broker-Dealer
#31
74

PHORCYS CAPITAL PARTNERS, LLC

ALPHARETTA, GA · Since 2021

$191M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#32
74

PRCE MANAGEMENT LLC

ALPHARETTA, GA · Since 2021

$22M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#33
71

FSAM LLC

ALPHARETTA, GA · Since 2021

$138M AUM11 clientsFee: 0%
FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in ALPHARETTA?

The median advisory fee in ALPHARETTA, GA is 0.95% of assets under management per year, based on Form ADV filings from 33 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.