AdvisorRanked

Best Financial Advisors in ATLANTA, Georgia

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

189
Registered Firms
0.95%
Median Fee
of assets/year
$624M
Median AUM
189
Firms Listed
in our database

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Top Rated Established Verified186 firms shown

Top-Ranked Advisors in ATLANTA

Page 1 of 8 · 189 firms

#1
93

FIDUCIARYVEST, LLC

ATLANTA, GA · Since 2005

$4.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
92

LCG ASSOCIATES, INC.

ATLANTA, GA · Since 1982

$2.6B AUM48 clientsFee: 0%
FiduciaryFee-Only
#3
92

CORNERSTONE INVESTMENT PARTNERS, LLC

ATLANTA, GA · Since 2002

$2.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#4
92

SILVANT CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 2008

$3.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
92

BLUEARC CAPITAL MANAGEMENT

ATLANTA, GA · Since 2014

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
91

SHAPIRO CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 1989

$2.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
91

BISON WEALTH, LLC

ATLANTA, GA · Since 2019

$2.7B AUM65 clientsFee: 0%
FiduciaryFee-Only
#8
90

MSOUTH EQUITY PARTNERS, LLC

ATLANTA, GA · Since 2012

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#9
90

EQUITY INVESTMENT CORP

ATLANTA, GA · Since 2016

$3.5B AUM27 clientsFee: 0%
FiduciaryFee-Only
#10
90

ARGONNE CAPITAL GROUP, LLC

ATLANTA, GA · Since 2018

$1.7B AUM30 clientsFee: 0%
FiduciaryFee-Only
#11
89

BUILDER INVESTMENT GROUP

ATLANTA, GA · Since 1983

$953M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
89

RETIREMENT FUND MANAGEMENT

ATLANTA, GA · Since 2008

$770M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
89

HOLBROOK HOLDINGS, INC.

ATLANTA, GA · Since 2016

$3.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
89

GLOBALT INVESTMENTS

ATLANTA, GA · Since 2023

$3.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#15
88

CHECKS & BALANCES, INC.

ATLANTA, GA · Since 2001

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
88

BENEDICT FINANCIAL ADVISORS, INC.

ATLANTA, GA · Since 2013

$529M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
88

PERSIUM ADVISORS, LLC

ATLANTA, GA · Since 2010

$584M AUM11 clientsFee: 0%
FiduciaryFee-Only
#18
88

GREYBULL PARTNERS LLC

ATLANTA, GA · Since 2003

$241M AUM8 clientsFee: 0%
FiduciaryFee-Only
#19
88

BAUGH & ASSOCIATES, LLC

ATLANTA, GA · Since 2005

$294M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
88

FINANCIAL INNOVATIONS, LLC

ATLANTA, GA · Since 2007

$535M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
88

WAYPOINT WEALTH COUNSEL LLC

ATLANTA, GA · Since 2017

$824M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
88

CONSEQUENT CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2016

$639M AUM6 clientsFee: 0%
FiduciaryFee-Only
#23
87

EADS & HEALD WEALTH MANAGEMENT

ATLANTA, GA · Since 1987

$240M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
87

GUTT FINANCIAL MANAGEMENT, LLC

ATLANTA, GA · Since 1995

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
87

GEORGE M. HILLER COMPANIES, LLC

ATLANTA, GA · Since 1981

$183M AUM5 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in ATLANTA?

The median advisory fee in ATLANTA, GA is 0.95% of assets under management per year, based on Form ADV filings from 189 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.