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

Top-Ranked Advisors in ATLANTA

#1
100

EADS & HEALD WEALTH MANAGEMENT

ATLANTA, GA · Since 1987

$240M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100

SHAPIRO CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 1989

$2.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

LCG ASSOCIATES, INC.

ATLANTA, GA · Since 1982

$2.6B AUM48 clientsFee: 0%
FiduciaryFee-Only
#4
100

BUILDER INVESTMENT GROUP

ATLANTA, GA · Since 1983

$953M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

BANYAN CAPITAL MANAGEMENT, INC.

ATLANTA, GA · Since 2018

$282M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

GUTT FINANCIAL MANAGEMENT, LLC

ATLANTA, GA · Since 1995

$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

CORNERSTONE INVESTMENT PARTNERS, LLC

ATLANTA, GA · Since 2002

$2.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
100

CHECKS & BALANCES, INC.

ATLANTA, GA · Since 2001

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
100

GEORGE M. HILLER COMPANIES, LLC

ATLANTA, GA · Since 1981

$183M AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
100

BENEDICT FINANCIAL ADVISORS, INC.

ATLANTA, GA · Since 2013

$529M AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
100

FINANCIAL DISCOVERY

ATLANTA, GA · Since 2024

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

RETIREMENT FUND MANAGEMENT

ATLANTA, GA · Since 2008

$770M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
100

PERSIUM ADVISORS, LLC

ATLANTA, GA · Since 2010

$584M AUM11 clientsFee: 0%
FiduciaryFee-Only
#14
100

GREYBULL PARTNERS LLC

ATLANTA, GA · Since 2003

$241M AUM8 clientsFee: 0%
FiduciaryFee-Only
#15
100

KEYSTONE FINANCIAL GROUP, INC.

ATLANTA, GA · Since 2021

$247M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
100

FIDUCIARYVEST, LLC

ATLANTA, GA · Since 2005

$4.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#17
100

BAUGH & ASSOCIATES, LLC

ATLANTA, GA · Since 2005

$294M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

MCCORMACK FINANCIAL PLANNING INC.

ATLANTA, GA · Since 2025

$116M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
100

FINANCIAL INNOVATIONS, LLC

ATLANTA, GA · Since 2007

$535M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
100

REGISTER FINANCIAL ADVISORS, LLC

ATLANTA, GA · Since 2015

$488M AUM12 clientsFee: 0%
FiduciaryFee-Only
#21
100

SILVANT CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 2008

$3.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
100

COVEY CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2010

$156M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

MSOUTH EQUITY PARTNERS, LLC

ATLANTA, GA · Since 2012

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#24
100

PEACHCAP TAX & ADVISORY, LLC

ATLANTA, GA · Since 2016

$147M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
100

FULCRUM EQUITY PARTNERS, INC.

ATLANTA, GA · Since 2026

$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#26
100

BLUEARC CAPITAL MANAGEMENT

ATLANTA, GA · Since 2014

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#27
100

THE KEYSTONE FINANCIAL ALLIANCE, LLC

ATLANTA, GA · Since 2019

$165M AUM1 clientsFee: 0%
FiduciaryFee-Only
#28
100

WAYPOINT WEALTH COUNSEL LLC

ATLANTA, GA · Since 2017

$824M AUM3 clientsFee: 0%
FiduciaryFee-Only
#29
100

HORSE COVE PARTNERS LLC

ATLANTA, GA · Since 2024

$107M AUM5 clientsFee: 0%
FiduciaryFee-Only
#30
100

NOVAPOINT CAPITAL LLC

ATLANTA, GA · Since 2019

$536M AUM6 clientsFee: 0%
FiduciaryFee-Only
#31
100

HOLBROOK HOLDINGS, INC.

ATLANTA, GA · Since 2016

$3.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
100

BATTLE INVESTMENT GROUP, LLC

ATLANTA, GA · Since 2022

$308M AUM6 clientsFee: 0%
FiduciaryFee-Only
#33
100

EQUITY INVESTMENT CORP

ATLANTA, GA · Since 2016

$3.5B AUM27 clientsFee: 0%
FiduciaryFee-Only
#34
100

4612 GROUP, LLC

ATLANTA, GA · Since 2020

$773M AUM9 clientsFee: 0%
FiduciaryFee-Only
#35
100

TRUE SQUARE FINANCIAL LLC

ATLANTA, GA · Since 2026

$179M AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
100

ARGONNE CAPITAL GROUP, LLC

ATLANTA, GA · Since 2018

$1.7B AUM30 clientsFee: 0%
FiduciaryFee-Only
#37
100

CMC FINANCIAL GROUP, LLC

ATLANTA, GA · Since 2018

$119M AUM3 clientsFee: 0%
FiduciaryFee-Only
#38
100

WEST ELK CAPITAL, LLC

ATLANTA, GA · Since 2018

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#39
100

SAN BLAS ADVISORY, INC.

ATLANTA, GA · Since 2026

$219M AUM9 clientsFee: 0%
FiduciaryFee-Only
#40
100

BISON WEALTH, LLC

ATLANTA, GA · Since 2019

$2.7B AUM65 clientsFee: 0%
FiduciaryFee-Only
#41
100

SOVEREIGN'S CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2022

$1.3B AUM27 clientsFee: 0%
FiduciaryFee-Only
#42
100

LYNX CAPITAL, LLC

ATLANTA, GA · Since 2022

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#43
100

WOLVERINE INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2020

$1M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
100

GREENLIGHT INVESTMENT ADVISORS

ATLANTA, GA · Since 2020

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#45
100

REGIMEN WEALTH, LLC

ATLANTA, GA · Since 2020

$365M AUM4 clientsFee: 0%
FiduciaryFee-Only
#46
100

WEALTH ENGAGEMENT

ATLANTA, GA · Since 2025

$105M AUM1 clientsFee: 0%
FiduciaryFee-Only
#47
100

SKYPOINT CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2023

$109M AUM1 clientsFee: 0%
FiduciaryFee-Only
#48
100

INFINITE GIVING ADVISORY SERVICES, INC.

ATLANTA, GA · Since 2025

$113M AUM6 clientsFee: 0%
FiduciaryFee-Only
#49
100

COLLECTIVE WEALTH PARTNERS, LLC

ATLANTA, GA · Since 2022

$60M AUM6 clientsFee: 0%
FiduciaryFee-Only
#50
100

CAYMUS EQUITY PARTNERS, LLC

ATLANTA, GA · Since 2024

$242M AUM6 clientsFee: 0%
FiduciaryFee-Only
#51
100

LCP INSTITUTIONAL, LLC

ATLANTA, GA · Since 2023

$3.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#52
100

GREENWOOD INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2023

$229K AUM1 clientsFee: 0%
FiduciaryFee-Only
#53
100

GLOBALT INVESTMENTS

ATLANTA, GA · Since 2023

$3.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#54
100

MCP ADVISERS, LLC

ATLANTA, GA · Since 2024

$400M AUM1 clientsFee: 0%
FiduciaryFee-Only
#55
100

O15 CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2025

$310M AUM8 clientsFee: 0%
FiduciaryFee-Only
#56
100

INFINITY CREDIT ADVISORY, LLC

ATLANTA, GA · Since 2024

$54M AUM1 clientsFee: 0%
FiduciaryFee-Only
#57
100

SARDIS GROUP, LLC

ATLANTA, GA · Since 2025

$531M AUM6 clientsFee: 0%
FiduciaryFee-Only
#58
100

CONCOURSE CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2025

$36M AUM1 clientsFee: 0%
FiduciaryFee-Only
#59
100

DISCIPLINE STRATEGIES MANAGEMENT, LP

ATLANTA, GA · Since 2025

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#60
100

HARBINGER SPORTS PARTNERS

ATLANTA, GA · Since 2025

$100M AUM7 clientsFee: 0%
FiduciaryFee-Only
#61
100

MAGELLAN PLANNING GROUP

ATLANTA, GA · Since 2026

$210M AUM3 clientsFee: 0%
FiduciaryFee-Only
#62
100

CROWNSTONE ADVISORY & INVESTMENT CORP

ATLANTA, GA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#63
100

CYGNUS CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2024

$230M AUM2 clientsFee: 0%
FiduciaryFee-Only
#64
100

CONSEQUENT CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2016

$639M AUM6 clientsFee: 0%
FiduciaryFee-Only
#65
97

THE RENN WEALTH MANAGEMENT GROUP, INC.

ATLANTA, GA · Since 2021

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#66
97

FIRST ADVISORS NATIONAL, LLC

ATLANTA, GA · Since 2012

$506M AUM64 clientsFee: 0%
FiduciaryFee-Only
#67
97

EPG WEALTH MANAGEMENT LLC

ATLANTA, GA · Since 2019

$579M AUM10 clientsFee: 0%
FiduciaryFee-Only
#68
95

CARTER, TERRY & COMPANY, INC.

ATLANTA, GA · Since 2018

$104M AUM15 clientsFee: 0%
Broker-Dealer
#69
95

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

ATLANTA, GA · Since 1984

$624M AUM5 clientsFee: 0%
FiduciaryFee-Only
#70
95

MONTAG

ATLANTA, GA · Since 1982

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#71
95

ASSET PRESERVATION ADVISORS, LLC

ATLANTA, GA · Since 1992

$11.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
#72
95

AURORA INVESTMENT COUNSEL

ATLANTA, GA · Since 2001

$253M AUM2 clientsFee: 0%
FiduciaryFee-Only
#73
95

EARNEST PARTNERS, LLC

ATLANTA, GA · Since 1999

$42.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#74
95

MARCO INVESTMENT MANAGEMENT LLC

ATLANTA, GA · Since 1998

$1.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#75
95

ALDER FINANCIAL GROUP INC

ATLANTA, GA · Since 2020

$224M AUM3 clientsFee: 0%
FiduciaryFee-Only
#76
95

SMITH & HOWARD WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 1999

$727M AUM6 clientsFee: 0%
FiduciaryFee-Only
#77
95

FOREST INVESTMENT ASSOCIATES

ATLANTA, GA · Since 1986

$5.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#78
95

CRAWFORD INVESTMENT COUNSEL INC

ATLANTA, GA · Since 1980

$9.1B AUM27 clientsFee: 0%
FiduciaryFee-Only
#79
95

ZWJ INVESTMENT COUNSEL INC

ATLANTA, GA · Since 1981

$4.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#80
95

DOMAIN CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 1990

$7.3B AUM18 clientsFee: 0%
FiduciaryFee-Only
#81
95

BUCKHEAD CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2000

$5.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#82
95

CPC ADVISORS, LLC

ATLANTA, GA · Since 1976

$1.7B AUM17 clientsFee: 0%
FiduciaryFee-Only
#83
95

SIGNATUREFD, LLC

ATLANTA, GA · Since 2001

$9.7B AUM50 clientsFee: 0%
FiduciaryFee-Only
#84
95

CHANCELLOR WEALTH MANAGEMENT, INC.

ATLANTA, GA · Since 2022

$174M AUM2 clientsFee: 0%
FiduciaryFee-Only
#85
95

SARD WEALTH MANAGMENT GROUP, LLC

ATLANTA, GA · Since 2008

$464M AUM2 clientsFee: 0%
FiduciaryFee-Only
#86
95

CORNERSTONE FINANCIAL

ATLANTA, GA · Since 2026

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#87
95

IRA GROUP, INC.

ATLANTA, GA · Since 2009

$15.4B AUM18 clientsFee: 0%
FiduciaryFee-Only
#88
95

ESTATE MANAGEMENT COUNSELORS,LLC

ATLANTA, GA · Since 2018

$294M AUM2 clientsFee: 0%
FiduciaryFee-Only
#89
95

APRIO WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 2004

$4.2B AUM32 clientsFee: 0%
FiduciaryFee-Only
#90
95

TIMBERLAND INVESTMENT RESOURCES, LLC

ATLANTA, GA · Since 2004

$2.0B AUM30 clientsFee: 0%
FiduciaryFee-Only
#91
95

IRC WEALTH

ATLANTA, GA · Since 2006

$667M AUM8 clientsFee: 0%
FiduciaryFee-Only
#92
95

GALLERIA FINANCIAL ADVISORS, LLC

ATLANTA, GA · Since 2005

$239M AUM2 clientsFee: 0%
FiduciaryFee-Only
#93
95

BERKELEY ADVISORS, INC.

ATLANTA, GA · Since 2024

$125M AUM2 clientsFee: 0%
FiduciaryFee-Only
#94
95

MASTERS CAPITAL MANAGEMENT, L.L.C.

ATLANTA, GA · Since 2006

$805M AUM13 clientsFee: 0%
FiduciaryFee-Only
#95
95

DAI WEALTH, LLC

ATLANTA, GA · Since 2006

$330M AUM40 clientsFee: 0%
FiduciaryFee-Only
#96
95

CHI-RHO FINANCIAL, LLC

ATLANTA, GA · Since 2012

$1.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#97
95

ADVOCACY WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 2013

$3.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#98
95

HOLCOMBE FINANCIAL, INC.

ATLANTA, GA · Since 2006

$452M AUM3 clientsFee: 0%
FiduciaryFee-Only
#99
95

BIP WEALTH, LLC

ATLANTA, GA · Since 2008

$5.3B AUM48 clientsFee: 0%
FiduciaryFee-Only
#100
95

NICHOLAS HOFFMAN & COMPANY, LLC

ATLANTA, GA · Since 2007

$8.3B AUM16 clientsFee: 0%
FiduciaryFee-Only
#101
95

ARCUS CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2008

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#102
95

CAHABA WEALTH MANAGEMENT, INC.

ATLANTA, GA · Since 2009

$2.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#103
95

BALENTINE

ATLANTA, GA · Since 2009

$5.5B AUM25 clientsFee: 0%
FiduciaryFee-Only
#104
95

COMPASS WEALTH MANAGEMENT, LLC

ATLANTA, GA · Since 2011

$308M AUM2 clientsFee: 0%
FiduciaryFee-Only
#105
95

PRIMUS CAPITAL PARTNERS, INC.

ATLANTA, GA · Since 2012

$1.7B AUM18 clientsFee: 0%
FiduciaryFee-Only
#106
95

CAPITAL INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2011

$8.2B AUM55 clientsFee: 0%
FiduciaryFee-Only
#107
95

JAMESTOWN, L.P.

ATLANTA, GA · Since 2012

$7.1B AUM107 clientsFee: 0%
FiduciaryFee-Only
#108
95

LINX PARTNERS, LLC

ATLANTA, GA · Since 2012

$131M AUM3 clientsFee: 0%
FiduciaryFee-Only
#109
95

INFINITY CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2012

$1.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#110
95

ROARK CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2012

$34.2B AUM104 clientsFee: 0%
FiduciaryFee-Only
#111
95

CHATHAM CAPITAL

ATLANTA, GA · Since 2012

$289M AUM7 clientsFee: 0%
FiduciaryFee-Only
#112
95

ARCAPITA INVESTMENT MANAGEMENT US INC.

ATLANTA, GA · Since 2021

$607M AUM8 clientsFee: 0%
FiduciaryFee-Only
#113
95

LIQUID STRATEGIES, LLC

ATLANTA, GA · Since 2014

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#114
95

MONTEREY WEALTH

ATLANTA, GA · Since 2020

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#115
95

WEST PACES ADVISORS, INC.

ATLANTA, GA · Since 2015

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#116
95

ROWLAND MILLER + PARTNERS LLC

ATLANTA, GA · Since 2015

$636M AUM3 clientsFee: 0%
FiduciaryFee-Only
#117
95

RED TORTOISE

ATLANTA, GA · Since 2018

$382M AUM4 clientsFee: 0%
FiduciaryFee-Only
#118
95

PREMIS ADVISORS, LLC

ATLANTA, GA · Since 2018

$214M AUM1 clientsFee: 0%
FiduciaryFee-Only
#119
95

EAGLE MERCHANT PARTNERS

ATLANTA, GA · Since 2023

$841M AUM15 clientsFee: 0%
FiduciaryFee-Only
#120
95

BAY POINT ADVISORS, LLC

ATLANTA, GA · Since 2019

$1.0B AUM29 clientsFee: 0%
FiduciaryFee-Only
#121
95

ALTERA PRIVATE ACCESS, LLC

ATLANTA, GA · Since 2017

$519M AUM4 clientsFee: 0%
FiduciaryFee-Only
#122
95

DOMAIN TIMBER ADVISORS, LLC

ATLANTA, GA · Since 2017

$576M AUM14 clientsFee: 0%
FiduciaryFee-Only
#123
95

ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA, GA · Since 2017

$14.7B AUM10 clientsFee: 0%
FiduciaryFee-Only
#124
95

HAVEN GLOBAL PARTNERS, LLC

ATLANTA, GA · Since 2021

$1.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#125
95

INLIGHT WEALTH

ATLANTA, GA · Since 2017

$843M AUM3 clientsFee: 0%
FiduciaryFee-Only
#126
95

BIP CAPITAL

ATLANTA, GA · Since 2018

$1.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#127
95

RESURGENS TECHNOLOGY ADVISORS, L.P.

ATLANTA, GA · Since 2019

$2.2B AUM34 clientsFee: 0%
FiduciaryFee-Only
#128
95

PIERSON WEALTH MANAGEMENT

ATLANTA, GA · Since 2018

$192M AUM2 clientsFee: 0%
FiduciaryFee-Only
#129
95

MEADOW CREEK WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2018

$728M AUM5 clientsFee: 0%
FiduciaryFee-Only
#130
95

REGENT PEAK WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2019

$786M AUM7 clientsFee: 0%
FiduciaryFee-Only
#131
95

SAGE MOUNTAIN ADVISORS, LLC

ATLANTA, GA · Since 2018

$4.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#132
95

CORTLAND INVESTMENT MANAGEMENT, LLC

ATLANTA, GA · Since 2019

$5.7B AUM88 clientsFee: 0%
FiduciaryFee-Only
#133
95

PACES FERRY WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2019

$491M AUM6 clientsFee: 0%
FiduciaryFee-Only
#134
95

MAVEN CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2024

$153M AUM4 clientsFee: 0%
FiduciaryFee-Only
#135
95

BIP CAPITAL MANAGEMENT SERVICES, LLC

ATLANTA, GA · Since 2020

$345M AUM3 clientsFee: 0%
FiduciaryFee-Only
#136
95

LEVEL 5 CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2022

$327M AUM5 clientsFee: 0%
FiduciaryFee-Only
#137
95

VERACITY CAPITAL LLC

ATLANTA, GA · Since 2019

$800M AUM11 clientsFee: 0%
FiduciaryFee-Only
#138
95

BT FAMILY OFFICE, LLC

ATLANTA, GA · Since 2020

$4.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#139
95

GLENEAGLES INVESTMENT ADVISORS, LLC

ATLANTA, GA · Since 2021

$3.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#140
95

ROLLINS FINANCIAL ADVISORS, LLC

ATLANTA, GA · Since 2021

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#141
95

EAGLE ROCK INVESTMENT COMPANY, LLC

ATLANTA, GA · Since 2021

$787M AUM3 clientsFee: 0%
FiduciaryFee-Only
#142
95

HAMILTON CAPITAL PARTNERS, LLC

ATLANTA, GA · Since 2021

$444M AUM3 clientsFee: 0%
FiduciaryFee-Only
#143
95

REICON WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2023

$220M AUM5 clientsFee: 0%
FiduciaryFee-Only
#144
95

BOONE CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 2022

$963M AUM5 clientsFee: 0%
FiduciaryFee-Only
#145
95

GODWIN CAPITAL GROUP, LLC

ATLANTA, GA · Since 2021

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#146
95

HB WEALTH

ATLANTA, GA · Since 2021

$30.2B AUM152 clientsFee: 0%
FiduciaryFee-Only
#147
95

CONSCIOUS WEALTH INVESTMENTS, LLC

ATLANTA, GA · Since 2022

$273M AUM4 clientsFee: 0%
FiduciaryFee-Only
#148
95

ASH INVESTMENT PARTNERS, LLC

ATLANTA, GA · Since 2022

$186M AUM8 clientsFee: 0%
FiduciaryFee-Only
#149
95

GROVE MOUNTAIN PARTNERS, LLC

ATLANTA, GA · Since 2024

$308M AUM7 clientsFee: 0%
FiduciaryFee-Only
#150
95

ACCESS INVESTMENT MANAGEMENT, LLC

ATLANTA, GA · Since 2022

$456M AUM2 clientsFee: 0%
FiduciaryFee-Only
#151
95

PRIVATE FAMILY WEALTH ADVISORS

ATLANTA, GA · Since 2023

$393M AUM1 clientsFee: 0%
FiduciaryFee-Only
#152
95

SOURCE CAPITAL, LLC

ATLANTA, GA · Since 2024

$475M AUM15 clientsFee: 0%
FiduciaryFee-Only
#153
95

CROWN MANAGEMENT ADVISORS, LLC

ATLANTA, GA · Since 2023

$142M AUM4 clientsFee: 0%
FiduciaryFee-Only
#154
95

MAESTRIA PARTNERS LLC

ATLANTA, GA · Since 2025

$350M AUM1 clientsFee: 0%
FiduciaryFee-Only
#155
95

GID MULTIFAMILY INVESTMENT MANAGEMENT LLC

ATLANTA, GA · Since 2023

$5.9B AUM122 clientsFee: 0%
FiduciaryFee-Only
#156
95

ADAPT WEALTH ADVISORS, LLC

ATLANTA, GA · Since 2024

$469M AUM10 clientsFee: 0%
FiduciaryFee-Only
#157
95

PEACHTREE GROUP

ATLANTA, GA · Since 2025

$941M AUM69 clientsFee: 0%
FiduciaryFee-Only
#158
95

ANCHYRA PARTNERS LLC

ATLANTA, GA · Since 2025

$689M AUM2 clientsFee: 0%
FiduciaryFee-Only
#159
95

TRAILS EDGE CAPITAL PARTNERS, LP

ATLANTA, GA · Since 2025

$933M AUM5 clientsFee: 0%
FiduciaryFee-Only
#160
95

OPENARC CORPORATE ADVISORY, LLC

ATLANTA, GA · Since 2025

$10.1B AUM80 clientsFee: 0%
FiduciaryFee-Only
#161
95

XCEPTION FAMILY OFFICE

ATLANTA, GA · Since 2025

$189M AUM3 clientsFee: 0%
FiduciaryFee-Only
#162
95

HIGHBROOK CAPITAL PARTNERS

ATLANTA, GA · Since 2025

$509M AUM5 clientsFee: 0%
FiduciaryFee-Only
#163
95

MARTINWRIGHT ADVISORY, LLC

ATLANTA, GA · Since 2025

$161M AUM5 clientsFee: 0%
FiduciaryFee-Only
#164
95

CALLODINE STRATEGIC CREDIT FUND III MANAGEMENT, LLC

ATLANTA, GA · Since 2026

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#165
95

BLUE GROTTO CAPITAL, LLC

ATLANTA, GA · Since 2019

$2.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#166
95

KDHB V CAPITAL MANAGEMENT, LLC

ATLANTA, GA · Since 2021

$55M AUM1 clientsFee: 0%
FiduciaryFee-Only
#167
95

AFF FUND MANAGER, LLC

ATLANTA, GA · Since 2017

$2.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#168
92

LONGVIEW WEALTH MANAGEMENT

ATLANTA, GA · Since 2005

$1.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#169
92

PEACHTREE WEALTH ADVISORS, INC

ATLANTA, GA · Since 2020

$437M AUM2 clientsFee: 0%
FiduciaryFee-Only
#170
92

ADVISORY SERVICES NETWORK

ATLANTA, GA · Since 2010

$10.6B AUM247 clientsFee: 0%
FiduciaryFee-Only1 complaint
#171
92

SB ADVISORY, LLC

ATLANTA, GA · Since 2012

$405M AUM29 clientsFee: 0%
FiduciaryFee-Only1 complaint
#172
92

IFG ADVISORY, LLC

ATLANTA, GA · Since 2014

$4.8B AUM86 clientsFee: 0%
FiduciaryFee-Only
#173
92

ARKADIOS WEALTH ADVISORS

ATLANTA, GA · Since 2017

$8.8B AUM151 clientsFee: 0%
FiduciaryFee-Only1 complaint
#174
92

UNIFIED INVESTMENT MANAGEMENT

ATLANTA, GA · Since 2023

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#175
90

OPPENHEIMERFUNDS INC

ATLANTA, GA · Since 1971

$828K AUM4 clientsFee: 0%
FiduciaryFee-Only
#176
90

VOYA INVESTMENT MANAGEMENT LLC

ATLANTA, GA · Since 1998

$38.8B AUM326 clientsFee: 0%
FiduciaryFee-Only
#177
90

FALCONS I, LLC

ATLANTA, GA · Since 2018

$2.7B AUM1 clientsFee: 0%
FiduciaryFee-Only
#178
90

RESURGENT ADVISORS

ATLANTA, GA · Since 2019

$355M AUM10 clientsFee: 0%
FiduciaryFee-Only
#179
87

GMT CAPITAL CORP.

ATLANTA, GA · Since 2012

$6.9B AUM7 clientsFee: 0%
FiduciaryFee-Only1 complaint
#180
87

STRATEGIC BLUEPRINT, LLC

ATLANTA, GA · Since 2016

$2.5B AUM51 clientsFee: 0%
FiduciaryFee-Only1 complaint
#181
87

BEACON GLOBAL ADVISOR NETWORK, LLC

ATLANTA, GA · Since 2017

$745M AUM61 clientsFee: 0%
FiduciaryFee-Only1 complaint
#182
87

34 FINANCIAL, LLC

ATLANTA, GA · Since 2026

$101M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#183
85

INVESCO ADVISERS, INC.

ATLANTA, GA · Since 1988

$749.5B AUM713 clientsFee: 0%
FiduciaryFee-Only
#184
85

ANGEL OAK CAPITAL ADVISORS, LLC

ATLANTA, GA · Since 2009

$11.5B AUM24 clientsFee: 0%
FiduciaryFee-Only
#185
80

ATLANTA CAPITAL

ATLANTA, GA · Since 2001

$28.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#186
79

INVESTORS ASSET MANAGEMENT OF GEORGIA INC

ATLANTA, GA · Since 1990

$502M AUM7 clientsFee: 0%
FiduciaryFee-Only2 complaints
#187
66

THE STRATEGIC FINANCIAL ALLIANCE

ATLANTA, GA · Since 2003

$382M AUM41 clientsFee: 0%
Broker-Dealer3 complaints
#188
60

TRUIST ADVISORY SERVICES, INC.

ATLANTA, GA · Since 2016

$77.4B AUM2360 clientsFee: 0%
FiduciaryFee-Only18 complaints
#189
47

OSAIC ADVISORY SERVICES, LLC

ATLANTA, GA · Since 2014

$15.5B AUM344 clientsFee: 0%
FiduciaryFee-Only1 complaint

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 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.