Best Financial Advisors in ROSWELL, Georgia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$228M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ROSWELL
#1
100
COMMONWEALTH FINANCIAL PLANNERS INC
ROSWELL, GA · Since 2018
$228M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
HOWARD CAPITAL MANAGEMENT, INC.
ROSWELL, GA · Since 2008
$8.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#3
100
ST. JOHN & ASSOCIATES, INC.
ROSWELL, GA · Since 2021
$128M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100
PARK SQUARE FINANCIAL GROUP LLC
ROSWELL, GA · Since 2024
$219M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
JOURNEY BEYOND WEALTH
ROSWELL, GA · Since 2023
$250M AUM5 clientsFee: 0%
FiduciaryFee-Only
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 ROSWELL?
The median advisory fee in ROSWELL, GA is 0.95% of assets under management per year, based on Form ADV filings from 5 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.