AdvisorRanked

Best Financial Advisors in Georgia

326 SEC-registered advisory firms across 38 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

326
Registered Firms
38
Cities
0.95%
Median Fee
of assets/year
326
In Database
firms listed

Trust Score Distribution — Georgia Advisors

Cities in Georgia

23 cities
Page 1 of 2

Top-Ranked Advisors in Georgia

Page 1 of 14 · 326 firms

#1
93

FIDUCIARYVEST, LLC

ATLANTA, GA · Since 2005

$4.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
93

NARWHAL CAPITAL MANAGEMENT

MARIETTA, GA · Since 2006

$2.1B AUM12 clientsFee: 0%
FiduciaryFee-Only
#3
92

LCG ASSOCIATES, INC.

ATLANTA, GA · Since 1982

$2.6B AUM48 clientsFee: 0%
FiduciaryFee-Only
#4
92

CORNERSTONE INVESTMENT PARTNERS, LLC

ATLANTA, GA · Since 2002

$2.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
92

STADION MONEY MANAGEMENT, LLC

WATKINSVILLE, GA · Since 1994

$2.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#6
92

ALBRITTON CAPITAL MANAGEMENT CO

ALPHARETTA, GA · Since 1991

$1.5B AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
92

HOWARD CAPITAL MANAGEMENT, INC.

ROSWELL, GA · Since 2008

$8.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#8
92

SILVANT CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 2008

$3.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#9
92

BLUEARC CAPITAL MANAGEMENT

ATLANTA, GA · Since 2014

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
91

SHAPIRO CAPITAL MANAGEMENT LLC

ATLANTA, GA · Since 1989

$2.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
91

BISON WEALTH, LLC

ATLANTA, GA · Since 2019

$2.7B AUM65 clientsFee: 0%
FiduciaryFee-Only
#12
90

AMB WEALTH, LLC

THOMASVILLE, GA · Since 2001

$1.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#13
90

CANNON FINANCIAL STRATEGISTS, INC.

ATHENS, GA · Since 2014

$1.7B AUM27 clientsFee: 0%
FiduciaryFee-Only
#14
90

MSOUTH EQUITY PARTNERS, LLC

ATLANTA, GA · Since 2012

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#15
90

CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA, GA · Since 2014

$4.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
90

MARIETTA WEALTH MANAGEMENT, LLC

MARIETTA, GA · Since 2015

$1.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#17
90

EQUITY INVESTMENT CORP

ATLANTA, GA · Since 2016

$3.5B AUM27 clientsFee: 0%
FiduciaryFee-Only
#18
90

ARGONNE CAPITAL GROUP, LLC

ATLANTA, GA · Since 2018

$1.7B AUM30 clientsFee: 0%
FiduciaryFee-Only
#19
89

INVESTMENT PERFORMANCE SERVICES LLC

SAVANNAH, GA · Since 1988

$764M AUM11 clientsFee: 0%
FiduciaryFee-Only
#20
89

BUILDER INVESTMENT GROUP

ATLANTA, GA · Since 1983

$953M AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
89

RETIREMENT FUND MANAGEMENT

ATLANTA, GA · Since 2008

$770M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
89

HOLBROOK HOLDINGS, INC.

ATLANTA, GA · Since 2016

$3.8B AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
89

VIDENT ASSET MANAGEMENT

ALPHARETTA, GA · Since 2019

$22.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
89

GLOBALT INVESTMENTS

ATLANTA, GA · Since 2023

$3.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#25
88

CHECKS & BALANCES, INC.

ATLANTA, GA · Since 2001

$251M AUM1 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Georgia

How many financial advisors are registered in Georgia?
There are 326 SEC-registered investment advisory firms in Georgia, spread across 38 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Georgia?
The median advisory fee in Georgia is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.