Home
Financial Advisor
Georgia
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Georgia

Georgia is one of the most populous states in the United States, with over 10 million residents. It has a diverse range of thriving industries and a cost of living that is 11% lower than the national average. Those who live in Georgia can make the most of their hard-earned money with the help of an experienced and certified financial advisor. WiserAdvisor's directory of vetted financial advisors in Georgia has experience helping residents in Georgia with personalized financial guidance in a variety of financial matters including the following:

  • Financial planning

  • Investment strategies

  • Wealth management

  • Retirement planning

  • Creating financial plans for their children's college education

  • And more.

These trustworthy financial advisors not only have experience in providing personalized advice for specific financial situations, but they also keep your financial goals in mind. If you're looking for a financial expert in Georgia, browse our list of vetted advisors and connect with the right one for your needs.

How To Find Trusted Financial Advisors in Georgia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Georgia

VETTED
Financial Advisor
Edelman Financial Engines, LLC
1960 Satellite BoulevardDuluth, GA 30097
200 Galleria Drive SEAtlanta, GA 30339
ExperienceN/A
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Homrich Berg Wealth ManagementEdelman Financial Engines, LLC - tariktest3550 Lenox Rd NEAtlanta, GA 30326
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
Are you a Financial Advisor in Georgia?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Georgia

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
1960 Satellite Boulevard,Suite 3500,Duluth,GA 30097Phone Number877-208-7414
200 Galleria Drive SE,Suite 1805,Atlanta,GA 30339Phone Number877-208-7414
Homrich Berg Wealth Management
VETTED
Homrich Berg Wealth Management
Edelman Financial Engines, LLC - tariktest
About Edelman Financial Engines, LLC - tariktest
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You™.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 316731
Compensation/Fee
Fee-Only, Based on Assets
Office Location
3550 Lenox Rd NE,Suite 2700,Atlanta,GA 30326
Phone Number
404-264-1400

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
INVESCO ADVISERS, INC.Atlanta, GA
No. of Advisors2895
AUM$746,325,416,693
No. of Clients38517
Fee StructureA percentage of AUM, Performance Based
Firm Name
TRUIST ADVISORY SERVICES, INC.Atlanta, GA
No. of Advisors2105
AUM$61,369,856,545
No. of Clients124201
Fee StructureA percentage of AUM, Fixed fees
Firm Name
EARNEST PARTNERS, LLCAtlanta, GA
No. of Advisors44
AUM$35,289,452,223
No. of Clients7542
Fee StructureA percentage of AUM, Performance Based
Firm Name
VOYA INVESTMENT MANAGEMENT LLCAtlanta, GA
No. of Advisors879
AUM$33,827,869,628
No. of Clients39
Fee StructureA percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
Firm Name
ATLANTA CAPITALAtlanta, GA
No. of Advisors28
AUM$33,178,196,876
No. of Clients12286
Fee StructureA percentage of AUM, Performance Based
Firm Name
ROARK CAPITAL MANAGEMENT, LLCAtlanta, GA
No. of Advisors123
AUM$31,927,560,154
No. of Clients14
Fee StructureA percentage of AUM, Performance Based
Firm Name
HOMRICH BERGAtlanta, GA
No. of Advisors215
AUM$18,591,404,091
No. of Clients19370
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ATLANTA CONSULTING GROUP ADVISORS, LLCAtlanta, GA
No. of Advisors24
AUM$13,598,587,500
No. of Clients410
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
IRA GROUP, INC.Atlanta, GA
No. of Advisors17
AUM$13,197,612,044
No. of Clients630
Fee StructureA percentage of AUM, Fixed fees, Other (PROJECT FLAT FEES)
Firm Name
MERIT FINANCIAL ADVISORSAlpharetta, GA
No. of Advisors279
AUM$10,576,048,244
No. of Clients31882
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
Firm Name
ANGEL OAK CAPITAL ADVISORS, LLCAtlanta, GA
No. of Advisors78
AUM$10,374,449,774
No. of Clients49
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
VIDENT ASSET MANAGEMENTAlpharetta, GA
No. of Advisors21
AUM$8,989,806,701
No. of Clients938
Fee StructureA percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
Firm Name
PRIMERICA ADVISORSDuluth, GA
No. of Advisors3590
AUM$8,461,983,895
No. of Clients59808
Fee StructureA percentage of AUM
Firm Name
CRAWFORD INVESTMENT COUNSEL INCAtlanta, GA
No. of Advisors53
AUM$7,729,583,314
No. of Clients4070
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SIGNATUREFD, LLCAtlanta, GA
No. of Advisors108
AUM$7,245,750,124
No. of Clients9871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.