Licensed · Alpharetta
Licensed & Insured Financial Advisors in Alpharetta, GA
Every financial advisors listed here carries proper licensing and insurance in GA. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 11 financial advisors in Alpharetta, GA by verified customer ratings and review volume. The highest-rated is Solley Financial Services with a 5.0-star rating from 56 verified reviews. Also in the top tier: Active Wealth Management, Inc. and Heritage Wealth Planning. The average rating across all listed financial advisors in Alpharetta is 5 stars from 20 reviews per business on average.
Financial advisors in Alpharetta typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
11
Businesses listed
5★
Avg rating
20
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Solley Financial Services
1105 Powers Pl, Alpharetta, GA 30009, USA
Active Wealth Management, Inc.
1740 Grassland Pkwy Bldg. 206, Alpharetta, GA 30004, USA
Heritage Wealth Planning
13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004, USA
Financial Advisors Rankings in Alpharetta, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Solley Financial Services1105 Powers Pl, Alpharetta, GA 30009, USA | 5.0★ | 56 |
| #2 | Active Wealth Management, Inc.1740 Grassland Pkwy Bldg. 206, Alpharetta, GA 30004, USA | 5.0★ | 48 |
| #3 | Heritage Wealth Planning13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004, USA | 4.9★ | 43 |
| #4 | Financial Consultants Group12600 Deerfield Pkwy suit#100, Alpharetta, GA 30004, USA | 5.0★ | 16 |
| #5 | Forthright Wealth Management11780 Northfall Ln STE 303, Alpharetta, GA 30009, USA | 5.0★ | 1 |
| #6 | Owenby Jones Wealth Management - Alpharetta5755 North Point Pkwy, Alpharetta, GA 30022, USA | 5.0★ | 17 |
| #7 | ATLas Investment Advisors11720 Amber Park Dr Suite 160, Alpharetta, GA 30009, USA | 5.0★ | 20 |
| #8 | Wealth Enhancement Group1075 Powers Pl, Alpharetta, GA 30009, USA | 5.0★ | 1 |
| #9 | The Advisory Firm, LLC12600 Deerfield Pkwy, Alpharetta, GA 30004, USA | 5.0★ | 8 |
| #10 | Power Wealth Management2400 Lakeview Pkwy suite 675, Alpharetta, GA 30009, USA | 5.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Alpharetta
Financial Consultants Group
12600 Deerfield Pkwy suit#100, Alpharetta, GA 30004, USA
Forthright Wealth Management
11780 Northfall Ln STE 303, Alpharetta, GA 30009, USA
Owenby Jones Wealth Management - Alpharetta
5755 North Point Pkwy, Alpharetta, GA 30022, USA
ATLas Investment Advisors
11720 Amber Park Dr Suite 160, Alpharetta, GA 30009, USA
Wealth Enhancement Group
1075 Powers Pl, Alpharetta, GA 30009, USA
The Advisory Firm, LLC
12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Power Wealth Management
2400 Lakeview Pkwy suite 675, Alpharetta, GA 30009, USA
Merrill Lynch Wealth Management
10000 Avalon Blvd, Alpharetta, GA 30009, USA
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Frequently Asked Questions — Financial Advisors in Alpharetta
What is a fiduciary financial advisor and why does it matter in Alpharetta?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Alpharetta, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Alpharetta?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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