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Best Financial Advisors in Atlanta, GA

Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Atlanta, GA by verified customer ratings and review volume. The highest-rated is Wiser Wealth Management, Inc with a 5.0-star rating from 180 verified reviews. Also in the top tier: Element Wealth Advisors and Georgia Financial Advisors. The average rating across all listed financial advisors in Atlanta is 4.9 stars from 25 reviews per business on average.

Financial advisors in Atlanta 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

20

Businesses listed

4.9★

Avg rating

25

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Wiser Wealth Management, Inc

5.0(180 reviews)

125 Church St Suite 220, Marietta, GA 30060, USA

🥈

Element Wealth Advisors

5.0(38 reviews)

800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328, USA

🥉

Georgia Financial Advisors

4.9(44 reviews)

550 Pharr Rd NE UNIT 400, Atlanta, GA 30305, USA

Financial Advisors Rankings in Atlanta, GA

#BusinessRatingReviews
#1Wiser Wealth Management, Inc125 Church St Suite 220, Marietta, GA 30060, USA5.0180
#2Element Wealth Advisors800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328, USA5.038
#3Georgia Financial Advisors550 Pharr Rd NE UNIT 400, Atlanta, GA 30305, USA4.944
#4Buckhead Wealth Management1708 Peachtree St NW Suite 210, Atlanta, GA 30309, USA5.019
#5Elite Wealth Advisors LLC550 Pharr Rd NE UNIT 400, Atlanta, GA 30305, USA5.025
#6HB Wealth3550 Lenox Rd NE #2700, Atlanta, GA 30326, USA4.47
#7Attend Wealth Inc.999 Peachtree St NE ste 418, Atlanta, GA 30309, USA4.911
#8True Square Financial1355 Peachtree St NE STE 1150, Atlanta, GA 30309, USA5.01
#9SignatureFD1230 Peachtree St NE, Atlanta, GA 30309, USA5.03
#10EP Wealth Advisors1355 Peachtree St NE STE 1700, Atlanta, GA 30309, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Atlanta

4

Buckhead Wealth Management

5.0· 19 reviews

1708 Peachtree St NW Suite 210, Atlanta, GA 30309, USA

5

Elite Wealth Advisors LLC

5.0· 25 reviews

550 Pharr Rd NE UNIT 400, Atlanta, GA 30305, USA

6

HB Wealth

4.4· 7 reviews

3550 Lenox Rd NE #2700, Atlanta, GA 30326, USA

7

Attend Wealth Inc.

4.9· 11 reviews

999 Peachtree St NE ste 418, Atlanta, GA 30309, USA

8

True Square Financial

5.0· 1 reviews

1355 Peachtree St NE STE 1150, Atlanta, GA 30309, USA

9

SignatureFD

5.0· 3 reviews

1230 Peachtree St NE, Atlanta, GA 30309, USA

10

EP Wealth Advisors

5.0· 2 reviews

1355 Peachtree St NE STE 1700, Atlanta, GA 30309, USA

11

Elwood & Goetz Wealth Advisory Group

4.6· 11 reviews

490 Brasfield Square SE, Atlanta, GA 30316, USA

12

Haven Wealth Advisors

5.0· 3 reviews

3438 Peachtree Rd NE # 1200, Atlanta, GA 30326, USA

13

Blue Trust | Atlanta Financial Advisors

4.8· 20 reviews

1600 Riveredge Pkwy UNIT 310, Atlanta, GA 30328, USA

14

Paces Ferry Wealth Advisors

5.0· 7 reviews

2849 Paces Ferry Rd SE #660, Atlanta, GA 30339, USA

15

Compass Wealth Management, LLC

5.0· 30 reviews

115 Perimeter Center Pl, Atlanta, GA 30346, USA

16

Ashford Advisors

4.3· 11 reviews

900 Ashwood Pkwy #400, Atlanta, GA 30338, USA

17

49 Financial - Atlanta Office

4.9· 41 reviews

3101 Cobb Pkwy SE Suite 124, Atlanta, GA 30339, USA

18

Wealth Enhancement Group

5.0· 1 reviews

1100 Abernathy Rd NE #500, Atlanta, GA 30328, USA

19

Wealth Creation Atlanta, LLC

5.0· 24 reviews

500 Sun Valley Dr STE B1, Roswell, GA 30076, USA

20

Capital Investment Advisors

4.6· 18 reviews

10 Glenlake Pkwy NE, Atlanta, GA 30328, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Atlanta

What is a fiduciary financial advisor and why does it matter in Atlanta?

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 Atlanta, 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 Atlanta?

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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About This Financial Advisors Directory — Atlanta, GA

This page lists and ranks 20 financial advisors serving Atlanta, GA as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 25 customer reviews per business. The top-ranked financial advisors in Atlanta by our algorithm is Wiser Wealth Management, Inc (5.0 stars, 180 reviews). Financial advisors in Atlanta typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Atlanta: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the GA licensing board before hiring.

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