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As of May 2026, RatingsNearMe ranks 18 financial advisors in Roswell, GA by verified customer ratings and review volume. The highest-rated is Goodwin Investment Advisory with a 5.0-star rating from 238 verified reviews. Also in the top tier: Elm3 Financial Group, LLC and Bella Advisors Inc. The average rating across all listed financial advisors in Roswell is 5 stars from 34 reviews per business on average.
Financial advisors in Roswell 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
18
Businesses listed
5★
Avg rating
34
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Goodwin Investment Advisory
238 River Park N Dr, Woodstock, GA 30188, USA
Elm3 Financial Group, LLC
5755 North Point Pkwy #92, Alpharetta, GA 30022, USA
Bella Advisors Inc
5090 Old Ellis Point, Roswell, GA 30076, USA
Financial Advisors Rankings in Roswell, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Goodwin Investment Advisory238 River Park N Dr, Woodstock, GA 30188, USA | 5.0★ | 238 |
| #2 | Elm3 Financial Group, LLC5755 North Point Pkwy #92, Alpharetta, GA 30022, USA | 5.0★ | 82 |
| #3 | Bella Advisors Inc5090 Old Ellis Point, Roswell, GA 30076, USA | 5.0★ | 61 |
| #4 | Perkins Wealth Solutions200 Macy Dr, Roswell, GA 30076, USA | 5.0★ | 1 |
| #5 | oXYGen Financial, Inc. - Alpharetta35 Old Canton St, Alpharetta, GA 30009, USA | 4.6★ | 11 |
| #6 | Georgia Advisory Group, LLC - Alpharetta2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009, USA | 5.0★ | 24 |
| #7 | Roswell Asset Advisors904 Macy Dr, Roswell, GA 30076, USA | 5.0★ | 17 |
| #8 | Georgia Safe Retirement Planners1124 Canton St, Roswell, GA 30075, USA | 5.0★ | 29 |
| #9 | Forum Financial Management, LP500 Sun Valley Dr STE A6, Roswell, GA 30076, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Jennifer S Heal, CFP®2500 Old Alabama Rd Ste 22, Roswell, GA 30076, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Roswell
Perkins Wealth Solutions
200 Macy Dr, Roswell, GA 30076, USA
oXYGen Financial, Inc. - Alpharetta
35 Old Canton St, Alpharetta, GA 30009, USA
Georgia Advisory Group, LLC - Alpharetta
2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009, USA
Roswell Asset Advisors
904 Macy Dr, Roswell, GA 30076, USA
Georgia Safe Retirement Planners
1124 Canton St, Roswell, GA 30075, USA
Forum Financial Management, LP
500 Sun Valley Dr STE A6, Roswell, GA 30076, USA
Edward Jones - Financial Advisor: Jennifer S Heal, CFP®
2500 Old Alabama Rd Ste 22, Roswell, GA 30076, USA
Common Wealth Financial Planners, Inc.
1033 Canton St, Roswell, GA 30075, USA
Commonwealth Financial Planners, Inc.
1033 Canton St, Roswell, GA 30075, USA
Paul Lang - Financial Advisor, Ameriprise Financial Services, LLC
1401 Macy Dr, Roswell, GA 30076, USA
TandemGrowth Financial Advisors LLC
3820 Mansell Rd Suite T30, Alpharetta, GA 30022, USA
Canton Wealth Partners
1243 Canton St, Roswell, GA 30075, USA
Daner Wealth Management
11475 Great Oaks Way Suite 340, Alpharetta, GA 30022, USA
Wealth Enhancement & Preservation
5755 North Point Pkwy STE 232, Alpharetta, GA 30022, USA
Merit Financial Advisors
2400 Lakeview Pkwy suite #550, Alpharetta, GA 30009, USA
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Frequently Asked Questions — Financial Advisors in Roswell
What is a fiduciary financial advisor and why does it matter in Roswell?
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 Roswell, 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 Roswell?
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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