Verified · Sandy Springs
Trusted Financial Advisors in Sandy Springs, GA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Sandy Springs have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Sandy Springs, GA by verified customer ratings and review volume. The highest-rated is Jacobs Mortgage Advisors with a 5.0-star rating from 278 verified reviews. Also in the top tier: Total Choice Financial Solutions Group and Gaynes Financial Services. The average rating across all listed financial advisors in Sandy Springs is 5 stars from 30 reviews per business on average.
Financial advisors in Sandy Springs 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
14
Businesses listed
5★
Avg rating
30
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Jacobs Mortgage Advisors
333 Sandy Springs Cir # 130, Atlanta, GA 30328, USA
Total Choice Financial Solutions Group
6595 Roswell Rd Ste. G-6178, Atlanta, GA 30328, USA
Gaynes Financial Services
200 Ashford Center N # 400, Atlanta, GA 30338, USA
Financial Advisors Rankings in Sandy Springs, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Jacobs Mortgage Advisors333 Sandy Springs Cir # 130, Atlanta, GA 30328, USA | 5.0★ | 278 |
| #2 | Total Choice Financial Solutions Group6595 Roswell Rd Ste. G-6178, Atlanta, GA 30328, USA | 5.0★ | 25 |
| #3 | Gaynes Financial Services200 Ashford Center N # 400, Atlanta, GA 30338, USA | 5.0★ | 9 |
| #4 | S G Financial Advisors LLC333 Sandy Springs Cir # 121, Atlanta, GA 30328, USA | 5.0★ | 2 |
| #5 | Sandy Springs Private Wealth Management1117 Perimeter Center W n111, Sandy Springs, GA 30338, USA | — | — |
| #6 | PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA | 5.0★ | 2 |
| #7 | Strategic Wealth Designers1100 Abernathy Rd NE Suite L-20, Atlanta, GA 30328, USA | 5.0★ | 2 |
| #8 | Benedict Financial Advisors, Inc6000 Lake Forrest Dr NW #550, Atlanta, GA 30328, USA | 5.0★ | 1 |
| #9 | HB Wealth333 Sandy Springs Cir # 121, Sandy Springs, GA 30328, USA | — | — |
| #10 | CKM Wealth - Ameriprise Financial Services, LLC5855 Sandy Springs Cir STE 100, Sandy Springs, GA 30328, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Sandy Springs
S G Financial Advisors LLC
333 Sandy Springs Cir # 121, Atlanta, GA 30328, USA
Sandy Springs Private Wealth Management
1117 Perimeter Center W n111, Sandy Springs, GA 30338, USA
PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC
6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA
Strategic Wealth Designers
1100 Abernathy Rd NE Suite L-20, Atlanta, GA 30328, USA
Benedict Financial Advisors, Inc
6000 Lake Forrest Dr NW #550, Atlanta, GA 30328, USA
HB Wealth
333 Sandy Springs Cir # 121, Sandy Springs, GA 30328, USA
CKM Wealth - Ameriprise Financial Services, LLC
5855 Sandy Springs Cir STE 100, Sandy Springs, GA 30328, USA
Sean Carroll - Private Wealth Advisor, Ameriprise Financial Services, LLC
6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA
Mercer Advisors - Atlanta
5555 Glenridge Con Suite 825, Atlanta, GA 30342, USA
Integrated Financial Group
200 Ashford Center N, Atlanta, GA 30338, USA
Reynolds & Reynolds Financial Partners
7000 Peachtree Dunwoody Rd NE building 12 suite 200, Sandy Springs, GA 30328, USA
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Frequently Asked Questions — Financial Advisors in Sandy Springs
What is a fiduciary financial advisor and why does it matter in Sandy Springs?
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 Sandy Springs, 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 Sandy Springs?
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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