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Best Financial Advisor Firms Georgia 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Georgia.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Georgia, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 30, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Georgia are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Georgia.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Are you a top firm in Georgia? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Alpha Financial Management 2009 View Locations
Apex Financial Services 2009 View Locations
Aprio Wealth Management 2004 View Locations
Arch Partners Wealth Management 2006 View Locations
Argi Investment Services 2010 View Locations
Arkin Financial Advisors 2012 View Locations
Astrop Advisory Corporation 2008 View Locations
Aurora Investment Counsel 2001 View Locations
Balentine 2009 View Locations
Beacon Street Capital 2003 View Locations
Benedict Financial Advisors 2013 View Locations
Bowen, Hanes & CO 1980 View Locations
Brannen & Lyle Investment Company 2000 View Locations
Bridge Investment Group 2011 View Locations
Brightworth 1999 View Locations
Brown Wealth Management 2002 View Locations
Buckhead Capital Management 2000 View Locations
C.W. O'Conner Wealth Advisors 2006 View Locations
Cagle Financial Advisory 2002 View Locations
Cahaba Wealth Management 2009 View Locations
Calvary Wealth 2014 View Locations
Cambria Investment Management 2010 View Locations
Capital Directions 2000 View Locations
Cerner Capital Management 2003 View Locations
Chancellor Wealth Management 2002 View Locations
Collegiate Capital Management 2005 View Locations
Collins/moody Financial Services 2002 View Locations
Colony Capital Management 2015 View Locations
Compass Wealth Management 2011 View Locations
Consolidated Planning Corporation 1976 View Locations
Cornercap Investment Counsel 1990 View Locations
Cornerstone Investment Partners 2002 View Locations
Cornerstone Management 2004 View Locations
Csenge Advisory Group 2011 View Locations
Day & Ennis 2003 View Locations
Decatur Capital Management 2006 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Dyche Wealth Management 2011 View Locations
Eads & Heald Wealth Management 1987 View Locations
Earnest Partners 1999 View Locations
Echols Financial Services 2005 View Locations
Elm3 Financial Group 2006 View Locations
Enclave Advisors 2012 View Locations
Executive Money Managers 2012 View Locations
F5 Financial Planning 2014 View Locations
FWI Wealth Management 2013 View Locations
Family WMS 2003 View Locations
FiduciaryVest 2005 View Locations
Financial Architects 2006 View Locations
Financial Decision Partners 2000 View Locations
Financial Innovations 2007 View Locations
First City Capital Management 1979 View Locations
Fisher Investments 1987 $500,000 View Locations
Floyd Green Financial Services 2003 View Locations
Fordham Financial Services 1999 View Locations
Gutt Financial Management 1995 View Locations
HBW Advisory Services 2012 View Locations
Holland Financial Services 2003 View Locations
IRC Wealth 2006 View Locations
Jamison Private Wealth Management 2000 View Locations
KAM-south 2011 View Locations
Kindzia Investments 2008 View Locations
Kingsmark Private Financial Advisors 2008 View Locations
LCG Associates 1982 View Locations
Lindner Capital Advisors 1997 View Locations
Linscomb & Williams 1995 View Locations
Maple Capital Management 2004 View Locations
Mccormack Financial Planning 2012 View Locations
Meld Financial 2004 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Mesa Financial Group 2012 View Locations
Modera Wealth Management 2010 View Locations
Montag 1982 View Locations
Networth Financial Services 2002 View Locations
Oakbridge Partners 1976 View Locations
Omni Wealth Advisors 2012 View Locations
Parvin Asset Management 2012 View Locations
Pathway Financial Advisors 2005 View Locations
Paul Manners & Associates 1979 View Locations
Peregrine Investment Advisors 2010 View Locations
Persium Advisors 2010 View Locations
Redwood Wealth Management 2008 View Locations
Reliastar Capital Management 2012 View Locations
Resource Planning Group 1993 View Locations
Retirement Fund Management 2008 View Locations
Richard Young Associates 2009 View Locations
Safe Harbor Financial Planning & Investment Advisory 2009 View Locations
Sherrill & Hutchins Financial Advisory 1984 View Locations
Smith & Howard Wealth Management 1999 View Locations
Stadion Money Management 1994 View Locations
THE Advisory Firm 2011 View Locations
THE Jenkins Group 1999 View Locations
THE Monitor Group 1992 View Locations
TandemGrowth Financial Advisors 2014 View Locations
Troika Capital Advisors 2011 View Locations
Vickery Financial Services 2013 View Locations
Wealth 360 2007 View Locations
Winkler Financial Planning 2007 View Locations
Worthscape 2012 View Locations
ZWJ Investment Counsel 1981 View Locations


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