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Best Financial Advisors near Atlanta, Georgia


To help Americans find the best financial advisors in Atlanta, Georgia, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Atlanta, Georgia.


1. Montag
   (404) 522-5774
133 Peachtree Street, 2500 Georgia Pacific Center. Atlanta, GA

Montag, registered in 1982, manages $2.1 billion for 443 clients.

2. Cornercap Investment Counsel
   (404) 870-0700
1355 Peachtree Street N.e., Suite 1700. Atlanta, GA

Cornercap Investment Counsel, registered in 1990, manages $1.3 billion for 425 clients.

3. IRC Wealth
   (404) 968-9348
3050 Peachtree Road NW, Suite 220. Atlanta, GA

IRC Wealth, registered in 2006, manages $305.0 million for 241 clients.

4. The Mather Group
   (404) 850-9197
1180 Peachtree Street Ne Suite 2020, Atlanta, Georgia

The Mather Group, registered in 2011, manages $3.9 billion for 1,827 clients.

5. Cahaba Wealth Management
   (404) 549-7678
1075 Peachtree Street NE, Suite 2150. Atlanta, GA

Cahaba Wealth Management, registered in 2009, manages $773.3 million for 433 clients.

6. IRA Group
   (404) 760-3730
1230 Peachtree Street NE, Suite 3800. Atlanta, GA

IRA Group, registered in 2005, manages $7.0 billion for 213 clients.

7. Smith & Howard Wealth Management
   (404) 874-6244
271 17th Street NW, Suite 1600. Atlanta, GA

Smith & Howard Wealth Management, registered in 1999, manages $565.1 million for 173 clients.

8. Rollins Financial
   (404) 892-7967
3343 Peachtree Road NE, Suite 500. Atlanta, GA

Rollins Financial, registered in 1990, manages $674.7 million for 813 clients.

9. Collegiate Capital Management
   (404) 370-1510
160 Clairemont Avenue Suite 200, Decatur, Georgia

Collegiate Capital Management, registered in 2005, manages $363.7 million for 307 clients.

10. Oakbridge Partners
   (404) 231-3414
Multiple Locations

Oakbridge Partners, registered in 1976, manages $885.6 million for 478 clients.

11. Merit Financial Advisors
   (678) 867-7050
715 Peachtree Street Ne Suite 2093, Atlanta, Georgia

Merit Financial Advisors, registered in 2007, manages $2.3 billion for 4,120 clients.

12. Dixon Hughes Goodman Wealth Advisors
   (404) 575-8962
191 Peachtree St, Ne Ste 2700-a, Atlanta, Georgia

Dixon Hughes Goodman Wealth Advisors, registered in 2000, manages $1.6 billion for 4,814 clients.

13. Decatur Capital Management
   (404) 270-9838
150 East Ponce DE Leon Avenue, Suite 430. Decatur, GA

Decatur Capital Management, registered in 2006, manages $500.4 million for 19 clients.

14. Cherry Bekaert Wealth Management
   (404) 209-0954
1075 Peachtree Street, Ne Suite 2200, Atlanta, Georgia

Cherry Bekaert Wealth Management, registered in 2005, manages $515.5 million for 591 clients.

15. Consolidated Planning Corp
   (404) 892-1995
1201 Peachtree ST. NE, Ste 525. Atlanta, GA

Consolidated Planning Corp, registered in 1976, manages $609.6 million for 349 clients.

16. ZWJ Investment Counsel
   (404) 873-2211
75 14th Street NE, Suite 2900. Atlanta, GA

ZWJ Investment Counsel, registered in 1981, manages $2.4 billion for 817 clients.

17. Copeland Capital Management
   (404) 942-2730
1230 Peachtree Street, Nw Suite 1900, Atlanta, Georgia

Copeland Capital Management, registered in 2007, manages $2.4 billion for 1,719 clients.

18. Nicholas Hoffman & Company
   (404) 815-5050
1355 Peachtree ST.,ste 1450 Atlanta, GA

Nicholas Hoffman & Company, registered in 2007, manages $1.1 billion for 289 clients.

19. Sheets Smith Wealth Management
   (336) 765-2020
1100 Peachtree St. Ne Suite 200, Atlanta, Georgia

Sheets Smith Wealth Management, registered in 1988, manages $773.9 million for 308 clients.

20. Sheets Smith Wealth Management
   (336) 765-2020
Multiple Locations

Sheets Smith Wealth Management, registered in 1988, manages $773.9 million for 308 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Precipio Wealth Management
   (703) 773-2474

Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Georgia


Atlanta, Georgia Avondale Estates, Georgia Buckhead, Georgia Clarkston, Georgia Decatur, Georgia Norcross, Georgia Roswell, Georgia Scottdale, Georgia Smyrna, Georgia Tucker, Georgia

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