These top financial advisory firms in Georgia were carefully selected based on the firms who manage the most client accounts and have the best reviews and recommendations. Use this list of top Georgia financial advisors to help you find a reputable, capable financial advisor.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|Financial Advisor||Assets Managed|
|1. Edelman Financial Engines||$169,000,000,000|
|2. Fisher Investments||$96,031,566,281|
|3. Brownson, Rehmus & Foxworth, Inc.||$11,241,411,000|
|4. Mercer Global Advisors Inc.||$11,053,472,525|
|5. Homrich Berg Wealth Management||$5,596,562,403|
|6. SignatureFD, LLC||$3,175,514,807|
|7. Modera Wealth Management||$2,386,219,300|
|8. Berman Capital Advisors, LLC||$2,159,961,115|
|9. Nicholas Hoffman & Company||$793,559,638|
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
100 Hartsfield Centre Parkway Suite 500
Atlanta, 30354 GA
Edelman Financial Engines has over 30 years’ experience in the financial sector and has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. They provide objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own.
Edelman Financial Engine’s call-in radio program, “The Ric Edelman Show,” airs in markets across the US. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
In 2018, they merged with Edelman Financial Services. Financial Engines remains the brand in the company’s workplace business, and is the largest independent registered investment advisor in the nation today, serving over 1 million people with over $150 Billion assets under management. The Edelman Financial Engine Atlanta office is by appointment only and is located near downtown, overlooking the Hartsfield-Jackson Atlanta International Airport.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
1200 Ashwood Pkwy Suite 520
Atlanta, GA 30338
Fisher Investments has managed portfolios for tens of thousands of investors and offers competitive, transparent fees. Their founder, Ken Fisher, believes the first step of successful investment management is putting clients’ interests first. He designed the firm with one vision in mind: “putting clients at the forefront and building an investment management firm to support long-term investments objectives.”
True to Fisher’s vision, the independent money-management firm has been enjoying the trust of businesses, individuals, couples and families for more than 35 years and manages over $100 billion in assets for individual investors and institutional investors across North America and Europe. Fisher Investments serves over 50,000 private clients and global investing expertise. The Atlanta, Georgia office is located in The Perimeter Center near the Turner McDonald Parkway. The office provides a convenient, local location for those living in the Atlanta metropolitan area to learn more about our portfolio management services and investment opportunities.
Founded in 1979
Annuity Evaluation, Financial Planning, Portfolio Management
Generally works with clients who have at least $500,000 in investable assets, though they may accept smaller accounts at the advisor’s discretion. The firm has a lower expected minimum for its WealthBuilder account. For these accounts, Fisher Investments seeks a minimum of $200,000 in investable assets.
3350 Riverwood Parkway Suite 1900
Atlanta, GA 30339
Brownson, Rehmus & Foxworth has been an independent investment advice and financial counseling firm for clients since 1969. The firm federally registered in 2014, is a registered investment advisor in 21 states with a licensed staff of 47 advisors. The firm manages $11 Billion and provides investment advisory services for 947 clients. The Atlanta office has been serving clients for over 20 years.
They pride themselves on “advising clients on all aspects of their lives that have financial implications.” They customize their advice and services based on each client’s individual goals, needs and circumstances, and they boast that their “objectivity, expertise, comprehensiveness and close-working relationships” give them client trust.
Brownson, Rehmus & Foxworth use a transparent fee-only model, a trusted custodian and have a good client-to-advisor ratio with one licensed advisor for every 21 clients (in an industry where the average is 1 advisor to 50 clients). Management fees typically vary from 0.15% to 1.00% of assets under management.
Founded in 1969
Financial Planning, Investment Management, Retirement Planning, Portfolio Management, Income & Estate Taxes, Insurance Planning
Minimum investment of $1,500,000.
555 North Point Center East, Suite 510
Alpharetta, GA 30022
Mercer Global Advisors is a registered investment advisor with many offices across the U.S. Their founder, Kendrick Mercer started the firm as a law practice in 1985 to work with clients to give them the best service possible and deliver economic freedom so “they don’t have to worry about money.” They have been offering financial services in their Atlanta location since 2008.
As a full-service wealth management firm, the firm looks at your financial life holistically by blending investment advice, financial planning and real-life goal-setting. The Seattle team of wealth management experts includes Certified Financial Planners, investment advisors and strategists, estate planners, attorneys and Certified Public Accountants. The advisors follow the fiduciary standard to put clients’ needs and interests first, and they have been successful for over 30 years helping families navigate their financial needs from starting out in life and building financial portfolios to enjoying retirement.
Mercer Global Advisors uses a transparent, fee-only model and a trusted custodian. The annual management fee for ongoing portfolio management services is negotiable.
Founded in 1985
Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
Requires a $250,000 minimum investment.
3550 Lenox Road Northeast Suite 2700
Atlanta, GA 30326
Homrich Berg is a fee-only advisory firm that was started by David Homrich and Andy Berg over 30 years ago on the belief that “investors deserve unbiased advice” according to the website. The firm includes advisors with many credentials, including certified financial planners (CPFs), certified public accountants (CPAs) and chartered financial analysts (CFAs).
Homrich Berg Wealth Management’s Atlanta office opened in 2008 and specializes in individualized and objective wealth management advice. The firm has received national recognition by Barron as one of the nation’s top 100 independent financial advisors for the 10th year in a row in 2017. The “Homrich Berg Difference” was created to meet clients’ unique needs by offering fiduciary services, comprehensive handling of investments and financial planning, expertise from a financial team of certified advisors, technology offerings, alternative investment offerings and personalized service.
Homrich Berg keeps clients well-informed through a variety of resources and offers a 24/7 online reporting platform that offers a complete view of their investment portfolios. They financial advisory firm also sponsors conferences and holds social gatherings for clients in addition to heir regular investment communications.
Founded in 1989
Financial Planning, Portfolio Management, Tax Planning, Estate Planning, Charitable Planning Strategy, Assistance with Trusts
Minimum investment of $1,000,000.
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
1230 Peachtree Street Northeast
Atlanta, GA 30309
SignatureFD is a fee-based financial advisory firm that was founded in 1997 and focuses on providing personalized financial plans based on clients’ unique needs. The firm takes a threefold approach to investment that includes maximizing returns, minimizing taxes and expenses and controlling risk through proper diversification. The firm has a team of financial professionals, including certified public accountants (CPAs), chartered financial analysts (CFAs), certified divorce financial analysts (CDFAs), certified trust and financial advisors (CTFAs) and retirement income certified professionals (RICP). The Atlanta office is the headquarters and SignatureFD also has a North Carolina office.
SignatureFD offers fiduciary services, provides monthly events and regular educational resources for clients. They also provide unique signature initiatives aimed to meet the needs of diverse client groups, including SignatureEXEC, SignatureHealth, SignatureGENEROSITY, SignatureLAW, SignatureWOMEN and SignatureWOMEN. These signature services provide specialized approaches toward meeting financial goals for these groups.
Founded in 1997
Wealth Management, Financial Planning, Portfolio Management
Requires a $2,000,000 minimum investment.
5555 Glenridge Con Suite 150
Atlanta, GA 30342
Modera Wealth Management offers fee-only wealth management and financial planning services with a fiduciary commitment to clients. The financial firm has many U.S. offices, and the Atlanta office professionals all hold the Certified Financial Planner (CFP) credential and some have the Chartered Financial Analyst (CFA) and Certified Public Accountant certification.
Modera works with individuals, families, trusts, institutions and philanthropic organizations to build customized plans and portfolios in their best interests. They have gained a loyal client-base by providing objective advice, personal attention and comprehensive resources to help clients reach their unique financial goals, no matter the nuances.
Modera says they are committed to helping clients make “informed financial decisions.” The annual fee generally ranges from 0.15 percent to 1.00 percent of the assets under management for wealth management services.
Founded in 2010
Wealth Management, Portfolio Management, Financial Planning
Requires a $1,000,000 minimum investment.
3475 Lenox Road Northeast
Atlanta, GA 30326
Berman Capital Advisors is a fee-only firm that was established in 2010 and is known for the advisors investing side-by-side with the clients. The financial advisory firm was named among the nation’s top 300 registered investment advisors in Financial Times in 2017 and offers financial expertise in mutual funds and exchange-traded funds in individual, customized portfolios that are created with a focus on minimizing risk and protecting capital.
Berman Capital offers expertise in many financial areas, including wealth management, estate planning, tax planning, risk management and holistic financial planning. They rely heavily on research for their portfolio construction and perform on-site visits and interviews to evaluate their staff. They require a minimum investment of $5 Million which is quite high, but they are known for their transparency and commitment to clients.
Founded in 2010
Wealth Management, Estate and Trust Planning, Income/Debt Analysis, Reporting & Projections, Tax Planning, Risk Management,
Requires a $5,000,000 minimum investment.
1355 W Peachtree Street Northeast
Atlanta, GA 30309
Nicholas Hoffman & Company is a multi-family financial office that was founded in 2007 and offers a broad set of financial service planning and wealth management services to clients. The financial firm started as a three-person office and has grown into a fifteen-person team that manages almost $870 Million dollars and requires a $0 minimum investment.
Nicholas Hoffman & Company offers a broad reach and expertise in both the public and private markets and specializes in comprehensive investment options that are complemented by their suite of wealth planning services. With a transparent financial reporting model that helps their clients track progress and their detailed, strategic planning that is catered to meet clients’ unique financial needs, Nicholas Hoffman & Company helps clients make informed financial decisions. They are headquartered in Atlanta, Georgia, but are registered in states across the U.S.
Founded in 2007
Investment Management, Financial Planning, Wealth Management
Sorting through the hundreds of financial advisor firms in Atlanta can be a time-consuming undertaking, so this narrowed-down list of top firms should help. Remember that it’s important to do your homework when choosing a financial advisor. Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies.
This list of top financial advisor firms in Atlanta can help you find an advisor who not only meets your unique needs, but also gives you financial confidence for a successful future. Remember that your retirement portfolio and assets are one of the most important investments you’ll ever make, so you want to choose a financial advisor who is right for you and your financial goals.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: