Intro: Finding the Best Financial Advisors in Atlanta for 2022-2023

If you’ve been wanting to improve your portfolio, find Atlanta Family Office services, or just get started with retirement planning, then forming a relationship with a top Atlanta financial advisor is important.

Atlanta investment firms can help you get a handle on your cash flow, find ways to grow your wealth, and create a path for you to reach your financial dreams.

But not all wealth management in Atlanta is created equal. You’ll want to ensure you’re working with top financial advisors in Atlanta that take good care of their clients and have a track record of success.

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Award Emblem: Top 9 Best Financial Advisors in Atlanta, GA

What does it take to find a great financial advisor in Atlanta?

It can mean hours of research and time spent cross-referencing services just to find the best Atlanta financial planner for your needs.

Why spend all that time? AdvisoryHQ ranks and rates the best wealth management firms in Atlanta every two years for you.

In this 9 Best Financial Advisors & Planners in Atlanta, GA ranking, we’ve included the top-rated companies that offer financial planning and asset management in Atlanta.

We included highlights on what makes each Atlanta financial advisor stand out to help you find the one that fits your needs perfectly, whether you’re a newbie or a seasoned investing pro.

Read on to learn which financial planners in Atlanta you should consider for your future financial planning and investment needs.

Top 9 Best Financial Advisors in Atlanta, GA | Brief Comparison

Top Financial Advisors in Atlanta, GA

2022-2023 Ratings

Capital Investment Advisors (CIA)5
Gratus Capital5
Heritage Financial Planning5
Homrich Berg Wealth Management5
Modera Wealth Management5
Patton Albertson & Miller5
Resource Planning Group5
Rollins Financial5

Table: Top 9 Financial Advisors in Atlanta | Above list is sorted by rating

What’s the Difference? Fee-Only vs Fee-Based Financial Advisors in Atlanta

When looking for a financial advisor in Atlanta, Georgia, you’ll run across two terms related to how financial advisors are paid: “fee-only” and “fee-based.”

It’s important to know the difference between them because it will impact your relationship with an Atlanta financial planner. Here’s a primer on what each term means.

Fee-Only Financial Advisors

Atlanta investment firms and financial planners that are “fee-only” do not accept any outside commissions or incentives for sales of financial products.

This type of firm is compensated only from client fees. This gives clients peace of mind that their Atlanta financial advisor has no ulterior motives when recommending a particular financial product.

best financial advisors in Atlanta

2022-2023’s Best Atlanta Financial Advisors

Fee-Based Financial Advisors

Financial advisors in Atlanta that are fee-based earn compensation both from client fees and also from commissions for selling third-party financial products.

This type of fee structure has an inherent conflict of interest, which is why an Atlanta financial advisor that is fee-based will also often become a fiduciary to counteract that.

Both fee-only and fee-based firms can be fiduciaries, which means the firm’s advisors have a legal obligation to be completely transparent and to always put their clients’ best interests first.

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2022-2023 AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services and other products that are ranked on its various top-rated lists?

Please check out our “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Best Financial Advisors in Atlanta, Georgia

Below, please find a detailed review of each firm on our list of 2022-2023 best financial planners in Atlanta. We have highlighted some of the factors that allowed these Atlanta wealth management firms to score so high in our selection ranking.

Click on any of the names below to go directly to the review section for that firm.

Click below for previous years’ rankings:

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Brightworth Review

Founded in 1997 with a focus on intentional engagement, Brightworth is one of the top wealth management firms in Atlanta that also has a Charlotte, NC division.

Brightworth is a fee-only financial advisor in Atlanta, GA, that serves more than 1,400 individuals and families throughout the country. The firm’s advisors align their interests with those of their clients to offer completely customized financial planning expertise.

Key Factors That Enabled Brightworth to Rank As One of the Best Financial Advisors in Atlanta

Wide Array of Financial Planning Services

One thing to look for in a top financial advisor in Atlanta is the range of services a firm offers. The more services you can find at a single Atlanta financial advisor, the better integrated your financial planning will be.

Brightworth offers a wide range of comprehensive investment and financial planning services. These include:

  • Investment Management: Sophisticated investment portfolio designed to build and preserve wealth
  • Retirement Planning: Your Atlanta financial planner will guide you confidently through your transition to the next phase of your life
  • Cash Flow and Income Tax Planning: Assistance with minimizing tax burden for both businesses and individuals
  • Executive Compensation: Compensation plans, stock options, restricted stock plans, and qualified/non-qualified benefits
  • Education Funding: These financial advisors in Atlanta will help you design a tax-efficient savings strategy for college
  • Risk Management: Review insurance policies and connect clients with insurance specialists to offer protection from unexpected events
  • Business Transition Planning: Strategically position your business and ownership structure to prepare for a sale or transition
  • Philanthropy: Incorporation of your philanthropic endeavors with your financial plan
  • Estate Planning: Your Atlanta financial advisor will help make the wealth transfer process less complicated
  • Trust Management: Your advisor will help coordinate a sound strategy alongside trustees and beneficiaries

best financial advisors Atlanta GA

Atlanta Financial Planning

Brightworth’s Fee Transparency

Fee transparency is important when you’re trying to choose one financial advisor in Atlanta over another. Brightworth gets high marks in this area because all of its fees are listed on its website. 

Potential clients can easily view the firm’s fee structure before signing up for its services, making it easy to fully evaluate asset management in Atlanta at this firm. The fees listed are as follows:

Assets Under Management

Annual Fees

First $2,500,0001.00%
Over $10,000,0000.30%

Rating Summary

Brightworth is a top Atlanta financial advisor, one that is founded on the principles of servant leadership, intentional engagement, and building trust. For clients that are looking for proactive Atlanta investment firms, Brightworth will be a top option.

The firm takes a team-based, holistic approach to financial planning and asset management in Atlanta that includes a broad range of financial services.

Its focus on client education and its transparent philosophy are two more factors that solidified a 5-star rating for Brightworth. This is one of the top financial advisors in Atlanta to consider partnering with in 2023.

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Capital Investment Advisors (CIA) Review

With a belief that every person matters, Capital Investment Advisors (CIA) is a top wealth management firm in Atlanta that’s dedicated to helping its clients achieve their goals through tailored financial management.

This is a fee-only Registered Investment Advisor (RIA) offering wealth management in Atlanta, GA with additional offices in Tampa, Denver, Phoenix, and throughout the United States.  Clients gain the advantage of working with a team of 60+ investment veterans, tax counselors, CPAs, and Certified Financial Planner™ practitioners.

Key Factors That Enabled CIA to Rank Among the Top Financial Advisors in Atlanta

Sleep Well At Night (SWAN) Approach

Capital Investment Advisors has a unique approach to income investing, which this Atlanta wealth management firm calls the SWAN approach. It’s designed to help “clients sleep well at night” knowing their finances are in a good place.

SWAN is designed to help clients focus on and achieve their longer-term financial objectives without taking unnecessary risks.

This top-rated wealth management firm in Atlanta works to gain the confidence and trust of its clients. Its focus on income investing is a significant way that the firm does indeed help its clients sleep well at night.

Continuous Investor Education & Financial Tools

The advisors at Capital Investment Advisors believe strongly in educating clients about their proposed approach and the strategies that they hope to implement. This helps cement a relationship of trust between clients and their Atlanta financial planner.

Not only does the team at Capital Investment Advisors offer tailored financial guidance, but the firm also offers several financial tools and resources to boost its clients’ financial literacy.

Capital Investment Advisors’ online resources include:

  • Retirement Calculator
  • Retirement Timeline
  • 101 Retirement Tips eBook
  • FAQs
  • Pre-Meeting Questionnaire

best financial advisors in Atlanta

2022-2023 Top Wealth Management Firms in Atlanta

Rating Summary

Capital Investment Advisors focuses on retirement planning, income and growth portfolio management, small business retirement, and investment tax planning. It has a deep bench when it comes to advisors that can assist you in multiple facets of your financial life.

As one of the best financial advisors in Atlanta, GA, CIA is transparent about fees. It also prioritizes the comfort and confidence of clients.

With a focus on investor education and several resources for those planning retirement, Capital Investment Advisors earns a 5-star rating as one of the top-rated financial advisors in Atlanta and is one to consider partnering with in 2023.

Gratus Capital Review

As “grateful stewards” with a sincere desire to exceed expectations, Gratus Capital is a top-rated Atlanta Financial advisor that brings a tailored team approach to each client relationship.

This independent wealth management firm in Atlanta is both fee-only and a fiduciary. It serves successful individuals, families, foundations, endowments, and other institutions around the country.

Key Factors That Enabled Gratus Capital to Rank as One of the Top Financial Planners in Atlanta, GA

Fiduciary Commitment

Atlanta wealth management firms that adopt a fiduciary commitment go above and beyond to earn a client’s trust. Fiduciaries are legally obligated to put their client’s best interests first and foremost.

As a top Atlanta financial advisor, Gratus Capital advisors take a fiduciary oath that they will always act in good faith and be completely transparent with their clients about any potential conflicts of interest.

For the client, the fiduciary oath means that your Atlanta financial advisor will be proactive in their transparency and always act with complete candor.

financial planner in Georgia

2022-2023 Best Financial Planners in Atlanta

Tailored Client Experience

Gratus Capital takes a boutique approach to asset management in Atlanta to ensure its clients can take full advantage of its team’s collective knowledge. The firm’s philosophy includes a dedication to:

  • Providing a tailored experience for each client
  • Low client-to-advisor ratio
  • Giving thoughtful, well-researched advice
  • Treating each client with trust and respect
  • Acting as your partner to help you succeed

This top-rated financial planner in Atlanta additionally offers many client resources, including videos, white papers, market commentary, investing insights, and more.

Rating Summary

Gratus Capital’s tagline is “invested in you,” and the firm’s customer-centered approach certainly reflects that. From a fiduciary oath to ensuring each client has a tailored experience, this is one of the top Atlanta investment firms for those looking for boutique financial services.

With integrated financial planning and family wealth advisory services, Gratus Capital is one of the best financial advisors in Atlanta, Ga, to consider working with in 2023 and scores a 5-star rating.

Related: Rakings of Best Financial Advisors in Chicago, IL

Heritage Financial Planning Review

Heritage Financial Planning is a top-rated Atlanta financial advisor that promises its clients trust, knowledge, and experience. The firm serves clients from offices in Atlanta, GA, and Dallas, TX.

Heritage provides fee-only wealth management in Atlanta and is also a fiduciary. One feature that makes the firm stand out is that it has its very own mobile app that clients can use to ask questions and receive helpful notifications about their accounts.

Key Factors That Enabled Heritage Financial Planning to Rank as One of the Best Financial Planners in Atlanta

Insurance Needs Analysis

For clients looking for additional financial assistance beyond just financial planning and portfolio management, Heritage Financial Planning can help reduce risk with an insurance needs analysis.

The Atlanta financial advisors at Heritage will work with you to ensure your current policies are giving you the coverage you need and that you aren’t paying unnecessary premiums.

You’ll get help from financial experts who can run an analysis of casualty, disability, health, or life insurance to provide you with peace of mind.

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2022-2023’s Top Financial Advisors in Atlanta, GA

Experienced Team

The Heritage Financial Planning team brings a wide variety of financial experience to the table. This financial advisor in Atlanta offers diversity in specialties in the financial management industry that ensures that its clients receive the best guidance possible.

Key financial advisors at HFP carry the Certified Financial Planner™ designation, among other professional certifications. Such designations signify that these advisors are experienced professionals who continually add to their knowledge base.

Additional resources for clients of this Atlanta financial planner include a Wealth Enhancement Team, which consists of a Social Security Specialist with over 33 years of experience.

Rating Summary

From retirement to investment advice to insurance, this top Atlanta financial advisor can help you with just about all your financial needs. Its integrated, team-based approach also ensures clients receive the best possible guidance to reach their financial goals.

Another stand-out feature of this wealth management firm in Atlanta, GA, is that it provides multiple financial tools on its website. This includes calculators, presentations, videos, and online articles.

With expertise in Social Security and retirement planning and a comprehensive, holistic approach, Heritage Financial Planning is awarded a 5-star rating as one of the best financial advisors in Atlanta to consider working with in 2023.

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Homrich Berg Wealth Management Review

Homrich Berg Wealth Management is one of the largest RIA firms in Atlanta, and indeed the country. It was started in 1989 with the goal of offering a client-focused fiduciary approach to wealth management and financial planning.

This top-rated Atlanta financial advisor is fee-only and has an impressive 98%+ customer retention rate. In addition to investment management, the firm also provides Atlanta Family Office services. It has three Atlanta locations and one in Alpharetta.

Key Factors That Enabled Homrich Berg to Rank Among the Top Financial Advisors in Atlanta

Strategic Investment Management

Investing can be confusing, especially with so many market fluctuations due to world events. Blindly investing in the market without proper guidance is a recipe for disaster.

The Atlanta financial planners at Homrich Berg use a strategic and structured approach to investments that reduce risk and maximize returns. This process includes:

  • Asset Allocation: Your advisor will look at what diversified mix of asset classes is best for your needs. 
  • Manager Selection: Should you use an active manager for each asset class or a lower-priced passive approach?
  • Tactical Tilts: Your Atlanta financial planner will look for opportunities related to over or underweighting an asset class.
  • Monitoring & Risk Management: Manager performance is monitored along with any upcoming risk that might impact your portfolio.
  • Rebalancing: When needed, your portfolio is rebalanced back to its original target allocation.

This wealth management firm in Atlanta, GA doesn’t just lock in your portfolio and leave it, its advisors understand the need to update investment strategies regularly.

financial advisors Atlantta

Best Wealth Management Firms Atlanta

Comprehensive Financial Planning

Homrich Berg takes a simple and comprehensive approach to financial planning, which includes three key objectives for your assets – Protect, Grow, Manage.

The financial planning services of these top financial planners in Atlanta go well beyond just investing, and include insurance and estate planning, tax and retirement planning, and more.

These financial advisors in Atlanta can help you determine:

  • How much money it will take for you to retire
  • How to balance your risk and return to reach your goals
  • How to reduce taxes and maximize income
  • How to best pass down your wealth to future generations

Rating Summary

Homrich Berg Wealth Management is one of the Atlanta investment firms that stands out due to its wide range of integrated financial services. The firm’s advisors work to create peace of mind through services that are straightforward and uncomplicated.

Homrich Berg is additionally a great option for those looking for Atlanta Family Office services. These services are equally as robust as the firm’s other offerings, ranging from family governance to lifestyle and asset management.

With an exceptional record of client satisfaction and a fiduciary approach, Homrich Berg Wealth Management earns a 5-star rating and is one of the best financial advisors in Atlanta to consider partnering with in 2023.

Read More: Rankings of Top Financial Advisors in New Jersey

Modera Wealth Management Review

With the goal of putting clients at ease about their finances, Modera Wealth Management is among the best financial advisors in Atlanta. The culture of this firm is defined by caring, which includes putting your needs and comfort level first.

Founded in 1983, Modera is a fee-only wealth management firm in Atlanta, Georgia, and is also a fiduciary. The firm has offices in Georgia, Florida, North Carolina, New Jersey, and Massachusetts.  

Key Factors That Enabled Modera to Rank as One of the Top Wealth Managers in Atlanta

Customized Wealth Management

The Atlanta financial planners at Modera believe no two clients are alike, and so no two financial plans should be alike, either. These top financial advisors in Atlanta, GA, work hard to custom-tailor each client’s strategy to their specific needs and goals.

Modera clients benefit from holistic and coordinated solutions. Specific services offered by this team of financial planners in Atlanta are:

  • Investment management
  • Retirement planning
  • Tax planning
  • Cash flow planning
  • Estate and trust planning
  • Insurance planning
  • College planning
  • Wealth transfer strategies
  • Charitable giving

wealth managers atlanta

2022-2023 Best Investment Advisors Atlanta, Georgia

Comprehensive & Responsive Financial Planning Process

The advisors at this Atlanta wealth management firm follow a streamlined methodology for financial planning. This process provides a comprehensive framework with strategic steps to craft a perfect financial plan.

  • Identify, understand, and prioritize personal goals
  • Gather needed financial details for analysis
  • Analyze & develop custom financial and investment strategies
  • Implement recommendations
  • Monitor performance
  • Communicate and update strategies as needed

Rating Summary

As a top financial advisor in Atlanta, Modera stands out due to its team’s emphasis on caring deeply about each client and their financial dreams. The firm also encourages clients to speak with their advisor as often as they’d like, so you never have to feel like you’re in the dark.

Providing a high level of care and attention along with holistic financial solutions, Modera Wealth Management solidifies its 5-star rating on our 2022-2023 ranking of best wealth management firms in Atlanta, Georgia.

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Patton Albertson & Miller Review

With a focus on offering superior service, planning, and execution, Patton Albertson & Miller is one of the top-rated Atlanta investment firms serving high-net-worth clients. The firm has a simple mission: To help families’ financial health thrive.

The firm is a fee-only Atlanta financial advisor that has additional offices in Macon, GA, and Chattanooga, TN. Patton Albertson & Miller is perfect for those wanting full-service when it comes to their finances – it can handle just about any financial management needs you have.

Key Factors That Enabled Patton Albertson & Miller to Rank Among the Top Financial Advisors in Atlanta

Value Investing

The team at this financial advisor in Atlanta uses an investment philosophy that emphasizes value. Each client’s portfolio is custom-tailored to their needs, risk tolerance, and goals. Close attention is also paid to tax implications.

Value Investing includes the following principles designed to give clients the best overall results:

  • Buy reliable companies at discounts from true value
  • Estimate true value using proven methods
  • Include a “margin of safety” to counteract unexpected events
  • Emphasize quality in investments

financial advisors atlanta

2022-2023 Rating: Top Financial Advisor in Atlanta

Cash Flow Management

Managing the daily flow of cash in and out can take a lot of time. If the proper amount of attention isn’t given to cash flow management, a high-net-worth individual or family can end up with unexpected costs and other financial issues.

This top-rated Atlanta wealth management firm helps clients maximize their cash flow and live well without outliving their money.

The firm offers a wide range of cash flow management services that include:

  • Creating and managing a family budget
  • Designing a strategy for major acquisitions or financial goals
  • Detailed reporting and recordkeeping
  • Analysis and help with refinancing or debt consolidation
  • Debt negotiation with creditors
  • Interest rate risk management

Rating Summary

Not all Atlanta wealth management firms offer the level of service you’ll find at Patton Albertson & Miller. From value-added investments to the day-to-day of your family budget, you can put your faith in this firm. It offers many of the same services as an Atlanta Family Office.

With an expert team and a strategic and sound approach to portfolio design, Patton Albertson & Miller is awarded a 5-star rating as one of the best financial advisors in Atlanta to consider working with in 2023.

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Resource Planning Group Review

With a focus on long-lasting relationships and treating clients like family, Resource Planning Group is a boutique firm offering wealth management in Atlanta that was founded in 1991.

RPG is a fee-only firm that serves families, entrepreneurs, and executives with financial planning services throughout all stages of life. Its advisors work to build dynamic and comprehensive plans to match each client’s goals.

Key Factors That Enabled Resource Planning Group to Rank as a Top Atlanta Wealth Management Firm

Comprehensive Financial Planning & Investment

One thing that makes RPG stand out among other financial advisors in Atlanta is its dedication to offering a combination of personalized service and well-rounded financial services. These include:

  • Portfolio Management
  • Cash Flow Planning
  • Charitable Giving
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Education Planning
  • Retirement Planning

Clients are empowered throughout the process with financial education and the tools to help them make good financial choices.

The RPG Difference

Resource Planning Group stresses a relationship-driven approach and considers clients to be part of the family. If you’re looking for a personal relationship with your advisor, this is one of the top wealth management firms in Atlanta, GA to consider.

The basic tenets of the RPG difference can be expressed in three distinct advantages:

  • People: You’ll find the Atlanta financial advisors at RPG are highly credentialed, experienced, proactive, and dedicated
  • Values: RPG works to build positive client relationships through education, fee-only service, and responsiveness.
  • Approach: Investments are low-cost, diversified, tax-efficient, and based on rigorous research

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2022-2023 Wealth Management Firms in Atlanta, GA

Rating Summary

Resource Planning Group is one of the best financial advisors in Atlanta for those looking for a financial navigator to guide them successfully through all stages of life. The firm’s principals believe strongly in education, and offer “Financial Foundations” workshops for children.

With a hands-on and team-based approach, Resource Planning Group is one of the top financial advisors in Atlanta to consider partnering with in 2023 and earns a 5-star rating.

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Rollins Financial Review

Founded in 1990 and offering completely unbiased financial advice, Rollins Financial, Inc. is an Atlanta financial advisor that is ranked  #20 on CNBC’s Top Fee-Only Wealth Managers list.

This fee-only, fiduciary wealth management firm in Atlanta enjoys working with clients from all walks of life and at all stages of their financial journey. The firm’s approach is streamlined, transparent, trusted, and disciplined.

Key Factors That Enabled Rollins Financial to Rank as One of the Top Atlanta Wealth Management Firms

Client Goal-Oriented

The Atlanta financial advisors at Rollins Financial make it their mission to get to know your financial needs, objectives, and future dreams. Through that understanding, they are then able to craft a plan uniquely designed to match your goals.

Rollins advisors understand life’s changing financial needs and create a flexible portfolio that has the agility to adjust as needed for new life events.

No matter where you are in your financial process, you can trust the Atlanta financial advisors at Rollins Financial to put your needs and objectives first and foremost in everything they do.

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2022-2023 Top Financial Planners in Atlanta

Robust Investment Management

The team at Rollins Financial approaches financial planning and wealth management from the perspective of securing your future success and helping you achieve your dreams. It’s not just about dollars and cents, but rather how they can serve your goals.

Whether you’re starting a business, saving for retirement, or looking to transfer wealth after death, the strategic wealth advisory services at Rollins can help.

This Atlanta financial planner offers the following investment management solutions:

  • Individual Retirement Accounts (IRAs)
  • Corporate 401(k) Plans
  • College Savings Plans
  • Trust Accounts

Rating Summary

If you’re looking for both accounting and investment services under one roof, Rollins Financial has you covered. That makes it one of the top Atlanta wealth management firms to use for “all-in-one” financial services.

With a client-centric philosophy and an impressive track record of success, Rollins Financial scores a 5-star rating as a top wealth management firm in Atlanta to consider in 2023.

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Conclusion – 2022-2023 Top 11 Best Financial Advisors & Planners in Atlanta, GA

No matter what your wealth level or stage in life, there is a top financial advisor in Atlanta on our list to help. Each of these Atlanta wealth management firms puts client needs first and offers tailored portfolio solutions.

What should your next step be?

We’d recommend choosing between 3-4 of the advisors on this list that are a good fit for you. Then, schedule an introductory call or meeting with those Atlanta financial advisors to learn more about them.

Once you decide which of the best financial advisors in Atlanta checks all your boxes when it comes to services and investment approach, you’ll be well on your way to laying a sound financial foundation for your future. Best of luck with your search!

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Financial Advisors in Atlanta, GA