Best Financial Advisors in Atlanta, Georgia

Contributor, Benzinga

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

Atlanta is home to numerous financial advisors and firms. Choosing the right financial advisor for your unique situation out of hundreds of options can be a difficult task. 

Benzinga researched thousands of financial advisors in the Atlanta area to come up with the best in Atlanta for your needs.

Best Financial Advisors in Atlanta:

Best for Fiduciary Financial Planning: Wealth and Pension Services Group

As the name suggests, the Wealth and Pension Services Group primarily focuses on providing wealth and retirement planning services. As a team of registered investment advisors, its team has a legal duty to put your financial interests first. 

Its fee-only structure ensures that you’ll receive the most unbiased advice possible. Individuals and estates make up the bulk of Wealth and Pension Services’ clientele. Its financial planners and advisors might be right for you if you’re looking for wealth or fund management for a flat percentage fee. There’s no account minimum for wealth management service accounts.

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WEALTH AND PENSION SERVICES GROUP INC.

WEALTH AND PENSION SERVICES GROUP INC.

$702,625,671
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
N/A
3
424
Yes
85
8
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Address

2727 PACES FERRY RD. SE BUILDING TWO, SUITE 1475 ATLANTA GA, 30339

Phone number

(770) 333-0113

Best For
Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance doubles up as a hybrid robo-advisor and brokerage firm. This unique money management platform, available on Google Play and the Apple App Store, lets you enjoy the freedom to grow, invest and optimize your money. 

M1 stands out for its signature “pie-investing” fund allocation strategy that lets you choose from 1 of its 80 expert portfolio allocations, or pies, which comprise a mix of ETFs and stocks. It also offers a fractional share option that lets you buy major ETFs and stocks with as little as $1 in your account. 

Finance education is also comprehensive — it offers precreated expert portfolios, an education center with lots of articles and videos as well as platform education videos. 

M1’s platform is free to use and doesn’t charge commissions or markups on trades. The minimum account size is $100 for taxable accounts and $500 for retirement accounts.

Best for Tax-Inclusive Solutions: PeachCap Tax and Advisory

PeachCap Tax and Advisory is a financial planner in Atlanta focused on offering a tax-inclusive solution so business owners can manage their assets and cash flow. In addition to wealth management and financial planning services, it also offers a comprehensive range of accounting and tax consideration services. 

Its investing and tax teams work together to increase your asset holdings while minimizing tax considerations. If you’re self-employed or a business owner looking for a solution to your personal and professional money management, PeachCap is a good choice. There’s no account minimum required to begin investing.

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PEACHCAP  TAX & ADVISORY, LLC

PEACHCAP TAX & ADVISORY, LLC

$93,940,945
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
N/A
7
377
Yes
12
8
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

550 PHARR RD. SUITE 700 ATLANTA GA, 30305

Phone number

404-220-8958

Best For
ETF Investors

Best Mobile App: Betterment

Betterment allows new and seasoned investors to manage their financial lives and tap into its diversified portfolio of stocks and bonds with a completely redesigned app. It also caters to daily spending and savings, thanks to Betterment Everyday, a cash management suite that includes a checking and cash reserve account. 

Betterment offers 2 service options: Betterment Digital, which doesn’t require an account minimum but charges 0.25% of the assets under management annually and Betterment Premium, which requires a $100,000 account minimum, charges a 0.40% fee and offers unlimited access to its certified financial planning professionals. Betterment has another great perk — you can have your 1-year management fee waived if you deposit $250,000 or more into any investment account.

Best for Custom Wealth Management Solutions: Eads & Heald Wealth Management

Eads & Heald is a boutique wealth management service and one of the top financial advisors for investors looking for active assistance in managing investment portfolios. When you sign up for asset or wealth management through Eads & Heald, you sign over power of attorney to your personal investment advisor. 

This allows your investment advisor to buy and sell assets on your behalf while keeping your investments secure in a brokerage account of your choice. The minimum account balance required to begin with Eads & Heald is typically $250,000. Its services are best suited for investors looking for a hands-off solution to wealth and investment management.

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EADS & HEALD WEALTH MANAGEMENT

EADS & HEALD WEALTH MANAGEMENT

$178,406,259
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
N/A
4
162
Yes
8
8
  • Financial planning services
Address

2100 RIVEREDGE PKWY N.W. STE 760 ATLANTA GA, 30328

Phone number

770-988-9556

Best For
High Net Worth Individuals

Best Portfolio Analysis: Personal Capital

Personal Capital promises a personalized approach to your portfolio with its Personal Strategy® — a multi-asset class portfolio built with individual ETFs and stocks managed for you. It comes in 2 versions: the wealth management service and free financial dashboard. 

To get started, you’ll need to link your financial account to the platform’s financial dashboard, after which you will enjoy a range of capabilities including cash flow analyzer, budgeting, retirement planner, 401(k) analyzer and a personal advisor. 

Personal Capital is also getting into the banking game with its Personal Capital Cash™ account, which offers an annual percentage yield (APY) of 0.05%  — with no limits on the number of withdrawals or deposits. A $100,000 minimum account balance is required to qualify for a managed portfolio.

Best for Higher-Value Investors: ZWJ Investment Counsel

ZWJ is an investment management company primarily focused on building portfolios for high net-worth individuals with a large total asset balance. Its services are generally reserved to higher-value investors. ZWJ’s investment philosophy revolves around the idea of long-term dividend returns and small, incremental increases in value.

Unlike competitors, ZWJ’s team won’t invest your money in mutual funds, instead focusing on choosing individual companies that have proven track records of debt management, dividend production and profits. ZWJ is one of the best financial advisors for investors looking for hand-selected securities chosen by a team of experts instead of generalized fund investing.

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ZWJ INVESTMENT COUNSEL INC

ZWJ INVESTMENT COUNSEL INC

$2,062,982,802
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
N/A
10
338
Yes
20
8
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

75 14TH STREET NE SUITE 2900 ATLANTA GA, 30309-7604

Phone number

404-873-2211

Best for Personalized Financial Needs: IFG Advisory

IFG Advisory is a group of registered investment advisors and financial planners working together to provide a diverse range of investing advice depending on your needs. When you begin working with IFG, you’ll share a bit about your financial and personal goals, as well as your income and current assets under management. 

From there, IFG will coordinate your personal investing and financial planning needs with an advisor who fits your expectations and vision. Your advisor will draw up a comprehensive financial plan on your behalf, go over it with you at your next appointment and put your personal plan into action. There’s no minimum account balance required to begin with IFG.

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IFG ADVISORY, LLC

IFG ADVISORY, LLC

$1,439,108,463
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
N/A
60
3,590
Yes
7
8
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • MODEL PORTFOLIOS FOR CLIENTS
Address

200 ASHFORD CENTER NORTH SUITE 400 ATLANTA GA, 30338

Phone number

770-353-6319

Frequently Asked Questions

Q: Can financial advisors help mitigate debt?

A: Financial advisors can be of great assistance in getting a handle on debt. They are experts at helping you get your finances right for today and the future. They may offer several services, including budget planning, analyzing and restructuring debts, consolidating debt and creating a sustainable financial plan. 

Q: Do I need a financial advisor for retirement?

A: Yes, you probably do. A financial advisor can assist you with your finances in various ways, including retirement planning. If you have a level of investable assets or want to prepare investments you will live off during retirement, working with a financial advisor is crucial. 

Q: Is it worth paying a financial advisor 1%? 

A: Financial advisors don’t offer their services for free. They charge a fee, typically 1% of the assets they manage. But, some have can have their fees structured as follows:

  • Flat fee
  • Hourly rate
  • Commission only
  • Annual or quarterly retainer fee
  • A combination of fees and commissions

The 1% fee may be worth it if your financial advisor has helped you earn higher returns on your portfolio, say a consistent 10% return on your portfolio for 6 years. The charges could also be reasonable if your advisor has helped you clear a huge debt or achieve a major financial goal. 

If you’re new to working with financial advisors, track record and reputation can help you make the right assessment. 

Choose the Right Financial Advisor in Atlanta

Financial matters are complex, the amount of financial information available is infinite and getting started may be intimidating. Searching for a good financial advisor is a good first step. As you perform background checks, weigh in on a few comparisons based on your preferred type of advisor — fee-only, fee-based or commission-based, how much assistance you need, credentials and experience. The advisor you ultimately choose should help you safeguard your financial future. 

Methodology

To determine the top financial advisors in Atlanta, we pored through all SEC-registered advisory firms who have an office in Atlanta. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.