Retirement Planning » Financial Advisors » Atlanta, GA

Financial Advisors Atlanta, GA

Latest update: November 14, 2019

Population486,299
State Income Tax5.50%
Median Home Price$257,700
City Sales Tax8.90%

Atlanta is the largest city in the state of Georgia. The Atlanta-Metropolitan area is the fourth-fastest growing population in the United States.

Find a financial advisor in Atlanta, GA

Atlanta, Georgia was ranked eighteenth in a recent Bankrate study ranking the best cities for building wealth of major U.S. cities. Working with a financial advisor in Atlanta is essential to growing wealth. We rounded up the best financial advisors in Atlanta from over 3,900 in the city to help you choose.

We reviewed all of the financial advisors available in Atlanta, GA, and created a guide with the best options available based on certifications, customer reviews, asset requirements and SEC filings.

Balentine

  • Assets Managed: $2.77 Billion
  • Minimum Assets: $5 Million

Financial advisors at Balentine have no conflicts of interests when serving clients because the firm is 100% employee-owned. Financial advising services start with a meeting to discuss client objectives. Clients then can use the Balentine Blueprint online or in the mobile app to run what-if scenarios to guide financial decisions.

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Capital Investment Advisors

  • Assets Managed: $2.18 billion
  • Minimum Assets: $500,000

Capital Investment Advisors specializes in income investing, which typically preserves capital while relying on dividends, bond yields and other forms of passive income to grow the portfolio. The firm provides financial advisory services centered on portfolio management and retirement planning.

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JOYN Advisors, Inc.

  • Assets Managed: $1.38 billion
  • Minimum Assets: N/A

Financial advisors at JOYN offer a service not provided by many other firms: money management based on behavioral wealth. JOYN Advisors combines the human factor with superior wealth management to help clients make better decisions that are unaffected by emotions and incorrect beliefs.

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ACG Wealth

  • Assets Managed: $1.11 billion
  • Minimum Assets: $500

ACG Wealth offers full-service financial advising for four specific life stages: first-time or low-needs clients, working professionals, those saving for major life events and people planning for retirement. The firm provides a digital financial advising alternative called Digital ACG that combines an online or mobile app with a human financial advisor. Those who don’t need a high level of money management services benefit the most from Digital ACG, which has a minimum required investment of $500.

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West Paces Advisors

  • Assets Managed: $688 million
  • Minimum Assets: $2 million

West Paces Advisors serves many client types and specializes in generational wealth management. The firm provides a wide range of financial advisory services, including retirement planning, business and personal financial guidance, risk management and intergenerational wealth transfers.

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Brightworth

  • Assets Managed: $3.3 billion
  • Minimum Assets: $1 million

Brightworth is a financial advising company that emphasizes comprehensive planning for each client’s financial needs. The firm is headquartered in Atlanta and assists more than 1,400 individuals and families across the country with building and preserving wealth to meet the clients’ financial objectives.

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Wealthcare for Women

  • Assets Managed: $1.26 billion
  • Minimum Assets: N/A

A Harvard Business Review study found that about $7 trillion in wealth belongs to women in the U.S., yet women are overwhelmingly underserved when it comes to financial advising services. Wealthcare for Women in Atlanta, Georgia, is bucking that trend by helping women navigate their finances. Wealthcare for Women reaches out to those who are divorced, widowed or planning a career transition or retirement.

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Financial Advisor Reviews Atlanta, GA


Balentine

Balentine includes financial planning services with its wealth management program. If you do not have the required minimum assets, you can receive financial advising for a rate determined by the level of consulting desired. Balentine sometimes considers taking on clients with $2.5 million in assets, which is half the usual requirement. Fees charged for wealth management are primarily a percentage of assets, but some clients also pay performance-based fees.

Balentine financial advisors use a unique approach to planning by using interactive digital tools and meeting with the client’s insurance agents, attorneys and CPAs. This method creates a complete financial picture within the Balentine Blueprint app. This technology lets clients see the economic impact of various choices.

Balentine
Assets Managed $2.77 Billion
Minimum Assets $5 Million
Number of Advisors 16
Fee Structure Fee-Based
Address 3344 Peachtree Road NE Suite 2200

Capital Investment Advisors

Capital Investment Advisors clients share information with a financial advisor the first time they meet. The client also learns more about Capital Investment Advisors during the meeting in Atlanta. Clients who decide to work with the financial advisor answer a series of questions to provide data used to complete a financial plan and determine any additional services that would benefit the client. After the financial plan is complete, clients move into the asset management phase of the service. Capital Investment Advisors allows clients to restrict investments in companies that don’t align with their beliefs, including tobacco companies.

Capital Investment Advisors charges fees based on a percentage of portfolio value. Clients who take advantage of the firm’s tax preparation service either get the service at no cost or for a flat fee. Businesses and individuals may receive consultations at a rate of $300 per hour.

Capital Investment Advisors
Assets Managed $2.8 Billion
Minimum Assets $500,000
Number of Advisors 23
Fee Structure Fee-Only
Address 10 Glenlake Pkwy

JOYN Advisors, Inc.

JOYN Advisors operated for 25 years in Atlanta under the business names Geller and GV. After analyzing decades of behavioral wealth research, the company changed its financial advising model and adopted the JOYN Advisors name. JOYN combines the human behavior factor with years of experience in wealth management to help clients make better decisions. This unique financial advising program is especially useful during stressful times or when being faced with expensive life challenges.

JOYN Advisors lists no minimum assets requirement in SEC documents. Instead, clients pay a flat $11,000 fee for services annually. The firm may elect to negotiate or waive this fee for some clients.

JOYN Advisors, Inc.
Assets Managed $1.38 Billion
Minimum Assets N/A
Number of Advisors 19
Fee Structure Fee-Only
Address 1100 Abernathy Rd NE Suite 500

ACG Wealth

ACG Wealth offers four distinct levels of financial advising from its Atlanta office. The Life Access plan provides essential financial planning with a budget and financial goals. What-if scenarios show clients how decisions impact their future goals. Life Access includes an online tool to help clients stay on course to meet their objectives. Active Investment Management’s services involve working with an investment manager, investment advisor, or both since ACG keeps the two functions separate. ACG insurance assessments entail a financial advisor explaining how to manage risk and minimize financial loss. The fourth option, Digital ACG, combines an online investment platform and automatic investing with live advice from an ACG professional. This program is an option for those who want an easy wealth management tool to use on their own time as they start growing their funds.

You can dip your toe in the water of investing with a minimum $500 to open a Digital ACG account. Otherwise, the minimum is $50,000 in assets. ACG bills financial advising and consulting fees at an hourly rate, and portfolio management fees are a percentage of the asset account balance.

ACG Wealth
Assets Managed $1.11 Billion
Minimum Assets $50,000
Number of Advisors 11
Fee Structure Fee-Based
Address 3333 Piedmont Road Suite 2010

West Paces Advisors

West Paces Advisors serves every client as a fiduciary, building investment programs based on liquidity, defensive rise and market risk. The client’s current finances, anticipated need to draw from the portfolio, longer-term goals and tax considerations are some of the factors used to build a financial plan. West Paces is an independent Registered Investment Advisor firm and can provide clients unlimited financial solutions and tools. Financial advisors are compensated with a three-tiered fee structure based on a percentage of the account value.

West Paces Advisors offers generational wealth management to clients by collaborating with external partners and resources as needed. One of West Paces’ primary financial advising goals is to eliminate hassles for clients.

True North Advisors
Assets Managed $688 Million
Minimum Assets $2 Million
Number of Advisors 5
Fee Structure Fee-Based
Address 3284 Northside Pkwy NW Suite 485

Brightworth

Brightworth provides financial advising and investment management services to high net worth individuals, families, trusts, estates, charitable organizations and other entities. Brightworth develops client portfolios using asset allocation strategies utilizing stocks, bonds, real assets and alternative investments, such as oil and gas or commodities. The firm charges an hourly rate for financial planning or working with a wealth advisor. Otherwise, the fee-only structure is based on annual asset management fees equal to a percentage of portfolio value.

Brightworth counsels clients on matters surrounding cash flow, taxes, retirement planning, insurance coverage, education funding, estate planning, trusts, business transitions and more.

Brightworth
Assets Managed $3.3 Billion
Minimum Assets $1 Million
Number of Advisors 23
Fee Structure Fee-Only
Address 3344 Peachtree Road NE Suite 2000

Wealthcare for Women

Wealthcare for Women provides comprehensive financial plans with consideration for each client’s priorities. After taking ample time to create an effective strategy, the financial advisor works on identifying solutions for investments, insurance coverage, estate planning and any other appropriate services for the client. Wealthcare for Women helps plan for retirement, college expenses, caring for aging parents and other circumstances that typically concern women. The company is especially helpful for divorced or widowed women and works to develop financial confidence with its clients.

About 12% of individual Wealthcare for Women clients are in the high net worth category. The firm also provides financial services to charitable funds, businesses and pension funds. Wealthcare for Women specifies no minimum asset requirements in SEC documentation but charges a $500 minimum fee for asset management. Other costs are based on a percentage of portfolio value, with no commissions.

Heritage Financial Planning
Assets Managed $1.26 Billion
Minimum Assets N/A
Number of Advisors 34
Fee Structure Fee-Only
Address 46 W Wieuca Rd NE

Conclusion

When choosing a financial advisor it’s important to do your homework. We recommend speaking with at least three advisors to ensure you have explored all options and know what to expect.

We researched the best advisors in the area with options for all situations and compiled our list to include all the criteria crucial when making a decision. We’ve included professionals that serve clients of all asset levels.

Atlanta Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
Balentine $2.77 Billion $5 Million Fee-Based
Capital Investment Advisors $2.8 Billion $500,000 Fee-Only
JOYN Advisors, Inc. $2.5 Billion $1 Million Fee-Based
ACG Wealth $1.11 Billion $50,000 Fee-Based
West Paces Advisors $688 Million $2 Million Fee-Based
Brightworth $3.3 Billion $1 Million Fee-Only
Wealthcare for Women $1.26 Billion N/A Fee-Only

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