Financial advisors
Fee-only financial advisors in Georgia
342 fee-only investment advisers in Georgia serve individuals, across 72 cities. 268 offer hourly or flat-fee arrangements and 169 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Atlanta 140
- Alpharetta 22
- Marietta 17
- Duluth 10
- Savannah 10
- Athens 8
- Decatur 8
- Augusta 6
- Woodstock 6
- Roswell 6
- Milton 5
- Cumming 5
- Suwanee 5
- Kennesaw 4
- Columbus 4
- Johns Creek 4
- Watkinsville 4
- Gainesville 4
- Macon 4
- Buford 4
- Sandy Springs 3
- Conyers 3
Fee-only advisers in Georgia serving the most individuals
- Stadion Money Management, LLC Watkinsville · 49,562 individual clients
- Advisory Services Network Atlanta · 12,426 individual clients
- Howard Capital Management, LLC Alpharetta · 10,546 individual clients
- Equity Investment Corp Atlanta · 6,550 individual clients
- Capital Investment Advisors, LLC Atlanta · 6,014 individual clients
- HB Wealth Atlanta · 4,808 individual clients
- Greenwood Investment Advisors, LLC Atlanta · 3,818 individual clients
- Bip Wealth, LLC Atlanta · 3,108 individual clients
- Globalt Investments Atlanta · 3,062 individual clients
- Asset Preservation Advisors, LLC Atlanta · 2,747 individual clients
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Other Georgia cities
Albany
Bainbridge
Big Canoe
- Compass Advisors LLC $13M
Blairsville
Brookhaven
Brooklet
Calhoun
Canton
- Holcomb Financial $5.6M
Cartersville
Chamblee
Clarkesville
Covington
Dacula
Dalton
- Dalton Wealth Planners $1.5M
Dawsonville
Douglas
Douglasville
Dunwoody
- Cresfund Advisors $14M
Ellenwood
Fayetteville
- Purpose Financial Planning Not reported
Forsyth
- Binnerinvestments $640K
Grayson
- Prive Wealth Management Not reported
Greensboro
Griffin
Jasper
Lagrange
Lawrenceville
Martinez
- The Monitor Group, Inc. $167M
Metter
Morrow
Oxford
Peachtree City
- Ridgeback Wealth Management $1.6M
- Vetworth $9.3M
Peachtree Corners
Rome
Saint Simons Island
- Island Asset Management, LLC $98M
- Podlin International Realty, Ltd. Not reported
Scottdale
Senoia
Smyrna
- Bowman Wealth Management $500K
Snellville
Social Circle
Statesboro
Stockbridge
- Obn Wealth Advisors $14M
Sugar Hill
Sylvester
Tallapoosa
Thomasville
Tybee Island
- Walker & Associates $40M
Tyrone
- Anson Analytics $242M
Valdosta
- Ul Wealth LLC $49M
- Windemere Advisors, LLC $42M
Winder
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.