Top Financial Advisors in Atlanta, GA

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With over $15 billion in assets under management (AUM), Homrich Berg is the top-rated financial advisor in Atlanta. 

This fee-only firm has many financially certified advisors on staff, including a number of Certified Financial Planners™ (CFPs®), certified public accountants (CPAs), chartered financial analysts (CFAs), among others. 

Homrich Berg Wealth Management generally imposes a minimum annual fee of $12,500 for its services, but it may negotiate this fee below the annual minimum based on discretion.

Clients engaging in financial planning and investment management services will be charged a percentage of assets under management. Rates start at 1.25% for the first $1 million and decrease for higher asset tiers.

Homrich Berg Wealth Management Background

The firm was formed in 1989 as Homrich & Berg Inc. by David Homrich and Andy Berg on the "core belief that investors deserve unbiased advice,” its website explains. The firm, which has since become known simply as Homrich Berg, is co-owned by Homrich & Berg Inc. and NMSEF I Holdings V, L.P.

In addition to its headquarters in Atlanta, the firm has offices around the state in Alpharetta, Augusta and Sandy Springs, as well as Palm Beach, Florida, Columbia, South Carolina, and Nashville, Tennessee. 

Homrich Berg Wealth Management Investment Strategy 

The firm has an internal investments team responsible for providing updates on each asset class and the issues affecting portfolios. 

While the firm’s portfolios include traditional investments in each asset class, it uses a wide range of investments including mutual funds, ETFs, exchange traded notes (ETNs), bonds, stocks, hedge funds, private equity funds, real estate funds, natural resources funds and structured notes.

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BT Family Office is a fee-only firm that works exclusively with high-net-worth individuals. It doesn’t provide a minimum account size, but notes that all relationships are "reviewed and at our sole discretion," so it is likely that significant assets are required to be taken on as a client. In fact, as of March 2024, the firm had only six clients – by far the fewest of any firm on this list.

Fixed-fees, hourly fees and asset based fees are all used at the firm. The firm has a number of certified public accountants (CPAs) on staff. 

BT Family Office Background

BTFO was founded in 2019 and is owned by Bennett Thrasher, LLP, which is in turn owned by that firm’s limited partners.

Services offered at the firm include wealth management, asset allocation, investment strategy, selection and oversight of third-party managers, portfolio monitoring, legacy planning, estate planning and education.

BT Family Office Investment Strategy

BTFO acts mostly as a “manager of managers,” putting client money into the hands of other asset managers and maintaining the ability to fire them and move money elsewhere it if deems that worthwhile. Portfolios may comprise domestic and foreign stock, fixed-income investments, mutual funds and ETFs, as well as hedge funds and funds of funds.

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Capital Investment Advisors (CIA) is a fee-only firm that works primarily individual clients, both above and below the high-net-worth threshold. The only institutional clients at the firm are pension and profit-sharing plans.

The advisor team includes a number of credentialed professionals, including Certified Financial Planners™ (CFPs®), chartered financial analysts (CFAs) and chartered retirement planning counselors (CRPCs), among others.

The minimum investment requirement is generally $500,000. Fees for wealth management are based on a percentage of assets under management.

Capital Investment Advisors Background

CIA was founded in 1996. The principal owners are Mitchell Reiner, Matthew Reiner, and Wesley Moss.

Services offered at the firm include asset management, pension consulting and financial planning. Specifically, the firm offers portfolio management, 401(k) advice, retirement planning and access to private investments, among other services. 

Capital Investment Advisors Investment Strategy

Advisors at CIA split investments into "growth" and "income" portfolios. The former are designed to appreciate in value over time, while the latter to bring new money into the account. 

Growth portfolios usually include exchange-traded funds (ETFs) and individual stocks. Income portfolios, on the other hand, are typically made up of bond mutual funds, bond ETFs, individual bonds (both from the U.S. and abroad) and closed-end funds. Additionally, CIA incorporates master limited partnerships (MLPs) and real estate investment trusts (REITs) into income-focused portfolios when it makes sense for the client’s situation, their need for income and their investment experience.

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SignatureFD, LLC is a fee-based firm that works with non-high-net-worth and high-net-worth clients, as well as pooled investment vehicles, pension and profit-sharing plans and charitable organizations.

The firm imposes a $2 million minimum account size requirement for ongoing wealth management services. The advisory team holds mutiple certifications, including certified public accountants (CPAs), chartered financial analysts (CFAs) and Certified Financial Planners™ (CFPs®).

The fee-based firm is involved in a variety of other business activities. So while the advisors must by law look out for your best interest as fiduciaries, there could be times when the company could benefit from selling you a certain product. SignatureFD owns several private funds, for which it could earn compensation, and it is also an insurance broker/agent and a mortgage broker. The firm is also affiliated with a certified public accounting firm.

As a fee-based firm, some financial professionals working with SignatureFD may take commissions, which could pose a conflict of interest. However, they must still adhere to the fiduciary standards of the firm which puts client interests first.  

SignatureFD Background

Founded in 1997 as a limited liabilty company, SignatureFD became a registered invetsment advisor (RIA) in 2001. Today, the firm has nearly a dozen part owners. The firm's services include wealth management, standalone financial planning and consulting, standalone investment management, as well as non-investment consulting services, held away account management, data aggregation services and insurance products.

On its website, the firm markets its serviecs to health professionals, professional athletes, philanthropists, women, entrepreneurs, among others. 

SignatureFD Investment Strategy

The firm takes a threefold approach to investing: maximize returns, minimize taxes and expenses and control risk through proper diversification.

SignatureFD primarily allocates client investment among mutual funds and exchange-traded funds (ETFs). However, the firm may recommend allocating client assets to unaffiliated independent managers and/or affiliated private funds. 

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Edge Capital is a fee-only firm that works mostly with high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, other investment advisors and corporations. The firm has a $5 million account balance minimum.

The Atlanta team features chartered financial analysts (CFAs), Certified Financial Planners™ (CFPs®) and other credentialed financial professionals. 

Edge Capital Group Background

Edge was founded in 2007 as a limited liability company under the laws of Delaware. However, it’s currently based in Atlanta. In addition, the firm is a wholly-owned subsidiary of Focus Operating, LLC (Focus Operating), which is a wholly-owned subsidiary of Focus Financial Partners, LLC (Focus LLC). It’s currently managed by Henry Jones, Bert Rayle, Will Skeean, Dennis Sabo and Elizabeth Mackie. 

The firm aims to provide holistic wealth management services that consist of financial planning and investment management. The firm also offers family office services, which comprise consolidated reporting, trust and estate coordination, personal banking solutions, insurance planning, family coaching, private aviation resources, health and well resources, as well as identity protection.

The firm is based in Atlanta, but has offices in Charlotte, North Carolina; Dallas; Lexington, Kentucky; Nashville, Tennessee; and Tampa, Florida.

Edge Capital Group Investment Strategy

According to Edge's website, the firm designs and manages portfolios using active, index-based and illiquid investments based on the client's goals and prevailing market conditions. Depending on those factors, the firm may invest your assets in mutual funds, exchange-traded funds (ETFs), private investment funds or external managers of separately managed accounts. 

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Nicholas Hoffman & Company (NHCO) is a fee-only firm that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations.

Clients engaging in portfolio management services will pay a fee based on a percentage of AUM. This fee can range from 1.25% for the first $1 million to 0.30% for amounts over $20 million.

The firm says that it "may impose a minimum portfolio value eligible for conventional investment advisory services and/or a minimum fee," though it does not specify the amount on its brochure.

Nicholas Hoffman & Company Background

NHCO was founded in 2007 by Nicolas J. Hoffman. The firm is a multi-family office that provides financial planning and portfolio management services.

As a fee-only firm, financial professionals at NHCO do not earn any type of commissions from product sales or revenue from securities.

The advisory staff holds multiple certifications, including the chartered financial analyst (CFA) and Certified Financial Planner™ (CFP®) designations.

Nicholas Hoffman & Company Resources

NHCO invests primarily in ETFs, mutual funds, managed accounts, stock and bonds, as well as hedge funds, real estate, private equity and private debt.

Financial strategies are based on an investment plan that has been developed for the specific goals and needs of the client, and it will combine both long-term and short-term purchases.

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As a fee-based firm, some advisors affiliated with First Advisors National may earn sale commissions or other compensation for selling insurance products, which represents a conflict of interest. While third-party compensation incentivizes advisors to recommend certain products and services over others, the firm has a fiduciary duty to always act in its clients' best interests.

First Advisors National Background

First Advisors National was founded in 2013. The firm is solely owned and managed by Robert D. Van Sant, Jr., who serves as the sole member.

The firm's services encompass investment management services, retirement plan consulting, and under certain circumstances, financial planning. 

First Advisors National Investment Strategy

First Advisors National employs a dual approach to investment management, focusing on both tactical and strategic asset allocation strategies. This method allows for dynamic adjustments based on market conditions as well as adherence to a long-term investment plan tailored to individual client profiles.

The firm's typical investment vehicles include mutual funds, equities, corporate bonds, and fixed income securities. Additionally, they invest in exchange-traded funds (ETFs), real estate investment trusts (REITs), and U.S. government securities to diversify and strengthen investment portfolios.

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Balentine is a fee-only firm that works mostly with high-net-worth individuals, some non-high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans and charitable organizations.

To be a client of Balentine, you’ll need at least $5 million in investable assets. 

Advisors on staff hold a number of financial certifications, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFAs and certified public accountants (CPA) designations, among others.  

Balentine Background

Balentine was formed in 2009 and it began operating in January 2010. The firm is solely owned by Balentine Partners LLC, which is made up of nine officers or employees of Balentine. 

In addition to wealth management, financial planning and sub-advisory services, Balentine also offers family office and private capital advisory services. 

Balentine Investment Strategy

Balentine has a dedicated onboarding team and system in place to make the introductory phase easier for new clients, according to the firm. The company believes that no two clients’ portfolios should look the same. Success is measured not against a benchmark but against clients’ financial roadmaps, which are designed with their unique goals, needs and aspirations in mind. 

Unlike most firms, Balentine doesn’t view its client portfolios as a division of assets among primary asset classes. Instead, it divides assets into building blocks, which are divided up according to risk level. The firm’s entire investment model is essentially built around managing risk, with an eye toward cost-effectiveness and tax efficiency. 

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ZWJ Investment Counsel is a fee-only firm that works with both non-high-net-worth and high-net-worth clients, as well as pension profit-sharing plans, charities, state or municipal governments and corporations.

As a fee-only firm, it does not receive commissions from third-party sources and is not subject to potential conflicts of interest like a fee-based firm might be. 

ZWJ says that it imposes a minimum account size of $1 million, but it could be waived based on the firm’s discretion. Members of the ZWJ team hold several different financial certifications, including the Certified Financial Planner™ (CFP®), chartered financial advisor (CFA) and certified public accountant (CPA) credentials.

The firm charges clients a percentage of assets under management, beginning at 1% for accounts up to $1 million and lower rates for those between $1 million and $7 million. Rates for accounts over $10 million are negotiable. 

ZWJ Investment Counsel Background 

Founded in 1982, ZWJ is headquartered in Atlanta and is registered with the Securities and Exchange Commission. 

Charles Abney, Casey Flanagan and Clay Jackson are directors and principal owners of the firm. In addition to investment management, ZWJ also offers financial planning services, as well as reporting and performance reviews of other money managers. However, the firm does not offer legal, tax or accounting advice. 

ZWJ Investment Counsel Investment Strategy 

ZWJ bases investment strategies on the financial situation of each client. The firm says that it develops client profiles based on circumstances, goals and tolerance for risk, as well as investment objectives and guidelines for how they'd like their assets managed.  

ZWJ says that it manages client accounts that are made of equity, fixed income and balanced portfolios that blend stocks and municipal, corporate, government agency and/or government bonds. The firm can also recommend private funds to qualified investors. 

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BIP Wealth, a fee-only firm with nearly $3 billion in AUM, rounds out our list of the top financial advisors in Atlanta. The firm works primarily with individual clients – both above and below the high-net-worth threshold, as well as charities and businesses. 

Members of the BIP Wealth team hold a variety of financial certifications, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified public accountant (CPA), chartered life underwriter (CLU), chartered financial consultant (ChFC) designations, among others. 

There is a $1 million account minimum at BIP Wealth. Accounts that fall below the minimum are charged annual fee of $4,000. 

BIP Wealth Background

Founded in 2007, BIP Wealth offers a range of services, including investment managemnet, insurance planning, estate planning, tax planning, cash management and others. The firm also manages private investment funds and provides investment advisory services to 401(k) plans.

William J. Harris, who serves as the firm's CEO, co-owns the business with Mark A. Buffington. 

BIP Wealth Investment Strategy

BIP tailors its investment appraoch to each client's unique financial profile, including their objectives, risk tolerance, net worth, income, time horizon and tax situation. The firm bases its strategic asset allocation on these factors, aiming to meet the client’s long-term financial goals through a portfolio structured around the principles of modern portfolio theory. This approach emphasizes diversification across various asset classes to reduce volatility and improve returns over the long term.

BIP Wealth typically utilizes no-load, low-cost, tax-efficient mutual funds, ETFs, and individual bonds to create globally diversified portfolios. Their investment philosophy supports broad diversification, predominantly passive management through low-cost funds, and strategies like covered calls to balance risk and reward. The firm also highlights the importance of minimizing investment costs to maximize client wealth retention.