Finding a Top Financial Advisor Firm in Atlanta, Georgia
If you’re looking for a financial advisor in Atlanta, Georgia, we can help. SmartAsset’s financial experts vetted all registered investment advisors (RIAs) in Atlanta to find the top firms. You can also use our free financial advisor matching tool to connect with up to three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Homrich Berg Find an Advisor||$11,082,920,997||$12,500 minimum annual fee|| || |
Minimum Assets$12,500 minimum annual fee
|2||BT Family Office, LLC Find an Advisor||$1,676,000,000||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Capital Investment Advisors, LLC Find an Advisor||$4,224,196,078||$500,000|| || |
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|4||SignatureFD, LLC Find an Advisor||$6,143,956,425||$2,000,000|| || |
|5||Brightworth, LLC Find an Advisor||$5,364,746,988||$1,000,000|| || |
|6||Capital Directions LLC Find an Advisor||$3,836,000,000||$150,000|| || |
|7||Edge Capital Group, LLC Find an Advisor||$4,884,228,738||$5,000,000|| || |
|8||Balentine Find an Advisor||$4,598,455,973||$5,000,000|| || |
|9||Nicholas Hoffman & Company, LLC Find an Advisor||$5,574,032,469||No set account minimum|| || |
Minimum AssetsNo set account minimum
|10||Iron Capital Advisors Inc. Find an Advisor||$5,452,190,824||No set account minimum|| || |
Minimum AssetsNo set account minimum
What We Use in Our Methodology
To find the top financial advisors in Atlanta, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
Homrich Berg Wealth Management
Homrich Berg Wealth Management has over $11 billion in assets under management (AUM).
This fee-only firm has several financially certified advisors on staff, including a number of certified financial planners (CFPs), certified public accountants (CPAs) and chartered financial analysts (CFAs).
There's no minimum required to be a client of Homrich Berg Wealth Management.
Homrich Berg Wealth Management Background
The firm was formed in 1989 by David Homrich and Andy Berg upon the “core belief that investors deserve unbiased advice,” its website explains. Berg remains the firm’s main owner and he’s a principal at the firm.
Since Homrich Berg Wealth Management’s founding, it has continued to grow, adding a second office in Atlanta in 2008 and another in 2013. At Homrich Berg Wealth Management, each client is serviced by a team of three to four people. This includes a principal, a director or senior associate, an associate and a client care coordinator.
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 that may extend to alternative investments. In some instances, the firm may create pooled access fund vehicles to give investors access to a diversified portfolio of alternative investments at no additional charge.
BT Family Office, LLC
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.
Fixed-fees, hourly fees and asset based fees are all used at the firm. There are no financial advisory certifications listed on the firm’s website.
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. Hedge funds, private equity and real estate are all used extensively, as are individual bonds. No money is invested directly in individual securities.
Capital Investment Advisors, LLC
Capital Investment Advisors is a fee-only firm working with non-high-net-worth. The only institutional clients at the firm are pension and profit-sharing plans.
The advisor team multiple certifications, including certified financial planners (CFPs) and chartered retirement planning counselors (CRPCs).
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.
Capital Investment Advisors Investment Strategy
Advisors at CIA split investments into “growth” and “income” investments -- the former designed to appreciate in value over time, the latter to bring new money into the account. More than two-thirds of investments are in individual stocks, with the rest going to mutual funds, bonds, derivatives and cash holdings.
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 plans.
The firm imposes a $2 million minimum in investable assets.
The advisory team holds mutiple certifications, including certified public accountants (CPAs), chartered financial analysts (CFAs) and certified divorce financial analysts (CDFAs).
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, LLC Background
Founded in 1997 by SignatureFD, LLC has many varied experts on staff.
Services include financial planning and wealth management.
SignatureFD, LLC Investment Strategy
The firm takes a threefold approach to investment: 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). SignatureFD’s financial planning and investment management services are offered on a standalone basis for separate fees.
A unique feature of the firm is its distinct signature initiatives, which were designed to meet the needs of its diverse client groups.
Brightworth, LLC is a fee-only firm that works with non-high-net-worth individuals and high-net-worth individuals, as well as pensions and profit-sharing plans, charitable organizations and corporations.
The financial team holds multiple certifications, including certified financial planners (CFPs), certified public accountants (CPAs), chartered financial analysts (CFAs), certified investment management analyst (CIMAs) and personal financial specialists (PFSs).
To be a client, you’ll need $1 million in investable assets.
Brightworth, LLC Background
Brightworth, LLC was founded in 1997 under the name Polstra & Dardaman, LLC. It also does business under the name McGill Advisors, a division of the firm that has an office in Charlotte, North Carolina.
The firm’s portfolios may use separate stock and bond accounts, mutual funds, exchange-traded funds (ETFs) and private investment strategies. The firm emphasizes a long-term perspective as the key to success, but it also keeps an eye on the investment markets to make adjustments as necessary to client portfolios.
Billed as the Brightworth difference, the firm lets its clients call anytime to talk to their advisors about their financial situation or simply to discuss an idea with an expert.
Brightworth, LLC Investment Strategy
Brightworth’s website is packed with helpful resources and information and the website’s intuitive and creative design makes it all very easy to find. Brightworth provides a quarterly market commentary and it also has an array of articles, which can be searched through by topic area. The firm compiles its highlight articles from the year in a 20-page publication called Bright Ideas.
There’s also an offering of videos, which illuminate the firm’s perspectives on topics like Brexit and President Trump’s impact on its investment thinking. The firm also hosts events.
Brightworth clients are provided with a Brightworth Performance Report, which tracks their investment portfolios from the outset. BrightView is the firm’s online portal for clients.
Capital Directions, LLC
Capital Directions is a fee-only firm that serves non-high-net-worth and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations and corporations.
To be a client of Capital Directions, you’ll need at least $150,000 in investable assets. The firm has a small team of wealth advisors. However, several of its advisors are certified financial planners (CFPs).
Capital Directions, LLC Background
Capital Directions, LLC was founded in 1985 and it’s now a leading fee-only firm in the Southeast. It’s owned by its principals, Dennis Covington, N. Scott Pritchard and Terry P. Hartigan.
Capital Directions, LLC Investment Strategy
Capital Directions believes that emotions are the main thing standing between investors getting rewarded for a diversified, long-term portfolio. The firm thus views one of its main responsibilities to be serving as “the emotional barrier between clients and their money” to ensure there aren’t any “emotion-driven derivations” from their investment approach during periods of market extremes, the firm says on its website.
Capital Directions creates these well-diversified portfolios based on the modern portfolio theory (MPT) and the efficient-market hypothesis (EMH). The firm states that they don't chase performance or the latest fads in investment, instead opting to focus on diversifying across asset classes, minimizing costs and maximizing returns.
Edge Capital Group, LLC
Edge Capital is a fee-only firm that works mostly with high-net-worth individuals, some non-high-net-worth clients, investment companies, pooled investment vehicles, charitable organizations, government entities, investment advisors and corporations. The firm has a $5 million account balance minimum.
The Atlanta team features chartered financial analysts (CFAs) and certified financial planners (CFPs).
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. Depending on your situation, the firm may invest your assets in mutual funds, exchange-traded funds (ETFs), private investment funds or external managers of separately managed accounts.
Edge Capital Group Investment Strategy
Edge’s mission is to provide its clients with a complete financial action plan that touches on every aspect of their financial wellness including strategic asset allocation, cash flow solutions and finding the right accounting and banking partners.
According to its website, Edge uses hedge funds “to serve as an investment tool minimizing investment risk, diversifying portfolios, and targeting reliable returns over time.” The firm’s website also features a Market Updates section offering financial news, quarterly outlooks and Edge’s proprietary research insights.
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, charitable organizations and other investment advisors.
To be a client of Balentine, you’ll need at least $5 million in investable assets.
The advisory team holds multiple certification, including certified financial planners (CFPs), chartered financial analysts (CFAs) and certified public accountants (CPAs).
Balentine, LLC Background
Balentine was formed in 2009, and it began operating in January 2010. The firm is solely owned by Balentine Partners LLC, which is owned by officers or employees of Balentine. The majority is owned by the chairman and chief executive officer and his family trust.
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.
Balentine, LLC Resources
Balentine’s full-time onboarding team is far from the only resource it provides clients. The firm provides portfolio and market commentaries and annual reports and forecasts.
The firm also provides clients with online access tools to keep tabs on their account summaries, trades and tax statements and to view their quarterly Balentine performance reports.
Nicholas Hoffman & Company, LLC
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 assets under management. 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, LLC 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 as chartered financial analysts (CFAs).
Nicholas Hoffman & Company, LLC 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.
Iron Capital Advisors, Inc.
Iron Capital Advisors, Inc. is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans.
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.
Iron Capital Advisors Background
Iron Capital Advisors was founded in 2003. Charles E. Osborne is the firm's principal owner. He is a chartered financial analyst (CFA) and serves as the firm's co-founder and managing director. He has over two decades of investment experience. Osborne is the only financially certified employee on staff as an advisor at Iron Capital.
The firm manages assets on both a discretionary and non-discretionary basis. Services are typically comprehensive, as the firm looks to help with all aspects of a client's financial situation. However, services can be broken down between financial consulting and financial or investment management. There is no set account minimum for clients.
Iron Capital Advisors Investment Strategy
Iron Capital Advisors crafts their investment strategies based on the individual financial situation of each client. This includes developing client profiles that detail their circumstances, goals and tolerance for risk as well as their investment objectives and guidelines for how they'd like their assets managed.
The firm and its advisors continually monitor all client portfolios. They also make updates to client portfolios as they see fit and as clients communicate changes in preferences and financial situations to them.