Top Financial Advisors in Atlanta, GA

Find an Advisor

Homrich Berg Wealth Management has over $12.5 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).

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 will decrease for accounts over $1 million.

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.

Homrich Berg Wealth Management serves clients with a team that holds multiple certifications, including CFPs, CFAs, CPAs and other designations. 

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.

Find an Advisor

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.

Find an Advisor

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.

Find an Advisor

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. 

Find an Advisor

LCP Institutional, LLC is a fee-only firm that works with high-net-worth and charitable organizations. The firm’s brochure says that it also services pension and profit-sharing plans, trusts, small businesses 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.

LCP says that it does not impose any minimum annual fee or minimum portfolio value on client accounts, but it could based on discretion. The firm says that it could also make exceptions to the forgoing fee schedule or negotiate special fee arrangements.

The firm charges clients a percentage of assets under management, beginning at 2% for accounts up to $5 million and lower rates for those between $5 million and $25 million. Rates for accounts over $25 million are negotiable.

LCP Institutional, LLC Background

LCP is an investment advisor located in Atlanta, Georgia. It was formed as a limited liability company and as of March 2023, is seeking registration with the Securities and Exchange Commission.

Carolyn LaRocco is the chief executive officer and sole member of LCP.

LCP Institutional, LLC Investment Strategy

LCP crafts its investment strategies based on the individual financial situation of each client.

This strategy 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. 

LCP says that it primarily invests client accounts in ETFs, mutual funds and stocks.

Find an Advisor

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) 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.

Find an Advisor

Capital Directions is a fee-only firm that serves both non-high-net-worth and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations.

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.

Find an Advisor

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.

Find an Advisor

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. 

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 made up of nine officers or employees of Balentine. 

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.

Find an Advisor

ZWJ Investment Counsel, Inc. 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. 

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, Inc. Background 

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

Charles Abney, Casey Flanagan, and Clay Jackson are directors and principal owners of the firm. 

ZWJ Investment Counsel, Inc. 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, or government bonds.