Top Financial Advisors in Atlanta, GA

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Arkadios Wealth Advisors is a fee-based firm that works with individuals, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, foundations, endowments, retirement plan sponsors and participants, institutions, family offices and ultra-high-net-worth individuals. 

The minimum investment requirement is generally $10,000 for general accounts, though this may be waived. Crest Accounts require $50,000, while retirement plan services generally require $250,000 in investable plan assets. Minimums for third-party manager programs vary by manager.

Services offered at the firm include advisor-managed accounts, wrap fee accounts, third-party money manager programs, 401(k) advisory services, financial planning, investment consulting, rollover IRA guidance and investment reporting. Arkadios also offers access to alternative investments, fixed income portfolio services, retirement plan consulting, estate planning support and business consulting services.

Arkadios uses a range of investment approaches, including long- and short-term purchases, fundamental analysis, technical analysis and cyclical analysis. The firm also uses asset allocation models, portfolio rebalancing and third-party managers. Client portfolios may include stocks, mutual funds, fixed income securities, exchange-traded funds (ETFs), options, limited partnerships and alternative investments, where appropriate.

Advisory Services Network is a fee-based firm that works with individuals and families, trusts, estates, retirement accounts, corporations, other business entities and employer-sponsored qualified retirement plans. The Atlanta-based firm also serves small to mid-sized independent financial advisors through its platform model.

The firm generally requires a minimum investment account of $25,000, though this requirement may be waived in certain circumstances. Services offered at the firm include discretionary and non-discretionary portfolio management, wrap fee programs, third-party investment advisory services, financial planning, investment consulting and retirement plan consulting.

As a fee-based firm, some investment adviser representatives working with Advisory Services Network may earn commissions in separate capacities through unaffiliated broker-dealers, insurance licensing or introducing broker relationships. This could pose a conflict of interest, but the firm must still adhere to fiduciary standards, which require it to act in clients’ best interests.

Advisory Services Network uses a mix of fundamental analysis, technical analysis and asset allocation. Portfolios may include both long-term and short-term purchases, and the firm may evaluate third-party investment managers based on factors such as strategy, experience, performance, reputation and fees.

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With billions in assets under management (AUM), and the most on this list, HB Wealth is one of 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), and chartered financial analysts (CFAs), among others. 

HB Wealth 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.

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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Bison Wealth is a fee-based firm that works with individuals, high-net-worth individuals, family offices, retirement plans, corporations, trusts, estates and charitable organizations. The firm generally does not require a minimum annual fee or minimum portfolio value. However, its Overlay Strategy requires a minimum Anchor Account value of $200,000 in marketable securities and cash. Fees for advisory services are generally based on a percentage of assets under management, with asset-based fees of up to 2.0% annually.

Services offered at the firm include investment management, financial planning, ERISA retirement plan services, retirement account advice, third-party model and manager access and alternative investments. Bison Wealth also offers overlay strategies, box spread strategies and TAMP services for unaffiliated registered investment advisers.

Bison Wealth uses tactical and strategic asset allocation, outcome-focused portfolio construction, fundamental analysis, technical analysis and third-party research. Client portfolios may include stocks, bonds, mutual funds, exchange-traded funds (ETFs), interval funds, private investments, third-party models and options-based strategies.

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Capital Investment Advisors (CIA) is a fee-only firm that works primarily with 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. 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. 

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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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. The firm has a number of certified public accountants (CPAs) on staff. 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.

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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OpenArc Corporate Advisory is a fee-based firm that works with individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, retirement plans, profit-sharing plans, corporations, endowments, foundations and nonprofit organizations. The firm generally does not require a minimum dollar amount to open and maintain an advisory account. 

The firm may use a range of investment strategies and products, including asset allocation, exchange-traded funds (ETFs), mutual funds, index funds, equities, fixed income, direct indexing, private equity, private funds, alternative investments, real estate investment trusts (REITs), structured products, options, variable annuities and digital assets.

OpenArc Corporate Advisory may address business planning, cash flow forecasting, trust and estate planning, retirement planning, insurance planning, charitable giving, distribution planning, college planning, risk management and manager due diligence. Its analysis methods may include fundamental analysis, technical analysis, charting, cyclical analysis, ESG investing, Modern Portfolio Theory, sector analysis, security analysis and third-party manager analysis.

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BIP Wealth 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), and 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 an annual fee of $4,000.

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.

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Strategic Blueprint is a fee-based firm that works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and other business entities. The Atlanta-based firm was founded in 2016 and also provides platform and infrastructure support for independent financial advisors.

The minimum investment requirement is generally $25,000 for managed accounts, though the firm treats this as a guideline. Minimums for third-party manager programs may vary. Fees for advisory services may include advisory fees, while certain representatives may also receive commissions through affiliated broker-dealer or insurance relationships.

Services offered at the firm include portfolio management programs, sub-adviser manager selection, third-party separately managed accounts, financial planning, financial consulting, retirement plan consulting, subscription advisory services, family office services, lectures and seminars.

Client portfolios may include stocks, bonds, exchange-traded funds (ETFs), mutual funds, annuities, interval funds, alternative or illiquid investments, structured products, non-traded REITs and certain digital asset-linked securities. The firm may use long-term and short-term purchases, margin transactions, option writing, asset allocation models, model portfolios and market timing. The firm may also use charting analysis, fundamental analysis, technical analysis and cyclical analysis.

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Crawford Investment Counsel, Inc. is a fee-based firm that works with individuals, high-net-worth individuals, registered investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, Taft-Hartley plans, corporations and other business entities. Services offered at the firm include traditional asset management, customized portfolio management, wrap fee program management, model-based portfolio programs and investment management for registered investment companies. 

The minimum investment requirement at the firm is generally $2 million for balanced and equity-only accounts and $5 million for fixed income-only accounts. Minimums for wrap fee programs are determined by the sponsoring firm. Performance-based fee arrangements are available only on an exception basis for clients with at least $50 million in assets.

Crawford primarily uses fundamental analysis and follows a bottom-up, value-oriented investment approach. Its equity strategies include Dividend Growth Equity, Dividend Yield Equity, Core Equity, Small Cap Equity, SMID Cap Equity and Managed Income. Its fixed income strategies include Intermediate Core Bond, Intermediate Municipal Bond and Enhanced Cash, generally emphasizing capital preservation, income and laddered maturities.