Top Financial Advisors in Atlanta, GA

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With billions in assets under management (AUM), and the most on this list, HB Wealth is the top-rated financial advisor in Atlanta on this list. 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 does not state a specific minimum account size, but it generally imposes a minimum annual fee of $12,500. The firm may negotiate a lower minimum or different fee schedule when circumstances warrant. Fees for advisory services are generally asset-based, though the firm also charges fixed minimum annual fees and, in some cases, hourly fees.

Services offered at the firm include wealth advisory services, discretionary and non-discretionary investment management, financial planning, family office services, private market investing, private fund management, OCIO services, retirement plan advisory services and consolidated portfolio reporting. Its planning services may address cash flow, tax, retirement, estate, investment and education planning.

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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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.

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SignatureFD, LLC is a fee-based firm that works with individuals, high-net-worth families, executives, business owners, athletes, healthcare professionals, legal professionals, veterinary professionals, philanthropists, business entities, trusts, estates, charitable organizations, affiliated private funds and an insurance company. The Atlanta-based firm was founded in 1997 and has an additional office in Charlotte.

The minimum investment requirement is generally $2 million in assets under management for wealth management services, though this requirement may be waived or reduced at the firm’s discretion. SignatureFD also generally imposes a minimum annual fee of $15,000.

Services offered at the firm include discretionary wealth management, ongoing financial planning, stand-alone consulting, retirement plan advisory services, held-away account management, insurance-related services and private fund management or sub-advisory services. SignatureFD may also address estate planning, tax planning, insurance planning, charitable giving, retirement income planning and business owner planning.

SignatureFD generally uses long-term, diversified asset allocation across multiple asset classes. The firm uses fundamental analysis, reviews economic and market conditions, conducts due diligence on outside managers and periodically rebalances portfolios based on client objectives, cash flow needs and market conditions. 

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Investment Research & Advisory Group, Inc., doing business as IRA Group, is a fee-only firm that works with private clients and institutional advisory clients, including corporate retirement plan sponsors. The Atlanta-based firm was founded in 1992.

The minimum account size for private client engagements is generally $1 million, though this requirement may be waived for employees, their relatives or relatives of existing clients. Fees for private client advisory services are generally based on a percentage of assets under management and are typically billed quarterly in advance.

Services offered at the firm include portfolio management, financial planning, written evaluations of clients’ initial financial situations, tax planning coordination, estate planning coordination, insurance analysis coordination, periodic portfolio reviews and performance reporting. IRA Group generally uses strategic asset allocation with a core-and-satellite approach. Client portfolios may include domestic and international equities, fixed income, cash equivalents, alternatives, real estate and commodities, where appropriate.

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Aprio Wealth Management, LLC is a fee-based firm that works with individuals, high-net-worth individuals, qualified retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The Atlanta-based firm has provided investment advisory services since 1999.

The minimum investment requirement is generally $250,000, though this requirement may be waived at the firm’s discretion. Household assets may be aggregated to meet the minimum. A $2,500 minimum fee may apply, and 401(k) plans with less than $250,000 in assets may be charged a flat annual fee of $2,500.

Services offered at the firm include discretionary portfolio management, financial planning, consulting, reporting services, retirement plan advisory services and 3(21) fiduciary advisory services. Aprio Wealth Management also offers non-discretionary advisory services to plan sponsors of participant-directed qualified plans, access to private investments through alternative platforms and sub-advised strategies, including options-based portfolio solutions.

Aprio Wealth Management uses asset allocation, dollar-cost averaging, technical analysis, long-term purchases and short-term purchases. Client portfolios may include options-based strategies through unaffiliated sub-advisers, private investments, alternative investments and structured notes, where appropriate.