Top Financial Advisors in Atlanta, GA

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With over $18 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), and 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.

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. 

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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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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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.  

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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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.

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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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 (CFA) and certified public accountants (CPA) designations, among others. In addition to wealth management, financial planning and sub-advisory services, Balentine also offers family office and private capital advisory services. 

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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Buckhead Capital Management is a 100% employee-owned firm specializing in separately managed accounts for high-net-worth individuals and institutions. The firm requires a $1 million minimum for equity and balanced strategies, and a $5 million minimum for fixed income portfolios. Buckhead offers tiered fee structures across value equity, diversified value, and core fixed income strategies.

The team includes chartered financial analysts (CFAs), a Certified Financial Planner™ (CFP®), and a Certified Private Wealth Advisor® (CPWA®). According to the firm's website, Buckhead’s investment approach, which it calls “winning by not losing,” focuses on downside protection to preserve capital during market downturns. 

As a registered investment advisor, the firm operates under a fiduciary duty to act in clients' best interests, making it a strong contender for those seeking long-term, risk-conscious portfolio management.

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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 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.  

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BIP Wealth is a fee-only firm with roughly $3 billion in AUM. 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), 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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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 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.