Top Financial Advisors in Georgia

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Merit Financial Group is a fee-based firm headquartered in Alpharetta. Merit also has branch locations across the country. The firm serves both high-net-worth and non-high-net-worth clients, as well as pension and profit-sharing plans, corporations and charitable organizations.

The firm says it may impose an account minimum, depending on the type of services that a client requires. And Merit may also allocate client assets to portfolios offered through LPL Financial, which could require a minimum account size ranging from $1,000 to $100,000, depending on the investment advisory program.

As a fee-based firm, some on-staff advisors can earn commissions from insurance or securities sales. Despite this, the firm abides by fiduciary duty, legally binding it to act in your best interest. It also offers the services of brokers and insurance agents in the office, plus access to LPL Financial advisory programs. Fees for portfolio management services are a percentage based on the client’s assets under management (AUM), ranging up to 2.50%.

Merit Financial primarily uses a long-term, diversified investment strategy. Applying mainly fundamental analysis, it generally invests in mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, as well as variable annuities. Individual portfolios are designed according to the client's specific needs and goals. This involves reviewing their risk tolerance, time horizon, long- and short-term goals and income needs. Clients can impose some restrictions on the management of their money. Merit also offers access to LPL Financial model portfolios. 

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Homrich Berg is a fee-only firm headquartered in Atlanta. It serves both high-net-worth and non-high-net-worth individuals, as well as other investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal governments and corporations.

Clients may enroll in both financial planning and investment management, or can opt solely for investment management. While the firm charges an annual 1.25% fee on a client's first $1 million under management, the fee schedule varies by the services provided. Homrich Berg does not require an account minimum but does generally impose a $12,500 minimum annual fee. 

Homrich Berg provides advice on a variety of securities including mutual funds, exchange-traded funds (ETFs), exchange-traded notes, stocks, bonds, hedge funds, private equity funds and real estate funds.

The firm uses quantitative analysis to evaluate mutual funds, exchange-traded funds, hedge funds and private equity partnerships, and focuses on performance and risk statistics, concentration, market-cap weightings and the liquidity of a fund's securities. When evaluating individual bonds, Homrich Berg analyzes the underlying rating of those securities, the bond structure, and how they compare versus similarly rated bonds. 

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BT Family Office is a fee-only firm headquartered in Atlanta that works exclusively with high-net-worth individuals. As a fee-only advisor, BT Family Office does not collect commissions or other hidden forms of compensation. The firm does not have a required account size and offers clients wealth management services, family and legacy planning, business consulting, risk management, administration support and lifestyle management. 

BT Family Office typically employs an investment strategy that relies on long-term purchases, short-term purchsaes, margins transactions and option writing. Client assets are allocated across a variety of securities, including equity stocks, fixed-income, mutual funds, ETFs and private funds. 

The firm may also recommend third-party asset managers for clients and acts as a supervisor for those portfolios. In this supervisory role, BT Family Office evaluates the managers' investment methodologies, risk management systems and other factors on an ongoing basis for its clients.  

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Capital Investment Advisors is a fee-only financial advisor firm located in Atlanta. Clients have a $500,000 account minimum. The firm focuses on financial planning, portfolio management, pension consulting and selection of other advisors. 

Asset allocation and portfolio design will be tailored to your financial goals and risk tolerance. Capital Investment Advisors typically spreads a client's assets across growth and income investments. Growth portfolios generally comprise ETFs and individual securities, while income portfolios may be composed of bond mutual funds, bond ETFs, individual bonds and closed end funds. 

In evaluating investments, the firm uses fundamental analysis to asses a comapny's value based on its sales, assets, earnings and other measurables. Capital Investments Advisors factors both proprietary and third-party research into its analysis. 

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Based in Atlanta, SignatureFD requires a $2 million account minimum. Because representatives of the firm sell insurance and can earn commissions on those sales, SignatureFD is considered a fee-based advisor. Despite this potential conflict of interest, its advisors have a fiduciary responsibility to act in their clients' best interests. 

The firm works with both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles, pension and profit-sharing plans and charitable plans. SignatureFD also owns private investment funds that it makes available to certain qualified clients. These funds generally invest in private equity and private assets. 

The advisory team at SignatureFD uses charting, fundamental analysis, technical analysis and cyclical analysis to evaluate securities for clients. The firm's primary investment strategies are long-term purchases, short-term purchases and trading, however advisors may also utilize short sales, options and margins transactions from time to time. 

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Nicholas Hoffman & Company (NHCO) is a fee-only firm based in Atlanta, Georgia. It serves non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations.

As a fee-only firm, financial professionals at NHCO do not earn any type of commissions from product sales or revenue from securities.

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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Led by finance professor and radio talk show host "Dr. Gene" Henssler, Henssler Financial is a fee-based firm that works with a variety of clients. These include both high-net-worth and non-high-net-worth individuals, as well as other investment companies, pension and profit-sharing plans, charities, state or municipal entities and corporations. 

As a fee-based firm, some of its advisors may earn a commission from selling insurance products. But Henssler Financial has a fiduciary duty to act in clients' best interests at all times. Account minimums vary depending the type of account. 

Henssler Financial bases its asset allocation on what it calls the “10 Year Rule.” The firm believes that “any money a client needs within 10 years should be invested in fixed income securities, and any money not needed within 10 years should be invested in high-quality, individual common stocks or mutual funds that invest in common stocks.”

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Balentine is a fee-only advisory firm that caters to a diverse clientele including high-net-worth individuals, families, foundations, endowments, non-profit organizations, trusts, estates, various retirement plans and state or municipal government entities. Balentine typically requires a minimum investment of $5 million, though this threshold may be adjusted at the firm's discretion.

These services include financial planning, tax planning, and insurance planning. Estate planning and coordination of external advisors ensure a holistic approach to wealth management. 

The firm employs a comprehensive investment strategy that incorporates a holistic, risk-aware approach to categorizing assets, alongside Global Tactical Asset Allocation (GTAA) to adapt to changing market conditions. The firm also emphasizes diversification and the use of hedged strategies to manage risk, while integrating both active and passive investment solutions to optimize returns.?

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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.

Buckhead Capital Management offers investment advisory services to individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, state or municipal government entities, insurance companies, and registered investment advisors through a variety of equity, fixed income and balanced account strategies. 

At the outset of an advisory relationship, Buckhead Capital generally receives discretionary authority from the client to select the identity and amount of securities to be bought or sold as well as the broker-dealer to be used and the commission rates to be paid. Subject to the Company’s consent, clients may provide specific investment restrictions and guidelines (e.g., limitations on security exposures). 

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 ZWJ Investment Counsel is a fee-only firm that caters to a diverse clientele including individual persons, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily serves individual clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm maintains a minimum investment threshold of $1,000,000, which can be flexible based on the client's association with existing clients or other specific circumstances

ZEJ Investment Counsel was founded in 1974. The firm is collectively managed by multiple owners, including Charles Abney, Casey Flanagan, and Clay Jackson. The firm today manages more than $3.5 billion in assets under management (AUM) across its 13 advisors. 

The firm employs strategies that include both long-term purchases, where securities are held for a year or more, and short-term purchases, for securities held less than a year. Their investment portfolio typically comprises equity securities, including those listed on exchanges and those traded over-the-counter, as well as foreign issues. Additionally, they invest in corporate debt securities, certificates of deposit, municipal securities and government securities.