Top Financial Advisors in Georgia

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HB Wealth, a fee-only firm headquartered in Atlanta, leads off our list of the top financial advisors in Georgia. HB Wealth 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 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. HB Wealth does not require an account minimum but does generally impose a $12,500 minimum annual fee. 

This firm 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. Founded in 1989, the firm has offices throughout the southeast. Its team in Atlanta includes advisors who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA), chartered alternative investment analyst (CAIA) and chartered financial consultant (ChFC) designations, among others. 

HB Wealth uses quantitative analysis to evaluate mutual funds, ETFs, 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, the firm analyzes the underlying rating of those securities, the bond structure and how they compare versus similarly rated bonds.

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Bison Wealth is a fee-based firm headquartered in Atlanta. It serves both high-net-worth and non-high-net-worth individuals, as well as families, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations and 401(k) account holders.

The firm does not generally require a minimum portfolio value or minimum annual fee for advisory services. Its Overlay Strategy requires a minimum Anchor Account value of $200,000 in marketable securities and cash, and certain investment vehicles may have separate minimums or eligibility requirements.

Bison Wealth offers investment management, financial planning, retirement plan advice, retirement account advice, family office services, tax planning strategies and turnkey asset management platform services. As a fee-based firm, Bison Wealth may receive additional compensation when recommending certain products, which constitutes a conflict of interest. However, the firm is bound by its fiduciary duty to always act in clients' best interests.

In addition to its headquarters in Atlanta, Bison Wealth has offices in eight other states. The firm has one regulatory disclosure on its record with SEC attributed to an advisory affiliate.

Bison Wealth uses diversified portfolios that may include stocks, bonds, mutual funds, exchange-traded funds (ETFs), private market strategies, interval funds and other alternative investments where appropriate. The firm may use tactical and strategic asset allocation, outcome-focused portfolio construction, individual security selection, third-party model allocation and options-based strategies. Accounts may be managed on either a discretionary or non-discretionary basis.

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Capital Investment Advisors is a fee-only financial advisor firm that's been in business since 1996. Based in Atlanta, Capital Investment Advisors does not impose a minimum account size. The firm focuses on financial planning, portfolio management, pension consulting and selection of other advisors. 

As a fee-only practice, the firm and its advisors do not receive additional compensation for the sale of securities or insurance products. This reduces the number of conflicts of interest the firm and its personnel may have. The advisory team comprises a number of credentialed advisors, including CFP® practitioners, CFA charterholders and others.

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 are generally made up of 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 assess a comapany'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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BT Family Office is another fee-only firm headquartered in Atlanta. However, BT Family Office works exclusively with high-net-worth individuals and focuses on the complex, holistic needs of wealthy families.

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 purchases, margin 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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OpenArc Corporate Advisory is a fee-based financial advisor that serves thousands of individuals and high-net-worth individuals. The firm is also opent to working with trusts, estates, charitable organizations, corporations, LLCs, retirement and profit-sharing plans, endowments, foundations, nonprofits, plan sponsors, executives and boards.

The firm does not require a minimum dollar amount to open or maintain an advisory account. It offers wealth management, financial planning, retirement plan services, investment consulting, manager selection, held-away account management, insurance advisory services and estate and legacy planning. Because the firm's compensation can include insurance-related compensation, OpenArc is considered a fee-based advisor.

OpenArc may use a range of investment strategies and products, including asset allocation, direct indexing, ETFs, mutual funds, individual equities, fixed income, options, private funds, private equity, alternative investments, REITs, structured products, variable annuities and digital assets. The team at OpenArc includes advisors who hold the CFP®, chartered retirement planning counselor (CRPC), certified investment management analyst (CIMA), accredited wealth management advisor (AWMA) designations, among others. 

The firm uses several research methods to evaluate investments, including company research, market trends, economic cycles, sector performance and ESG factors. It may also review outside money managers as part of its investment process.

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Founded in 2007, Atlanta-based BIP Wealth serves individuals, families, trusts, estates, retirement plans, corporations, partnerships, limited liability companies and other business entities.

The firm generally requires a $1 million account minimum, though this threshold may be adjusted for certain clients, including those with illiquid net worth, younger or upwardly mobile clients and related family accounts. Accounts below the minimum are subject to a $4,000 annual minimum fee, while the firm’s Institutional Reserve strategy has a separate $250,000 minimum. BIP Wealth offers financial planning, investment management, retirement planning, estate planning, tax planning, education funding planning and charitable gifting planning.

BIP Wealth may have advisors who earn commissions from insurance or securities sales, which makes it a fee-based advisory practice. Despite this potential conflict of interest, the firm has a fiduciary duty to act in clients' best interests. Advisors on staff have earned a variety of professional designations, including the CFP®, CFA, accredited investment fiduciary (AIF) and certified divorce financial analyst (CDFA) marks, to name a few. 

BIP Wealth generally uses strategic asset allocation based on modern portfolio theory. Client portfolios may include globally diversified mutual funds and ETFs, fixed-income securities, index funds, covered call strategies, private market investments and short-term U.S. Treasury securities for certain cash management accounts. The firm also considers asset location and periodically rebalances portfolios based on target allocations, tax considerations and costs.

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Also known as Crawford Investments, Crawford Investment Counsel serves both high-net-worth and non-high-net-worth individuals. Crawford also works with investment companies, charitable organizations, corporations, state and municipal government entities, insurance companies, pension and profit-sharing plans and unions.

The firm's minimum account size varies based on the type of account a client has. For example, the minimum for balanced and equity accounts is $2 million, while it's $5 million for fixed income accounts. Clients may enroll in financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, institutional portfolio management and pension consulting. The firm also publishes periodicals or newsletters and participates as a portfolio manager in wrap fee programs.

As a fee-based firm, Crawford Investment Counsel receives asset-based fees, fixed fees, commissions and performance-based fees. Despite this potential conflict of interest, the firm's advisors have a fiduciary responsibility to act in their clients' best interests.

The firm primarily allocates separately managed account assets to exchange-traded equity securities. It also invests in municipal bonds, investment-grade corporate bonds, cash and cash equivalents, U.S. government and agency bonds, and securities issued by registered investment companies or business development companies. Its reported allocation does not include derivatives, non-investment-grade bonds or non-exchange-traded equities.

The firm has one regulatory disclosure on its record, although few details are listed. 

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SignatureFD is another fee-based firm located in Atlanta, although it has an additional office in Charlotte, North Carolina. The firm serves individuals, families, businesses, trusts, estates, charitable organizations, retirement plans and affiliated private funds.

SignatureFD generally requires $2 million in assets under management for wealth management services and has a $15,000 minimum annual fee for wealth management clients. The firm offers wealth management, financial planning, consulting, retirement plan management, held-away account management, insurance services and referrals to outside professionals. Because the firm may receive compensation related to insurance products, SignatureFD is considered fee-based.

SignatureFD primarily uses a long-term, diversified asset allocation strategy across multiple asset classes. Client portfolios may include ETFs, mutual funds, individual securities, private investment funds and unaffiliated third-party investment managers. The firm may also use options, margin, short selling, cryptocurrency exposure, ESG or client-directed preferences, private fund allocations and cash positions when appropriate for a client's circumstances.

SignatureFD offers discretionary wealth management services, which means the firm can make certain investment decisions on a client's behalf. It also advises or sub-advises certain private investment funds and provides model portfolios to a third-party investment platform.

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Investment Research & Advisory Group, also known as IRA Group, is a fee-only firm headquartered in Atlanta. It serves both high-net-worth and non-high-net-worth individuals, as well as institutional clients such as organizations that sponsor retirement plans.

The firm generally requires a $1 million account minimum for private client engagements, though it may waive this requirement for certain private clients or relatives of existing clients. IRA Group offers private wealth management, investment advisory services, financial planning guidance, cash flow analysis, risk management, asset allocation, portfolio construction, tax-related guidance, trust and estate planning services, quarterly performance analysis and annual investment reviews.

Advisors on staff hold a range of professional certifications, from the CFP® and CFA marks to the CRPC and AIF designations, among others. 

IRA Group primarily uses strategic asset allocation with a core-and-satellite portfolio structure. Portfolios may include mutual funds and ETFs as core holdings, while individual stocks and bonds may be used as satellite positions. The firm generally builds globally diversified portfolios and may strategically or tactically overweight or underweight asset classes based on its price-to-fair-value methodology.

The firm may also use long-term purchases, short-term purchases, margin transactions and options strategies. IRA Group may provide proxy voting recommendations upon request, though it does not vote proxies directly.

Lastly, the firm has one regulatory disclosure on its record with the SEC. Access the firm's Form ADV through the SEC's Investment Adviser Public Disclosure system for more information. 

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Our list of the top financial advisors in the Peach State concludes with Henssler Financial. Registered with the SEC as G.W. Henssler & Associates, this fee-based firm is headquartered in Kennesaw. The firm also has an office in Naples, Florida, and was founded in 1987. It serves individuals, high-net-worth individuals and families, as well as businesses, retirement plans, charitable organizations, trusts, municipalities, other investment advisors, a registered mutual fund and other U.S. and international institutions.

The firm offers comprehensive financial planning, targeted financial analysis and portfolio management. It also provides pension and retirement plan advice, tax planning and preparation, insurance and risk management reviews, business advisory services, automated asset management, separate account manager services and help selecting outside advisors.

Account minimums and fees vary by service. Its automated investment management program has a $5,000 minimum, while financial consulting for individual equities has a $250,000 minimum. Other programs have minimum annual fees ranging from $3,000 to $25,000, and one-time comprehensive financial planning is offered for a $5,000 flat fee.

As a fee-based firm, advisors may receive commissions or referral compensation related to insurance products. Despite this potential conflict of interest, the firm’s advisors have a fiduciary duty to act in clients’ best interests. Advisors at Henssler hold a variety of professional credentials, including the CFP®, CPA, CFA, certified exit planning advisor (CEPA) designations, among others. 

Henssler Financial generally bases asset allocation on what it calls the Ten Year Rule. Under this approach, money needed within 10 years is typically invested in fixed income, while assets not expected to be needed for at least 10 years may be invested in equities. Client assets may be allocated across individual stocks, bonds, mutual funds, ETFs, automated ETF portfolios and separate account managers. Fixed-income selections may include government and agency bonds, municipal bonds, corporate bonds, FDIC-insured CDs and money market funds.