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Find Retirement Advisors for Retirement Planning in Alpharetta, Georgia
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Alpharetta, Georgia
Last Updated - April 14, 2025Alpharetta has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 33 non-vetted advisors in your local area. These retirement advisors in Alpharetta, Georgia have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Alpharetta, Georgia
VERIFIEDPeter Baines
CLTC®, RICP®
WealthLink Advisors/Northwestern Mutual
Qualifications
CRD# 3024088
Firm CRD# 2881
Series 6, 7, 63
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSam Evans
MBA, CFA®
Evans Wealth Management
Qualifications
CRD# 5715560
Firm CRD# 151640
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJaylon Ellison
CFP®, AIF®
4P Wealth Trust
Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDKevin Madigan
CFP®
Wela Strategies
Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDHomrich Berg Wealth Management
Homrich Berg Wealth Management
Qualifications
Firm CRD# 316731
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Alpharetta, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2400 Lakeview Parkway, Suite 550 Alpharetta, GA, 30009 | $10,576,048,244 | 31882 | 279 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
| 2 | 1125 Sanctuary Pkwy, Suite 515 Alpharetta, GA, 30009 | $8,989,806,701 | 938 | 21 | A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE) |
| 3 | 284 S. Main Street, Suite 900 Alpharetta, GA, 30009 | $5,844,759,390 | 260 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 1125 Sanctuary Parkway, Suite 300 Alpharetta, GA, 30009 | $3,619,349,794 | 169 | 23 | A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT) |
| 5 | 2475 Northwinds Parkway, #200, Alpharetta, GA, 30009 | $1,087,000,000 | 1 | 1 | A percentage of AUM |
| 6 | 100 North Main Street, Suite 301 Alpharetta, GA, 30009 | $861,076,218 | 8 | 17 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022 | $663,769,999 | 1779 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 2300 Lakeview Parkway, Suite 225 Alpharetta, GA, 30009 | $528,010,930 | 8 | 10 | A percentage of AUM, Other (ORIG FEES/PROCESSING FEES) |
| 9 | 11720 Amber Park Drive, Suite 150 Alpharetta, GA, 30009-2276 | $439,821,274 | 498 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.) |
| 10 | 3980 Old Milton Parkway, Alpharetta, GA, 30005 | $391,385,872 | 2983 | 21 | A percentage of AUM |
| 11 | 3650 Mansell Road,, Suite 495 Alpharetta, GA, 30022-3068 | $369,897,133 | 3 | 6 | A percentage of AUM, Performance Based |
| 12 | 55 Roswell Street, Suite 210 Alpharetta, GA, 30009 | $368,892,811 | 974 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 8000 Avalon Blvd, Suite 100 Alpharetta, GA, 30009 | $315,719,294 | 779 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 2400 Lakeview Pkwy, Suite 675 Alpharetta, GA, 30009 | $293,755,210 | 476 | 6 | A percentage of AUM |
| 15 | 12600 Deerfield Parkway, Suite 100 Alpharetta, GA, 30004 | $290,127,850 | 7 | 7 | A percentage of AUM |
Information on Top Retirement Planning firms in Alpharetta, Georgia
QualificationsFirm CRD# 142457
Assets Under Management $10,576,048,244
No. Of Clients31882
Clients Per Financial Advisor114
MERIT FINANCIAL ADVISORS is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31882 clients. The team consists of 279 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 286622
Assets Under Management $8,989,806,701
No. Of Clients938
Clients Per Financial Advisor45
VIDENT ASSET MANAGEMENT is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 938 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (QUARTERLY ASSET-BASED LICENSING FEE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 172685
Assets Under Management $5,844,759,390
No. Of Clients260
Clients Per Financial Advisor52
CLEAR INVESTMENT RESEARCH, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 167970
Assets Under Management $3,619,349,794
No. Of Clients169
Clients Per Financial Advisor7
ALLIANT RETIREMENT CONSULTING is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 169 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)
Financial Planning Services
- Pesnsion consulting services
QualificationsFirm CRD# 112772
Assets Under Management $1,087,000,000
No. Of Clients1
Clients Per Financial Advisor1
ALBRITTON CAPITAL MANAGEMENT CO is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310520
Assets Under Management $861,076,218
No. Of Clients8
Clients Per Financial Advisor0
AVEGO MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $861M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 220515
Assets Under Management $663,769,999
No. Of Clients1779
Clients Per Financial Advisor178
FORTHRIGHT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $664M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1779 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 138077
Assets Under Management $528,010,930
No. Of Clients8
Clients Per Financial Advisor1
QUADRANT REAL ESTATE ADVISORS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (ORIG FEES/PROCESSING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES RELATED TO ACQUIRING, DISPOSING, & FINANCING REAL ESTATE-RELATED ASSETS & INCIDENTAL CASH MGMT)
QualificationsFirm CRD# 134834
Assets Under Management $439,821,274
No. Of Clients498
Clients Per Financial Advisor55
WELLSPRING WEALTH MANAGEMENT LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 498 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 281621
Assets Under Management $391,385,872
No. Of Clients2983
Clients Per Financial Advisor142
GIBBS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $391M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2983 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 307047
Assets Under Management $369,897,133
No. Of Clients3
Clients Per Financial Advisor1
AGVICTUS CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $370M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Other (PORTFOLIO MANAGEMENT FOR FAMILY OFFICE)
QualificationsFirm CRD# 321031
Assets Under Management $368,892,811
No. Of Clients974
Clients Per Financial Advisor139
WEALTH SCIENCE ADVISORS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 974 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 169885
Assets Under Management $315,719,294
No. Of Clients779
Clients Per Financial Advisor41
MPWM ADVISORY SOLUTIONS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 779 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 315101
Assets Under Management $293,755,210
No. Of Clients476
Clients Per Financial Advisor79
POWER WEALTH MANAGEMENT is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 281201
Assets Under Management $290,127,850
No. Of Clients7
Clients Per Financial Advisor1
ADAPTIVE INVESTMENTS is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
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