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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 you 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 registrations check. 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 - May 23, 2024

Alpharetta has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Alpharetta, Georgia have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Alpharetta, Georgia

advisor-photo
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Peter Baines
CLTC®, RICP®
Wealthlink Advisors

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

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Sam 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

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

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Jaylon 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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Paul Culbreth
CFP®
Culbreth Wealth Management, LLC

Qualifications
CRD# 4970743
Firm CRD# 325196
Series 66

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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 146051

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

Top 15 Retirement Planning firms in Alpharetta, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VIDENT ASSET MANAGEMENT
1125 Sanctuary Pkwy, Suite 515
Alpharetta, GA, 30009
$7,071,744,86068720
A Percentage of AUM, Fixed Fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
2
MERIT FINANCIAL ADVISORS
2400 Lakeview Parkway, Suite 550
Alpharetta, GA, 30009
$5,522,570,66819368217
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES)
3
CLEAR INVESTMENT RESEARCH, LLC
284 S. Main Street, Suite 900
Alpharetta, GA, 30009
$5,244,653,3282195
A Percentage of AUM, Hourly charges, Fixed Fees
4
ALLIANT RETIREMENT CONSULTING
1125 Sanctuary Parkway, Suite 300
Alpharetta, GA, 30009
$1,084,277,9088017
A Percentage of AUM, Fixed Fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)
5
ALBRITTON CAPITAL MANAGEMENT CO
2475 Northwinds Parkway, #200,
Alpharetta, GA, 30009
$895,000,00011
A Percentage of AUM
6
AVEGO MANAGEMENT, LLC
1055b Powers Place, 2nd Floor
Alpharetta, GA, 30009
$635,920,291414
A Percentage of AUM, Fixed Fees, Performance Based
7
QUADRANT REAL ESTATE ADVISORS LLC
2300 Lakeview Parkway, Suite 225
Alpharetta, GA, 30009
$565,016,488812
A Percentage of AUM, Other (ORIG FEES/PROCESSING FEES)
8
FORTHRIGHT WEALTH MANAGEMENT, LLC
5755 North Point Pkwy, Suite 47,
Alpharetta, GA, 30022
$515,147,73715668
A Percentage of AUM, Hourly charges, Fixed Fees
9
WELLSPRING WEALTH MANAGEMENT LLC
11720 Amber Park Drive, Suite 150
Alpharetta, GA, 30009-2276
$389,513,2614738
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
10
AGVICTUS CAPITAL MANAGEMENT LLC
3650 Mansell Road,, Suite 495
Alpharetta, GA, 30022-3068
$352,947,98336
A Percentage of AUM, Performance Based
11
ADAPTIVE INVESTMENTS
12600 Deerfield Parkway, Suite 100
Alpharetta, GA, 30004
$321,103,73997
A Percentage of AUM
12
WEALTH SCIENCE ADVISORS LLC
55 Roswell Street, Suite 210
Alpharetta, GA, 30009
$313,467,0068537
A Percentage of AUM, Hourly charges, Fixed Fees
13
TANDEMGROWTH FINANCIAL ADVISORS, LLC
3820 Mansell Road, Suite T30
Alpharetta, GA, 30022
$200,930,0646574
A Percentage of AUM, Fixed Fees
14
GIBBS WEALTH MANAGEMENT, LLC
3980 Old Milton Parkway,
Alpharetta, GA, 30005
$200,180,955159721
A Percentage of AUM
15
PHORCYS CAPITAL PARTNERS, LLC
1720 Windward Concourse, Suite 115
Alpharetta, GA, 30005
$174,600,00028
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Alpharetta, Georgia

QualificationsFirm CRD# 286622

Assets Under Management $7,071,744,860

No. Of Clients687

Clients Per Financial Advisor34

VIDENT ASSET MANAGEMENT is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 687 clients. The team consists of 20 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 142457

Assets Under Management $5,522,570,668

No. Of Clients19368

Clients Per Financial Advisor89

MERIT FINANCIAL ADVISORS 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 19368 clients. The team consists of 217 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 172685

Assets Under Management $5,244,653,328

No. Of Clients219

Clients Per Financial Advisor44

CLEAR INVESTMENT RESEARCH, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 219 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 167970

Assets Under Management $1,084,277,908

No. Of Clients80

Clients Per Financial Advisor5

ALLIANT RETIREMENT CONSULTING 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 80 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
  • Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)

Financial Planning Services

  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 112772

Assets Under Management $895,000,000

No. Of Clients1

Clients Per Financial Advisor1

ALBRITTON CAPITAL MANAGEMENT CO is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $895M 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 Business
View Full Profile

QualificationsFirm CRD# 310520

Assets Under Management $635,920,291

No. Of Clients4

Clients Per Financial Advisor0

AVEGO MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 14 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
View Full Profile

QualificationsFirm CRD# 138077

Assets Under Management $565,016,488

No. Of Clients8

Clients Per Financial Advisor1

QUADRANT REAL ESTATE ADVISORS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $565M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 12 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 220515

Assets Under Management $515,147,737

No. Of Clients1566

Clients Per Financial Advisor196

FORTHRIGHT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1566 clients. The team consists of 8 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134834

Assets Under Management $389,513,261

No. Of Clients473

Clients Per Financial Advisor59

WELLSPRING WEALTH MANAGEMENT LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 473 clients. The team consists of 8 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 307047

Assets Under Management $352,947,983

No. Of Clients3

Clients Per Financial Advisor1

AGVICTUS CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $353M 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

    View Full Profile

    QualificationsFirm CRD# 281201

    Assets Under Management $321,103,739

    No. Of Clients9

    Clients Per Financial Advisor1

    ADAPTIVE INVESTMENTS is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
    • Portfolio Management for Business
    View Full Profile

    QualificationsFirm CRD# 321031

    Assets Under Management $313,467,006

    No. Of Clients853

    Clients Per Financial Advisor122

    WEALTH SCIENCE ADVISORS LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 853 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
    • Portfolio Management for Individuals
    View Full Profile

    QualificationsFirm CRD# 125490

    Assets Under Management $200,930,064

    No. Of Clients657

    Clients Per Financial Advisor164

    TANDEMGROWTH FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 657 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 281621

    Assets Under Management $200,180,955

    No. Of Clients1597

    Clients Per Financial Advisor76

    GIBBS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1597 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
    • Selection of Other Advisors
    • Educational Seminars/ Workshops
    View Full Profile

    QualificationsFirm CRD# 285635

    Assets Under Management $174,600,000

    No. Of Clients2

    Clients Per Financial Advisor0

    PHORCYS CAPITAL PARTNERS, LLC is a financial advisory firm situated in Alpharetta, Georgia. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 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

    • Portfolio Management for pooled Investment
    View Full Profile

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