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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 25, 2025

Alpharetta 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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Alpharetta, Georgia

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Tim Eckel
ChFC®
Eckel Financial Network, LLC

Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

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advisor

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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advisor
vector.svg VERIFIED

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

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advisor
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Kevin 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

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advisor
vector.svg VERIFIED

Homrich 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2400 Lakeview Parkway, Suite 550
Alpharetta, GA, 30009
$10,576,048,24431882279
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
2

1125 Sanctuary Pkwy, Suite 515
Alpharetta, GA, 30009
$8,989,806,70193821
A percentage of AUM, Fixed fees, Other (QUARTERLY ASSET-BASED LICENSING FEE)
3

284 S. Main Street, Suite 900
Alpharetta, GA, 30009
$5,844,759,3902605
A percentage of AUM, Hourly charges, Fixed fees
4

1125 Sanctuary Parkway, Suite 300
Alpharetta, GA, 30009
$3,619,349,79416923
A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT)
5

2475 Northwinds Parkway, #200,
Alpharetta, GA, 30009
$1,087,000,00011
A percentage of AUM
6

100 North Main Street, Suite 301
Alpharetta, GA, 30009
$861,076,218817
A percentage of AUM, Fixed fees, Performance Based
7

5755 North Point Pkwy, Suite 47,
Alpharetta, GA, 30022
$663,769,999177910
A percentage of AUM, Hourly charges, Fixed fees
8

2300 Lakeview Parkway, Suite 225
Alpharetta, GA, 30009
$528,010,930810
A percentage of AUM, Other (ORIG FEES/PROCESSING FEES)
9

11720 Amber Park Drive, Suite 150
Alpharetta, GA, 30009-2276
$439,821,2744989
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN FEE CHARGED BY SUB-ADVISER.)
10

3980 Old Milton Parkway,
Alpharetta, GA, 30005
$391,385,872298321
A percentage of AUM
11

3650 Mansell Road,, Suite 495
Alpharetta, GA, 30022-3068
$369,897,13336
A percentage of AUM, Performance Based
12

55 Roswell Street, Suite 210
Alpharetta, GA, 30009
$368,892,8119747
A percentage of AUM, Hourly charges, Fixed fees
13

8000 Avalon Blvd, Suite 100
Alpharetta, GA, 30009
$315,719,29477919
A percentage of AUM, Hourly charges, Fixed fees
14

2400 Lakeview Pkwy, Suite 675
Alpharetta, GA, 30009
$293,755,2104766
A percentage of AUM
15

12600 Deerfield Parkway, Suite 100
Alpharetta, GA, 30004
$290,127,85077
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
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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
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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
View Full Profile

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
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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
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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
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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
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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)
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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
View Full Profile

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
View Full Profile

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)
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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