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Find Retirement Advisors for Retirement Planning in Atlanta, 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 Atlanta, Georgia
Last Updated - September 4, 2024Atlanta has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 179 non-vetted advisors in your local area. These retirement advisors in Atlanta, Georgia have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Atlanta, Georgia
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
VERIFIEDMichael Collopy
CFP®, CIMA®
Veracity Capital, LLC
Qualifications
CRD# 5782175
Firm CRD# 304272
Series 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, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDBruce Alden
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 1728886
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDEd Sturdivant
Edelman Financial Engines, LLC
Qualifications
CRD# 4439470
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAndrew Gullion
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6093023
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Atlanta, Georgia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309 | $738,307,405,774 | 32911 | 3060 | A Percentage of AUM, Performance Based |
| 2 | TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue,, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 | A Percentage of AUM, Fixed Fees |
| 3 | VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349 | $36,456,698,506 | 10 | 880 | A Percentage of AUM, Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.) |
| 4 | ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912 | $31,849,152,281 | 25685 | 37 | A Percentage of AUM, Performance Based |
| 5 | ROARK CAPITAL MANAGEMENT, LLC 1180 Peachtree Street Ne, Suite 2500 Atlanta, GA, 30309-3521 | $30,525,816,142 | 16 | 106 | A Percentage of AUM, Performance Based |
| 6 | EARNEST PARTNERS, LLC 1180 Peachtree Street, Ne, Suite 2300 Atlanta, GA, 30309 | $29,382,478,158 | 6459 | 43 | A Percentage of AUM, Performance Based |
| 7 | HOMRICH BERG 3550 Lenox Rd, Suite 2700 Atlanta, GA, 30326 | $12,528,313,663 | 15429 | 171 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | ANGEL OAK CAPITAL ADVISORS, LLC 3344 Peachtree Road, Suite 1725 Atlanta, GA, 30326 | $12,195,563,266 | 52 | 82 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | ATLANTA CONSULTING GROUP ADVISORS, LLC 309 East Paces Ferry, Suite 600 Atlanta, GA, 30305 | $11,847,734,774 | 246 | 23 | A Percentage of AUM, Fixed Fees, Commission Based |
| 10 | IRA GROUP, INC. 1230 Peachtree Street Ne, Suite 3800 Atlanta, GA, 30309 | $9,075,041,999 | 568 | 16 | A Percentage of AUM, Fixed Fees, Other (PROJECT FLAT FEES) |
| 11 | JAMESTOWN, L.P. 675 Ponce De Leon Ave. Ne, 7th Floor Atlanta, GA, 30308 | $8,507,037,201 | 18 | 213 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 12 | CRAWFORD INVESTMENT COUNSEL INC 600 Galleria Parkway, Se, Suite 1650 Atlanta, GA, 30339 | $7,382,736,567 | 3931 | 53 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | DOMAIN CAPITAL ADVISORS, LLC 1230 Peachtree Street Ne, Suite 3600 Atlanta, GA, 30309 | $6,971,295,528 | 34 | 31 | A Percentage of AUM, Fixed Fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL) |
| 14 | SIGNATUREFD, LLC 1230 Peachtree Street, Ne, Suite 1800 Atlanta, GA, 30309 | $6,146,773,595 | 9057 | 99 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | CORTLAND INVESTMENT MANAGEMENT, LLC 3424 Peachtree Road Ne, Suite 300 Atlanta, GA, 30326 | $5,959,125,031 | 6 | 117 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
Information on Top Retirement Planning firms in Atlanta, Georgia
QualificationsFirm CRD# 105360
Assets Under Management $738,307,405,774
No. Of Clients32911
Clients Per Financial Advisor11
INVESCO ADVISERS, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $738B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32911 clients. The team consists of 3060 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283390
Assets Under Management $53,169,938,577
No. Of Clients125600
Clients Per Financial Advisor44
TRUIST ADVISORY SERVICES, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 125600 clients. The team consists of 2842 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
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 108934
Assets Under Management $36,456,698,506
No. Of Clients10
Clients Per Financial Advisor0
VOYA INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 880 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PRODUCTION FEES FOR PRIVATE PLACEMENTS AND COMMERCIAL MORTGAGES.)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 116719
Assets Under Management $31,849,152,281
No. Of Clients25685
Clients Per Financial Advisor694
ATLANTA CAPITAL is a financial advisory firm situated in Atlanta, Georgia. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25685 clients. The team consists of 37 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 160368
Assets Under Management $30,525,816,142
No. Of Clients16
Clients Per Financial Advisor0
ROARK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 106 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
QualificationsFirm CRD# 107926
Assets Under Management $29,382,478,158
No. Of Clients6459
Clients Per Financial Advisor150
EARNEST PARTNERS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6459 clients. The team consists of 43 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 316731
Assets Under Management $12,528,313,663
No. Of Clients15429
Clients Per Financial Advisor90
HOMRICH BERG is a financial advisory firm situated in Atlanta, Georgia. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15429 clients. The team consists of 171 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 151090
Assets Under Management $12,195,563,266
No. Of Clients52
Clients Per Financial Advisor1
ANGEL OAK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 82 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 288169
Assets Under Management $11,847,734,774
No. Of Clients246
Clients Per Financial Advisor11
ATLANTA CONSULTING GROUP ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 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
- Commission Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 126246
Assets Under Management $9,075,041,999
No. Of Clients568
Clients Per Financial Advisor36
IRA GROUP, INC. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (PROJECT FLAT FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 158207
Assets Under Management $8,507,037,201
No. Of Clients18
Clients Per Financial Advisor0
JAMESTOWN, L.P. is a financial advisory firm situated in Atlanta, Georgia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 213 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 110271
Assets Under Management $7,382,736,567
No. Of Clients3931
Clients Per Financial Advisor74
CRAWFORD INVESTMENT COUNSEL INC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3931 clients. The team consists of 53 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 110663
Assets Under Management $6,971,295,528
No. Of Clients34
Clients Per Financial Advisor1
DOMAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (A PERCENTAGE OF COMMITTED CAPITAL)
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 112758
Assets Under Management $6,146,773,595
No. Of Clients9057
Clients Per Financial Advisor91
SIGNATUREFD, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9057 clients. The team consists of 99 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 299369
Assets Under Management $5,959,125,031
No. Of Clients6
Clients Per Financial Advisor0
CORTLAND INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Atlanta, Georgia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 117 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio Management for pooled Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.