Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

926 advisors near
30354

Out of 400,000+ nationwide

user avatar
firm logo

Cameron C

CFP®, Series 66

Atlanta, GA

SignatureFD, LLC

Cameron Craig is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2017. Prior to joining SignatureFD, he worked at Northwestern Mutual in various roles from 2012 to 2017. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with affiliated accounting and fund-management entities.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Christopher S

Series 63, Series 65

Atlanta, GA

Perigon Wealth Management, LLC

Christopher Spires is a financial advisor with Perigon Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Lakeview Capital Partners, Sterne Agee Financial Services, and Lakeview Capital Management. He is also dually registered with Purshe Kaplan Sterling Investments, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs, and maintains institutional relationships with multiple custodial platforms.

Wealth management
user avatar
firm logo

Dennis M

Series 63, Series 65

Atlanta, GA

Equity Investment Corp

Dennis Mckinney is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Investment Corporation since 2016. He also has experience with Foreside Funds Distributors LLC and JFB Holdings Corp. Equity Investment Corporation provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, not-for-profits, and institutional clients such as insurance companies and state entities. The firm employs a fundamental, absolute-value investment approach with an emphasis on low turnover, tax-aware execution, and ESG integration.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting
user avatar
firm logo

Aaron J

Series 63, Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with nine years of industry experience. He previously worked at SunTrust Investment Services and was self-employed before joining his current firm. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers both discretionary and non-discretionary advisory relationships and is notable for its role as lead investment sub-advisor to an affiliated lower-middle-market private equity fund and for using performance-based fee arrangements in certain private funds.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

Nirvanna S

CFP®, Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Nirvanna Silva Novelo is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Nicholas Hoffman & Company, LLC since 2022. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. The firm offers customized Financial Profiles and Investment Plans implemented through a range of investment vehicles and is notable for its use of performance-based fee arrangements and its role as lead investment sub-advisor to an affiliated private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

Kendall M

Series 66

Atlanta, GA

SEIA

Kendall Matrisian is affiliated with SEIA and holds a Series 66 designation. Although Matrisian has no industry experience listed, their background includes roles at several firms and organizations, including Cambridge Investment Research, The Ameriflex Group, and The University of Alabama. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments overseen by an internal Investment Committee.

Options & derivatives strategies ESG / Sustainable investing Private / alternative investments
user avatar
firm logo

Mason K

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Mason King is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Raymond James. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a team-based approach with an in-house portfolio management team that supports advisors using fundamental, technical, and cyclical analysis, and acts as a fiduciary in retirement plan consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

David S

CFA®, Series 63, Series 65

Atlanta, GA

Arkadios Wealth Advisors

David Summers IV is a CFA® charterholder based in Atlanta, GA, with 27 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and was previously with Raymond James & Associates from 2013 to 2018. Summers is also involved in other financial advisory businesses, including serving as Managing Director of DJRCSM, LLC and as owner of Avigron Investments. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and supports advisors with an in-house portfolio team that offers discretionary investment management across multiple asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

John R

Series 65, Series 63

Atlanta, GA

The Mather Group, LLC

John Ryan is a financial advisor with The Mather Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Uber, as well as positions in various companies and academic institutions. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable risk-based allocation models and incorporates third-party AI tools alongside human oversight.

Concentrated stock management Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
user avatar
firm logo

Ritter W

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Ritter Windom is a financial advisor at Arkadios Wealth Advisors with two years of industry experience. He previously worked at Rockefeller Global Family Office and has a background that includes roles at the University of Georgia and The Lovett School. Windom holds a Series 66 designation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that combine fundamental, technical, and cyclical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Robin Y

CFP®, Series 63

Mableton, GA

Manning & Napier Advisors, LLC

Robin Yacovetta is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2021. Prior to this, Yacovetta worked at Creative Planning, Inc. and Trust Company of the South. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services, custom wealth management solutions, and operates with several affiliated entities that provide custody, trustee, and distribution services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
user avatar
firm logo

Daniel K

Series 63, Series 65

Atlanta, GA

MissionSquare Retirement

Daniel Kierath Jr. is a financial advisor with MissionSquare Retirement in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at MissionSquare Investment Services and MissionSquare Retirement since 2023, with prior roles at Landmark Financial, Primerica Advisors, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice. Investment advice and model portfolios are developed by Morningstar Investment Management using quantitative and qualitative methods, providing personalized guidance within MissionSquare-administered accounts.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar
firm logo

Glen C

CFA®

Atlanta, GA

ZWJ Investment Counsel Inc

Glen Carpenter III is a CFA® charterholder and financial advisor at ZWJ Investment Counsel Inc in Atlanta, GA, with 16 years of industry experience. He has been with ZWJ Investment Counsel since 2007. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach emphasizes discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements and incorporates fundamental and financial analysis with both long- and short-term holdings.

Wealth management Private / alternative investments
user avatar
firm logo

Anthony W

CFP®, CFA®, Series 65

Atlanta, GA

SignatureFD, LLC

Anthony Welch II is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has been with SignatureFD, LLC since 2018 and previously worked at Ned Davis Research Group for ten years. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with an accounting firm and affiliated private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Philip B

CFP®, Series 63, Series 65

Atlanta, GA

SignatureFD, LLC

Philip Beatty is a CFP® with 18 years of experience in the financial services industry. He has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers affiliated private investment funds and insurance products through its licensed agency.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Tyler R

CFP®, Series 66

Atlanta, GA

SignatureFD, LLC

Tyler Reams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2015. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning along with access to affiliated private investment funds and insurance products through its licensed agency.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Keith S

Series 63, Series 65

Decatur, GA

Kingswood Wealth Advisors, LLC

Keith Spelmon is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including EUDAIMONIA Wealth and Wells Fargo Clearing. Outside of his advisory role, Spelmon serves as a board member of The Southern Gospel Mission Association, a nonprofit focused on establishing and supporting churches. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering customized investment advice through an open-architecture platform that frequently employs third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar
firm logo

Thomas H

CFP®, CFA®, Series 65

Atlanta, GA

SignatureFD, LLC

Thomas Hill is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has been with SignatureFD, LLC in Atlanta, GA since 2014. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Robert L

CFA®, Series 63

Atlanta, GA

Equity Investment Corp

Robert Ladyman is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously at Resolution Capital from 2014 to 2017. He serves as an unpaid director of his father's investment management company, Ladyman Asset Management, in Australia. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors, trusts, retirement plans, and corporations. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and also offers sub-advisory and separate account services.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting
user avatar
firm logo

Cole K

Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Cole Kliphouse is a financial advisor at Nicholas Hoffman & Company, LLC with one year of industry experience. He holds a Series 65 designation and has held various roles including positions at Clemson University and University of North Georgia. Outside of his advisory work, he was involved with Dock Boys of Lake Keowee. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, utilizing mutual funds, ETFs, separate accounts, and selected private investments, and serves as lead investment sub-advisor to a lower-middle-market private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")