Ways to browse advisors serving Georgia

Pick a specialty or descriptor to browse more advisors serving Georgia.

By how they work

Type	Advisors
Large-firm	10,277
Flat-fee	7,661
Seasoned	5,536
Independent	4,404
CFP®-certified	2,553

By who they serve

Type	Advisors
High-net-worth	2,652
Baby Boomer	109
Gen X	8
Millennial	8

Browse by city

Find advisors near a specific metro area in Georgia.

City	Advisors
Roswell, GA	7,326
Dunwoody, GA	7,319
Sandy Springs, GA	7,308
Alpharetta, GA	7,293
Atlanta, GA	6,839
Marietta, GA	6,719
Gainesville, GA	642
Jefferson, GA	578
Savannah, GA	477
Athens, GA	354
Augusta, GA	322
Dalton, GA	245
Macon, GA	229
Warner Robins, GA	225
Jesup, GA	188
Cornelia, GA	167
Calhoun, GA	162
Cordele, GA	148
Columbus, GA	147
Dublin, GA	125
Rome, GA	123
Americus, GA	115
Summerville, GA	105
Brunswick, GA	102
St. Simons, GA	101
Kingsland, GA	95
Valdosta, GA	85
Toccoa, GA	80
Cedartown, GA	78
Albany, GA	64
Thomasville, GA	52
Statesboro, GA	43
Hinesville, GA	37
LaGrange, GA	31
Tifton, GA	29
Thomaston, GA	28
Milledgeville, GA	27
Moultrie, GA	24
Waycross, GA	23
Fitzgerald, GA	23
Bainbridge, GA	16
Douglas, GA	15
Vidalia, GA	9

Browse by specialty

Find advisors serving Georgia who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	8,972
Executive	5,405
Wealth management	5,052
Retired	4,520
Tax-loss harvesting	4,451
Retirement plans for business owners (SEP, solo 401k)	3,563
Retirement income strategy	2,866
Active portfolio management	2,253
General retirement planning	2,033
ESG / Sustainable investing	1,812
Private / alternative investments	1,790
General estate planning guidance	1,769
College savings (529s, UTMA, etc.)	1,485
Business exit / sale strategy	1,362
Options & derivatives strategies	1,334
Annuities	1,251
HENRY (High Earners, Not Rich Yet)	1,210
Income planning	1,202
Cash flow / budgeting	1,151
Mid-Career Professionals	1,150
Approaching retirement	1,145
Charitable giving & philanthropy	1,071
Passive / index investing	987
Self-Employed	802
Concentrated stock management	632
Retirement withdrawal strategies	578
Multi-generational wealth transfer	561
Real estate investing	548
Social Security optimization	511
Equity compensation tax strategy	488
Business succession planning	433
Business ownership considerations	387
Divorce financial planning	374
General tax planning	361
Attorney	217
Married/Couples/Partners	187
Established Professionals	183
Divorced	171
Planning for children with special needs	161
Women Professionals	161
Financial Professional	133
Multi-state taxation	111
Tax strategies for small businesses	111
Intergenerational Families	110
Debt management	91
Parents	86
Long-term care insurance	77
Family Business	64
Educators, Teachers, and Academics	61
Equity Recipients (RS/RSU, SOP, ESPP)	56
Values-based investing	55
Liquidity event planning	53
Military & Veterans	50
Young Professionals	44
Doctor or Medical Professional	42
Factor investing / smart beta	41
Religious/faith focused	41
Life insurance needs analysis	40
Retired	37
Technology Professional	37
Business sale tax planning	36
Dentist	36
Professional Athlete	31
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	29
Business Financial Management	28
Consultant	28
Charitable giving tax strategies	26
Young Families	25
Women's Finance	23
Trust structures (GRAT, IDGT, revocable)	19
Elder care planning	18
LGBTQIA	17
Medicare planning	17
Early retirement planning	15
Disability insurance	13
Airline Pilot	12
Entertainment Industry	12
Roth conversion strategy	12
Widow/Widower	11
Christian Faith Based	10
Dual Income Family	9
Sandwich Generation	7
Startup equity planning	7
Government Employee	6
Student loan debt	6
Women Business Owners	6
Stock option exercise strategy	5
Inherited wealth	3
Public Service Employee	3

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