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Financial Advisors in Cartersville, GA: 2026 rankings

116 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cartersville: Goodwin Investment Advisory, RFA Score 75/100; 5.0★ from 251 Google reviews.

  2. 2

    Most-reviewed: Derek Good - COUNTRY Financial Representative, 198 Google reviews at 4.9★, the most of 116 ranked after Goodwin Investment Advisory; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

116 Cartersville financial advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 116 rated firms.

Top 10 financial advisors in Cartersville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Cartersville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Goodwin Investment Advisory755.0★ (251)Woodstock, 17 mi awayTop score
2Derek Good - COUNTRY Financial Representative744.9★ (198)Woodstock, 15 mi awayMost reviews
3Asset Management Group, Inc734.9★ (52)Cartersville—
4Paragon Accounting & Tax Solutions, LLC734.9★ (174)Woodstock, 17 mi away—
5Wiser Wealth Management, Inc735.0★ (189)Marietta, 21 mi away—
6Homeowners Financial Group725.0★ (118)Canton, 18 mi away—
7Wealth Enhancement & Preservation725.0★ (28)Cartersville—
8Hometown Tax & Accounting Services, Inc.714.5★ (40)Cartersville—
9Elliott Stewart - COUNTRY Financial Agent715.0★ (22)Cartersville—
10Atlanta Premier Accounting & Tax Services704.8★ (87)Kennesaw, 16 mi away—

All 116 financial advisors in Cartersville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Based in Cartersville

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.1★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 38 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1320 Joe Frank Harris Pkwy SE, Cartersville, GA 30120
  2. Based in Woodstock, 19 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    3380 Trickum Rd Bldg 1200-200, Woodstock, GA 30188
  3. Based in Woodstock, 20 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    3215 S Cherokee Ln Ste 1630, Woodstock, GA 30188
  4. Based in Canton, 17 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    111 Mountain Brook Dr Ste 208, Canton, GA 30115
  5. Based in Cartersville

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    213 S Erwin St, Cartersville, GA 30120
  6. Based in Canton, 14 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 37 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3781 Sixes Rd, Canton, GA 30114
  7. Based in Acworth, 8 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    33 Thorncliff Ct, Acworth, GA 30101
  8. Based in Kennesaw, 17 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152
  9. 67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    61 Linton St Ste 401, Woodstock, GA 30188
  10. Based in Marietta, 20 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    472 Sessions St NW #24, Marietta, GA 30060
  11. Based in Powder Springs, 17 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 44 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5100 Dallas Hwy, Powder Springs, GA 30127
  12. Based in Rome, 22 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.4★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 93 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    307 E 2nd Ave, Rome, GA 30161

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 116 ranked financial advisors here; the rest are on their profiles.

financial advisors in Cartersville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Envoy Wealth Management675.0★ (16)11 mi
27Nicholas Wealth Management674.6★ (55)21 mi
28Merit Financial Advisors674.9★ (37)21 mi
29National Employee Benefits Center665.0★ (36)23 mi
30Justin Scott Wesley (Financial Advisor)665.0★ (29)21 mi
31Edward Jones - Financial Advisor: Jeff Drennan, ChFC®|ABFP®|AAMS®665.0★ (4)In Cartersville
32Holcomb Financial665.0★ (22)19 mi
33Allworth Financial664.7★ (18)15 mi
34Unity Financial Planning Group665.0★ (15)15 mi
35Coker James Accountants, an Archer Lewis firm655.0★ (16)16 mi
36AnnuityUSA654.6★ (33)21 mi
37McWhorter Capital Partners655.0★ (3)In Cartersville
38Third Act Retirement Planning655.0★ (23)22 mi
39United Community654.3★ (39)21 mi
40Edward Jones - Financial Advisor: Daniel Bosarge655.0★ (20)21 mi
41OMC5 Services Center INC655.0★ (26)25 mi
42Trajan Wealth655.0★ (13)16 mi
43United Community654.0★ (54)20 mi
44Openhanded Wealth645.0★ (12)17 mi
45J. Lyndon Financial645.0★ (13)18 mi
46United Community644.2★ (38)22 mi
47Moss Wealth Management | Melissa Moss, CFP®645.0★ (10)17 mi
48HOPE Business Solutions Group, LLC644.7★ (12)17 mi
49People Financial Corporation643.7★ (39)17 mi
50Sentara Capital645.0★ (14)22 mi

Also serving Cartersville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Cartersville
BusinessGoogle ratingDistance
Advisor BasedIn Cartersville
Bart Moore - Raymond James5.0★ (1)In Cartersville
Brock Fields Financial AdvisorsIn Cartersville
Brookwood Wealth Advisors5.0★ (1)In Cartersville
Chastity Maney - COUNTRY Financial representativeIn Cartersville
Edward Jones - Financial Advisor: Bill Chandler5.0★ (2)In Cartersville
Edward Jones - Financial Advisor: Derek W Strange, CRPS™5.0★ (1)In Cartersville
Edward Jones - Financial Advisor: Olen J Suire5.0★ (1)In Cartersville
Edward Jones - Financial Advisor: Tyson Williams, CRPC™5.0★ (1)In Cartersville
Financial Coaching Solutions, LLC5.0★ (2)In Cartersville
Josh Brock - Raymond JamesIn Cartersville
Marcel Concepts llc1.0★ (1)In Cartersville
Melissa Moss, CFP® | Main Street Advisors5.0★ (1)In Cartersville
Merritt Financial - Raymond JamesIn Cartersville
Mike Fields, Financial Advisor | Raymond JamesIn Cartersville
Nida Financial Group5.0★ (1)In Cartersville
Patton Financial Associates5.0★ (2)In Cartersville
Peachtree Planning Corporation5.0★ (1)In Cartersville
Southland Finance Co & Tax ServicesIn Cartersville
Wells Fargo Advisors4.0★ (1)In Cartersville

How we ranked Cartersville financial advisors

We scored 116 Cartersville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Cartersville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Cartersville: frequently asked questions

Which financial advisor has the highest RFA Score in Cartersville?

By RFA Score, the highest-ranked financial advisor in Cartersville, GA is Goodwin Investment Advisory with an RFA Score of 75/100. It has 5.0★ from 251 Google reviews. Derek Good - COUNTRY Financial Representative (#2) and Asset Management Group, Inc (#3) follow. We ranked 116 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Cartersville?

RankedFinancialAdvisors ranks 116 financial advisors serving Cartersville, GA. 10 of them are based in Cartersville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Cartersville work on weekends?

14 of 116 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Consha Financial (#19) and Bank of America (with Drive-thru ATM) (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cartersville financial advisors have?

The median Google rating among 116 rated financial advisors in Cartersville is 5.0★, with a median of 16 reviews. Goodwin Investment Advisory has the most, 251 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Cartersville count in this ranking?

Yes, if they are within 25 mi of the Cartersville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Cartersville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Cartersville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Cartersville

  1. November 2026: RFA Scores recalculated for 116 financial advisors serving Cartersville.