Skip to content

Financial Advisors in Duluth, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Duluth: Homeowners Financial Group, RFA Score 71/100; 5.0★ from 249 Google reviews.

  2. 7

    Most-reviewed: Novae - The Credit and Money Company, 732 Google reviews at 4.9★, the most of 510 ranked; ranked #7.

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

510 Duluth financial advisors are ranked here by RFA Score, from eight published factors. 84 open Saturdays and 15 open Sundays, based on posted hours. The median Google rating is 5.0★ across 510 rated firms.

Top 10 financial advisors in Duluth 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 Duluth at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Homeowners Financial Group715.0★ (249)Atlanta, 13 mi away—Top score
2Medrates - Obamacare & Medicare Specialists715.0★ (118)Peachtree Corners, 7 mi away——
3Gibbs Financial Group & Gibbs Wealth Management714.8★ (190)Alpharetta, 7 mi away——
4Business Financial Group (BFG TAX)705.0★ (68)Norcross, 4 mi away——
5Daniela Almaraz: Primerica - Financial Services704.8★ (62)Duluth——
6PAZ ENTERPRISE SERVICES705.0★ (96)Sugar Hill, 10 mi away——
7Novae - The Credit and Money Company704.9★ (732)Conyers, 24 mi away—Most reviews
8All in one financial llc705.0★ (67)Lilburn, 7 mi awaySat · Evenings—
9Elm3 Financial Group, LLC705.0★ (82)Alpharetta, 9 mi away——
10Alliance Group704.9★ (61)Lawrenceville, 5 mi away——

All 510 financial advisors in Duluth, 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. Ranked #1 in Duluth

    #1 Homeowners Financial Group

    Based in Atlanta, 13 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 249 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 249 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6600 Peachtree Dunwoody Road, 600 Embassy Row NE Ste 250, Atlanta, GA 30328
    View profile for Homeowners Financial Group(678) 893-6400

  6. #6 PAZ ENTERPRISE SERVICES

    Based in Sugar Hill, 10 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1400 Buford Hwy NE Ste r1 b, Sugar Hill, GA 30518
    View profile for PAZ ENTERPRISE SERVICES(678) 518-5111

  8. #8 All in one financial llc

    Based in Lilburn, 7 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 9:30 AM–7 PM · Sat 10 AM–5 PM · Sun closed
    Address
    550 Pleasant Hill Rd Ste B207, Lilburn, GA 30047
    View profile for All in one financial llc(470) 461-0938

  9. #9 Elm3 Financial Group, LLC

    Based in Alpharetta, 9 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5755 North Point Pkwy #92, Alpharetta, GA 30022
    View profile for Elm3 Financial Group, LLC(678) 297-9500

  10. #10 Alliance Group

    Based in Lawrenceville, 5 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 61 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1424 N Brown Rd Ste 200, Lawrenceville, GA 30043
    View profile for Alliance Group(888) 969-9233

  11. #11 The Annuity Expert

    Based in Atlanta, 13 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 128 Google reviews
    Hours
    Mon–Sun 7 AM–10 PM
    Address
    1050 Crown Pointe Pkwy Ste 500, Atlanta, GA 30338
    View profile for The Annuity Expert(770) 755-1565

  12. #12 U.S. Asset Management

    Based in Duluth

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    One Sugarloaf Centre, 1960 Satellite Blvd NW Ste 2200, Duluth, GA 30097
    View profile for U.S. Asset Management(678) 894-0696

  13. #13 Fricke & Associates, LLC

    Based in Peachtree Corners, 6 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.5★ from 165 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 165 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri–Sun closed
    Address
    3500 Parkway Ln Ste 220, Peachtree Corners, GA 30092
    View profile for Fricke & Associates, LLC(770) 216-2226

  14. #14 Winchester Financial

    Based in Suwanee, 4 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1325 Satellite Blvd NW Building 1400, Suite 1404, Suwanee, GA 30024
    View profile for Winchester Financial(770) 385-1118

  17. #17 The Financial Paramedic

    Based in Decatur, 20 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 185 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 185 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 12 PM–4 PM · Sun closed
    Address
    5036 Snapfinger Woods Dr Ste 109, Decatur, GA 30035
    View profile for The Financial Paramedic(470) 447-2725

  21. #21 VisionGuard, LLC

    Based in Johns Creek, 4 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11555 Medlock Bridge Rd #100, Johns Creek, GA 30097
    View profile for VisionGuard, LLC(404) 267-7078

  22. #22 Bella Advisors Inc

    Based in Roswell, 11 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 71 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5090 Old Ellis Point, Roswell, GA 30076
    View profile for Bella Advisors Inc(770) 545-8881

  23. #23 Daisy Montano

    Based in Duluth

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–3 PM · Sun closed
    Address
    3075 Breckinridge Blvd Ste 420, Duluth, GA 30096
    View profile for Daisy Montano(678) 698-3773

  25. #25 Solley Financial Services

    Based in Alpharetta, 10 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–9 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1105 Powers Pl, Alpharetta, GA 30009
    View profile for Solley Financial Services(678) 762-0321

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 510 ranked financial advisors here; the rest are on their profiles.

financial advisors in Duluth, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Carlos Leon: Primerica - Financial Services684.7★ (28)In Duluth
27Georgia Retirement Services685.0★ (19)In Duluth
28Wiser Wealth Management, Inc685.0★ (189)24 mi
29ETS Wealth Management685.0★ (176)23 mi
30Michael Chaffin: Primerica - Financial Services685.0★ (40)8 mi
31Northstar Investment Partners685.0★ (40)8 mi
32Phoenix Rising Consultants685.0★ (42)9 mi
33Evans Wealth Management685.0★ (17)In Duluth
34Creative Financial Partners685.0★ (45)10 mi
35Daner Wealth Management685.0★ (37)8 mi
36David Tabrizipour - COUNTRY Financial Agent685.0★ (42)9 mi
37Active Wealth Management, Inc.675.0★ (47)11 mi
38Edward Jones - Financial Advisor: Eric Abbott, CFP®|CEPA®675.0★ (55)13 mi
39Paragon Accounting & Tax Solutions, LLC674.9★ (174)23 mi
40Heritage Wealth Planning674.9★ (43)9 mi
41Paramount Tax and Accounting Johns Creek675.0★ (34)8 mi
42NTRC Tax & Finance | Tax Return Services in Dekalb County674.9★ (53)12 mi
43CPA Allies675.0★ (52)13 mi
44Derek Good - COUNTRY Financial Representative674.9★ (198)25 mi
45Mutual of Omaha Mortgage674.9★ (115)20 mi
46Chuck Alston: Primerica - Financial Services675.0★ (34)9 mi
47M Wealth Group675.0★ (24)6 mi
48Element Wealth Advisors675.0★ (49)13 mi
49Retire Wise, LLC675.0★ (33)10 mi
50First Command Financial Advisor - Chris Park675.0★ (28)8 mi

Also serving Duluth

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 Duluth
BusinessGoogle ratingDistance
Andrew Band - Edelman Financial Engines5.0★ (2)In Duluth
Barge Consulting, LLC3.0★ (1)In Duluth
BJM Group1.0★ (1)In Duluth
Cornerstone Management5.0★ (1)In Duluth
COT Credit Solutions, LLCIn Duluth
Edward Jones - Financial Advisor: Christopher J Mays, CEPA®|CRPC™In Duluth
Edward Jones - Financial Advisor: Ron Lee Jr, CFP®|ChFC®|AAMS®4.0★ (1)In Duluth
Janney Montgomery Scott5.0★ (1)In Duluth
Marlene Romero: Primerica - Financial Services5.0★ (1)In Duluth
Miguel Paez Herrera: Primerica - Financial ServicesIn Duluth
NetWorth Financial Services5.0★ (1)In Duluth
Northeast Capital Finance LLC4.0★ (1)In Duluth
Peachtree Planning5.0★ (1)In Duluth
Pension Financial Services Inc1.0★ (2)In Duluth
Renea Eldridge - Financial Advisor, Ameriprise Financial Services, LLC3.5★ (2)In Duluth
Stephanie Teresa Whitaker: Primerica - Financial Services5.0★ (2)In Duluth
Sugarloaf Wealth Management5.0★ (2)In Duluth
Todd Coker - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)In Duluth
Trestle Wealth AdvisoryIn Duluth
Wells Fargo Advisors5.0★ (1)In Duluth

How we ranked Duluth financial advisors

We scored 510 Duluth 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 Duluth 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 Duluth: frequently asked questions

Which financial advisor has the highest RFA Score in Duluth?

By RFA Score, the highest-ranked financial advisor in Duluth, GA is Homeowners Financial Group with an RFA Score of 71/100. It has 5.0★ from 249 Google reviews. Medrates - Obamacare & Medicare Specialists (#2) and Gibbs Financial Group & Gibbs Wealth Management (#3) follow. We ranked 510 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Duluth?

RankedFinancialAdvisors ranks 510 financial advisors serving Duluth, GA. 9 of them are based in Duluth; 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 Duluth work on weekends?

84 of 510 ranked financial advisors post Saturday hours and 15 post Sunday hours. The highest-ranked open Saturdays are All in one financial llc (#8), The Annuity Expert (#11) and Winchester Financial (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Duluth financial advisors have?

The median Google rating among 510 rated financial advisors in Duluth is 5.0★, with a median of 12 reviews. Novae - The Credit and Money Company has the most, 732 reviews, and ranks #7. 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 Duluth count in this ranking?

Yes, if they are within 25 mi of the Duluth 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 Duluth 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 Duluth 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 Duluth

  1. November 2026: RFA Scores recalculated for 510 financial advisors serving Duluth.
  2. November 2026: 12 duplicate listings merged.

More financial advisors and Duluth pages