Skip to content

Financial Advisors in East Point, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in East Point: Samuel Augustus Shepard Jr: Primerica - Financial Services, RFA Score 70/100; 4.8★ from 127 Google reviews.

  2. 6

    Most-reviewed: American Consumer Credit Counseling, Inc., 3,675 Google reviews at 5.0★, the most of 425 ranked; ranked #6.

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

425 East Point financial advisors are ranked here by RFA Score, from eight published factors. 85 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.8★ across 425 rated firms.

Top 10 financial advisors in East Point 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 East Point at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Samuel Augustus Shepard Jr: Primerica - Financial Services704.8★ (127)Atlanta, 5 mi away—Top score
2Novae - The Credit and Money Company704.9★ (732)Conyers, 23 mi away——
3The Financial Paramedic705.0★ (185)Decatur, 15 mi awaySat—
4Homeowners Financial Group705.0★ (249)Atlanta, 19 mi away——
5Wiser Wealth Management, Inc685.0★ (189)Marietta, 20 mi away——
6American Consumer Credit Counseling, Inc.685.0★ (3,675)Atlanta, 6 mi awaySat · EveningsMost reviews
7Mutual of Omaha Mortgage684.9★ (115)Atlanta, 14 mi away——
8Hampton Tax and Financial Services, LLC684.7★ (98)Atlanta, 9 mi away——
9Equity Business & Tax Advisors684.9★ (96)Canton, 14 mi awaySat—
10Prestige Wealth LLC685.0★ (43)Atlanta, 6 mi away——

All 425 financial advisors in East Point, 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.

  3. #3 The Financial Paramedic

    Based in Decatur, 15 mi away

    70/100RFA Score

    Ranked #3 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

  4. #4 Homeowners Financial Group

    Based in Atlanta, 19 mi away

    70/100RFA Score

    Ranked #4 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

  11. #11 The Annuity Expert

    Based in Atlanta, 18 mi away

    67/100RFA 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

  16. #16 Creative Planning

    Based in Atlanta, 13 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3630 Peachtree Rd NE Unit 300, Atlanta, GA 30326
    View profile for Creative Planning(404) 487-0500

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

financial advisors in East Point, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Tiawan Daniels: Primerica - Financial Services655.0★ (46)15 mi
27S|A|G Financial Group655.0★ (20)6 mi
28Shawzonya Z Mallard: Primerica - Financial Services655.0★ (44)15 mi
29NTRC Tax & Finance | Tax Return Services in Dekalb County654.9★ (53)16 mi
3049 Financial - Atlanta Office654.9★ (41)14 mi
31Landmark Financial Group654.9★ (46)15 mi
32Melton & Company654.9★ (80)21 mi
33Kenya Tyson: Primerica - Financial Services655.0★ (16)4 mi
34Bruce Alden - Edelman Financial Engines655.0★ (37)14 mi
35CPA Allies655.0★ (52)18 mi
36Element Wealth Advisors655.0★ (49)18 mi
37Buckhead Wealth Management655.0★ (22)9 mi
38Licata Financial Design655.0★ (28)12 mi
39Tleen A Campbell: Primerica - Financial Services654.9★ (16)5 mi
40Status Capital & Co.655.0★ (63)22 mi
41Creative Financial Partners655.0★ (45)18 mi
42Ranauldo Wright: Primerica - Financial Services654.9★ (14)5 mi
43Horace S Brown: Primerica - Financial Services654.7★ (17)5 mi
44United Community644.6★ (37)11 mi
45Elite Wealth Advisors LLC645.0★ (24)12 mi
46Edelman Financial Engines645.0★ (9)2 mi
47Business Financial Group (BFG TAX)645.0★ (68)24 mi
48Fricke & Associates, LLC644.5★ (165)23 mi
49Taleesha Lasheia Bates: Primerica - Financial Services645.0★ (12)5 mi
50All in one financial llc645.0★ (67)25 mi

Also serving East Point

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 East Point
BusinessGoogle ratingDistance
Active Wealth Management - Gainesville Office5.0★ (2)8 mi
Ameriprise Financial1.5★ (2)8 mi
Blue Otter Financial Planning5.0★ (2)6 mi
Edward Jones - Financial Advisor: Paul D Harrison4.5★ (2)6 mi
Extreme Dream Health & Financial Services5.0★ (1)In East Point
Fix Up ScoreIn East Point
Golden Financial Services5.0★ (2)5 mi
Intensive Financial Service Inc., CPA5.0★ (2)6 mi
JA Financial Solutions5.0★ (2)8 mi
JW3 Affiliate NetworkIn East Point
Peachtree Investment Partners2.5★ (2)6 mi
Reveal Wealth. Atlanta4.0★ (2)7 mi
SAME DAY CPN Numbers $755.0★ (2)6 mi
Sound Multifamily Investments5.0★ (2)1 mi
Super Fast DineroIn East Point
Temperance Wealth Management5.0★ (2)6 mi
The Maximillen Agency- COUNTRY Financial Agent5.0★ (2)5 mi
Valencia Monique Young: Primerica - Financial Services5.0★ (2)5 mi
Wells Fargo AdvisorsIn East Point
Wells Fargo Advisors5.0★ (2)4 mi

How we ranked East Point financial advisors

We scored 425 East Point 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 East Point 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 East Point: frequently asked questions

Which financial advisor has the highest RFA Score in East Point?

By RFA Score, the highest-ranked financial advisor in East Point, GA is Samuel Augustus Shepard Jr: Primerica - Financial Services with an RFA Score of 70/100. It has 4.8★ from 127 Google reviews. Novae - The Credit and Money Company (#2) and The Financial Paramedic (#3) follow. We ranked 425 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in East Point?

RankedFinancialAdvisors ranks 425 financial advisors serving East Point, GA. 1 of them is based in East Point; 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 East Point work on weekends?

85 of 425 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are The Financial Paramedic (#3), American Consumer Credit Counseling, Inc. (#6) and Equity Business & Tax Advisors (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do East Point financial advisors have?

The median Google rating among 425 rated financial advisors in East Point is 4.8★, with a median of 12 reviews. American Consumer Credit Counseling, Inc. has the most, 3,675 reviews, and ranks #6. 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 East Point count in this ranking?

Yes, if they are within 25 mi of the East Point 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 East Point 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 East Point 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 East Point

  1. November 2026: RFA Scores recalculated for 425 financial advisors serving East Point.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and East Point pages