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Financial Advisors in Marietta, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Marietta: Wiser Wealth Management, Inc, RFA Score 74/100; 5.0★ from 189 Google reviews.

  2. 4

    Most-reviewed: Goodwin Investment Advisory, 251 Google reviews at 5.0★, the most of 496 ranked; ranked #4.

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

496 Marietta financial advisors are ranked here by RFA Score, from eight published factors. 80 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.9★ across 496 rated firms.

Top 10 financial advisors in Marietta 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 Marietta at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wiser Wealth Management, Inc745.0★ (189)Marietta—Top score
2Wickham Financial & Insurance Services724.9★ (107)Marietta——
3Homeowners Financial Group725.0★ (249)Atlanta, 11 mi away——
4Goodwin Investment Advisory715.0★ (251)Woodstock, 13 mi away—Most reviews
5Derek Good - COUNTRY Financial Representative714.9★ (198)Woodstock, 11 mi away——
6Paragon Accounting & Tax Solutions, LLC714.9★ (174)Woodstock, 10 mi away——
7Mutual of Omaha Mortgage704.9★ (115)Atlanta, 7 mi away——
8Equity Business & Tax Advisors704.9★ (96)Canton, 6 mi awaySat—
9RISE Financial Solutions705.0★ (41)Marietta——
10Marietta Wealth705.0★ (37)Marietta——

All 496 financial advisors in Marietta, 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 Homeowners Financial Group

    Based in Atlanta, 11 mi away

    72/100RFA Score

    Ranked #3 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

  10. #10 Marietta Wealth

    Based in Marietta

    70/100RFA Score

    Ranked #10 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
    View profile for Marietta Wealth(404) 549-6930

  12. #12 The Annuity Expert

    Based in Atlanta, 12 mi away

    69/100RFA Score

    Ranked #12 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

  20. #20 Phelps Financial Group

    Based in Kennesaw, 4 mi away

    68/100RFA 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
    View profile for Phelps Financial Group(678) 819-3765

  22. #22 AnnuityUSA

    Based in Marietta

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 33 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 33 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    218 Roswell St NE, Marietta, GA 30060
    View profile for AnnuityUSA(678) 872-3000

  23. #23 Strategic Stewardship

    Based in Woodstock, 10 mi away

    68/100RFA Score

    Ranked #23 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
    View profile for Strategic Stewardship(678) 888-0419

  24. #24 TimeWise Financial

    Based in Woodstock, 10 mi away

    68/100RFA Score

    Ranked #24 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
    View profile for TimeWise Financial(770) 420-2954

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

financial advisors in Marietta, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Latorya Brown-Bailey685.0★ (19)In Marietta
27CPA Allies685.0★ (52)11 mi
28Gibbs Financial Group & Gibbs Wealth Management684.8★ (190)19 mi
29Homeowners Financial Group685.0★ (118)20 mi
30Bella Advisors Inc685.0★ (71)15 mi
3149 Financial - Atlanta Office684.9★ (41)7 mi
32Element Wealth Advisors685.0★ (49)11 mi
33Creative Planning674.9★ (65)13 mi
34Elm3 Financial Group, LLC675.0★ (82)17 mi
35United Community674.3★ (39)In Marietta
36Hegemon Group International674.7★ (124)16 mi
37Sentara Capital675.0★ (14)In Marietta
38Russ Thornton - Retirement Planning for Women675.0★ (44)12 mi
39Georgia Financial Advisors674.9★ (55)13 mi
40ButlerJeffrey675.0★ (27)8 mi
41Benedetti, Gucer & Associates675.0★ (36)11 mi
42OMC5 Services Center INC665.0★ (26)8 mi
43New Beginning Financial Group, LLC664.8★ (31)8 mi
44NTRC Tax & Finance | Tax Return Services in Dekalb County664.9★ (53)15 mi
45Lyle Morgan - Thrivent665.0★ (22)7 mi
46Samuel Augustus Shepard Jr: Primerica - Financial Services664.8★ (127)21 mi
47Solley Financial Services665.0★ (56)17 mi
48United Community664.6★ (44)9 mi
49Creative Financial Partners665.0★ (45)15 mi
50Business Financial Group (BFG TAX)665.0★ (68)19 mi

Also serving Marietta

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 Marietta
BusinessGoogle ratingDistance
American Financial Advisors LLC5.0★ (2)In Marietta
Andreas Wilder - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Marietta
Boyer Ramey Wealth Management3.0★ (2)In Marietta
Capital Management Advisors, Inc.5.0★ (1)In Marietta
Dave Johnston5.0★ (1)In Marietta
Eagle Eye Finance5.0★ (1)In Marietta
Edward Jones - Financial Advisor: Chris Hynek, CFP®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: Jacob Yingling, CFP®|CFA®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: John Golemo, CFP®5.0★ (2)In Marietta
Endurance Planning Group - Ameriprise Financial Services, LLC1.0★ (1)In Marietta
First Command District Advisor - Brady Hood5.0★ (2)In Marietta
Jayden Snyder - Thrivent5.0★ (1)In Marietta
Lawandales Group5.0★ (2)In Marietta
LCS Financial Group, LLC3.0★ (2)In Marietta
MasterPlan Retirement Consultants5.0★ (2)In Marietta
Phoenix Capital Consultants, LLC.3.0★ (2)In Marietta
Senior Financial Planning, LLC5.0★ (1)In Marietta
Sweetwater Financial1.0★ (1)In Marietta
Waterstone Wealth Strategies, Inc5.0★ (2)In Marietta
Wells Fargo Advisors5.0★ (1)In Marietta

How we ranked Marietta financial advisors

We scored 496 Marietta 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 Marietta 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 Marietta: frequently asked questions

Which financial advisor has the highest RFA Score in Marietta?

By RFA Score, the highest-ranked financial advisor in Marietta, GA is Wiser Wealth Management, Inc with an RFA Score of 74/100. It has 5.0★ from 189 Google reviews. Wickham Financial & Insurance Services (#2) and Homeowners Financial Group (#3) follow. We ranked 496 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Marietta?

RankedFinancialAdvisors ranks 496 financial advisors serving Marietta, GA. 13 of them are based in Marietta; 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 Marietta work on weekends?

80 of 496 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Equity Business & Tax Advisors (#8) and The Annuity Expert (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Marietta financial advisors have?

The median Google rating among 496 rated financial advisors in Marietta is 4.9★, with a median of 13 reviews. Goodwin Investment Advisory has the most, 251 reviews, and ranks #4. 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 Marietta count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 496 financial advisors serving Marietta.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Marietta pages