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Financial Advisors in Milton, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milton: Goodwin Investment Advisory, RFA Score 74/100; 5.0★ from 251 Google reviews.

  2. 3

    Most-reviewed: Homeowners Financial Group, 249 Google reviews at 5.0★, the most of 482 ranked after Goodwin Investment Advisory; ranked #3.

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

482 Milton financial advisors are ranked here by RFA Score, from eight published factors. 70 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 482 rated firms.

Top 10 financial advisors in Milton 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 Milton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Goodwin Investment Advisory745.0★ (251)Woodstock, 12 mi away—Top score
2Gibbs Financial Group & Gibbs Wealth Management734.8★ (190)Alpharetta, 6 mi away——
3Homeowners Financial Group735.0★ (249)Atlanta, 14 mi away—Most reviews
4Elm3 Financial Group, LLC725.0★ (82)Alpharetta, 6 mi away——
5Paragon Accounting & Tax Solutions, LLC724.9★ (174)Woodstock, 13 mi away——
6Derek Good - COUNTRY Financial Representative724.9★ (198)Woodstock, 15 mi away——
7Hegemon Group International724.7★ (124)Alpharetta, 5 mi away——
8Medrates - Obamacare & Medicare Specialists715.0★ (118)Peachtree Corners, 12 mi away——
9Bella Advisors Inc715.0★ (71)Roswell, 6 mi away——
10Solley Financial Services715.0★ (56)Alpharetta, 4 mi awayEvenings—

All 482 financial advisors in Milton, 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, 14 mi away

    73/100RFA 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

  4. #4 Elm3 Financial Group, LLC

    Based in Alpharetta, 6 mi away

    72/100RFA Score

    Ranked #4 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

  9. #9 Bella Advisors Inc

    Based in Roswell, 6 mi away

    71/100RFA Score

    Ranked #9 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

  10. #10 Solley Financial Services

    Based in Alpharetta, 4 mi away

    71/100RFA Score

    Ranked #10 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

  14. #14 The Annuity Expert

    Based in Atlanta, 14 mi away

    70/100RFA Score

    Ranked #14 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

  17. Based in Milton

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.2★ from 102 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 102 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    5140 Windward Pkwy, Milton, GA 30004
    View profile for Navy Federal Credit Union(888) 842-6328

  21. #21 PAZ ENTERPRISE SERVICES

    Based in Sugar Hill, 16 mi away

    69/100RFA Score

    Ranked #21 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

  22. #22 Daner Wealth Management

    Based in Alpharetta, 5 mi away

    69/100RFA Score

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

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11475 Great Oaks Way Suite 340, Alpharetta, GA 30022
    View profile for Daner Wealth Management(770) 368-6033

  24. #24 Strategic Stewardship

    Based in Woodstock, 10 mi away

    69/100RFA Score

    Ranked #24 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

  25. #25 Fricke & Associates, LLC

    Based in Peachtree Corners, 13 mi away

    69/100RFA Score

    Ranked #25 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

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

financial advisors in Milton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Paramount Tax and Accounting Johns Creek695.0★ (34)6 mi
27TimeWise Financial695.0★ (52)11 mi
28Mutual of Omaha Mortgage694.9★ (115)19 mi
29Wickham Financial & Insurance Services694.9★ (107)19 mi
30First Command Financial Advisor - Chris Park685.0★ (28)6 mi
31VisionGuard, LLC685.0★ (37)9 mi
32Atlanta Premier Accounting & Tax Services684.8★ (87)17 mi
33CPA Allies685.0★ (52)14 mi
34LPL Financial685.0★ (40)11 mi
35Georgia Safe Retirement Planners685.0★ (30)8 mi
36Equity Business & Tax Advisors684.9★ (96)21 mi
37Andrew Matthieson, Ashford Advisors685.0★ (21)4 mi
38Georgia Advisory Group, LLC - Alpharetta684.8★ (26)4 mi
39Element Wealth Advisors685.0★ (49)14 mi
40All in one financial llc685.0★ (67)19 mi
41Griffith & Werner, Inc.685.0★ (40)12 mi
42Canton Wealth Partners685.0★ (28)8 mi
43Alliance Group674.9★ (61)16 mi
44Rose Stewart - COUNTRY Financial Agent675.0★ (23)6 mi
45Wealth Creation Atlanta, LLC675.0★ (23)6 mi
46Creative Financial Partners675.0★ (45)15 mi
47ATLas Investment Advisors675.0★ (20)5 mi
48M Wealth Group675.0★ (24)7 mi
49Wealth Enhancement & Preservation675.0★ (21)6 mi
50Daniela Almaraz: Primerica - Financial Services674.8★ (62)16 mi

Also serving Milton

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 Milton
BusinessGoogle ratingDistance
Berkeley Capital Partners IncIn Milton
BlueChip Wealth Advisors5.0★ (1)In Milton
Carson Wealth5.0★ (2)In Milton
Edward Jones - Financial Advisor: Aditya Patel, CFP®|CRPC™5.0★ (2)3 mi
Edward Jones - Financial Advisor: JT Eggensperger, AAMS®In Milton
Edward Jones - Financial Advisor: Kenneth R Johnson, CFP®In Milton
Edward Jones - Financial Advisor: Kiel O Shaw5.0★ (1)In Milton
Edward Jones - Financial Advisor: Nashica McRath, CFP®|CEPA®5.0★ (2)6 mi
Financial Care For Seniors4.5★ (2)5 mi
Forthright Wealth Management5.0★ (2)5 mi
Jamison Private Wealth Management, Inc.In Milton
Johns Creek Financial5.0★ (2)4 mi
Matt Breceda - COUNTRY Financial Representative5.0★ (2)3 mi
MPW StrategyIn Milton
PGI Wealth Management5.0★ (1)In Milton
The Avalon Group - Morgan Stanley5.0★ (2)5 mi
The Rollover Company, inc.5.0★ (2)5 mi
Transamerica Financial Advisors, Inc.3.0★ (2)5 mi
Wealth Advisory Group, Inc.In Milton
Westhollow Wealth ManagementIn Milton

How we ranked Milton financial advisors

We scored 482 Milton 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 Milton 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 Milton: frequently asked questions

Which financial advisor has the highest RFA Score in Milton?

By RFA Score, the highest-ranked financial advisor in Milton, GA is Goodwin Investment Advisory with an RFA Score of 74/100. It has 5.0★ from 251 Google reviews. Gibbs Financial Group & Gibbs Wealth Management (#2) and Homeowners Financial Group (#3) follow. We ranked 482 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Milton?

RankedFinancialAdvisors ranks 482 financial advisors serving Milton, GA. 1 of them is based in Milton; 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 Milton work on weekends?

70 of 482 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are The Annuity Expert (#14) and Navy Federal Credit Union (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milton financial advisors have?

The median Google rating among 482 rated financial advisors in Milton is 5.0★, with a median of 12 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 Milton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 482 financial advisors serving Milton.
  2. November 2026: 12 duplicate listings merged.

More financial advisors and Milton pages