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Financial Advisors in Newnan, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Newnan: Melton & Company, RFA Score 71/100; 4.9★ from 80 Google reviews.

  2. 2

    Most-reviewed: Samuel Augustus Shepard Jr: Primerica - Financial Services, 127 Google reviews at 4.8★, the most of 60 ranked; ranked #2.

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

60 Newnan financial advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 60 rated firms.

Top 10 financial advisors in Newnan 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 Newnan at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Melton & Company714.9★ (80)Peachtree City, 12 mi awayTop score
2Samuel Augustus Shepard Jr: Primerica - Financial Services694.8★ (127)Atlanta, 25 mi awayMost reviews
3R. Allan Miles Insurance Agency684.9★ (72)Carrollton, 21 mi away—
4United Community674.6★ (23)Newnan—
5Amy Byars - COUNTRY Financial Representative674.9★ (42)Peachtree City, 15 mi away—
6Patrick Hanlon-Modern Woodmen of America665.0★ (15)Newnan—
7United Community644.7★ (43)Carrollton, 21 mi away—
8United Community644.6★ (37)Fairburn, 18 mi away—
9United Community644.8★ (34)Fayetteville, 21 mi away—
10ASB Financial625.0★ (13)Peachtree City, 12 mi away—

All 60 financial advisors in Newnan, 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 Newnan

    #1 Melton & Company

    Based in Peachtree City, 12 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 80 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    403 Westpark Ct #201, Peachtree City, GA 30269
    View profile for Melton & Company(678) 884-0000

  4. #4 United Community

    Based in Newnan

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 23 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
    71 Bullsboro Dr, Newnan, GA 30263
    View profile for United Community(770) 252-1699

  7. #7 United Community

    Based in Carrollton, 21 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 43 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
    119 Maple St, Carrollton, GA 30117
    View profile for United Community(770) 838-9608

  8. #8 United Community

    Based in Fairburn, 18 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.6★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ 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
    65 Washington St, Fairburn, GA 30213
    View profile for United Community(770) 964-1551

  9. #9 United Community

    Based in Fayetteville, 21 mi away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 34 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
    525 N Jeff Davis Dr, Fayetteville, GA 30214
    View profile for United Community(770) 461-4365

  10. #10 ASB Financial

    Based in Peachtree City, 12 mi away

    62/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    403 Westpark Ct Ste 206, Peachtree City, GA 30269
    View profile for ASB Financial(678) 877-1072

  11. #11 United Community

    Based in Peachtree City, 12 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.9★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 23 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
    1500 Commerce Dr, Peachtree City, GA 30269
    View profile for United Community(770) 631-6240

  12. #12 NCR Corporation

    Based in Peachtree City, 12 mi away

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.3★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 46 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    200 Hwy 74 S, Peachtree City, GA 30269
    View profile for NCR Corporation(800) 225-5627

  14. #14 KL FINANCIAL LLC

    Based in Fairburn, 13 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Wed 10 AM–5 PM · Thu–Sun closed
    Address
    622 Main St, Palmetto, GA 30268
    View profile for KL FINANCIAL LLC(770) 463-2781

  23. #23 Truist

    Based in Peachtree City, 12 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.9★ from 32 Google reviews, listed on Google as “Financial consultant”.

    • 2.9★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    103 City Cir, Peachtree City, GA 30269
    View profile for Truist(678) 632-9270

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

financial advisors in Newnan, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Horace S Brown: Primerica - Financial Services594.7★ (17)25 mi
27Financial Guideposts595.0★ (10)21 mi
28Ranauldo Wright: Primerica - Financial Services594.9★ (14)25 mi
29Bank of America (with Drive-thru ATM)593.0★ (77)21 mi
30Truist583.2★ (15)16 mi
31Taleesha Lasheia Bates: Primerica - Financial Services585.0★ (12)25 mi
32Edward Jones - Financial Advisor: Floyd J Gantt, AAMS®585.0★ (9)21 mi
33VetWorth®585.0★ (4)12 mi
34Waverly Advisors, LLC585.0★ (4)12 mi
35Edward Jones - Financial Advisor: Scott Trammell584.6★ (5)14 mi
36Edward Jones - Financial Advisor: Christopher M Allessio, CFP®575.0★ (3)12 mi
37Arch Advisory Group574.0★ (4)13 mi
38Cardinal Financial Company, Limited Partnership575.0★ (6)20 mi
39Brown Investors575.0★ (8)24 mi
40It's Possible Insurance and Financial Services575.0★ (6)21 mi
41Morgan Stanley Financial Advisors574.0★ (3)12 mi
42Edward Jones - Financial Advisor: Bruce T Sutherland, CFP®|AAMS®573.7★ (3)12 mi
43Edward Jones - Financial Advisor: Mike Martin, CFP®564.3★ (3)14 mi
44Cross Accounting563.9★ (9)23 mi
45Bank of America (with Drive-thru ATM)562.5★ (79)21 mi
46Marcie Page: Primerica - Financial Services565.0★ (7)25 mi
47Matulia Financial Services565.0★ (4)20 mi
48Grillo & Associates565.0★ (4)21 mi
49Tanner Low, CFP, CRPC , AAMS - Financial Advisor with Raymond James - Fayetteville, GA565.0★ (3)18 mi
50Bank of America (with Drive-thru ATM)552.2★ (72)20 mi

Also serving Newnan

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 Newnan
BusinessGoogle ratingDistance
AccuChoice - Antoine F. SmithIn Newnan
Advisor Consulting, LLCIn Newnan
Brett Moore Wealth Management GroupIn Newnan
Bull Strategic WealthIn Newnan
Capital Preservation Group1.0★ (1)In Newnan
CAPTRUSTIn Newnan
CFO Support IncIn Newnan
CoWealth Advisors5.0★ (1)In Newnan
Edward JonesIn Newnan
Edward Jones - Financial Advisor: Ashley Stapleton, CFP®5.0★ (1)In Newnan
Edward Jones - Financial Advisor: Chad LowryIn Newnan
Edward Jones - Financial Advisor: Daniel A Arenas5.0★ (1)In Newnan
Edward Jones - Financial Advisor: Daniel HowardIn Newnan
Edward Jones - Financial Advisor: Jamie L CampIn Newnan
Edward Jones - Financial Advisor: Joe BenceIn Newnan
Edward Jones - Financial Advisor: Mike Lonas5.0★ (2)In Newnan
Jon Monsour, CFP® -- The Financial Planning GroupIn Newnan
Shepard Financial ServicesIn Newnan
Welden Financial2.5★ (2)In Newnan
Wells Fargo Advisors3.0★ (1)In Newnan

How we ranked Newnan financial advisors

We scored 60 Newnan 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 Newnan 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 Newnan: frequently asked questions

Which financial advisor has the highest RFA Score in Newnan?

By RFA Score, the highest-ranked financial advisor in Newnan, GA is Melton & Company with an RFA Score of 71/100. It has 4.9★ from 80 Google reviews. Samuel Augustus Shepard Jr: Primerica - Financial Services (#2) and R. Allan Miles Insurance Agency (#3) follow. We ranked 60 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Newnan?

RankedFinancialAdvisors ranks 60 financial advisors serving Newnan, GA. 6 of them are based in Newnan; 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 Newnan work on weekends?

9 of 60 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#17) and Truist (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Newnan financial advisors have?

The median Google rating among 60 rated financial advisors in Newnan is 4.9★, with a median of 13 reviews. Samuel Augustus Shepard Jr: Primerica - Financial Services has the most, 127 reviews, and ranks #2. 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 Newnan count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 60 financial advisors serving Newnan.

More financial advisors and Newnan pages