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Financial Advisors in Rome, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Rome: United Community, RFA Score 75/100; 4.4★ from 93 Google reviews.

  2. 13

    Most-reviewed: Bank of America (with Drive-thru ATM), 91 Google reviews at 3.3★, the most of 19 ranked after United Community; ranked #13.

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

19 Rome financial advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 19 rated firms.

Top 10 financial advisors in Rome 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 Rome at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1United Community754.4★ (93)Rome—Top score
2Edward Jones - Financial Advisor: Daniel Bosarge725.0★ (20)RomeSat—
3Asset Management Group, Inc694.9★ (52)Cartersville, 22 mi away——
4Truist683.3★ (36)Rome——
5Hometown Tax & Accounting Services, Inc.674.5★ (40)Cartersville, 20 mi away——
6Wealth Enhancement & Preservation675.0★ (28)Cartersville, 21 mi away——
7Edward Jones - Financial Advisor: Sean Moriarty675.0★ (5)Rome——
8Elliott Stewart - COUNTRY Financial Agent665.0★ (22)Cartersville, 22 mi away——
9United Community664.1★ (38)Cartersville, 20 mi away——
10McDonald Wealth Management665.0★ (3)Rome——

All 19 financial advisors in Rome, 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 Rome

    #1 United Community

    Based in Rome

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.4★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 93 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    307 E 2nd Ave, Rome, GA 30161
    View profile for United Community(706) 234-5800

  4. #4 Truist

    Based in Rome

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.3★ from 36 Google reviews, listed on Google as “Financial consultant”.

    • 3.3★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2401 SHORTER AVE SW, Rome, GA 30165
    View profile for Truist(706) 728-3653

  9. #9 United Community

    Based in Cartersville, 20 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.1★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 38 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1320 Joe Frank Harris Pkwy SE, Cartersville, GA 30120
    View profile for United Community(770) 607-8004

  12. #12 PTS Financial Services

    Based in Calhoun, 21 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.3★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 26 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    113 N Park Ave, Calhoun, GA 30701
    View profile for PTS Financial Services(706) 602-0597

  14. #14 62 Financial Group

    Based in Cartersville, 22 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    213 S Erwin St, Cartersville, GA 30120
    View profile for 62 Financial Group(470) 585-6816

  17. #17 McWhorter Capital Partners

    Based in Cartersville, 22 mi away

    60/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    162 W Main St Ste 303, Cartersville, GA 30120
    View profile for McWhorter Capital Partners(770) 386-0022

  18. #18 Republic Finance

    Based in Cartersville, 23 mi away

    54/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.2★ from 20 Google reviews, listed on Google as “Loan agency”.

    • 4.2★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    471 E Main St, Cartersville, GA 30121
    View profile for Republic Finance(770) 386-3268

  19. #19 Dan the CFO

    Based in Cartersville, 22 mi away

    54/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Business management consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    View profile for Dan the CFO(678) 865-4639

Also serving Rome

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 Rome
BusinessGoogle ratingDistance
Benjamin F. Edwards5.0★ (2)In Rome
Brian Wilkins - Regions Financial AdvisorIn Rome
Coosa Financial PlanningIn Rome
Dempsey Financial Services, Inc.In Rome
Edward Jones - Financial Advisor: Austin RobertsIn Rome
Edward Jones - Financial Advisor: Buster Young, AAMS®5.0★ (1)In Rome
Edward Jones - Financial Advisor: David J CooleyIn Rome
Edward Jones - Financial Advisor: Jake StoreyIn Rome
Edward Jones - Financial Advisor: Massimo PagliaruloIn Rome
Jamie Doss - Financial Advisor, Ameriprise Financial Services, LLCIn Rome
Jeffrey D. Rickett, CERTIFIED FINANCIAL PLANNERIn Rome
Merrill Lynch Financial Advisor Christopher CromerIn Rome
Merrill Lynch Financial Advisor James OrrIn Rome
Merrill Lynch Financial Advisor Joshua CabadaIn Rome
Merrill Lynch Wealth ManagementIn Rome
Newby-Stahl Wealth ManagementIn Rome
Peachtree Planning Corporation5.0★ (2)In Rome
Peachtree Planning CorporationIn Rome
Synovus Securities Inc3.7★ (3)In Rome
The Avenue Wealth Management GroupIn Rome

How we ranked Rome financial advisors

We scored 19 Rome 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 Rome 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 Rome: frequently asked questions

Which financial advisor has the highest RFA Score in Rome?

By RFA Score, the highest-ranked financial advisor in Rome, GA is United Community with an RFA Score of 75/100. It has 4.4★ from 93 Google reviews. Edward Jones - Financial Advisor: Daniel Bosarge (#2) and Asset Management Group, Inc (#3) follow. We ranked 19 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Rome?

RankedFinancialAdvisors ranks 19 financial advisors serving Rome, GA. 6 of them are based in Rome; 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 Rome work on weekends?

2 of 19 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Edward Jones - Financial Advisor: Daniel Bosarge (#2) and Bank of America (with Drive-thru ATM) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rome financial advisors have?

The median Google rating among 19 rated financial advisors in Rome is 5.0★, with a median of 20 reviews. United Community has the most, 93 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 Rome count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 19 financial advisors serving Rome.

More financial advisors and Rome pages