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Financial Advisors in Savannah, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Savannah: Gregg Miller - COUNTRY Financial Representative, RFA Score 78/100; 4.9★ from 111 Google reviews.

  2. 29

    Most-reviewed: Bank of America (with Drive-thru ATM), 124 Google reviews at 3.4★, the most of 87 ranked; ranked #29.

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

87 Savannah financial advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 87 rated firms.

Top 10 financial advisors in Savannah 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 Savannah at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Gregg Miller - COUNTRY Financial Representative784.9★ (111)SavannahTop score
2Lighthouse Financial Group755.0★ (49)Savannah—
3Alpha Financial Management754.9★ (50)Savannah—
4Michael Mussleman735.0★ (71)Arnold, 12 mi away—
5Matt Crider - COUNTRY Financial Representative724.9★ (28)Savannah—
6Coastline Complete Wealth724.9★ (57)Bluffton, 13 mi away—
7Sea Island Financial Services, LLC Bluffton SC725.0★ (72)Bluffton, 19 mi away—
8Jacobs, Coolidge & Company, LLC715.0★ (19)Savannah—
9United Community715.0★ (19)Savannah—
10Savannah Wealth Group714.9★ (18)Savannah—

All 87 financial advisors in Savannah, 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.

  9. #9 United Community

    Based in Savannah

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2225 E Victory Dr, Savannah, GA 31404
    View profile for United Community(912) 303-9667

  10. #10 Savannah Wealth Group

    Based in Savannah

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7393 Hodgson Memorial Dr Ste 201, Savannah, GA 31406
    View profile for Savannah Wealth Group(912) 209-4759

  13. #13 United Community

    Based in Savannah

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    27 Bull St, Savannah, GA 31401
    View profile for United Community(912) 234-6565

  24. #24 United Community

    Based in Bluffton, 19 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    52 Burnt Church Rd, Bluffton, SC 29910
    View profile for United Community(843) 837-8433

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

financial advisors in Savannah, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)673.6★ (11)In Savannah
27Charles Schwab673.6★ (10)In Savannah
28PBF Funding Group NC LLC675.0★ (27)21 mi
29Bank of America (with Drive-thru ATM)673.4★ (124)9 mi
30First Command Financial Advisor - Heather Brock, ChFC®|AFC®|RICP®|CFP®675.0★ (18)16 mi
31Denise Young Agency, LLC674.3★ (6)In Savannah
32Wicker Park Capital Management, LLC674.2★ (5)In Savannah
33First Command Financial Advisor - Jen Shuttleworth675.0★ (16)16 mi
34Jonathan Kitchens - COUNTRY Financial Agent675.0★ (16)16 mi
35McKay Financial Group674.2★ (5)In Savannah
36Edward Jones - Financial Advisor: Momodou B Senghore, CFP®|CIMA®|CEPA®|AAMS®665.0★ (4)In Savannah
37Bankers Life665.0★ (4)In Savannah
38Live Oak Financial Services665.0★ (4)In Savannah
39Sound View Wealth Advisors665.0★ (4)In Savannah
40Truist662.8★ (22)In Savannah
41Deborah Brown: Primerica - Financial Services665.0★ (4)In Savannah
42First Command Financial Advisor - Ryan Reynolds665.0★ (15)16 mi
43Truist662.6★ (22)In Savannah
44Merrill Lynch Wealth Management663.4★ (5)In Savannah
45Edward Jones - Financial Advisor: Gary J Morea, CFP®|CEPA®|AAMS®665.0★ (3)In Savannah
46CrossRoads Financial Group LLC665.0★ (19)21 mi
47Merrill Lynch Financial Advisor John Walsh665.0★ (3)In Savannah
48Northwestern Mutual665.0★ (3)In Savannah
49Edward Jones - Financial Advisor: Joseph W Martynek, CEPA®665.0★ (3)In Savannah
50Family Financial Management Group, LLC665.0★ (3)In Savannah

Also serving Savannah

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 Savannah
BusinessGoogle ratingDistance
Bank of America Private Client Advisor Patrick O'Neil5.0★ (2)In Savannah
Barbara Treadwell3.0★ (1)In Savannah
Caparelli Wealth Management Inc5.0★ (2)In Savannah
Chatham Capital Group5.0★ (1)In Savannah
Darryl Wright: Primerica - Financial Services3.0★ (2)In Savannah
Edward Jones - Financial Advisor: Chris Hoover, CFP®|CEPA®3.5★ (2)In Savannah
Edward Jones - Financial Advisor: Ryan Purificacion5.0★ (2)In Savannah
Excelsia Investment Advisors3.0★ (1)In Savannah
Georgia Financial Advisors5.0★ (1)In Savannah
Howard Financial Group5.0★ (2)In Savannah
Jack H Green Jr, CLU , CFP ; Financial Advisor - Northwestern Mutual5.0★ (1)In Savannah
Mass Mutual Financial Group5.0★ (2)In Savannah
Palmetto Financial Group5.0★ (1)In Savannah
Raymond James & Associates5.0★ (2)In Savannah
SCORE5.0★ (2)In Savannah
Stifel5.0★ (2)In Savannah
VOS CPAs, PLLC5.0★ (1)In Savannah
Wells Fargo Advisors5.0★ (2)In Savannah
Wells Fargo Advisors5.0★ (1)In Savannah
World System Builder Savannah Financial Center5.0★ (2)In Savannah

How we ranked Savannah financial advisors

We scored 87 Savannah 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 Savannah 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 Savannah: frequently asked questions

Which financial advisor has the highest RFA Score in Savannah?

By RFA Score, the highest-ranked financial advisor in Savannah, GA is Gregg Miller - COUNTRY Financial Representative with an RFA Score of 78/100. It has 4.9★ from 111 Google reviews. Lighthouse Financial Group (#2) and Alpha Financial Management (#3) follow. We ranked 87 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Savannah?

RankedFinancialAdvisors ranks 87 financial advisors serving Savannah, GA. 37 of them are based in Savannah; 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 Savannah work on weekends?

11 of 87 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Warner Aldridge Moore: Primerica - Financial Services (#14), Bank of America (with Drive-thru ATM) (#18) and Adam Byck Equitable Advisors (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Savannah financial advisors have?

The median Google rating among 87 rated financial advisors in Savannah is 5.0★, with a median of 9 reviews. Bank of America (with Drive-thru ATM) has the most, 124 reviews, and ranks #29. 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 Savannah count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 87 financial advisors serving Savannah.

More financial advisors and Savannah pages