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Financial Advisors in Union City, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Union City: Samuel Augustus Shepard Jr: Primerica - Financial Services, RFA Score 70/100; 4.8★ from 127 Google reviews.

  2. 8

    Most-reviewed: American Consumer Credit Counseling, Inc., 3,675 Google reviews at 5.0★, the most of 294 ranked; ranked #8.

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

294 Union City financial advisors are ranked here by RFA Score, from eight published factors. 57 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 294 rated firms.

Top 10 financial advisors in Union City 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 Union City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Samuel Augustus Shepard Jr: Primerica - Financial Services704.8★ (127)Atlanta, 5 mi away—Top score
2The Financial Paramedic685.0★ (185)Decatur, 23 mi awaySat—
3Melton & Company674.9★ (80)Peachtree City, 13 mi away——
4Angie Reed-Hogans: Primerica - Financial Services675.0★ (33)Atlanta, 5 mi away——
5United Community664.6★ (37)Fairburn, 3 mi away——
6Nardin A Jihad: Primerica - Financial Services665.0★ (30)Atlanta, 6 mi away——
7Mutual of Omaha Mortgage664.9★ (115)Atlanta, 21 mi away——
8American Consumer Credit Counseling, Inc.665.0★ (3,675)Atlanta, 15 mi awaySat · EveningsMost reviews
9Equity Business & Tax Advisors664.9★ (96)Canton, 20 mi awaySat—
10Amy Byars - COUNTRY Financial Representative664.9★ (42)Peachtree City, 11 mi away——

All 294 financial advisors in Union City, 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.

  2. #2 The Financial Paramedic

    Based in Decatur, 23 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 185 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 185 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 12 PM–4 PM · Sun closed
    Address
    5036 Snapfinger Woods Dr Ste 109, Decatur, GA 30035
    View profile for The Financial Paramedic(470) 447-2725

  3. #3 Melton & Company

    Based in Peachtree City, 13 mi away

    67/100RFA Score

    Ranked #3 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

  5. #5 United Community

    Based in Fairburn, 3 mi away

    66/100RFA Score

    Ranked #5 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

  15. #15 United Community

    Based in Fayetteville, 10 mi away

    65/100RFA Score

    Ranked #15 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

  19. #19 Prosperous Enterprise, LLC

    Based in East Point, 6 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9:30 AM–6 PM · Sat 10 AM–3 PM · Sun closed
    Address
    3465 N Desert Dr Suite 4453, East Point, GA 30344
    View profile for Prosperous Enterprise, LLC(470) 450-3269

  20. #20 Creative Planning

    Based in Atlanta, 21 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3630 Peachtree Rd NE Unit 300, Atlanta, GA 30326
    View profile for Creative Planning(404) 487-0500

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

financial advisors in Union City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Taleesha Lasheia Bates: Primerica - Financial Services645.0★ (12)5 mi
27Brown Investors635.0★ (8)3 mi
28InvestHER Fiduciary Solutions635.0★ (13)8 mi
29Landmark Financial Group634.9★ (46)22 mi
30Tiawan Daniels: Primerica - Financial Services635.0★ (46)23 mi
31Shawzonya Z Mallard: Primerica - Financial Services635.0★ (44)23 mi
3249 Financial - Atlanta Office634.9★ (41)21 mi
33Bruce Alden - Edelman Financial Engines635.0★ (37)21 mi
34Russ Thornton - Retirement Planning for Women635.0★ (44)23 mi
35KL FINANCIAL LLC635.0★ (12)8 mi
36S|A|G Financial Group635.0★ (20)14 mi
37NTRC Tax & Finance | Tax Return Services in Dekalb County634.9★ (53)25 mi
38Willis Wright Jr: Primerica - Financial Services635.0★ (45)24 mi
39OMC5 Services Center INC635.0★ (26)18 mi
40Marcie Page: Primerica - Financial Services635.0★ (7)5 mi
41First Command Financial Advisor - James Stevens625.0★ (9)8 mi
42Licata Financial Design625.0★ (28)20 mi
43Paula Stegall Edwards: Primerica - Financial Services624.9★ (8)6 mi
44Edelman Financial Engines625.0★ (9)8 mi
45Buckhead Wealth Management625.0★ (22)17 mi
46Cornerstone Wealth Partners625.0★ (13)12 mi
47New Beginning Financial Group, LLC624.8★ (31)20 mi
48Elite Wealth Advisors LLC625.0★ (24)20 mi
49Wealthcare Financial Group Inc.625.0★ (12)12 mi
50ASB Financial625.0★ (13)13 mi

Also serving Union City

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 Union City
BusinessGoogle ratingDistance
Anson Analytics5.0★ (2)10 mi
anubis financial education groupIn Union City
Blue Otter Financial Planning5.0★ (2)14 mi
Blue Skies Mediation - Divorce Mediation and Financial Analysis5.0★ (2)13 mi
Edward Jones - Financial Advisor: Patrick J Michel, CFP®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Paul D Harrison4.5★ (2)14 mi
Financial ItIn Union City
Golden Financial Services5.0★ (2)6 mi
Intensive Financial Service Inc., CPA5.0★ (2)8 mi
National Merchandising5.0★ (2)11 mi
Patti Puckett - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)14 mi
SAME DAY CPN Numbers $755.0★ (2)14 mi
Smithad33In Union City
Sound Multifamily Investments5.0★ (2)8 mi
Temperance Wealth Management5.0★ (2)14 mi
The Gift Of Life Community Home- Holistic Wellness Center5.0★ (2)8 mi
The Maximillen Agency- COUNTRY Financial Agent5.0★ (2)4 mi
Valencia Monique Young: Primerica - Financial Services5.0★ (2)5 mi
Wells Fargo Advisors5.0★ (2)13 mi
Whitlock Ellis Wealth Management5.0★ (2)13 mi

How we ranked Union City financial advisors

We scored 294 Union City 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 Union City 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 Union City: frequently asked questions

Which financial advisor has the highest RFA Score in Union City?

By RFA Score, the highest-ranked financial advisor in Union City, GA is Samuel Augustus Shepard Jr: Primerica - Financial Services with an RFA Score of 70/100. It has 4.8★ from 127 Google reviews. The Financial Paramedic (#2) and Melton & Company (#3) follow. We ranked 294 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Union City?

RankedFinancialAdvisors ranks 294 financial advisors serving Union City, GA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Union City work on weekends?

57 of 294 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are The Financial Paramedic (#2), American Consumer Credit Counseling, Inc. (#8) and Equity Business & Tax Advisors (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Union City financial advisors have?

The median Google rating among 294 rated financial advisors in Union City is 4.8★, with a median of 12 reviews. American Consumer Credit Counseling, Inc. has the most, 3,675 reviews, and ranks #8. 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 Union City count in this ranking?

Yes, if they are within 25 mi of the Union City 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 Union City 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 Union City 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 Union City

  1. November 2026: RFA Scores recalculated for 294 financial advisors serving Union City.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Union City pages