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Financial Planners in Alpharetta, GA: 2026 rankings

313 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Alpharetta: Homeowners Financial Group, RFA Score 76/100; 5.0★ from 249 Google reviews.

  2. 3

    Most-reviewed: Derek Good - COUNTRY Financial Representative, 198 Google reviews at 4.9★, the most of 313 ranked after Homeowners Financial Group; ranked #3.

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

313 Alpharetta financial planners are ranked here by RFA Score, from eight published factors. 37 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 313 rated firms.

Top 10 financial planners in Alpharetta 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 planners in Alpharetta at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Homeowners Financial Group765.0★ (249)Atlanta, 10 mi away—Top score
2Medrates - Obamacare & Medicare Specialists745.0★ (118)Peachtree Corners, 8 mi away——
3Derek Good - COUNTRY Financial Representative734.9★ (198)Woodstock, 15 mi away—Most reviews
4Paragon Accounting & Tax Solutions, LLC734.9★ (174)Woodstock, 13 mi away——
5Wiser Wealth Management, Inc735.0★ (189)Marietta, 17 mi away——
6Bella Advisors Inc735.0★ (71)Roswell, 3 mi away——
7The Annuity Expert734.9★ (128)Atlanta, 10 mi awaySat · Sun · Evenings—
8Solley Financial Services735.0★ (56)AlpharettaEvenings—
9Active Wealth Management, Inc.725.0★ (47)AlpharettaEvenings—
10Fricke & Associates, LLC724.5★ (165)Peachtree Corners, 9 mi away——

All 313 financial planners in Alpharetta, 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 Alpharetta

    #1 Homeowners Financial Group

    Based in Atlanta, 10 mi away

    76/100RFA Score

    Ranked #1 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

  6. #6 Bella Advisors Inc

    Based in Roswell, 3 mi away

    73/100RFA Score

    Ranked #6 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

  7. #7 The Annuity Expert

    Based in Atlanta, 10 mi away

    73/100RFA Score

    Ranked #7 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

  8. #8 Solley Financial Services

    Based in Alpharetta

    73/100RFA Score

    Ranked #8 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

  10. #10 Fricke & Associates, LLC

    Based in Peachtree Corners, 9 mi away

    72/100RFA Score

    Ranked #10 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

  15. #15 Mutual of Omaha Mortgage

    Based in Atlanta, 16 mi away

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 115 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 115 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    400 Galleria Pkwy SE Ste 1500, Atlanta, GA 30339
    View profile for Mutual of Omaha Mortgage(404) 458-9591

  16. #16 PAZ ENTERPRISE SERVICES

    Based in Sugar Hill, 16 mi away

    71/100RFA Score

    Ranked #16 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

  21. #21 TimeWise Financial

    Based in Woodstock, 11 mi away

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    3380 Trickum Rd Bldg 1200-200, Woodstock, GA 30188
    View profile for TimeWise Financial(770) 420-2954

  23. #23 Element Wealth Advisors

    Based in Atlanta, 11 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328
    View profile for Element Wealth Advisors(678) 871-2222

Financial planners 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 313 ranked financial planners here; the rest are on their profiles.

financial planners in Alpharetta, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Creative Planning694.9★ (65)16 mi
27Andrew Matthieson, Ashford Advisors695.0★ (21)In Alpharetta
28Wealth Enhancement & Preservation695.0★ (21)In Alpharetta
29NTRC Tax & Finance | Tax Return Services in Dekalb County694.9★ (53)13 mi
30ATLas Investment Advisors695.0★ (20)In Alpharetta
31Benedetti, Gucer & Associates685.0★ (36)10 mi
32Rose Stewart - COUNTRY Financial Agent685.0★ (23)3 mi
33Winchester Financial685.0★ (45)13 mi
34Wealth Creation Atlanta, LLC685.0★ (23)3 mi
35Ed Sturdivant - Edelman Financial Engines685.0★ (18)In Alpharetta
36Russ Thornton - Retirement Planning for Women685.0★ (44)14 mi
37Owenby Jones Wealth Management - Alpharetta685.0★ (17)In Alpharetta
38National Employee Benefits Center685.0★ (36)12 mi
39Georgia Financial Advisors684.9★ (55)17 mi
40Cerity Partners685.0★ (33)11 mi
41Financial Consultants Group685.0★ (16)In Alpharetta
42Guyton Long Term Care Advisors684.9★ (16)In Alpharetta
43Landmark Financial Group674.9★ (46)16 mi
44Power Wealth Management675.0★ (14)In Alpharetta
45First Command Financial Advisor - Craig Ames675.0★ (14)In Alpharetta
46TandemGrowth Financial Advisors LLC675.0★ (14)In Alpharetta
47Trajan Wealth674.9★ (14)In Alpharetta
48Hampton Tax and Financial Services, LLC674.7★ (98)25 mi
49First Horizon Bank - Cumming, GA - Peachtree Pkwy674.1★ (51)7 mi
50U.S. Asset Management674.9★ (34)13 mi

Also serving Alpharetta

20 more financial planners 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 planners serving Alpharetta
BusinessGoogle ratingDistance
Charles Schwab3.1★ (20)In Alpharetta
Edward Jones - Financial Advisor: Aditya Patel, CFP®|CRPC™5.0★ (2)In Alpharetta
Edward Jones - Financial Advisor: Nashica McRath, CFP®|CEPA®5.0★ (2)In Alpharetta
Elm3 Financial Group, LLC5.0★ (82)In Alpharetta
Forthright Wealth Management5.0★ (2)In Alpharetta
Gibbs Financial Group & Gibbs Wealth Management4.8★ (190)In Alpharetta
Hoffman Financial Group3.0★ (4)In Alpharetta
Johns Creek Financial5.0★ (2)In Alpharetta
Legacy Advisory Partners5.0★ (5)In Alpharetta
M Wealth Group5.0★ (24)In Alpharetta
Matt Breceda - COUNTRY Financial Representative5.0★ (2)In Alpharetta
Michael Chaffin: Primerica - Financial Services5.0★ (40)In Alpharetta
Morgan Stanley Financial Advisors4.2★ (6)In Alpharetta
Set Free Financial Coaching5.0★ (15)In Alpharetta
The Avalon Group - Morgan Stanley5.0★ (2)In Alpharetta
The Rollover Company, inc.5.0★ (2)In Alpharetta
Transamerica Financial Advisors, Inc.3.0★ (2)In Alpharetta
Wealth Builders Haven LLC5.0★ (3)In Alpharetta
Wells Fargo Advisors1.0★ (3)In Alpharetta
Zach Levy: Primerica - Financial Services4.9★ (16)In Alpharetta

How we ranked Alpharetta financial planners

We scored 313 Alpharetta financial planners 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 Alpharetta 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Alpharetta: frequently asked questions

Which financial planner has the highest RFA Score in Alpharetta?

By RFA Score, the highest-ranked financial planner in Alpharetta, GA is Homeowners Financial Group with an RFA Score of 76/100. It has 5.0★ from 249 Google reviews. Medrates - Obamacare & Medicare Specialists (#2) and Derek Good - COUNTRY Financial Representative (#3) follow. We ranked 313 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Alpharetta?

RankedFinancialAdvisors ranks 313 financial planners serving Alpharetta, GA. 19 of them are based in Alpharetta; 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 planners in Alpharetta work on weekends?

37 of 313 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays is The Annuity Expert (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Alpharetta financial planners have?

The median Google rating among 313 rated financial planners in Alpharetta is 5.0★, with a median of 13 reviews. Homeowners Financial Group has the most, 249 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 planners?

Each financial planner 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 planners outside Alpharetta count in this ranking?

Yes, if they are within 25 mi of the Alpharetta city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Alpharetta ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Alpharetta 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 planners 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 Alpharetta

  1. November 2026: RFA Scores recalculated for 313 financial planners serving Alpharetta.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Alpharetta pages