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Financial Planners in Augusta, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Augusta: Richard Young Advisors, RFA Score 78/100; 5.0★ from 84 Google reviews.

  2. 9

    Most-reviewed: Bank of America (with Drive-thru ATM), 77 Google reviews at 3.0★, the most of 34 ranked after Richard Young Advisors; ranked #9.

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

34 Augusta financial planners 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 34 rated firms.

Top 10 financial planners in Augusta 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 Augusta at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Richard Young Advisors785.0★ (84)Augusta—Top score
2Will Rogers - Private Wealth Advisor, Ameriprise Financial Services, LLC755.0★ (43)Augusta——
3BJM Augusta744.4★ (61)Augusta——
4AP Wealth Management725.0★ (22)Augusta——
5First Command Financial Advisor - Kevin Knitter, RICP®|MBA695.0★ (22)Evans, 10 mi away——
6First Command Financial Advisor - Marc Tuschen695.0★ (20)Evans, 10 mi away——
7Optimal Wealth Strategies695.0★ (9)Augusta——
8Bank of America (with Drive-thru ATM)683.3★ (49)North Augusta, 3 mi away——
9Bank of America (with Drive-thru ATM)683.0★ (77)AugustaSatMost reviews
10First Command Financial Advisor - Stephen Dorsey684.9★ (16)Evans, 10 mi away——

All 34 financial planners in Augusta, 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 Augusta

    #1 Richard Young Advisors

    Based in Augusta

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 84 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    205 Hudson Trace, Augusta, GA 30907
    View profile for Richard Young Advisors(706) 739-0725

  3. #3 BJM Augusta

    Based in Augusta

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.4★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    153 Davis Rd Ste A, Augusta, GA 30907
    View profile for BJM Augusta(706) 203-5653

  4. #4 AP Wealth Management

    Based in Augusta

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 Frazier Dr, Augusta, GA 30909
    View profile for AP Wealth Management(706) 364-4281

  11. #11 Fehrman Investment Group

    Based in Augusta

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2908 Professional Pkwy, Augusta, GA 30907
    View profile for Fehrman Investment Group(706) 922-3590

  15. #15 Noble Oak Financial

    Based in Augusta

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    147 Davis Rd Ste B, Augusta, GA 30907
    View profile for Noble Oak Financial(762) 716-6253

  17. #17 First Command

    Based in Evans, 10 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3015 Allen Dr, Evans, GA 30809
    View profile for First Command(706) 860-2488

  21. #21 Morgan Stanley

    Based in Augusta

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Address
    1 10th St Suite 600, Augusta, GA 30901
    View profile for Morgan Stanley(706) 724-2601

  23. #23 RAP Financial Services

    Based in North Augusta, 7 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.4★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 2.4★ from 34 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1710 Ascauga Lake Rd, North Augusta, SC 29841
    View profile for RAP Financial Services(803) 279-4849

  24. #24 Bankers Life

    Based in Martinez, 9 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 2.7★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4210 Columbia Rd Ste 14A, Martinez, GA 30907
    View profile for Bankers Life(706) 737-2515

All 34 financial planners

#1 to #25 are shown in full above. Here are #26 to #34, in RFA Score order; each links to its profile.

financial planners in Augusta, ranks 26 to 34
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Andrew Helmich625.0★ (3)10 mi
27Janney Montgomery Scott LLC624.3★ (6)16 mi
28Bank of America (with Drive-thru ATM)623.5★ (8)16 mi
29Kimberly Kanagy - Financial Advisor, Ameriprise Financial Services, LLC624.2★ (5)15 mi
30Tea Olive Capital625.0★ (4)15 mi
31Strategic Financial Management615.0★ (19)In Augusta
32Freitas Wealth Management Group615.0★ (3)15 mi
33The Sampson Wealth Advisory Group of Janney Montgomery Scott615.0★ (3)16 mi
34GraniteArch Wealth Management545.0★ (4)9 mi

Also serving Augusta

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 Augusta
BusinessGoogle ratingDistance
Apollon Wealth Management3.0★ (2)In Augusta
Benjamin Hester- COUNTRY Financial Agent5.0★ (2)In Augusta
Charles Schwab4.1★ (11)In Augusta
Colvin Finance Company5.0★ (4)In Augusta
Connie Riggs: Primerica - Financial Services5.0★ (10)In Augusta
Edward Jones - Financial Advisor: Matt Loss, CFP®4.0★ (4)In Augusta
Gateway Financial Group5.0★ (55)In Augusta
Hankinson Wealth Management5.0★ (1)In Augusta
James Leibach - Raymond James5.0★ (2)In Augusta
Life Strategies Financial Partners5.0★ (2)In Augusta
Mann Advisory Services, LLC5.0★ (3)In Augusta
Marsh Financial Services, LLC5.0★ (2)In Augusta
Merrill Lynch Financial Advisor Bradley Burton5.0★ (2)In Augusta
Merrill Lynch Financial Advisor James Bradford5.0★ (1)In Augusta
RBC Wealth Management Branch - Augusta1.0★ (1)In Augusta
Retirement Solutions of Georgia5.0★ (4)In Augusta
Stifel5.0★ (2)In Augusta
Thomas Norris - Prudential Financial3.0★ (2)In Augusta
Wells Fargo Advisors4.0★ (2)In Augusta
Wynn Capital LLC5.0★ (2)In Augusta

How we ranked Augusta financial planners

We scored 34 Augusta 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 Augusta 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 Augusta: frequently asked questions

Which financial planner has the highest RFA Score in Augusta?

By RFA Score, the highest-ranked financial planner in Augusta, GA is Richard Young Advisors with an RFA Score of 78/100. It has 5.0★ from 84 Google reviews. Will Rogers - Private Wealth Advisor, Ameriprise Financial Services, LLC (#2) and BJM Augusta (#3) follow. We ranked 34 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Augusta?

RankedFinancialAdvisors ranks 34 financial planners serving Augusta, GA. 14 of them are based in Augusta; 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 Augusta work on weekends?

2 of 34 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#9) and Bank of America (with Drive-thru ATM) (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Augusta financial planners have?

The median Google rating among 34 rated financial planners in Augusta is 5.0★, with a median of 8 reviews. Richard Young Advisors has the most, 84 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 Augusta count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 34 financial planners serving Augusta.

More financial planners and Augusta pages