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Financial Planners in Canton, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Canton: Homeowners Financial Group, RFA Score 77/100; 5.0★ from 118 Google reviews.

  2. 30

    Most-reviewed: Goodwin Investment Advisory, 251 Google reviews at 5.0★, the most of 194 ranked; ranked #30.

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

194 Canton financial planners are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 194 rated firms.

Top 10 financial planners in Canton 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 Canton at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Homeowners Financial Group775.0★ (118)CantonTop score
2Derek Good - COUNTRY Financial Representative754.9★ (198)Woodstock, 9 mi away—
3Paragon Accounting & Tax Solutions, LLC754.9★ (174)Woodstock, 10 mi away—
4Homeowners Financial Group735.0★ (249)Atlanta, 22 mi away—
5Wiser Wealth Management, Inc735.0★ (189)Marietta, 20 mi away—
6United Community724.8★ (37)Canton—
7TimeWise Financial715.0★ (52)Woodstock, 11 mi away—
8Atlanta Premier Accounting & Tax Services714.8★ (87)Kennesaw, 14 mi away—
9Bella Advisors Inc715.0★ (71)Roswell, 16 mi away—
10Wickham Financial & Insurance Services714.9★ (107)Marietta, 20 mi away—

All 194 financial planners in Canton, 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.

  4. #4 Homeowners Financial Group

    Based in Atlanta, 22 mi away

    73/100RFA Score

    Ranked #4 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 United Community

    Based in Canton

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ 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
    3781 Sixes Rd, Canton, GA 30114
    View profile for United Community(770) 704-4949

  7. #7 TimeWise Financial

    Based in Woodstock, 11 mi away

    71/100RFA Score

    Ranked #7 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

  9. #9 Bella Advisors Inc

    Based in Roswell, 16 mi away

    71/100RFA Score

    Ranked #9 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

  12. #12 The Annuity Expert

    Based in Atlanta, 23 mi away

    71/100RFA Score

    Ranked #12 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

  13. #13 Solley Financial Services

    Based in Alpharetta, 16 mi away

    70/100RFA Score

    Ranked #13 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

  14. #14 United Community

    Based in Canton

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 54 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
    2215 Riverstone Blvd, Canton, GA 30114
    View profile for United Community(770) 479-6700

  16. #16 Mutual of Omaha Mortgage

    Based in Atlanta, 24 mi away

    70/100RFA Score

    Ranked #16 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

  22. #22 Fricke & Associates, LLC

    Based in Peachtree Corners, 24 mi away

    68/100RFA Score

    Ranked #22 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

  25. #25 Element Wealth Advisors

    Based in Atlanta, 23 mi away

    68/100RFA Score

    Ranked #25 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 194 ranked financial planners here; the rest are on their profiles.

financial planners in Canton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Marietta Wealth685.0★ (37)19 mi
27Paramount Tax and Accounting Johns Creek685.0★ (34)18 mi
28Openhanded Wealth685.0★ (12)5 mi
29Third Act Retirement Planning685.0★ (23)14 mi
30Goodwin Investment Advisory675.0★ (251)7 mi
31First Command Financial Advisor - Chris Park675.0★ (28)18 mi
32Wealth Creation Atlanta, LLC675.0★ (23)15 mi
33Rose Stewart - COUNTRY Financial Agent675.0★ (23)16 mi
34Benedetti, Gucer & Associates675.0★ (36)22 mi
35Creative Financial Partners675.0★ (45)25 mi
36Landmark Financial Group674.9★ (46)24 mi
37Five Talents Wealth Management675.0★ (5)In Canton
38Georgia Advisory Group, LLC - Alpharetta674.8★ (26)16 mi
39Financial Consultants Group675.0★ (31)21 mi
40Wealth Enhancement & Preservation675.0★ (28)20 mi
41Bruce Alden - Edelman Financial Engines665.0★ (37)24 mi
42Andrew Matthieson, Ashford Advisors665.0★ (21)17 mi
43Cerity Partners665.0★ (33)23 mi
44Elliott Stewart - COUNTRY Financial Agent665.0★ (22)18 mi
4549 Financial - Atlanta Office664.9★ (41)25 mi
46ATLas Investment Advisors665.0★ (20)17 mi
47Coker James Accountants, an Archer Lewis firm665.0★ (16)14 mi
48Wealth Enhancement & Preservation665.0★ (21)17 mi
49Unity Financial Planning Group665.0★ (15)14 mi
50Ed Sturdivant - Edelman Financial Engines665.0★ (18)17 mi

Also serving Canton

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 Canton
BusinessGoogle ratingDistance
BHT Wealth Management Llc5.0★ (1)In Canton
Brandenburg Financial Services5.0★ (9)In Canton
Cash Flow Strategies, Inc.5.0★ (46)In Canton
Crossroads Financial5.0★ (1)In Canton
Edward Jones - Financial Advisor: Charles F Simon, AAMS®5.0★ (2)In Canton
Edward Jones - Financial Advisor: Cody Williams, CFP®|CPWA®|CLU®5.0★ (1)In Canton
Edward Jones - Financial Advisor: Lester A Bourne Jr5.0★ (1)In Canton
Edward Jones - Financial Advisor: Matthew S Ellis5.0★ (5)In Canton
Edward Jones - Financial Advisor: Michael Harper5.0★ (1)In Canton
Edward Jones - Financial Advisor: Paul A Fernandez5.0★ (2)In Canton
Edward Jones - Financial Advisor: Price Wilkes5.0★ (1)In Canton
Edward Jones - Financial Advisor: Sarah K Kendall, CRPC™5.0★ (7)In Canton
Equity Business & Tax Advisors4.9★ (96)In Canton
Farther Finance - Brian Doe Group5.0★ (2)In Canton
Investor Underwriting, LLC5.0★ (4)In Canton
LoansByLarry Larry F Delbridge II5.0★ (1)In Canton
LongView Wealth Management5.0★ (2)In Canton
The Legacy Advisory Firm3.5★ (2)In Canton
Truist3.5★ (20)In Canton
Wells Fargo Advisors1.0★ (1)In Canton

How we ranked Canton financial planners

We scored 194 Canton 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 Canton 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 Canton: frequently asked questions

Which financial planner has the highest RFA Score in Canton?

By RFA Score, the highest-ranked financial planner in Canton, GA is Homeowners Financial Group with an RFA Score of 77/100. It has 5.0★ from 118 Google reviews. Derek Good - COUNTRY Financial Representative (#2) and Paragon Accounting & Tax Solutions, LLC (#3) follow. We ranked 194 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Canton?

RankedFinancialAdvisors ranks 194 financial planners serving Canton, GA. 5 of them are based in Canton; 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 Canton work on weekends?

18 of 194 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are The Annuity Expert (#12) and Nathan Garnett - Financial Planner (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Canton financial planners have?

The median Google rating among 194 rated financial planners in Canton is 5.0★, with a median of 14 reviews. Goodwin Investment Advisory has the most, 251 reviews, and ranks #30. 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 Canton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 194 financial planners serving Canton.

More financial planners and Canton pages