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Investment Advisors in Augusta, GA: 2026 rankings

21 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Augusta: Hope Funding, RFA Score 69/100; 4.7★ from 15 Google reviews; open Saturdays until 3 PM.

  2. 2

    Most-reviewed: Richard Young Advisors, 84 Google reviews at 5.0★, the most of 21 ranked; ranked #2.

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

21 Augusta investment advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 21 rated firms.

Top 10 investment advisors 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 investment advisors in Augusta at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Hope Funding694.7★ (15)Evans, 10 mi awaySat · EveningsTop score
2Richard Young Advisors695.0★ (84)Augusta—Most reviews
3AP Wealth Management635.0★ (22)Augusta——
4Optimal Wealth Strategies605.0★ (9)Augusta——
5Republic Finance603.7★ (21)North Augusta, 2 mi away——
6Charles Schwab604.1★ (11)Augusta——
7Fehrman Investment Group595.0★ (7)Augusta——
8Firethorn Wealth Partners594.8★ (6)AugustaEvenings—
9Headache Property Relief584.7★ (18)Grovetown, 14 mi away——
10Confident Life Wealth Management - Ameriprise Financial Services, LLC585.0★ (8)Martinez, 6 mi away——

All 21 investment advisors 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 Hope Funding

    Based in Evans, 10 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 15 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 15 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–3 PM · Sun closed
    Address
    607 Ronald Reagan Dr #1501, Evans, GA 30809
    View profile for Hope Funding(706) 204-9011

  3. #3 AP Wealth Management

    Based in Augusta

    63/100RFA Score

    Ranked #3 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

  5. #5 Republic Finance

    Based in North Augusta, 2 mi away

    60/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.7★ from 21 Google reviews, listed on Google as “Loan agency”.

    • 3.7★ from 21 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    404 E Martintown Rd # C, North Augusta, SC 29841
    View profile for Republic Finance(803) 613-1038

  6. #6 Charles Schwab

    Based in Augusta

    60/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.1★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 4.1★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    630 Crane Creek Dr Ste 305, Augusta, GA 30907
    View profile for Charles Schwab(706) 849-8350

  7. #7 Fehrman Investment Group

    Based in Augusta

    59/100RFA Score

    Ranked #7 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

  14. #14 Morgan Stanley

    Based in Augusta

    56/100RFA Score

    Ranked #14 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

Also serving Augusta

20 more investment 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 investment advisors serving Augusta
BusinessGoogle ratingDistance
Apollon Wealth Management3.0★ (2)In Augusta
Bank of America (with Drive-thru ATM)3.0★ (77)In Augusta
Benjamin Hester- COUNTRY Financial Agent5.0★ (2)In Augusta
BJM Augusta4.4★ (61)In Augusta
Gateway Financial Group5.0★ (55)In Augusta
James Leibach - Raymond James5.0★ (2)In Augusta
Jeffrey L. Foreman CPA, PC & Investment Planning Solutions, LLC5.0★ (3)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
Noble Oak Financial5.0★ (4)In Augusta
Northwestern Mutual4.0★ (4)In Augusta
Retirement Solutions of Georgia5.0★ (4)In Augusta
Stifel5.0★ (2)In Augusta
Strategic Financial Management5.0★ (19)In Augusta
Truist4.2★ (19)In Augusta
Wells Fargo Advisors4.0★ (2)In Augusta
Will Rogers - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (43)In Augusta
Wynn Capital LLC5.0★ (2)In Augusta

How we ranked Augusta investment advisors

We scored 21 Augusta investment 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 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Augusta: frequently asked questions

Which investment advisor has the highest RFA Score in Augusta?

By RFA Score, the highest-ranked investment advisor in Augusta, GA is Hope Funding with an RFA Score of 69/100. It has 4.7★ from 15 Google reviews. It is open Saturdays until 3 PM. Richard Young Advisors (#2) and AP Wealth Management (#3) follow. We ranked 21 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Augusta?

RankedFinancialAdvisors ranks 21 investment advisors serving Augusta, GA. 9 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 investment advisors in Augusta work on weekends?

1 of 21 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays is Hope Funding (#1). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Augusta investment advisors have?

The median Google rating among 21 rated investment advisors in Augusta is 5.0★, with a median of 6 reviews. Richard Young Advisors has the most, 84 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Augusta count in this ranking?

Yes, if they are within 25 mi of the Augusta city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Augusta ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor 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 investment 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 Augusta

  1. November 2026: RFA Scores recalculated for 21 investment advisors serving Augusta.

More investment advisors and Augusta pages