71/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 4.8★ from 62 Google reviews, listed on Google as “Investment company”.
Investment Advisors in Dunwoody, GA: 2026 rankings
179 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Dunwoody: Headquarter Investors Capital, RFA Score 71/100; 4.8★ from 62 Google reviews.
- 6
Most-reviewed: Trading Academy - Atlanta, 809 Google reviews at 4.8★, the most of 179 ranked; ranked #6.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
179 Dunwoody investment advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 179 rated firms.
Top 10 investment advisors in Dunwoody 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Headquarter Investors Capital | 71 | 4.8★ (62) | Norcross, 5 mi away | — | Top score |
| 2 | Pineapple Capital Group. | 71 | 5.0★ (51) | Atlanta, 7 mi away | Evenings | — |
| 3 | Advanta IRA | 71 | 4.6★ (56) | Atlanta, 2 mi away | — | — |
| 4 | Moore Invested, LLC. | 70 | 5.0★ (16) | Atlanta, 2 mi away | — | — |
| 5 | IPX1031: Whitney Brennan | 68 | 4.8★ (12) | Brookhaven, 2 mi away | — | — |
| 6 | Trading Academy - Atlanta | 68 | 4.8★ (809) | Atlanta, 3 mi away | Sat | Most reviews |
| 7 | Navy Federal Credit Union | 68 | 4.2★ (102) | Milton, 11 mi away | Sat | — |
| 8 | Goodwin Investment Advisory | 67 | 5.0★ (251) | Woodstock, 17 mi away | — | — |
| 9 | Western & Southern Life | 67 | 4.1★ (14) | Peachtree Corners, 6 mi away | — | — |
| 10 | PSL Wealth Strategies and Management | 66 | 5.0★ (5) | Atlanta, 4 mi away | Sat · Evenings | — |
All 179 investment advisors in Dunwoody, 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.
Based in Atlanta, 7 mi away
71/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Investment company”.
#3 Advanta IRA
Based in Atlanta, 2 mi away
71/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.6★ from 56 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 2 mi away
70/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.
Based in Brookhaven, 2 mi away
68/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 4.8★ from 12 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 3 mi away
68/100RFA ScoreRanked #6 because of its Google rating and review volume: 4.8★ from 809 Google reviews, the most in Dunwoody.
Based in Milton, 11 mi away
68/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 4.2★ from 102 Google reviews, listed on Google as “Investment service”.
Based in Woodstock, 17 mi away
67/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 251 Google reviews, listed on Google as “Financial advisor”.
Based in Peachtree Corners, 6 mi away
67/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.1★ from 14 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 4 mi away
66/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment company”.
Based in Norcross, 8 mi away
66/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.9★ from 9 Google reviews, listed on Google as “Investment service”.
Based in Dunwoody
66/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 9 mi away
65/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Investment service”.
#14 Stubbs Capital
Based in Smyrna, 9 mi away
65/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment service”.
#15 Prestige Brokers
Based in Atlanta, 4 mi away
65/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 2.6★ from 11 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 7 mi away
65/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.
Based in Norcross, 9 mi away
65/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 7 mi away
65/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 7 mi away
64/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 2.8★ from 8 Google reviews, listed on Google as “Investment service”.
Based in Peachtree Corners, 5 mi away
64/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 5.0★ from 118 Google reviews, listed on Google as “Financial planner”.
Based in Atlanta, 7 mi away
64/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment service”.
Based in Norcross, 7 mi away
63/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 12 mi away
63/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 3.3★ from 6 Google reviews, listed on Google as “Investment service”.
Based in Atlanta, 2 mi away
63/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.6★ from 18 Google reviews, listed on Google as “Financial planner”.
Based in Alpharetta, 8 mi away
62/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Investment service”.
Investment 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 179 ranked investment advisors here; the rest are on their profiles.
Also serving Dunwoody
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.
| Business | Google rating | Distance |
|---|---|---|
| Apex Pension Strategies Inc | In Dunwoody | |
| Argent Trust Company | In Dunwoody | |
| Audientis LLC | In Dunwoody | |
| BDL Advisors - Dunwoody | In Dunwoody | |
| Bob Gordon & Company | In Dunwoody | |
| Edward Jones - Financial Advisor: Brent M Rea | 5.0★ (2) | 2 mi |
| Edward Jones - Financial Advisor: Jennifer A Howard | In Dunwoody | |
| Fifth Third Preferred - Jermeir Jackson Stroud | In Dunwoody | |
| Frost Financial | 1.0★ (1) | In Dunwoody |
| Invested Management | 5.0★ (2) | 5 mi |
| LCORE Wealth Management | 5.0★ (2) | 4 mi |
| Melan Financial | 5.0★ (1) | In Dunwoody |
| PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC | 5.0★ (2) | 2 mi |
| Ralph Lipsey & Andrew Lipsey - Raymond James | In Dunwoody | |
| S G Financial Advisors LLC | 5.0★ (2) | 3 mi |
| Saul M Levy - Morgan Stanley | 5.0★ (2) | 2 mi |
| Shpigel Financial Group - Ameriprise Financial Services, LLC | 5.0★ (2) | 3 mi |
| Timberland Investment Resources, LLC (TIR) | In Dunwoody | |
| Wells Fargo Advisors | 5.0★ (1) | In Dunwoody |
| Wells Fargo Advisors | In Dunwoody |
How we ranked Dunwoody investment advisors
We scored 179 Dunwoody 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.
| Factor | Weight | Computed from | In Dunwoody data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose an investment advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Dunwoody: frequently asked questions
Which investment advisor has the highest RFA Score in Dunwoody?
By RFA Score, the highest-ranked investment advisor in Dunwoody, GA is Headquarter Investors Capital with an RFA Score of 71/100. It has 4.8★ from 62 Google reviews. Pineapple Capital Group. (#2) and Advanta IRA (#3) follow. We ranked 179 investment advisors on eight factors, last updated November 9, 2026.
How many investment advisors are there in Dunwoody?
RankedFinancialAdvisors ranks 179 investment advisors serving Dunwoody, GA. 1 of them is based in Dunwoody; 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 Dunwoody work on weekends?
11 of 179 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Trading Academy - Atlanta (#6), Navy Federal Credit Union (#7) and PSL Wealth Strategies and Management (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Dunwoody investment advisors have?
The median Google rating among 179 rated investment advisors in Dunwoody is 5.0★, with a median of 10 reviews. Trading Academy - Atlanta has the most, 809 reviews, and ranks #6. 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 Dunwoody count in this ranking?
Yes, if they are within 25 mi of the Dunwoody 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 Dunwoody 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 Dunwoody 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 Dunwoody
- November 2026: RFA Scores recalculated for 179 investment advisors serving Dunwoody.
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