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Investment Advisors in Stockbridge, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Stockbridge: Pineapple Capital Group., RFA Score 72/100; 5.0★ from 51 Google reviews; open evenings.

  2. 9

    Most-reviewed: Creative Planning, 65 Google reviews at 4.9★, the most of 70 ranked; ranked #9.

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

70 Stockbridge investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 70 rated firms.

Top 10 investment advisors in Stockbridge 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 Stockbridge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Pineapple Capital Group.725.0★ (51)Atlanta, 22 mi awayEveningsTop score
2Cornerstone Wealth Partners675.0★ (13)Peachtree City, 21 mi away——
3Boss Traders, LLC.633.3★ (6)Atlanta, 19 mi away——
4Preferred Capital Securities634.4★ (7)Atlanta, 24 mi away——
5Prosperitage Wealth635.0★ (36)Atlanta, 13 mi awaySat · Evenings—
6Fidelity Investments622.8★ (8)Atlanta, 23 mi away——
7Sage Mountain Advisors624.0★ (4)Atlanta, 22 mi away——
8Republic Finance624.2★ (21)StockbridgeEvenings—
9Creative Planning624.9★ (65)Atlanta, 23 mi away—Most reviews
10Prestige Wealth LLC625.0★ (43)Atlanta, 19 mi away——

All 70 investment advisors in Stockbridge, 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 Stockbridge

    #1 Pineapple Capital Group.

    Based in Atlanta, 22 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 10 AM–10 PM · Sat–Sun closed
    Address
    3324 Peachtree Rd NE, Atlanta, GA 30326
    View profile for Pineapple Capital Group.(850) 960-5500

  3. #3 Boss Traders, LLC.

    Based in Atlanta, 19 mi away

    63/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.3★ from 6 Google reviews, listed on Google as “Investment service”.

    • 3.3★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1100 Peachtree St NE Suite 250, Atlanta, GA 30309
    View profile for Boss Traders, LLC.(678) 812-0090

  6. #6 Fidelity Investments

    Based in Atlanta, 23 mi away

    62/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 2.8★ from 8 Google reviews, listed on Google as “Investment service”.

    • 2.8★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3630 Peachtree Rd NE Ste 100, Atlanta, GA 30305
    View profile for Fidelity Investments(404) 365-8104

  7. #7 Sage Mountain Advisors

    Based in Atlanta, 22 mi away

    62/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    945 East Paces Ferry Rd NE Suite 2660, Atlanta, GA 30326
    View profile for Sage Mountain Advisors(404) 795-8361

  8. #8 Republic Finance

    Based in Stockbridge

    62/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 21 Google reviews, listed on Google as “Loan agency”.

    • 4.2★ from 21 Google reviews
    Hours
    Mon 8:30 AM–5:30 PM · Tue 8:30 AM–7 PM · Wed 8:30 AM–5:30 PM · Thu 8:30 AM–7 PM · Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    909 Eagles Landing Pkwy Ste 200, Stockbridge, GA 30281
    View profile for Republic Finance(770) 506-3240

  9. #9 Creative Planning

    Based in Atlanta, 23 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and review volume: 4.9★ from 65 Google reviews, the most in Stockbridge.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3630 Peachtree Rd NE Unit 300, Atlanta, GA 30326
    View profile for Creative Planning(404) 487-0500

  14. #14 F5 Financial

    Based in McDonough, 9 mi away

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Address
    70 Macon St, McDonough, GA 30253
    View profile for F5 Financial(888) 454-1086

  18. #18 Minerva Planning Group

    Based in Decatur, 17 mi away

    59/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    315 W Ponce de Leon Ave Ste 880, Decatur, GA 30030
    View profile for Minerva Planning Group(404) 816-6688

  21. #21 Republic Finance

    Based in Fayetteville, 12 mi away

    58/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 17 Google reviews, listed on Google as “Loan agency”.

    • 4.2★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1415 GA-85 Ste 300, Fayetteville, GA 30214
    View profile for Republic Finance(770) 719-7738

  22. #22 Republic Finance

    Based in Conyers, 15 mi away

    58/100RFA Score

    Ranked #22 because of its Google rating and review volume: 3.7★ from 37 Google reviews.

    • 3.7★ from 37 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1517 Hwy 138 SE, Conyers, GA 30013
    View profile for Republic Finance(678) 413-9932

  23. #23 Trajan Wealth

    Based in Atlanta, 22 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3355 Lenox Rd NE #750, Atlanta, GA 30326
    View profile for Trajan Wealth(404) 390-4000

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 70 ranked investment advisors here; the rest are on their profiles.

investment advisors in Stockbridge, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edelman Financial Engines585.0★ (9)14 mi
27Attend Wealth Inc.584.9★ (14)19 mi
28Edward Jones - Financial Advisor: Floyd J Gantt, AAMS®585.0★ (9)14 mi
29Balentine574.8★ (17)22 mi
30FM Enterprises: Strategies & Acquisitions575.0★ (14)22 mi
31Commercial Loan Specialist (CLS)574.6★ (11)17 mi
32Letson Investment Management, Inc.575.0★ (4)23 mi
33Brown Investors565.0★ (8)16 mi
34Edward Jones - Financial Advisor: Carolyn W Fraser, CFP®|AAMS®|CRPC™565.0★ (4)9 mi
35Black Wallstreet, Inc.565.0★ (8)17 mi
36Reed Financial Group565.0★ (14)25 mi
37Capital and Planning563.7★ (3)5 mi
38Emergent Financial Group565.0★ (11)22 mi
39Edward Jones - Financial Advisor: Jason Witcher, CRPC™|CKA®564.0★ (8)14 mi
40Keli Hazel & Associates - Capitol Financial Solutions565.0★ (3)9 mi
41Avere Wealth Management565.0★ (10)22 mi
42Charles Schwab553.7★ (18)22 mi
43Edward Jones - Financial Advisor: David Ewing554.3★ (6)17 mi
44San Blas Securities553.9★ (14)23 mi
45Edward Jones - Financial Advisor: Tim Johnson555.0★ (4)15 mi
46Charles Schwab543.0★ (16)19 mi
47Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC544.5★ (8)22 mi
48TIAA Financial Services544.5★ (4)17 mi
49Morris Legal and Tax545.0★ (5)21 mi
50HB Wealth544.4★ (7)23 mi

Also serving Stockbridge

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 Stockbridge
BusinessGoogle ratingDistance
ACD Financial Services, LLCIn Stockbridge
Bankers LifeIn Stockbridge
CAPTRUSTIn Stockbridge
Charles B. Pyke, Jr.In Stockbridge
Edward JonesIn Stockbridge
Edward Jones - Financial Advisor: Matthew J RixIn Stockbridge
Edward Jones - Financial Advisor: Megan N HenryIn Stockbridge
Edward Jones - Financial Advisor: Michael Jones, SE-AWMA®5.0★ (1)In Stockbridge
Edward Jones - Financial Advisor: Paul D Rippa, CFP®|ChFC®|CEPA®|AAMS®|CRPS™5.0★ (1)In Stockbridge
Edward Jones - Financial Advisor: Takilya S StewartIn Stockbridge
Intensive Financial Service lnc.CPA5.0★ (1)In Stockbridge
Merrill EdgeIn Stockbridge
Morales ManagementIn Stockbridge
Savitri Crenshaw: Primerica - Financial Services5.0★ (1)In Stockbridge
Shirley Carter: Primerica - Financial Services5.0★ (3)In Stockbridge
Springwell Financial SolutionsIn Stockbridge
Stewardship Financial Advisors, LLCIn Stockbridge
Wells Fargo Advisors5.0★ (2)In Stockbridge
Wells Fargo Advisors1.0★ (1)In Stockbridge
Wells Fargo Advisors5.0★ (1)In Stockbridge

How we ranked Stockbridge investment advisors

We scored 70 Stockbridge 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 Stockbridge 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 Stockbridge: frequently asked questions

Which investment advisor has the highest RFA Score in Stockbridge?

By RFA Score, the highest-ranked investment advisor in Stockbridge, GA is Pineapple Capital Group. with an RFA Score of 72/100. It has 5.0★ from 51 Google reviews. It is open evenings. Cornerstone Wealth Partners (#2) and Boss Traders, LLC. (#3) follow. We ranked 70 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Stockbridge?

RankedFinancialAdvisors ranks 70 investment advisors serving Stockbridge, GA. 1 of them is based in Stockbridge; 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 Stockbridge work on weekends?

3 of 70 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Prosperitage Wealth (#5) and Real Estate is Litt (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Stockbridge investment advisors have?

The median Google rating among 70 rated investment advisors in Stockbridge is 4.9★, with a median of 8 reviews. Creative Planning has the most, 65 reviews, and ranks #9. 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 Stockbridge count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 70 investment advisors serving Stockbridge.

More investment advisors and Stockbridge pages