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Wealth Managers in Marietta, GA: 2026 rankings

84 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Marietta: Wiser Wealth Management, Inc, RFA Score 74/100; 5.0★ from 189 Google reviews.

  2. 2

    Most-reviewed: Gibbs Financial Group & Gibbs Wealth Management, 190 Google reviews at 4.8★, the most of 84 ranked; ranked #2.

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

84 Marietta wealth managers are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 wealth managers in Marietta 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 wealth managers in Marietta at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wiser Wealth Management, Inc745.0★ (189)Marietta—Top score
2Gibbs Financial Group & Gibbs Wealth Management694.8★ (190)Alpharetta, 19 mi away—Most reviews
3Marietta Wealth695.0★ (37)Marietta——
4Nicholas Wealth Management694.6★ (55)Marietta——
5Ty J. Young, Inc. Wealth Management684.5★ (122)Atlanta, 7 mi away——
6Element Wealth Advisors685.0★ (49)Atlanta, 11 mi away——
7Prestige Wealth LLC675.0★ (43)Atlanta, 15 mi away——
8Wealth Transfer Enterprise664.8★ (46)Atlanta, 16 mi away——
9Canton Wealth Partners665.0★ (28)Roswell, 12 mi away——
10Active Wealth Management, Inc.665.0★ (47)Alpharetta, 22 mi awayEvenings—

All 84 wealth managers in Marietta, 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.

  3. #3 Marietta Wealth

    Based in Marietta

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    472 Sessions St NW #24, Marietta, GA 30060
    View profile for Marietta Wealth(404) 549-6930

  6. #6 Element Wealth Advisors

    Based in Atlanta, 11 mi away

    68/100RFA Score

    Ranked #6 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

  9. #9 Canton Wealth Partners

    Based in Roswell, 12 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 8 AM–4 PM · Wed closed · Thu–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1243 Canton St, Roswell, GA 30075
    View profile for Canton Wealth Partners(470) 857-7180

  11. #11 Daner Wealth Management

    Based in Alpharetta, 18 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11475 Great Oaks Way Suite 340, Alpharetta, GA 30022
    View profile for Daner Wealth Management(770) 368-6033

  17. #17 Trajan Wealth

    Based in Kennesaw, 6 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    125 Townpark Dr Ste 300, Kennesaw, GA 30144
    View profile for Trajan Wealth(404) 390-4000

  19. #19 Trajan Wealth

    Based in Atlanta, 13 mi away

    65/100RFA Score

    Ranked #19 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

  22. #22 M Wealth Group

    Based in Alpharetta, 20 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11180 State Bridge Rd #206, Alpharetta, GA 30022
    View profile for M Wealth Group(678) 866-0787

Wealth managers 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 84 ranked wealth managers here; the rest are on their profiles.

wealth managers in Marietta, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Owenby Jones Wealth Management - Alpharetta645.0★ (17)17 mi
27Moss Wealth Management | Melissa Moss, CFP®645.0★ (10)9 mi
28PB FAM Private Wealth645.0★ (11)11 mi
29Power Wealth Management645.0★ (14)17 mi
30Attend Wealth Inc.644.9★ (14)15 mi
31Wealth of Knowledge Enterprises645.0★ (15)18 mi
32Openhanded Wealth645.0★ (12)15 mi
33Axio Wealth Strategies645.0★ (10)12 mi
34Avere Wealth Management645.0★ (10)13 mi
35Paces Ferry Wealth Advisors645.0★ (7)7 mi
36Trajan Wealth634.9★ (14)19 mi
37Wealth Action Planners635.0★ (9)14 mi
38Steve Koehler, Koehler Wealth635.0★ (10)18 mi
39EP Wealth Advisors635.0★ (8)15 mi
40MD Wealth Advisors635.0★ (8)15 mi
41Elwood & Goetz Wealth Advisory Group634.7★ (12)18 mi
42Evans Wealth Management635.0★ (17)26 mi
43Savant Wealth Management635.0★ (6)12 mi
44Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC624.5★ (8)13 mi
45Grove Wealth Solutions625.0★ (4)7 mi
46Hawk Visionary Wealth625.0★ (4)7 mi
47Your Wealth Advisors625.0★ (5)11 mi
48HB Wealth624.4★ (7)13 mi
49PSL Wealth Strategies and Management625.0★ (5)12 mi
50Three Bridges Wealth Management625.0★ (7)17 mi

Also serving Marietta

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Marietta
BusinessGoogle ratingDistance
American Financial Advisors LLC5.0★ (2)In Marietta
Andreas Wilder - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Marietta
AnnuityUSA4.6★ (33)In Marietta
Boyer Ramey Wealth Management3.0★ (2)In Marietta
Edward Jones - Financial Advisor: Chris Hynek, CFP®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: Jacob Yingling, CFP®|CFA®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: John Golemo, CFP®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: Michael E McCracken5.0★ (5)In Marietta
First Command Financial Advisor - Latorya Brown-Bailey5.0★ (19)In Marietta
Impact Partnership5.0★ (14)In Marietta
Justin Scott Wesley (Financial Advisor)5.0★ (29)In Marietta
Lawandales Group5.0★ (2)In Marietta
MasterPlan Retirement Consultants5.0★ (2)In Marietta
Merit Financial Advisors4.9★ (37)In Marietta
Pfotzer Properties LLC2.6★ (13)In Marietta
RISE Financial Solutions5.0★ (41)In Marietta
Third Act Retirement Planning5.0★ (23)In Marietta
Vita Financial5.0★ (7)In Marietta
Waterstone Wealth Strategies, Inc5.0★ (2)In Marietta
Wickham Financial & Insurance Services4.9★ (107)In Marietta

How we ranked Marietta wealth managers

We scored 84 Marietta wealth managers 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 Marietta 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Marietta: frequently asked questions

Which wealth manager has the highest RFA Score in Marietta?

By RFA Score, the highest-ranked wealth manager in Marietta, GA is Wiser Wealth Management, Inc with an RFA Score of 74/100. It has 5.0★ from 189 Google reviews. Gibbs Financial Group & Gibbs Wealth Management (#2) and Marietta Wealth (#3) follow. We ranked 84 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Marietta?

RankedFinancialAdvisors ranks 84 wealth managers serving Marietta, GA. 4 of them are based in Marietta; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Marietta work on weekends?

6 of 84 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Prosperitage Wealth (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Marietta wealth managers have?

The median Google rating among 84 rated wealth managers in Marietta is 5.0★, with a median of 8 reviews. Gibbs Financial Group & Gibbs Wealth Management has the most, 190 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Marietta count in this ranking?

Yes, if they are within 40 mi of the Marietta city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Marietta ranked?

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

How do I check a wealth manager’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 wealth manager in Marietta 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 wealth managers 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 Marietta

  1. November 2026: RFA Scores recalculated for 84 wealth managers serving Marietta.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Marietta pages