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Wealth Managers in Milton, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milton: Gibbs Financial Group & Gibbs Wealth Management, RFA Score 72/100; 4.8★ from 190 Google reviews.

  2. 2

    Most-reviewed: Wiser Wealth Management, Inc, 189 Google reviews at 5.0★, the most of 89 ranked after Gibbs Financial Group & Gibbs Wealth Management; ranked #2.

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

89 Milton 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 89 rated firms.

Top 10 wealth managers in Milton 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 Milton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Gibbs Financial Group & Gibbs Wealth Management724.8★ (190)Alpharetta, 6 mi away—Top score
2Wiser Wealth Management, Inc715.0★ (189)Marietta, 19 mi away—Most reviews
3Active Wealth Management, Inc.695.0★ (47)Alpharetta, 3 mi awayEvenings—
4Heritage Wealth Planning694.9★ (43)Alpharetta, 3 mi away——
5Daner Wealth Management685.0★ (37)Alpharetta, 5 mi away——
6ETS Wealth Management685.0★ (176)Buford, 31 mi away——
7Element Wealth Advisors685.0★ (49)Atlanta, 14 mi away——
8Moore's Wealth Management675.0★ (107)Gainesville, 29 mi away——
9Canton Wealth Partners675.0★ (28)Roswell, 8 mi away——
10Wealth Creation Atlanta, LLC675.0★ (23)Roswell, 6 mi away——

All 89 wealth managers in Milton, 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.

  5. #5 Daner Wealth Management

    Based in Alpharetta, 5 mi away

    68/100RFA Score

    Ranked #5 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

  6. #6 ETS Wealth Management

    Based in Buford, 31 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 176 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 176 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri–Sun closed
    Address
    27 City Square St Ste 2, Hoschton, GA 30548
    View profile for ETS Wealth Management(770) 904-1978

  7. #7 Element Wealth Advisors

    Based in Atlanta, 14 mi away

    68/100RFA Score

    Ranked #7 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, 8 mi away

    67/100RFA 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 M Wealth Group

    Based in Alpharetta, 7 mi away

    67/100RFA Score

    Ranked #11 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

  14. #14 Marietta Wealth

    Based in Marietta, 19 mi away

    66/100RFA Score

    Ranked #14 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

  16. #16 Trajan Wealth

    Based in Alpharetta, 3 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13010 Morris Rd Bldg 1, Suite 600, Alpharetta, GA 30004
    View profile for Trajan Wealth(404) 390-4000

  17. #17 Power Wealth Management

    Based in Alpharetta, 5 mi away

    66/100RFA Score

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

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    2400 Lakeview Pkwy Ste 675, Alpharetta, GA 30009
    View profile for Power Wealth Management(404) 889-8919

  19. #19 Nicholas Wealth Management

    Based in Marietta, 19 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    218 Roswell St NE Ste 200, Marietta, GA 30060
    View profile for Nicholas Wealth Management(404) 890-5606

  23. #23 Evans Wealth Management

    Based in Duluth, 16 mi away

    65/100RFA Score

    Ranked #23 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
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6340 Sugarloaf Pkwy #200, Duluth, GA 30097
    View profile for Evans Wealth Management(770) 828-8303

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

wealth managers in Milton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Axio Wealth Strategies645.0★ (10)10 mi
27Prosperitage Wealth645.0★ (36)30 mi
28Openhanded Wealth645.0★ (12)12 mi
29Three Bridges Wealth Management645.0★ (7)5 mi
30Trajan Wealth645.0★ (19)20 mi
31Buckhead Wealth Management645.0★ (22)24 mi
32Trajan Wealth645.0★ (13)17 mi
33Baird Private Wealth Management645.0★ (6)6 mi
34Moss Wealth Management | Melissa Moss, CFP®645.0★ (10)13 mi
35Ironclad Wealth Management645.0★ (15)20 mi
36Wassey Wealth Management645.0★ (5)4 mi
37Sullivan & Schlieman Wealth Management, LLC644.4★ (7)6 mi
38Wealth Enhancement & Preservation645.0★ (28)30 mi
39PB FAM Private Wealth635.0★ (11)16 mi
40CWPIM - The Conscientious Wealth Planning and Investment Managememt635.0★ (5)5 mi
41Envoy Wealth Management635.0★ (16)23 mi
42Savant Wealth Management635.0★ (6)11 mi
43Atlantic Wealth Consultants635.0★ (6)11 mi
44Loftin Wealth Partners635.0★ (5)9 mi
45Five Talents Wealth Management635.0★ (5)9 mi
46PSL Wealth Strategies and Management635.0★ (5)10 mi
47Avere Wealth Management635.0★ (10)20 mi
48Prosperity Wealth Advisors635.0★ (12)23 mi
49Chandler Wealth Management624.7★ (11)19 mi
50Mayer Private Wealth Management625.0★ (3)5 mi

Also serving Milton

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 Milton
BusinessGoogle ratingDistance
Berkeley Capital Partners IncIn Milton
BlueChip Wealth Advisors5.0★ (1)In Milton
Carson Wealth5.0★ (2)In Milton
De Maine Wealth Management5.0★ (2)14 mi
Douglas B Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)18 mi
Eads & Heald Wealth Management5.0★ (2)17 mi
Edward Jones - Financial Advisor: JT Eggensperger, AAMS®In Milton
Edward Jones - Financial Advisor: Kiel O Shaw5.0★ (1)In Milton
Eissman Wealth5.0★ (2)16 mi
Forthright Wealth Management5.0★ (2)5 mi
Jamison Private Wealth Management, Inc.In Milton
LCORE Wealth Management5.0★ (2)10 mi
Monterey Wealth5.0★ (2)13 mi
MPW StrategyIn Milton
PGI Wealth Management5.0★ (1)In Milton
PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC5.0★ (2)15 mi
Strategic Wealth Designers5.0★ (2)14 mi
Sugarloaf Wealth Management5.0★ (2)16 mi
Wealth Advisory Group, Inc.In Milton
Westhollow Wealth ManagementIn Milton

How we ranked Milton wealth managers

We scored 89 Milton 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 Milton 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 Milton: frequently asked questions

Which wealth manager has the highest RFA Score in Milton?

By RFA Score, the highest-ranked wealth manager in Milton, GA is Gibbs Financial Group & Gibbs Wealth Management with an RFA Score of 72/100. It has 4.8★ from 190 Google reviews. Wiser Wealth Management, Inc (#2) and Active Wealth Management, Inc. (#3) follow. We ranked 89 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Milton?

RankedFinancialAdvisors ranks 89 wealth managers serving Milton, GA. 2 of them are based in Milton; 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 Milton work on weekends?

6 of 89 ranked wealth managers post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milton wealth managers have?

The median Google rating among 89 rated wealth managers in Milton is 5.0★, with a median of 8 reviews. Gibbs Financial Group & Gibbs Wealth Management has the most, 190 reviews, and ranks #1. 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 Milton count in this ranking?

Yes, if they are within 40 mi of the Milton 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 Milton 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 Milton 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 Milton

  1. November 2026: RFA Scores recalculated for 89 wealth managers serving Milton.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Milton pages