Atlanta, GA Financial Advisors and Resources



Financial Advisor Firms in Atlanta, GA


CARTER, TERRY & COMPANY, INC.

Website

(404) 364-2070

3060 Peachtree rd Nw
Suite 1200
Atlanta, GA 30305

SEC#: 801-113129
Years in Business: 3 years

INVESCO ADVISERS, INC.

Website

(404) 892-0896

1555 Peachtree Street, N.E.

Atlanta, GA 30309

SEC#: 801-33949
Years in Business: 32 years

MONTAG

Website

(404) 522-5774

133 Peachtree Street
2500 Georgia Pacific Center
Atlanta, GA 30303

SEC#: 801-17671
Years in Business: 39 years

OAKBRIDGE PARTNERS, LTD.

Website

(404) 231-3414

3630 Peachtree Road Ne
Suite 940
Atlanta, GA 30326

SEC#: 801-11563
Years in Business: 45 years

ASSET PRESERVATION ADVISORS INC

Website

(404) 261-1333

3344 Peachtree Road, Ne
Suite 2050
Atlanta, GA 30326

SEC#: 801-41636
Years in Business: 29 years

PIA, LLLP

Website

(770) 698-5500

Six Concourse Pkwy
Suite 600
Atlanta, GA 30328

SEC#: 801-35040
Years in Business: 31 years

BUILDER INVESTMENT GROUP

Website

(404) 233-9341

Tower Place 100, Suite 1775
3340 Peachtree Road, N.E.
Atlanta, GA 30326

SEC#: 801-19907
Years in Business: 38 years

MARCO INVESTMENT MANAGEMENT LLC

Website

(404) 504-8600

1100 Atlanta Financial Center
3353 Peachtree Road Ne
Atlanta, GA 30326

SEC#: 801-55605
Years in Business: 23 years

LINDNER CAPITAL ADVISORS, INC.

Website

(770) 977-7779

3350 Riverwood Parkway
Suite 2215
Atlanta, GA 30339

SEC#: 801-54866
Years in Business: 24 years


How Retirement-Friendly is Atlanta, GA?

  • Population: 488,800
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $317,800
  • Average Monthly Housing Cost: $1,255
  • Average Household Income: $106,300
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Atlanta, GA Financial Advisor FAQs

If you’re not sure how to invest your money or if you’ve got too many individual stocks and want an easy way to manage them, then a financial advisor might be for you.
The cost of hiring a financial advisor depends on the type of services you are looking for. If you are primarily looking for investment advice, your total investment management costs will include fees related to portfolio management and an underlying fee for overall asset allocation of your investments.
Financial advisors use a variety of methods as they help their clients with financial planning. They then provide advice for generating, saving, and investing money that meets those clients' needs.
How often are you up-to-date with research on the financial markets? Do you have a fiduciary duty to advise me in my best interest? What is your process for choosing investments? Answers to these questions and others you may come up with will be what determines whether or not you can trust an advisor.