David J Bradford: Financial Advisor – More With David
“We've been a client of David and Drive Planning for 9 years now and I can say without a doubt, we would not be where we are today without David's help and advisement”
Best Financial Advisors in Alpharetta, GA
24 firms listed · all 24 in Alpharetta · 23 rated 4.5+
Data verified October 19, 2026
Elm3 Financial Group
“Stacey Nickens and her team are top notch and brilliant only is the beginning of explaining their intelligence, skill, and abilities.”
Heritage Wealth Planning
“It took me a while to come over to your thinking as the investment world told me to keep working and saving.”
Solley Financial Services
“I have worked with Bob for over 10 years, he is a true professional and one of the most knowledgeable money managers i have worked with.”
Benjamin Yin, Founder/Owner - Generational Financial Partners
“Ben knows this complicated world so well and is always on the front lines of knowledge of any new company or strategy and makes recommendations to set us up better with our wealth and future.”
Georgia Advisory Group
“They really explained their investment strategy for me to understand and has made a big difference in my confidence.”
The 24 firms listed for Alpharetta, GA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Alpharetta, GA
All 24 firms we list here are in Alpharetta itself. We have 44 firms in Alpharetta on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 362 reviews; 3 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise responsiveness (91%), professionalism (87%) and quality (67%). 1 lists staff certifications (CFP). Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 17 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Alpharetta take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
M Wealth Group
“I highly recommend M Wealth Group to anyone ready to get serious about their financial education, financial organization, and financial infrastructure.”
Daner Wealth Management
“His approach to investing has helped me navigate the “ups and downs” of the stock market with confidence and peace of mind.”
Atlas Investment Advisors
“Not only do they empower me to manage my personal finances efficiently, they've also been amazing mentors as I've become a first time business owner.”
Paramount Business Advisors
“Terry Kime, the owner of Paramount, has been my friend and CPA for a number of years and I have recommended him to numerous other friends and relatives that need a true professional to handle their accounting and tax needs.”
MH Wealth Management
Mayer Private Wealth Management
“Steven went above and beyond to develop a plan that is allowing me to get closer to my financial goals.”
Black Oak Asset Management
Three Bridges Financial Group
“Tom is very knowledgeable in all areas of financial planning.”
Johns Creek Financial
BIP Wealth
“You can tell it is his desire to help his clients and we left with a wealth of free information, well more than enough to get us headed in the right direction.”
Bluerock Wealth Management
“I've recommended Raj and his team at Bluerock to my friends and family for their financial planning needs.”
Wealth With No Regrets
“The smartest & hardest working team of financial professionals.”
Tandemgrowth Financial Advisors
Kilpatrick Advisors
Power Wealth Management
“They are very responsive and are always willing to answer any question.”
The Advisory Firm
“I would recommend him highly to anyone looking for guidance in any and all financial matters.”
Legacy Advisory Partners
“David and his team are top flight and I highly recommend them !”
Forthright Wealth Management
Why these companies made our list
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