AEI Accounting & Tax Services
“I've been a client of AEI Accounting for several years and would describe this company as responsive, knowledgeable and professional … with a real personal and friendly feel.”
Best Financial Advisors in Atlanta, GA
23 firms listed · all 23 in Atlanta · 2 open weekends · all 23 rated 4.5+
Data verified October 19, 2026
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Her Crown Accounting & Business Solutions
“Great class, I loved that she had the percentages broken down already so you know how much you should be spending in each category.”
Georgia Financial Advisors
“We have had the pleasure of working with Ahmad Grays and Daniel Raps-Huffman for the last few months, and we are incredibly impressed with their expertise and dedication.”
Ramone Preston Enterprises
“They took the time to reach me where I was and specifically highlighted the weak spots in my enterprise.”
Active Wealth Management
“Ford is a fantastic Financial advisor and very helpful in everything he does.”
Signaturefd
“They host regular web updates on the market and tailor them to clients who may not have a strong financial background.”
The 23 firms listed for Atlanta, 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: Atlanta, GA
All 23 firms we list here are in Atlanta itself. We have 179 firms in Atlanta on file; this page shows the highest-rated 23. The firms on this page are rated from 4.5 to 5.0 across 346 reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), accounting (2), business services (2), charitable giving (2) and financial statements (2). 1 has a BBB rating of A or A+. 14 have ten or more years of experience, the longest 37 years. 1 offers payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 18 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 any financial advisers listed for Atlanta offer a free first meeting?
4 of the 23 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Butlerjeffrey
“Made a very clear plan for my financial future and have done an amazing job carrying that out thus far.”
Capital Investment Advisors
“I have worked with this team for years, and they treat everyone like family.”
Coleman Talley
“We appreciate having worked with the team of very professional attorneys at Coleman Talley.”
National Financial Planning Group
Benedetti, Gucer & Associates
“If you're looking for an incredible retirement fund advisor as well as wealth manager, Jaime and his firm are where you need to land.”
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Choice Financial Coaching, Accounting, & Tax Services
“Thanks so much for the outstanding work and response it definitely gave me a credit boost of over 87 points thanks again..”
Capital Benchmark Partners
“Helen and her team have been very professional, easy to work with and have provided good financial advice.”
Strive Financial
“Matt and the Strive team have provided proactive, regular check ups and suggestion along with a great online tool that provides a comprehensive view of the entire portfolio.”
Letson Investment Management
“Scott has really helped our family navigate through a series of complex financial topics over the past few years.”
Cohen and Caproni
“Can not say enough good things about her and her dedication to her clients and profession.”
Fiducia Financial Services
“They have always helped me find the best rate for my situation”
Finquest Financial Services
“Jerome and his team are top-notch, a lot of wisdom and great advice.”
JA Financial Solutions
“Thanks so much for helping me get out of debt and to get my dream car”
Balentine
“Balentine is easy to do business with and they are best in class advisers.”
Resource Planning Group
“I am very pleased with the financial planning they have provided me.”
Financial Experts of America
“Lady Finance and her staff are dedicated to my financial growth plan and I can always call to speak with someone if I need on the spot coaching or guidance through a financial decision.”
Forge Consulting
“If you are an attorney or plaintiff, I highly recommend reaching out to Forge for advice pre- and post-settlement.”
Why these companies made our list
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