Best Financial Advisors in Gainesville, GA

13 firms listed · 7 in Gainesville · 10 rated 4.5+

Data verified October 21, 2026

Moore's Wealth Management

Moore's Wealth Management

4.7 5 reviews
“Always very helpful and professional along with being friendly and laid back!”
BBB A+Since 1994Family-owned
230 Main St SW
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Richlife Advisors - Retirement By Design

Richlife Advisors - Retirement By Design

5.0 11 reviews
“If you are looking for a great group of folks that'll work with you for future retirement planning, look no further than RICHLIFE ADVISORS.”
Since 2009
351 Jesse Jewell Pkwy Ste 301
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Prosperity Wealth Advisors

Prosperity Wealth Advisors

5.0 4 reviews
“Several of my friends have changed to Prosperity Wealth Advisors and I would recommend you sitting down with Joe and Brian and let them show you how they can grow your wealth.”
Since 2021Financing
5492 Key Point
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Strong Gaddy Lee Wealth Management

Strong Gaddy Lee Wealth Management

Since 2022
605 Green St
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Ameriprise-Laveer Wealth Management

Ameriprise-Laveer Wealth Management

5.0 1 review
“Super helpful and always willing to talk.”
CDFA, CEPA, CFP, CIMA, CPA, CPWA certifiedSince 2005
329 Oak St Ste 202
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Anderson Advisors

Anderson Advisors

Since 2011
405 Broad St SE
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The 13 firms listed for Gainesville, 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: Gainesville, GA

Of the 13 firms we list here, 7 are in Gainesville itself and 6 come from towns including Dawsonville (3, 13 mi), Oakwood (1, 5 mi) and Dahlonega (1, 14 mi). 10 of the firms on this page have a rating, from 4.5 to 5.0 across 42 reviews. 1 lists staff certifications (CDFA, CEPA and CFP) and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2005. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 12 of the firms on this page; 10 publish a contact page; 8 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Gainesville listed here?

7 of the 13 firms are located in Gainesville. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Windsor Wealth Planners & Strategists

Windsor Wealth Planners & Strategists

Since 2019
620 Spring St SE
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Yochum Financial Group

Yochum Financial Group

5.0 2 reviews
“Been our financial guy for some time now.”
Since 2018
Dawsonville, GA · 13 mi from Gainesville
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Tim Couch

Tim Couch

5.0 3 reviews
“Janis is great to work with!”
Free consultationSince 2005
Dawsonville, GA · 13 mi from Gainesville
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Rothstein Investment Management

Rothstein Investment Management

Since 2016
Cumming, GA · 18 mi from Gainesville
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South Wind Agency

South Wind Agency

Since 2016
Dahlonega, GA · 14 mi from Gainesville
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Alexandria Williams, the Piedmont Group

Alexandria Williams, the Piedmont Group

5.0 3 reviews
“She was accommodating to my schedule and made the entire process easy.”
Dawsonville, GA · 13 mi from Gainesville
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Collins Wealth Management & Tax Strategies

Collins Wealth Management & Tax Strategies

Since 2018
Oakwood, GA · 5 mi from Gainesville
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HomeWealth Management AdvisorsGeorgiaGainesville, GA

Why these companies made our list

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