CIA, among other Financial Advisors, was recently named the 8th Top Financial Advisor in the Atlanta area by Magnify Money!
For those looking for a financial advisor in the Peach State’s capital, this list of the top financial advisors in Atlanta can help narrow your search so you can find an advisor who is right for you. Of course, finding the right fit will also require taking the time to consider what your financial needs and goals are and how much you can comfortably spend on an advisor’s services.
Still, that leaves a lot of data to dig through and firms to compare to determine which companies fit the bill. In the hopes of making that process easier, we compiled the most pertinent information on the best advisors in Atlanta. We only considered firms that manage individual accounts and offer financial planning services for this list, and then ranked those firms based on assets under management (AUM). All data used in our methodology is taken from each firm’s Form ADV most recently filed with the Securities and Exchange Commission (SEC).
While our ranking alone won’t tell you which firm may be best for you, it can hopefully help guide your search. Take a look at our list below for the top firms in Atlanta and what you need to know about them.
Read the full Magnify Money list and article here
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Investment Advisors, LLC (“CIA”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA or any of its financial advisors by any of its clients. CIA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional information about the criteria for this ranking is provided by Magnify Money under Methodology and Criteria. https://www.magnifymoney.com/
