Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Alpharetta, GA
Every SEC-registered financial advisor at a firm office in Alpharetta who lists the Certified Financial Planner designation, A to Z.
159 CFP professionals work in Alpharetta; the most are at Merit Financial Advisors (33). 86 are also registered broker representatives.
CFP advisors in Alpharetta, A to Z
Every advisor in Alpharetta →- Daniel P. AielloWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robert AlexandrovicMerit Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Stephen AmasonForthright Wealth Management, LLC · Certified Financial Planner
- Charles R. AmbroselliLcp Institutional, LLC · Certified Financial Planner
- Ajay R. AnandOsaic Wealth, Inc. · Certified Financial Planner
- Alan A. AndersonThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- Jonathon C. AndersonAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael K. ArgoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Venzon V. Aromin IIICommonwealth Financial Network · Certified Financial Planner
- Anthony AustrengForthright Wealth Management, LLC · Certified Financial Planner
- Jennifer P. BachelorHb Wealth · Certified Financial Planner
- Andrew S. BandEdelman Financial Engines · Certified Financial Planner
- Alexander C. BartholdMerit Financial Advisors · Certified Financial Planner
- Melissa K. BeachCreative Planning · Certified Financial Planner
- Zachary BeckerleyMerit Financial Advisors · Certified Financial Planner
- Jon J. BernierTandemgrowth Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert M. BirgenMerit Financial Advisors · Certified Financial Planner, Personal Financial Specialist
- John D. BochniakHb Wealth · Certified Financial Planner
- Rheannon L. BoddieCommonwealth Financial Network · Certified Financial Planner
- Emily S. BoothroydMerit Financial Advisors · Certified Financial Planner
- Margaret E. BowenFee-Only Financial Planning, L.C. · Certified Financial Planner
- John B. BrazierMerit Financial Advisors · Certified Financial Planner
- Michael J. BreitEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Albert S. Browning IVIntegras Partners, LLC · Certified Financial Planner
- Wesley C. BrumfieldRaymond James & Associates, Inc. · Certified Financial Planner
- Baylee A. BryantMerit Financial Advisors · Certified Financial Planner
- James P. Byers IIMerit Financial Advisors · Certified Financial Planner
- Michael J. ChisickOne Capital Management, LLC · Certified Financial Planner
- Charles J. Costa IIIConcurrent Investment Advisors, LLC · Certified Financial Planner
- Thomas E. CostelloCaptrust · Certified Financial Planner
- Jill L. CrawfordMerit Financial Advisors · Certified Financial Planner
- Kristin CrockettWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Charles A. Crowley IVBip Wealth, LLC · Certified Financial Planner
- Patrick M. DaileyCapital Endurance Group, Inc. · Certified Financial Planner
- Marc S. DanerDaner Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- James A. DanielThe Advisory Firm · Certified Financial Planner
- Riley DauzatMerit Financial Advisors · Certified Financial Planner
- James DeanMorgan Stanley · Certified Financial Planner
- Ryan J. DohallowSynovus Securities, Inc. · Certified Financial Planner
- Trent DotyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Austin J. DownumAe Wealth Management, LLC · Certified Financial Planner
- Matthew B. DuponMerit Financial Advisors · Certified Financial Planner
- Larry E. ElliottCaptrust · Certified Financial Planner
- John J. EllisForthright Wealth Management, LLC · Certified Financial Planner
- Blair M. EnfieldBalefire, LLC · Certified Financial Planner
- James W. Exley IVWealth Science Advisors LLC · Certified Financial Planner
- Rhett N. ExleyWealth Science Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Carson B. FieldsForthright Wealth Management, LLC · Certified Financial Planner
- Christopher A. FoleyEdward Jones · Certified Financial Planner
- Gavin GatesBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Tana A. GildeaHb Wealth · Certified Financial Planner
- Justin J. GilletteHightower Advisors, LLC · Certified Financial Planner
- Armand P. GlassmanLPL Financial LLC · Certified Financial Planner
- Steven B. GoldsteinKestra Advisory Services, LLC · Certified Financial Planner
- Jeffrey D. GrayWells Fargo Clearing Services, LLC · Certified Financial Planner
- Katherine A. GrierMerit Financial Advisors · Certified Financial Planner
- Andrew G. GullionEdelman Financial Engines · Certified Financial Planner
- Matthew HandBip Wealth, LLC · Certified Financial Planner
- Evan HarbotWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Daniel J. HarmeyerSimplicity Wealth · Certified Financial Planner
- Christopher W. HarperWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Clifford W. HarrellAdvisory Services Network · Certified Financial Planner
- Robert S. HarshaMerit Financial Advisors · Certified Financial Planner
- William W. HatcherCommonwealth Financial Network · Certified Financial Planner
- Andrew J. HillHightower Advisors, LLC · Certified Financial Planner
- Michael HintzStrategic Advisers LLC · Certified Financial Planner
- Jeremy HodgesCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James HoustonMerit Financial Advisors · Certified Financial Planner
- Brian D. HueyCreative Planning · Certified Financial Planner
- Ross A. HughesBip Wealth, LLC · Certified Financial Planner
- Jonathan L. HylandStrategic Advisers LLC · Certified Financial Planner
- Michael R. HyserLPL Financial LLC · Certified Financial Planner
- John C. JackleWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael S. JacobsCreative Planning · Certified Financial Planner
- Theodore M. JenkinExit Wealth Advisors · Certified Financial Planner
- Joseph E. JohnsonRaymond James & Associates, Inc. · Certified Financial Planner
- Brian P. JohnstonForthright Wealth Management, LLC · Certified Financial Planner
- Matthew L. JoinesCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Connor E. JonesWealth Science Advisors LLC · Certified Financial Planner
- Jeffrey T. JonesWealthcare Advisory Partners LLC · Certified Financial Planner
- Christian A. KalninsMerit Financial Advisors · Certified Financial Planner
- Glenn N. KeenThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- Rick L. KentMerit Financial Advisors · Certified Financial Planner
- Holley J. KenyonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andy C. KhooA.I.M. Financial Group, Inc. · Certified Financial Planner
- Stephen A. KilpatrickOsaic Wealth, Inc. · Certified Financial Planner
- John S. KirklandWells Fargo Clearing Services, LLC · Certified Financial Planner
- John F. KloeckerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Tyler J. KnappMerit Financial Advisors · Certified Financial Planner
- James D. KrantzMorgan Stanley · Certified Financial Planner
- Kevin S. KrausHb Wealth · Certified Financial Planner
- Gabriel E. LapitoMerit Financial Advisors · Certified Financial Planner, Personal Financial Specialist
- Brandon LehmanMerit Financial Advisors · Certified Financial Planner
- Steven W. LiebermanMerit Financial Advisors · Certified Financial Planner
- Jason D. LinaGolden Bell Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrew S. LubbenMerit Financial Advisors · Certified Financial Planner
- Ali MahbodTruist Advisory Services, Inc. · Certified Financial Planner
- Edward MaherMerit Financial Advisors · Certified Financial Planner
- James G. MalatosElevation Point Wealth Partners, LLC · Certified Financial Planner
- William G. Maples IIIStrategic Advisers LLC · Certified Financial Planner
- S R. Markham IIICambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles G. MatonCg Maton Advisory, Inc. · Certified Financial Planner
- George C. MauserAtlas Investment Advisors · Certified Financial Planner
- David W. MaysTruist Advisory Services, Inc. · Certified Financial Planner
- Brian J. McGill IILPL Financial LLC · Certified Financial Planner
- David M. McInnis Jr.LPL Financial LLC · Certified Financial Planner
- Nashica McRathEdward Jones · Certified Financial Planner
- Shawn M. MeadeCreative Planning · Certified Financial Planner
- Jennifer J. MeredithStrategic Advisers LLC · Certified Financial Planner
- Robinson MertilusHightower Advisors, LLC · Certified Financial Planner
- Scott E. MillerMerit Financial Advisors · Certified Financial Planner
- David L. MooreGien Capital Management LLC · Certified Financial Planner
- Emily D. MorganLPL Financial LLC · Certified Financial Planner
- Matthew J. MorzyMerit Financial Advisors · Certified Financial Planner
- Wayne D. MossHb Wealth · Certified Financial Planner
- Gurminder K. MultaniMorgan Stanley · Certified Financial Planner
- Kevin J. MurphyThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- Brady E. NanceOne Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- William L. NicholsMorgan Stanley · Certified Financial Planner
- Margaret NickensElm3 Financial Group, LLC · Certified Financial Planner
- Stacey A. NickensElm3 Financial Group, LLC · Certified Financial Planner
- Mark J. OrrBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Aditya PatelEdward Jones · Certified Financial Planner
- Jeffrey S. PellerSavvy · Certified Financial Planner, Personal Financial Specialist
- Sean A. PhillipsRaymond James & Associates, Inc. · Certified Financial Planner
- Britain W. PierceTruist Advisory Services, Inc. · Certified Financial Planner
- Steven W. PollockMerit Financial Advisors · Certified Financial Planner
- Scott PortlockMerit Financial Advisors · Certified Financial Planner
- Brett A. PowerPower Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Sarah K. PryorWealth Science Advisors LLC · Certified Financial Planner
- James M. Pullen IIHb Wealth · Certified Financial Planner
- Natalie L. QuinnElevation Point Wealth Partners, LLC · Certified Financial Planner
- Andrew R. RamseyConcurrent Investment Advisors, LLC · Certified Financial Planner
- Stephen P. RegoubyMerit Financial Advisors · Certified Financial Planner
- Rebecca O. RichardsonAtlas Investment Advisors · Certified Financial Planner
- Nicholas RodriguezMerit Financial Advisors · Certified Financial Planner
- Michael E. RoneyMerit Financial Advisors · Certified Financial Planner
- Nicholas R. RossettiMerit Financial Advisors · Certified Financial Planner
- David A. SaltzmanUBS Financial Services Inc. · Certified Financial Planner
- Michael S. SavaSynovus Securities, Inc. · Certified Financial Planner
- Paul F. ShaughnessyMrp Capital Investments, LLC · Certified Financial Planner
- Joseph S. SicchitanoPrincipal Securities, Inc. · Certified Financial Planner
- Ryan J. SilkMerit Financial Advisors · Certified Financial Planner
- Matthew B. SimmonsCharles Schwab & Co., Inc. · Certified Financial Planner
- Lane A. SteinbergerCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Anastashia StellaHb Wealth · Certified Financial Planner
- Jamie U. StolzTandemgrowth Financial Advisors, LLC · Certified Financial Planner
- Kelsey M. StoneHb Wealth · Certified Financial Planner
- Justin D. StreeterAmeriprise Financial Services, LLC · Certified Financial Planner
- Shannon A. SullivanLPL Financial LLC · Certified Financial Planner
- Diane K. TaylorMerit Financial Advisors · Certified Financial Planner
- Kenneth J. ThomasCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Herman T. Thompson Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael J. VerroiStrategic Advisers LLC · Certified Financial Planner
- John W. White Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Thomas B. WilliamsMerit Financial Advisors · Certified Financial Planner
- Cynthia R. WilsonHb Wealth · Certified Financial Planner
- Mark H. WinstonLPL Financial LLC · Certified Financial Planner
- Trevor J. YochumIncompass Financial Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Alpharetta
Merit Financial Advisors 33Hb Wealth 9LPL Financial LLC 7Wells Fargo Clearing Services, LLC 6Creative Planning 5Forthright Wealth Management, LLC 5Strategic Advisers LLC 5Cambridge Investment Research Advisors, Inc. 4Edward Jones 4Morgan Stanley 4Osaic Wealth, Inc. 4Wealth Science Advisors LLC 4Ameriprise Financial Services, LLC 3Bip Wealth, LLC 3Commonwealth Financial Network 3
CFP advisors in other Georgia cities
All of Georgia →Atlanta 767Marietta 52Athens 39Savannah 38Roswell 31Woodstock 29Sandy Springs 28Augusta 25Kennesaw 25Peachtree City 25Columbus 23Decatur 23Duluth 19Gainesville 19Watkinsville 18Cumming 16Suwanee 16Milton 15Peachtree Corners 14Macon 11Johns Creek 10Albany 9Buford 9Rome 9
Questions
How many CFP financial advisors are in Alpharetta, GA?
159 SEC-registered investment adviser representatives at firm offices in Alpharetta, Georgia list the CFP designation; Merit Financial Advisors employs the most of them (33).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Alpharetta?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.