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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Atlanta, GA

Every SEC-registered financial advisor at a firm office in Atlanta who lists the Certified Financial Planner designation, A to Z.

767 CFP professionals work in Atlanta; the most are at Hb Wealth (58). 315 are also registered broker representatives.

CFP advisors in Atlanta, A to Z (first 500 of 767)

Every advisor in Atlanta →

Firms with the most CFP professionals in Atlanta

Hb Wealth 58Signaturefd, LLC 33LPL Financial LLC 26Truist Advisory Services, Inc. 26Advisory Services Network 25Capital Investment Advisors, LLC 25Rockefeller Financial LLC 23Mercer Global Advisors Inc. 21Osaic Advisory Services, LLC 21Bip Wealth, LLC 18Focus Partners Wealth, LLC 18Ifg Advisory, LLC 18Schwab Wealth Advisory, Inc. 16Morgan Stanley 14Ameriprise Financial Services, LLC 13

CFP advisors in other Georgia cities

All of Georgia →

Alpharetta 159Marietta 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 Atlanta, GA?

767 SEC-registered investment adviser representatives at firm offices in Atlanta, Georgia list the CFP designation; Hb Wealth employs the most of them (58).

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 Atlanta?

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.