Financial advisors in Sandy Springs, GA

95 advisors · page 2 of 4

Adam Simon
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
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Aidan Sullivan
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Ana Ventura Trejo
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Anthony Farrar
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Armana Milbry
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Austin McCranie
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Brandis Barnes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Brandon White
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Brenda Dozier
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Cleo Meyer
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Cole Paschal
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Craig Mackenzie
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Daniel Forbes
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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Darrie Schlesinger
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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Darryl Hicks
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
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David Rosenfeld
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Davon Smith
Financial advisor at Mariner
Mariner · $125.41B AUM
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Deanna Suarez
Financial advisor at 1776 Wealth LLC
1776 Wealth LLC · $390.8M AUM
VerifiedFinancial planning
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Emma Wolfe
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Fayazali Kassam
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Garrett Klinger
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Garth Gherardini
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Greg Day
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jacob Autry
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Jade Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James Jones
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Jason Boe
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Jeanene Fowler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jeffrey Fleuriot
Financial advisor at Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC · $2.1B AUM
VerifiedFinancial planning
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John Christerson
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Sandy Springs, GA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Sandy Springs, GA.

How this list works

Before you hire an advisor in Sandy Springs, GA