Top Picks · Dunwoody
Best Financial Advisors in Dunwoody, GA
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As of July 2026, RatingsNearMe ranks 12 financial advisors in Dunwoody, GA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is The Annuity Expert with a 4.9-star rating from 103 Google reviews and an RNM Score of 82/100. Also in the top tier: Creative Financial Partners and Benedetti, Gucer & Associates. The average rating across all listed financial advisors in Dunwoody is 4.8 stars from 21 reviews per business on average.
Financial advisors in Dunwoody typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Melan Financial
Melan Financial stands out as the top-ranked advisor in Dunwoody due to its consistent high ratings and comprehensive financial planning services.
Most Reviewed
CMA Financial Services & Wall Street Advisors
A high review count indicates broad client experience and trust, making it a reliable choice for prospective clients.
When choosing a financial advisor in Dunwoody, verify credentials and fee structures, and consider scheduling initial consultations with multiple firms to find the best fit for your specific financial goals.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
21
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Highly rated Dunwoody financial advisor with 4.9 stars from over 100 reviews.
1050 Crown Pointe Pkwy Suite 500, Atlanta, GA 30338, USATop-rated Dunwoody financial advisor with 5.0 stars from 47 reviews.
2342 Perimeter Park Dr Ste 200B, Atlanta, GA 30341, USA5.0-star rating from 27 reviews, reflecting exceptional client trust.
#6-100, 7000 Peachtree Dunwoody Rd NE, Atlanta, GA 30328, USAFinancial Advisors Rankings in Dunwoody, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Annuity Expert1050 Crown Pointe Pkwy Suite 500, Atlanta, GA 30338, USA | 4.9★ | 103 |
| #2 | Creative Financial Partners2342 Perimeter Park Dr Ste 200B, Atlanta, GA 30341, USA | 5.0★ | 47 |
| #3 | Benedetti, Gucer & Associates#6-100, 7000 Peachtree Dunwoody Rd NE, Atlanta, GA 30328, USA | 5.0★ | 27 |
| #4 | AKPride Financial121 Perimeter Center W Ste 200, Atlanta, GA 30346, USA | 5.0★ | 16 |
| #5 | Clements Financial Services4243 Dunwoody Club Dr #101, Atlanta, GA 30350, USA | 5.0★ | 1 |
| #6 | Andrew Matthieson, Ashford Advisors1725 Windward Concourse Suite 110, Alpharetta, GA 30005, USA | 5.0★ | 17 |
| #7 | Marsh Creek Advisors1155 Mount Vernon Hwy #800, Atlanta, GA 30338, USA | 5.0★ | 13 |
| #8 | Marathon Financial Strategies200 Ashford Center N # 400, Atlanta, GA 30338, USA | 5.0★ | 1 |
| #9 | Melan Financial1720 Old Spring House Ln Suite 310, Dunwoody, GA 30338, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Jennifer A Howard1870 Independence Square # A, Dunwoody, GA 30338, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Dunwoody
5.0 stars from 16 reviews consistently reflect exceptional client satisfaction.
121 Perimeter Center W Ste 200, Atlanta, GA 30346, USA
5.0-star rating from recent Google reviews in Dunwoody.
4243 Dunwoody Club Dr #101, Atlanta, GA 30350, USA
Exceptional 5.0-star rating from 17 reviews for a Dunwoody financial advisor.
1725 Windward Concourse Suite 110, Alpharetta, GA 30005, USA
5.0 stars from 13 reviews, reflecting strong client satisfaction.
1155 Mount Vernon Hwy #800, Atlanta, GA 30338, USA
Five-star rating from one Google review indicates exceptional client satisfaction.
200 Ashford Center N # 400, Atlanta, GA 30338, USA
Trusted by clients with a perfect 5.0-star rating based on early reviews.
1720 Old Spring House Ln Suite 310, Dunwoody, GA 30338, USA
No reviews yet for this Dunwoody financial advisor.
1870 Independence Square # A, Dunwoody, GA 30338, USA
A 2.6-star rating from 5 Google reviews suggests mixed client experiences.
1 Dunwoody Park S #105, Atlanta, GA 30338, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
200 Ashford Center N # 400, Atlanta, GA 30338, USA
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Financial Advisors in Dunwoody, GA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | The Annuity Expert | 82/100 | 4.9 ★ | 103 |
| 2 | Creative Financial Partners | 79/100 | 5.0 ★ | 47 |
| 3 | Benedetti, Gucer & Associates | 76/100 | 5.0 ★ | 27 |
| 4 | AKPride Financial | 74/100 | 5.0 ★ | 16 |
| 5 | Clements Financial Services | 62/100 | 5.0 ★ | 1 |
| 6 | Andrew Matthieson, Ashford Advisors | 74/100 | 5.0 ★ | 17 |
| 7 | Marsh Creek Advisors | 73/100 | 5.0 ★ | 13 |
| 8 | Marathon Financial Strategies | 62/100 | 5.0 ★ | 1 |
| 9 | Melan Financial | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Jennifer A Howard | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Dunwoody
What is a fiduciary financial advisor and why does it matter in Dunwoody?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Dunwoody, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Dunwoody?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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