Verified · Roswell
Trusted Financial Advisors in Roswell, GA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Roswell have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Roswell, GA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Goodwin Investment Advisory with a 5.0-star rating from 238 Google reviews and an RNM Score of 88/100. Also in the top tier: Elm3 Financial Group, LLC and Bella Advisors Inc. The average rating across all listed financial advisors in Roswell is 5 stars from 34 reviews per business on average.
Financial advisors in Roswell 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
Goodwin Investment Advisory
Goodwin Investment Advisory is consistently top-ranked for its personalized fiduciary services and strong client satisfaction in the Roswell area.
Most Reviewed
Edward Jones - Financial Advisor: Jennifer S Heal, CFP®
A high number of reviews indicates broad client experience and trust, which can help you gauge service reliability and common outcomes.
When choosing a financial advisor in Roswell, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your goals.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
34
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Roswell financial advisor with a perfect 5.0 star rating from 238 reviews.
238 River Park N Dr, Woodstock, GA 30188, USA5.0 stars from over 80 reviews for trusted financial guidance in Roswell.
5755 North Point Pkwy #92, Alpharetta, GA 30022, USAA 5.0-star rating from 61 reviews highlights exceptional client service.
5090 Old Ellis Point, Roswell, GA 30076, USAFinancial Advisors Rankings in Roswell, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Goodwin Investment Advisory238 River Park N Dr, Woodstock, GA 30188, USA | 5.0★ | 238 |
| #2 | Elm3 Financial Group, LLC5755 North Point Pkwy #92, Alpharetta, GA 30022, USA | 5.0★ | 82 |
| #3 | Bella Advisors Inc5090 Old Ellis Point, Roswell, GA 30076, USA | 5.0★ | 61 |
| #4 | Paul Lang - Financial Advisor, Ameriprise Financial Services, LLC1401 Macy Dr, Roswell, GA 30076, USA | 5.0★ | 2 |
| #5 | Georgia Safe Retirement Planners1124 Canton St, Roswell, GA 30075, USA | 5.0★ | 29 |
| #6 | TandemGrowth Financial Advisors LLC3820 Mansell Rd Suite T30, Alpharetta, GA 30022, USA | 5.0★ | 12 |
| #7 | Roswell Asset Advisors904 Macy Dr, Roswell, GA 30076, USA | 5.0★ | 17 |
| #8 | Wealth Enhancement & Preservation5755 North Point Pkwy STE 232, Alpharetta, GA 30022, USA | 5.0★ | 13 |
| #9 | Edward Jones - Financial Advisor: Jennifer S Heal, CFP®2500 Old Alabama Rd Ste 22, Roswell, GA 30076, USA | 5.0★ | 1 |
| #10 | Forum Financial Management, LP500 Sun Valley Dr STE A6, Roswell, GA 30076, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Roswell
Exceptional 5.0-star rating based on 2 Google reviews.
1401 Macy Dr, Roswell, GA 30076, USA
Trusted by 29 clients with a perfect 5.0-star rating in Roswell.
1124 Canton St, Roswell, GA 30075, USA
Exceptional 5.0-star rating from a dozen Google reviews in Roswell, GA.
3820 Mansell Rd Suite T30, Alpharetta, GA 30022, USA
5.0-star rating from dozens of Google reviews in Roswell, GA.
904 Macy Dr, Roswell, GA 30076, USA
Exceptional 5.0-star rating from 13 Google reviews in Roswell, GA.
5755 North Point Pkwy STE 232, Alpharetta, GA 30022, USA
5.0-star rating from a handful of Google reviews in Roswell.
2500 Old Alabama Rd Ste 22, Roswell, GA 30076, USA
5.0 stars from a handful of Google reviews in Roswell, GA.
500 Sun Valley Dr STE A6, Roswell, GA 30076, USA
New to Google, this Roswell financial advisor has no client reviews yet.
1033 Canton St, Roswell, GA 30075, USA
Praised by clients with a strong 4.6-star rating across 11 reviews.
35 Old Canton St, Alpharetta, GA 30009, USA
5.0 stars from 1 Google review, a perfect start for Roswell financial advice.
200 Macy Dr, Roswell, GA 30076, USA
No ratings yet; check back after this Roswell financial advisor earns its first reviews.
1033 Canton St, Roswell, GA 30075, USA
Exceptional 5.0-star rating from 4 Google reviews in Roswell, GA.
2400 Lakeview Pkwy suite #550, Alpharetta, GA 30009, USA
Exceptional 5.0-star rating from 19 reviews, serving Roswell, GA clients.
1243 Canton St, Roswell, GA 30075, USA
Earns a flawless 5.0-star rating from over two dozen client reviews.
2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009, USA
Earns a perfect 5.0-star rating from over 30 Google reviews.
11475 Great Oaks Way Suite 340, Alpharetta, GA 30022, USA
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Financial Advisors in Roswell, GA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Goodwin Investment Advisory | 88/100 | 5.0 ★ | 238 |
| 2 | Elm3 Financial Group, LLC | 82/100 | 5.0 ★ | 82 |
| 3 | Bella Advisors Inc | 81/100 | 5.0 ★ | 61 |
| 4 | Paul Lang - Financial Advisor, Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
| 5 | Georgia Safe Retirement Planners | 77/100 | 5.0 ★ | 29 |
| 6 | TandemGrowth Financial Advisors LLC | 72/100 | 5.0 ★ | 12 |
| 7 | Roswell Asset Advisors | 74/100 | 5.0 ★ | 17 |
| 8 | Wealth Enhancement & Preservation | 73/100 | 5.0 ★ | 13 |
| 9 | Edward Jones - Financial Advisor: Jennifer S Heal, CFP® | 62/100 | 5.0 ★ | 1 |
| 10 | Forum Financial Management, LP | 62/100 | 5.0 ★ | 1 |
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 Roswell
What is a fiduciary financial advisor and why does it matter in Roswell?
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 Roswell, 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 Roswell?
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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