Verified · Sandy Springs

Trusted Financial Advisors in Sandy Springs, GA

Trust matters when you're inviting a pro into your home or business. These financial advisors in Sandy Springs have earned it through hundreds of verified reviews.

As of July 2026, RatingsNearMe ranks 14 financial advisors in Sandy Springs, GA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Jacobs Mortgage Advisors with a 5.0-star rating from 278 Google reviews and an RNM Score of 88/100. Also in the top tier: Total Choice Financial Solutions Group and Gaynes Financial Services. The average rating across all listed financial advisors in Sandy Springs is 5 stars from 30 reviews per business on average.

Financial advisors in Sandy Springs 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

Integrated Financial Group

Integrated Financial Group stands out as the top-ranked advisor due to its comprehensive services and strong local reputation in Sandy Springs.

Most Reviewed

Strategic Wealth Designers

A high review count indicates broad client experience and trust, helping you gauge service consistency and satisfaction.

When choosing a financial advisor in Sandy Springs, compare fee structures and services offered, and always verify credentials through FINRA or SEC databases.

Filter:

Local Market Snapshot

14

Businesses listed

5★

Avg rating

30

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(278 reviews)

Trusted by 278 clients, this Sandy Springs advisor holds a flawless 5.0-star rating.

333 Sandy Springs Cir # 130, Atlanta, GA 30328, USA
5.0(25 reviews)

Sandy Springs financial advisor with a perfect 5.0 rating from 25 reviews.

6595 Roswell Rd Ste. G-6178, Atlanta, GA 30328, USA
5.0(9 reviews)

Trusted by locals with a perfect 5.0 rating from 9 reviews.

200 Ashford Center N # 400, Atlanta, GA 30338, USA

Financial Advisors Rankings in Sandy Springs, GA

#BusinessRatingReviews
#1Jacobs Mortgage Advisors333 Sandy Springs Cir # 130, Atlanta, GA 30328, USA5.0278
#2Total Choice Financial Solutions Group6595 Roswell Rd Ste. G-6178, Atlanta, GA 30328, USA5.025
#3Gaynes Financial Services200 Ashford Center N # 400, Atlanta, GA 30338, USA5.09
#4Mercer Advisors - Atlanta5555 Glenridge Con Suite 825, Atlanta, GA 30342, USA5.03
#5Benedict Financial Advisors, Inc6000 Lake Forrest Dr NW #550, Atlanta, GA 30328, USA5.01
#6S G Financial Advisors LLC333 Sandy Springs Cir # 121, Atlanta, GA 30328, USA5.02
#7PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA5.02
#8Sandy Springs Private Wealth Management1117 Perimeter Center W n111, Sandy Springs, GA 30338, USA
#9Strategic Wealth Designers1100 Abernathy Rd NE Suite L-20, Atlanta, GA 30328, USA5.02
#10Sean Carroll - Private Wealth Advisor, Ameriprise Financial Services, LLC6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Sandy Springs

4
5.0· 3 reviews

Consistently earns a perfect 5.0★ rating from its early clients.

5555 Glenridge Con Suite 825, Atlanta, GA 30342, USA

5
5.0· 1 reviews

Rated 5.0 stars from a small number of Google reviews.

6000 Lake Forrest Dr NW #550, Atlanta, GA 30328, USA

6
5.0· 2 reviews

Exceptional 5.0-star rating from a small number of Google reviews.

333 Sandy Springs Cir # 121, Atlanta, GA 30328, USA

7
5.0· 2 reviews

Rated 5.0 stars from 2 reviews, this Sandy Springs advisor is highly regarded.

6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA

8
· 0 reviews

This business has no Google reviews yet, so its reputation is currently unrated.

1117 Perimeter Center W n111, Sandy Springs, GA 30338, USA

9
5.0· 2 reviews

Top-rated financial advisor in Sandy Springs with a perfect 5.0-star rating from clients.

1100 Abernathy Rd NE Suite L-20, Atlanta, GA 30328, USA

10
5.0· 1 reviews

5.0-star rating from 1 Google review, highlighting exceptional client satisfaction.

6285 Barfield Rd Ste 250, Atlanta, GA 30328, USA

11
· 0 reviews

This financial advisor in Sandy Springs has no customer reviews yet.

333 Sandy Springs Cir # 121, Sandy Springs, GA 30328, USA

12
· 0 reviews

This Sandy Springs financial advisor has no reviews yet, offering new client opportunities.

5855 Sandy Springs Cir STE 100, Sandy Springs, GA 30328, USA

13
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews in Sandy Springs.

200 Ashford Center N, Atlanta, GA 30338, USA

14
5.0· 3 reviews

Holds a perfect 5.0-star rating from a handful of local customer reviews.

7000 Peachtree Dunwoody Rd NE building 12 suite 200, Sandy Springs, GA 30328, USA

Data from Google Business listings
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Financial Advisors in Sandy Springs, GA — Compared

#BusinessRNM ScoreRatingReviews
1Jacobs Mortgage Advisors88/1005.0 ★278
2Total Choice Financial Solutions Group76/1005.0 ★25
3Gaynes Financial Services71/1005.0 ★9
4Mercer Advisors - Atlanta66/1005.0 ★3
5Benedict Financial Advisors, Inc62/1005.0 ★1
6S G Financial Advisors LLC64/1005.0 ★2
7PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC64/1005.0 ★2
8Sandy Springs Private Wealth Management3/1000
9Strategic Wealth Designers64/1005.0 ★2
10Sean Carroll - Private Wealth Advisor, Ameriprise Financial Services, LLC62/1005.0 ★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 Sandy Springs

What is a fiduciary financial advisor and why does it matter in Sandy Springs?

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 Sandy Springs, 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 Sandy Springs?

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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About This Financial Advisors Directory — Sandy Springs, GA

This page lists and ranks 14 financial advisors serving Sandy Springs, GA as of July 2026. The average verified rating across all listings is 5 stars, with an average of 30 customer reviews per business. The top-ranked financial advisors in Sandy Springs by our algorithm is Jacobs Mortgage Advisors (5.0 stars, 278 reviews). Financial advisors in Sandy Springs typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Sandy Springs: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the GA licensing board before hiring.

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