#1 Trufp
INVESTMENT PLANNING ADVISORS
Based in GA
Call (770) 205-4394 · WebsiteRetirement Plan Advisors in Forsyth County, GA
The top-ranked retirement plan advisors serving Forsyth County, GA are Trufp, Weaver Capital Management, LLC and Ridge Capital Management, LLC. We list 55 retirement plan advisors serving Forsyth County, GA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Forsyth County, GA. 55 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Forsyth County
#2 Weaver Capital Management, LLC
WEAVER CAPITAL MANAGEMENT, LLCServes this area from Suwanee, GA (11 mi)Call (678) 341-1333 · Website#3 Ridge Capital Management, LLC
RIDGE CAPITAL MANAGEMENT, LLCServes this area from Johns Creek, GA (11 mi)Call (770) 516-7747 · Website#4 Pgi Wealth Management
PHILIP JAMES WEALTH MANAGEMENT, LLCServes this area from Milton, GA (12 mi)Call (888) 493-9022#5 Timberlink LLC
TIMBERLINK LLCServes this area from Johns Creek, GA (12 mi)Call (678) 638-6184 · Website#6 The Lloyd Advisory Group
LLOYD ADVISORY SERVICES, LLCServes this area from Suwanee, GA (13 mi)Call (770) 932-0387 · Website#7 Wealth With No Regrets®
BOOMFISH WEALTH GROUP, LLCServes this area from Milton, GA (13 mi)Call (678) 278-9632 · Website#8 Integras Partners, LLC
INTEGRAS PARTNERS, LLCServes this area from Alpharetta, GA (13 mi)Call (404) 941-2800 · Website#9 Clear Investment Research, LLC
CLEAR INVESTMENT RESEARCH, LLCServes this area from Alpharetta, GA (15 mi)Call (678) 293-8667 · Website#10 Merit Financial Advisors
MERIT FINANCIAL GROUP, LLCServes this area from Alpharetta, GA (15 mi)Call (678) 867-7050 · Website
20 more providers serving this area
- Power Wealth Management, Alpharetta, GA (15 mi)
- Berkeley Capital Partners, LLC, Milton, GA (16 mi)
- Bluechip Wealth Advisors LLC, Milton, GA (16 mi)
- St. John & Associates, Inc., Roswell, GA (17 mi)
- Willis Investment Counsel Inc, Gainesville, GA (18 mi)
- Cornerstone Management, Inc., GA
- C.w. O'conner Wealth Advisors, Inc., GA
- Mrp Capital Investments, LLC, Roswell, GA (19 mi)
- Jt Stratford, LLC, Gainesville, GA (19 mi)
- Goodwin Investment Advisory, Woodstock, GA (23 mi)
- Investors Asset Management Of Georgia Inc, Sandy Springs, GA (23 mi)
- Large And Gilbert Wealth Advisory, Sandy Springs, GA (24 mi)
- Capital Investment Advisors, LLC, Sandy Springs, GA (24 mi)
- Resurgent Advisors, Sandy Springs, GA (24 mi)
- Beacon Global Advisor Network, LLC, Sandy Springs, GA (24 mi)
- Adapt Wealth Advisors, LLC, Sandy Springs, GA (25 mi)
- Financial Innovations, LLC, Sandy Springs, GA (25 mi)
- 1776 Wealth LLC, Sandy Springs, GA (25 mi)
- Retirement Fund Management, Sandy Springs, GA (25 mi)
- Atlanta Consulting Group Advisors, LLC, Sandy Springs, GA (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Forsyth County?
We list 55 retirement plan advisors serving Forsyth County, GA: 1 based there and 54 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Forsyth County?
The top-ranked retirement plan advisors serving Forsyth County, GA are Trufp, Weaver Capital Management, LLC, Ridge Capital Management, LLC, Pgi Wealth Management and Timberlink LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Forsyth County are verified against official records?
10 of the top 10 match an active official record: Trufp (U.S. Securities and Exchange Commission), Weaver Capital Management, LLC (U.S. Securities and Exchange Commission), Ridge Capital Management, LLC (U.S. Securities and Exchange Commission), Pgi Wealth Management (U.S. Securities and Exchange Commission) and Timberlink LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Cumming