#1Cape Investment Advisory, Inc.
CAPE INVESTMENT ADVISORY, INC.
Serves this area from GA
Retirement Plan Advisors in Stockbridge, GA
The top-ranked retirement plan advisors serving Stockbridge, GA are Cape Investment Advisory, Inc., Global Investment Advisory and Strategic Blueprint, LLC. We list 8 retirement plan advisors serving Stockbridge, GA. 8 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 Stockbridge, GA (Henry County). 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Stockbridge
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cape Investment Advisory, Inc. | SEC-registered investment adviser (CRD)#146384 | GA | (678) 583-1120 |
| 2 | Global Investment Advisory | SEC-registered investment adviser (CRD)#310305 | GA | (678) 583-1120 |
| 3 | Strategic Blueprint, LLC | SEC-registered investment adviser (CRD)#284840 | Chamblee, GA (22 mi) | (678) 954-4130 |
| 4 | Tuttle Wealth Partners LLC | SEC-registered investment adviser (CRD)#338406 | Brookhaven, GA (22 mi) | (800) 781-1219 |
| 5 | Holcombe Financial, Inc. | SEC-registered investment adviser (CRD)#142238 | Brookhaven, GA (27 mi) | (404) 257-3317 |
| 6 | Aprio Wealth Management, LLC | SEC-registered investment adviser (CRD)#127333 | Brookhaven, GA (27 mi) | (404) 892-9651 |
| 7 | Ifg Advisory, LLC | SEC-registered investment adviser (CRD)#168012 | Dunwoody, GA (29 mi) | (770) 353-6400 |
| 8 | Monterey Wealth | SEC-registered investment adviser (CRD)#172577 | Dunwoody, GA (29 mi) | (404) 201-2285 |
#2Global Investment Advisory
GLOBAL INVESTMENT ADVISORY LLCServes this area from GA#3Strategic Blueprint, LLC
STRATEGIC BLUEPRINT, LLCServes this area from Chamblee, GA (22 mi)#4Tuttle Wealth Partners LLC
TUTTLE WEALTH PARTNERS LLCServes this area from Brookhaven, GA (22 mi)#5Holcombe Financial, Inc.
HOLCOMBE FINANCIAL, INC.Serves this area from Brookhaven, GA (27 mi)#6Aprio Wealth Management, LLC
APRIO WEALTH MANAGEMENT, LLCServes this area from Brookhaven, GA (27 mi)#7Ifg Advisory, LLC
IFG ADVISORY, LLCServes this area from Dunwoody, GA (29 mi)#8Monterey Wealth
MONTEREY WEALTH PARTNERS LLCServes this area from Dunwoody, GA (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Stockbridge?
We list 8 retirement plan advisors serving Stockbridge, GA: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Stockbridge?
The top-ranked retirement plan advisors serving Stockbridge, GA are Cape Investment Advisory, Inc., Global Investment Advisory, Strategic Blueprint, LLC, Tuttle Wealth Partners LLC and Holcombe Financial, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Stockbridge are verified against official records?
8 of the top 8 match an active official record: Cape Investment Advisory, Inc. (U.S. Securities and Exchange Commission), Global Investment Advisory (U.S. Securities and Exchange Commission), Strategic Blueprint, LLC (U.S. Securities and Exchange Commission), Tuttle Wealth Partners LLC (U.S. Securities and Exchange Commission) and Holcombe Financial, Inc. (U.S. Securities and Exchange Commission), and 3 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 .