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Best Financial Planners in Augusta, Georgia

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Rankings use the published BizScore formulas. How we score

4Financial Planners scored in Augusta
63Average BizScore
73Top BizScore
50%AI Visibility 50 or higher
78Average SEO score
5.0Average Google rating (4 rated)

Top Financial Planners in Augusta

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Showing 1-4 of 4 Financial Planners listings in Augusta, GA · page 1 of 1

#1Richard Young Advisors

5.0 Google rating

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R

Score breakdown

AI Visibility61
SEO82
  • Financial Planner
  • Augusta, Georgia
  • (706) 739-0725
  • pcrichard.com

Richard Young Advisors is a Financial Planner in Augusta, GA. The firm provides financial planning services to individuals and families in the Augusta area, focusing on personalized strategies for wealth management, retirement planning, and investment...

Ranked #1 of 11 Financial Planner listings in AugustaScores updated Jun 26, 2026

#2Sovereign Wealth Management

5.0 Google rating

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Sovereign Wealth Management website

Score breakdown

AI Visibility50
SEO78
  • Financial Planner
  • Augusta, Georgia
  • (207) 530-9008
  • retiresovereign.com

Sovereign Wealth Management is a Financial Planner in Augusta, GA, located at 160 Capitol St # 3. It holds a rating of 5.00 based on 1 reviews. The firm operates as a fiduciary, legally bound to act in its clients’ best interests. Founder Jeffrey Truchon...

Ranked #4 of 11 Financial Planner listings in AugustaScores updated Jun 7, 2026

#3Fehrman Investment Group

5.0 Google rating

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Fehrman Investment Group website

Score breakdown

AI Visibility45
SEO75
  • Financial Planner
  • Augusta, Georgia
  • (706) 922-3590
  • fehrmaninvestmentgroup.com

Fehrman Investment Group is a financial planner in Augusta, Georgia. The firm provides customized wealth management plans, investment management, insurance solutions, corporate retirement planning, college savings, and business planning. Serving individuals...

Ranked #6 of 11 Financial Planner listings in AugustaScores updated Jun 7, 2026

#4Pine Harbor Advisors of Augusta

4.9 Google rating

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Pine Harbor Advisors of Augusta website

Score breakdown

AI Visibility37
SEO75
  • Financial Planner
  • Augusta, Georgia
  • (207) 761-4733
  • pineharboradvisors.com

Pine Harbor Advisors of Augusta is a financial planner in Augusta, GA, located at 45 Memorial Cir #104, Augusta, GA. The firm provides retirement-focused financial planning, wealth management, and investment management. They serve individuals, families...

Ranked #7 of 11 Financial Planner listings in AugustaScores updated Jun 7, 2026
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BizScoreAI ranks 4 financial planners in Augusta, Georgia by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Augusta ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Augusta, Georgia does BizScoreAI track?

4 financial planners in Augusta currently meet the profile-quality bar for this page, with an average BizScore of 63 and a top score of 73.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 50% of measured financial planners in Augusta score 50 or higher.

Is being listed free?

Yes. Every financial planner in Augusta is listed and scored for free, and claiming a listing is free too.