On February 25th, 2026, InvestmentNews posted their list of the 2026 Top Financial Professionals in the USA. HB Wealth Atlanta-based Senior Wealth Advisors Brandon Downs, Frank Waterson, and Robin Aiken were included on this list as the top three financial professionals in Georgia. Here is the full list of Top Financial Professionals in Georgia:
| Georgia Rank | National Rank | Name | Practice Name | Firm Name | Years as Financial Advisor | Location | AUM Growth | Client Growth |
| #1 | #2 | Brandon Downs | HB Wealth | HB Wealth | 22 | Georgia | 63% | 18% |
| #2 | #25 (tie) | Frank Waterson | HB Wealth | HB Wealth | 27 | Georgia | 4% | 22% |
| #3 | #30 | Robin Aiken | HB Wealth | HB Wealth | 20 | Georgia | 17% | 13% |
| #4 | #75 (tie) | Tiffany Rosetti | Sandy Springs Team | Wealth Enhancement | 9 | Georgia | 17% | 9% |
| #5 | #93 (tie) | Laura K. Schilling | Financial Innovations LLC | Financial Innovations LLC | 28 | Georgia | 14% | 1% |
| #6 | #97 (tie) | Scott Meyer | Merit Financial Advisors | Merit Financial Advisors | 20 | Georgia | 9% | -4% |
Methodology
To compile the third annual Top Financial Professionals (previously Top Advisors) list, InvestmentNews opened a public nomination process for eligible financial professionals. Nominations were accepted from advisors, colleagues, industry professionals, and clients. Only professionals who were formally nominated were considered for the 2026 list. All nominee information was required to be reviewed and verified by each professional’s compliance department before it was accepted into the evaluation process.
A total of 394 nominations were received, and 100 professionals were ultimately selected as recipients of the 2026 Top Financial Professionals recognition.
Evaluation criteria and scoring
Professionals were evaluated solely on quantifiable business metrics covering the period from August 2024 through August 2025. The ranking was based on the following weighted calculations:
- 50% – total 2025 AUM
- 25% – AUM growth over the evaluation period
- 25% – client growth over the evaluation period
InvestmentNews assigned each professional a ranking within each of the three categories and then applied the weighting formula above to calculate a combined score. Nominees were placed on the 2026 Top Financial Professionals list based on their final composite ranking.
What the award measures
This recognition is based only on the business metrics listed above: AUM, AUM growth, and client growth.
What the award does not measure
To comply with SEC advertising and anti-fraud rules, InvestmentNews confirms that the 2026 Top Financial Professionals list is not based on:
- investment performance or portfolio returns
- client experience, testimonials, or satisfaction
- qualitative factors such as leadership, service quality, or professional reputation
- any criteria not expressly stated in the methodology
For the full list, click here.
No compensation was provided to be included on this list.
