Company lists · Data refreshed September 2026

Top 21 401k consulting firms based in Atlanta, United States

RevenueBase identified 42 401k consulting firms headquartered in Atlanta, United States as of September 2026 and tracks 247 professional contacts across them, including 92 with verified work emails. Across the United States, Atlanta is the largest hub for this category.

This list covers 401k consulting firms headquartered in Atlanta, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
42Companies
247Contacts tracked
92Verified emails
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The 21 largest 401k consulting firms based in Atlanta, United States

Ranked by team size
Top 21 of 42 401k consulting firms based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to 401k consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202651-20044 contacts →

Partial evidence

“Supporting more than clients in 50 states, Swerdlin & Company provides actuarial, consulting, administrative, and recordkeeping services for all types of retirement, health, and…”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202611-5033 contacts →

Indirect evidence

“Standing the test of time by providing quality service and value to companies like yours, RPA continues to enjoy steady growth.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202611-5023 contacts →

Indirect evidence

“Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202611-5015 contacts →

Indirect evidence

“At My Benefits, our number one priority is meeting the needs of advisors and their clients.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-1010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-108 contacts →

Indirect evidence

“FiduciaryVest is an independent, employee-owned investment advisory firm.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-107 contacts →

Indirect evidence

“Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“Anson Analytics is a Registered Independent Advisory (RIA) firm specializing in corporate retirement plan design and management.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“At ATL Global Advisors, we specialize in serving families, individuals, ex-patriots, UPS employees, and small businesses all around the world.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Founded in 1988, Investors Asset Management™ is a fee-based Registered Investment Advisory firm located in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

“We exist to serve our clients by attending to their needs first.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceAtlanta, United StatesHQ checked Sep 27, 202651-2004 contacts →

Indirect evidence

“CBG advocates for employer and employee clients by providing customized solutions and industry expertise.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Holistic financial services firm, we work with business owners and individuals design workable solutions.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“Retirement Consulting Actuaries”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Planning to go the distance.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“Fortune 401k, Inc.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Escalating healthcare costs are placing tremendous pressure on individuals, retirees, and organizations as they aggressively seek proven methods to control medical expenditures.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202611-501 contacts →

Indirect evidence

“We specialize in providing qualifying services for tax credits and other support services to small to midsized business.”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“My partners and I have started CQ Consulting Services.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Consultants and Coaches to Financial Advisors and The Firms They Call Home”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 21 of 42 401k consulting firms based in Atlanta, United States

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401k consulting firms based in Atlanta, United States at a glance

As of Sep 27, 2026
37.2%Verified-email coverage
5.9Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
10
51-200
3
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 42 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Atlanta, United States whose own description of what they do matches “401k consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k consulting firms, and records with no verified work email. Companies headquartered outside Atlanta are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 92 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k consulting firms are there based in Atlanta, United States?

RevenueBase identified 42 401k consulting firms headquartered in Atlanta, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Swerdlin & Company NOW Futureplan By Ascensus, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most 401k consulting firms?

Atlanta leads the United States with 42 headquartered companies, followed by Houston (30) and New York (29).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 92 verified decision-maker contacts tracked across these 42 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.