Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Atlanta, United States

RevenueBase identified 108 company matches for 401k plan advisors associated with Atlanta, United States as of September 2026 and tracks 904 professional contacts across them, including 224 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Atlanta has 108.

This list covers company matches for 401k plan advisors associated with Atlanta, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
108Companies
904Contacts tracked
224Verified emails
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The 25 largest 401k plan advisors based in Atlanta, United States

Ranked by team size
Top 25 of 108 company matches for 401k plan advisors based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 2026n/a229 contacts →

Exact match

“Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202651-20058 contacts →

Exact match

“As an independent firm, we are committed to delivering comprehensive and unbiased advice.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202651-20044 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-5033 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“Our mission is pretty simple.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-5017 contacts →

Exact match

“For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-1015 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-5015 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-1012 contacts →

Exact match

“Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-1010 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-1010 contacts →

Exact match

“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

“Bringing together financial, legal and tax professionals under one roof to provide potential holistic solutions to wealth preservation and retirement planning.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“Strive clients are more than clients; they're an extended part of our family.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“Having the right partner to help plan and implement your financial strategy is crucial.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“NCFA, is a fee only advisor and has comprehensive knowledge in the core areas of financial planning and wealth management to support you in meeting your financial goals.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Gutt Financial Management (GFM) was founded in 1986 by Michael S.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchAtlanta, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Today’s economic environment presents many challenges.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Our reasons for becoming financial professionals are deeply personal.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Jones & Co Wealth Strategies is a boutique financial firm.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Unsure about retirement?”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 108 401k plan advisors based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 224 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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401k plan advisors based in Atlanta, United States at a glance

As of Sep 19, 2026
24.8%Verified-email coverage
8.4Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
86
11-50
15
51-200
6
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 108 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Atlanta, United States whose business descriptions match “401k plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 224 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many 401k plan advisors are there based in Atlanta, United States?

RevenueBase identified 108 company matches for 401k plan advisors associated with Atlanta, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Small Business Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most 401k plan advisors?

New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 224 professional contacts with verified work emails tracked across these 108 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 SmartSearch, 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.