Company lists · Data refreshed November 2026

Top 25 Advisor-led investment platforms based in Atlanta, United States

Name: Advisor-led investment platforms based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 69 companies tracked

RevenueBase identified 69 company matches for advisor-led investment platforms associated with Atlanta, United States as of November 2026 and tracks 1,519 professional contacts across them, including 343 with verified work emails. Across the United States, New York is the largest hub for this category (279 companies); Atlanta has 69.

This list covers company matches for advisor-led investment platforms 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 November 5, 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 Nov 5, 2026 How this list was built

69Companies

1,519Contacts tracked

343Verified emails

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The 25 largest advisor-led investment platforms based in Atlanta, United States

Ranked by team size

Top 25 of 69 company matches for advisor-led investment platforms based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Oppenheimerfunds	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	5,001-10,000	741 contacts →
	Exact match “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	SFA Partners	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	64 contacts →
	Exact match “SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	51-200	57 contacts →
	Exact match “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Arkadios Capital	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	48 contacts →
	Exact match “Arkadios Capital is a full-service independent broker dealer and RIA founded by advisors for advisors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	BIP Capital	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	46 contacts →
	Exact match “BIP Capital is a vertically-integrated investment platform that provides direct access to high-quality private equity, venture capital, and private credit strategies and products.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Advisory Services Network	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	201-500	23 contacts →
	Exact match “Advisory Services Network (ASN) is an SEC-registered platform founded in 2008 that helps independent financial advisory firms launch, operate, and scale by providing…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	ZWJ Investment Counsel	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	19 contacts →
	Exact match “ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	16 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Arcus Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	15 contacts →
	Exact match “Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Globalt Investments	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	14 contacts →
	Exact match “Globalt is a leader in building portfolios that focus on the changes in the global market place.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	First Advisors National	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	13 contacts →
	Exact match “First Advisors National (FAN Advisors) offers the best RIA platform for the independent investment advisor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Marco Investment Management	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “Established in 1998, Marco Investment Management handles portfolios for both high net worth and Institutional clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Masters Capital Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	8 contacts →
	Exact match “Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	LCP Institutional	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Holcombe Financial, INC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Strategic Blueprint, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	11-50	7 contacts →
	Exact match “Strategic Blueprint, LLC is a Registered Investment Adviser (RIA) designed to provide a personalized and integrated platform that empowers independent financial advisors to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Monarch Capital Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “Monarch Capital Advisors is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Silver Penny Financial Planning	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Boardwalk Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “Boardwalk Capital Management is an independent Registered Investment Advisory firm based in Atlanta, Georgia specializing in values-based investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	ATL Global Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	5 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 · Nov 5, 2026 · View company records in RevenueBase
22	The 680 Group	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Since 1977, The 680 Group has kept their friends' and clients' best interests at the heart of the firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	The Marin Group, INC	Exact match	Atlanta, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Hamilton Financial PC	Exact match	Atlanta, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Today’s economic environment presents many challenges.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Riverstone Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Riverstone Advisors is an independent investment advisory and financial services firm created to provide traditional and alternative asset management services to wealthy…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “advisor-led investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 69 advisor-led investment platforms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 343 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Advisor-led investment platforms based in Atlanta, United States at a glance

As of Nov 5, 2026

22.6%Verified-email coverage

22.0Average contacts per company

1-10Median size (employees)

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 69 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 “advisor-led investment platforms” 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 343 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 November 5, 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.

Advisor-led investment platforms 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 “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many advisor-led investment platforms are there based in Atlanta, United States?

RevenueBase identified 69 company matches for advisor-led investment platforms associated with Atlanta, United States as of November 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?

Oppenheimerfunds 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 advisor-led investment platforms?

New York leads the United States with 279 company records, followed by San Francisco (103) and Chicago (95). Atlanta has 69.

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 343 professional contacts with verified work emails tracked across these 69 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 November 5, 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.