Company lists · Data refreshed September 2026

Top 25 Asset consulting services based in Atlanta, United States

RevenueBase identified 65 asset consulting services headquartered in Atlanta, United States as of September 2026 and tracks 3,469 professional contacts across them, including 1,847 with verified work emails. New York is the largest hub.

This list covers asset consulting services 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 21, 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 21, 2026 86% judged on-target in blind review
65Companies
3,469Contacts tracked
1,847Verified emails
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The 25 largest asset consulting services based in Atlanta, United States

Ranked by team size
Top 25 of 65 asset consulting services based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consulting services: 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
1Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20265,001-10,0002,949 contacts →

Indirect evidence

“Invesco Ltd.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202651-200102 contacts →

Indirect evidence

“At BIP Wealth, our experienced team members help clients manage their wealth.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202651-20087 contacts →

Partial evidence

“Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202611-5043 contacts →

Partial evidence

“Coro Realty Advisors, LLC was established in 1997 to provide the highest quality real estate investment consulting and management services.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 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 21, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202611-5022 contacts →

Indirect evidence

“Cornerstone Investment Partners, LLC is an employee owned investment manager.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202611-5014 contacts →

Indirect evidence

“Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-1014 contacts →

Partial evidence

“Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

“Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 202611-5010 contacts →

Indirect evidence

“Calhoun Sands Valuation & Advisory is a commercial property valuation and advisory services firm based in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-109 contacts →

Partial evidence

“We are a boutique financial services firm in Atlanta, GA, focused on providing highly customized financial and asset management services in the private wealth industry”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-107 contacts →

Indirect evidence

“At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-107 contacts →

Indirect evidence

“Accounting and Finance, Budgeting, Project Pro-forma; Licensed Realtor”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“Clover Capital Partners is a registered investment advisor specializing in investment management, asset allocation, and financial planning for ultra-high-net-worth individuals and…”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“BT Family Office can help navigate the complexities and joys of substantial wealth by managing a family’s assets and financial affairs.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-105 contacts →

Partial evidence

“StempleCrites LLC is a premier insurable and fair value firm with expertise across all industries and tangible assets classes.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Boone Capital Management LLC is an investment manager in Atlanta, GA.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 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 21, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Monarch Capital Advisors is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…”

Source: RevenueBase Database · checked Sep 21, 2026
24Partial evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Riverstone Advisors is an independent investment advisory and financial services firm created to provide traditional and alternative asset management services to wealthy…”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth and institutional clients.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 65 asset consulting services based in Atlanta, United States

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Asset consulting services based in Atlanta, United States at a glance

As of Sep 21, 2026
53.2%Verified-email coverage
53.4Average contacts per company
1-10Median size (employees)
426.2%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
12
51-200
4
5,001-10,000
1
10001+
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 65 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 asset consulting services, 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 “asset consulting services”. 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 asset consulting services), 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 asset consulting services, 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, 1,847 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 21, 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 asset consulting services, 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 asset consulting services are there based in Atlanta, United States?

RevenueBase identified 65 asset consulting services 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?

Invesco, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most asset consulting services?

New York leads with 277 headquartered companies, followed by Chicago (83) and Miami (75).

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 1,847 verified decision-maker contacts tracked across these 65 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 21, 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.