Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Alpharetta, United States

RevenueBase identified 49 asset management consulting firms headquartered in Alpharetta, United States as of September 2026 and tracks 724 professional contacts across them, including 436 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Alpharetta, 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 14, 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 14, 2026 86% judged on-target in blind review
49Companies
724Contacts tracked
436Verified emails
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The 25 largest asset management consulting firms based in Alpharetta, United States

Ranked by team size
Top 25 of 49 asset management consulting firms based in Alpharetta, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management 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
1Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 2026201-500453 contacts →

Indirect evidence

“For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 202611-5042 contacts →

Partial evidence

“Howard Capital Management, Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-1023 contacts →

Partial evidence

“Gibbs Financial Group & Gibbs Wealth Management provides counsel to their clients on wealth management, fixed indexed annuities, insurance and retirement planning.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 202611-5015 contacts →

Partial evidence

“Cardea Capital is an independent RIA that provides wealth management and investment advisory services at its core.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“We exist to partner with you and your family to build a strong foundation for navigating life's opportunities and challenges, so you can pursue true wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“With over 80 years of combined expertise, our team of seasoned professionals, including MAI and ASA designated appraisers, delivers comprehensive commercial and residential…”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“We provide our clients with advisory services through sound financial guidance and superior personal service, with attention to detail.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceAlpharetta, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Vertical Capital Advisors is an Atlanta investment bank built on creating tangible value for our clients, serving clients in just about every industry.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Welcome to Incompass Financial, where every step we take is with your best interests in mind.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“At Hilton Tax & Wealth Advisors, we empower business owners, entrepreneurs, and high-net-worth individuals to legally reduce taxes, grow wealth, and build generational financial…”

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“Wealth Management Firm that strives to help clients achieve financial goals through a relationship-based asset management and financial planning approach- WEBSITE DISCLAIMERS &…”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Artisan Financial, where relationships come first!”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Integras Partners is a fee only Registered Investment Adviser located in Alpharetta, GA.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“WealthWorth is a comprehensive wealth management and financial planning firm, providing clients with cutting-edge technology, customized offerings, and unbiased advice.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“TandemGrowth Financial Advisors, LLC is a fee-only financial planning and investment advisory firm dedicated to providing families with unbiased financial advice.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Alpharetta, GA based Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We are here to help you make sound financial decision and coach you through all of life's important financial events.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We provide holistic financial planning and investment advisory services that help people thrive during retirement or as we say,"the 2nd Half".”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Attention Consumers: The financial information provided on this site is intended for general informational purposes only and should not be considered advisory recommendations or…”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“All investing involves risk, including loss of principal.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Welcome.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“WealthLink Advisors is a wealth management company that provides comprehensive financial planning using both investment and insurance solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“When was the last time you did a deep dive on your 1040 tax forms?”

Source: RevenueBase Database · checked Sep 14, 2026
25Strong evidenceAlpharetta, GA, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“We are a boutique Wealth Management firm providing a wide range of confidential financial and investment consulting services, including estate planning, risk management, objective…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 49 asset management consulting firms based in Alpharetta, United States

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Asset management consulting firms based in Alpharetta, United States at a glance

As of Sep 14, 2026
60.2%Verified-email coverage
14.8Average contacts per company
1-10Median size (employees)
1085.7%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
12
201-500
1

Email recency for this list is measured across the whole United States list rather than for Alpharetta, so it is reported there. Company counts and contact totals on this page are exact for Alpharetta, over 49 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 management 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 Alpharetta, United States whose own description of what they do matches “asset management 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 asset management 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 asset management consulting firms, and records with no verified work email. Companies headquartered outside Alpharetta 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, 436 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 14, 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.

Asset management consulting firms by metro in the United States

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 management 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 asset management consulting firms are there based in Alpharetta, United States?

RevenueBase identified 49 asset management consulting firms headquartered in Alpharetta, 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?

Blue Trust, headquartered in Alpharetta, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 436 verified decision-maker contacts tracked across these 49 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 14, 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.