Company lists · Data refreshed August 2026

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

Name: Asset management consulting firms based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Aug 31, 2026 114 companies tracked

RevenueBase identified 114 company matches for asset management consulting firms associated with Atlanta, United States as of August 2026 and tracks 712 professional contacts across them, including 384 with verified work emails and 375 with mobile numbers. Across the United States, New York is the largest hub for this category (949 companies); Atlanta has 327.

This list covers company matches for asset management consulting firms 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 August 31, 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 Aug 31, 2026 How this list was built

114Companies

712Contacts tracked

384Verified emails

375Mobile numbers

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The 25 largest asset management consulting firms based in Atlanta, United States

Ranked by team size

Top 25 of 114 company matches for asset management consulting firms based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Aug 31, 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	The Baker Group LP	Exact match	Atlanta, GA, United States	51-200	107 contacts →
	Exact match “Since 1979, The Baker Group has provided investment portfolio and interest rate risk management to community banks nationwide.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
2	Bison Wealth, LLC	Exact match	Atlanta, GA, United States	51-200	46 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 · Aug 31, 2026 · View company records in RevenueBase
3	Atlanta Capital Management Co., LLC	Exact match	Atlanta, GA, United States	11-50	34 contacts →
	Exact match “Atlanta Capital is an SEC registered investment advisory firm that specializes in managing high quality stock and bond portfolios on behalf of institutional and individual…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
4	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United States	11-50	22 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 · Aug 31, 2026 · View company records in RevenueBase
5	Montag & Caldwell	Exact match	Atlanta, GA, United States	11-50	22 contacts →
	Exact match “Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
6	Equity Investment Corporation	Exact match	Atlanta, GA, United States	11-50	19 contacts →
	Exact match “Equity Investment Corporation (EIC) is an independent, SEC-registered firm located in Atlanta, Georgia, providing investment advisory services to clients since 1986.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
7	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United States	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
8	Creative Financial Group, LTD	Exact match	Atlanta, GA, United States	11-50	17 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 · Aug 31, 2026 · View company records in RevenueBase
9	Tellerex	Exact match	Atlanta, GA, United States	11-50	17 contacts →
	Exact match “Tellerex is a global leader in ATM and banking asset management, maximizing risk management and asset recovery value for the world's leading OEM, financial, managed services, and…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
10	ZWJ Investment Counsel	Exact match	Atlanta, GA, United States	11-50	16 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 · Aug 31, 2026 · View company records in RevenueBase
11	TI Asset Management	Exact match	Atlanta, GA, United States	11-50	16 contacts →
	Exact match “TI Asset Management is a full-service real estate asset and property management firm defined by its commitment to value management.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
12	Keystone Management, LLC	Exact match	Atlanta, GA, United States	51-200	16 contacts →
	Exact match “We are changing the world, one world at a time, by providing various asset management and operations-oriented technical services such as building maintenance, preventive…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
13	Buckhead Capital Management	Exact match	Atlanta, GA, United States	11-50	14 contacts →
	Exact match “We are a group of investment advisors that believes wealth should provide opportunities, not anxiety.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
14	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United States	1-10	13 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 · Aug 31, 2026 · View company records in RevenueBase
15	Arcus Capital Partners	Exact match	Atlanta, GA, United States	11-50	12 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 · Aug 31, 2026 · View company records in RevenueBase
16	Regent Peak Wealth Advisors	Exact match	Atlanta, GA, United States	1-10	11 contacts →
	Exact match “Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
17	Nysa Capital, LLC	Exact match	Atlanta, GA, United States	11-50	11 contacts →
	Exact match “Nysa Capital is an Atlanta-based Financial and Investment Advisory Firm focused on reintroducing Relationship-Based Banking through transparent investment strategies and…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
18	Masters Capital Management, LLC	Exact match	Atlanta, GA, United States	11-50	10 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 · Aug 31, 2026 · View company records in RevenueBase
19	Southern OAK Advisory	Exact match	Atlanta, United States	1-10	9 contacts →
	Exact match “Long-Standing Relationships.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
20	Haven Wealth Advisors	Exact match	Atlanta, GA, United States	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
21	Paces Ferry Wealth Advisors	Exact match	Atlanta, GA, United States	1-10	7 contacts →
	Exact match “Having the right partner to help plan and implement your financial strategy is crucial.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
22	LCP Institutional	Exact match	Atlanta, GA, United States	1-10	7 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 · Aug 31, 2026 · View company records in RevenueBase
23	Strive Financial	Exact match	Atlanta, GA, United States	1-10	7 contacts →
	Exact match “Strive clients are more than clients; they're an extended part of our family.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
24	Smith Real Estate Services	Exact match	Atlanta, GA, United States	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
25	Enclave Advisors, LLC	Exact match	Atlanta, GA, United States	1-10	6 contacts →
	Exact match “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded in the RevenueBase company graph · Aug 31, 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 “asset management consulting firms”. 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 114 asset management consulting firms based in Atlanta, United States

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

As of Aug 31, 2026

53.9%Verified-email coverage

52.7%Mobile-number coverage

6.2Average contacts per company

1-10Median size (employees)

Aug 31, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 “asset management consulting firms” 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 384 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 August 31, 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.

Asset management consulting firms 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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Atlanta, United States?

RevenueBase identified 114 company matches for asset management consulting firms associated with Atlanta, United States as of August 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?

The Baker Group LP 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 asset management consulting firms?

New York leads the United States with 949 company records, followed by Chicago (339) and Houston (334). Atlanta has 327.

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 384 professional contacts with verified work emails tracked across these 114 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 August 31, 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.