Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 68 companies tracked

RevenueBase identified 68 company matches for asset management consulting services associated with Atlanta, United States as of September 2026 and tracks 6,434 professional contacts across them, including 3,163 with verified work emails. Across the United States, New York is the largest hub for this category (314 companies); Atlanta has 68.

This list covers company matches for asset management consulting services 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 21, 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 21, 2026 How this list was built

68Companies

6,434Contacts tracked

3,163Verified emails

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

Ranked by team size

Top 25 of 68 company matches for asset management consulting services based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	LCG Associates, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	51-200	87 contacts →
	Exact match “Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Coro Realty	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	43 contacts →
	Exact match “Coro Realty Advisors, LLC was established in 1997 to provide the highest quality real estate investment consulting and management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	23 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 21, 2026 · View company records in RevenueBase
5	Keystone Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	51-200	15 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 · Sep 21, 2026 · View company records in RevenueBase
6	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Nysa Capital, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	12 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 · Sep 21, 2026 · View company records in RevenueBase
8	Masters Capital Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	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 · Sep 21, 2026 · View company records in RevenueBase
9	QM Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	10 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 21, 2026 · View company records in RevenueBase
10	Haven Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Fiduciaryvest, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “FiduciaryVest is an independent, employee-owned investment advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Audientis, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Stemplecrites LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “StempleCrites LLC is a premier insurable and fair value firm with expertise across all industries and tangible assets classes.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Boone Capital Management LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Boone Capital Management LLC is an investment manager in Atlanta, GA.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Buckhead Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	BTZL	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “BTZL is a financial consulting firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Riverstone Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
18	Scarlet OAK Financial Services, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Holistic financial services firm, we work with business owners and individuals design workable solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Value Prism Consulting	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Value Prism Consulting is a valuation and management consulting firm that provides services to a broad range of clients worldwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Moore Invested	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “We’re Wealth Advisors and Financial Strategists.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	JLM Actuarial, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Retirement Consulting Actuaries” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Nectar Consulting, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “A select consulting experience delivering strategic and functional advice, connecting with, and fostering success for discerning financial institution clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Corbet Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “We help entrepreneurs access sophisticated investment tools and strategies that help tilt the risk-reward equation in their favor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Lassiter Management Partners, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Are you ready to take your business to new heights?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Unified Investment Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Unified Investment Management is a boutique investment advisory firm with a focused goal of finding the best publicly traded investments for our clients through diligent and…” Recorded in the RevenueBase company graph · Sep 21, 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 services”. 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 68 asset management consulting services based in Atlanta, United States

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

As of Sep 21, 2026

49.2%Verified-email coverage

94.6Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 68 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 “asset management consulting services” 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 3,163 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 21, 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 68 company matches for asset management consulting services 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?

Invesco US 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 services?

New York leads the United States with 314 company records, followed by Chicago (99) and Miami (71). Atlanta has 68.

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 3,163 professional contacts with verified work emails tracked across these 68 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 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 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.