Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Atlanta, United States

RevenueBase identified 196 association financial advisory firms headquartered in Atlanta, United States as of September 2026 and tracks 2,124 professional contacts across them, including 744 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms 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 19, 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 19, 2026 86% judged on-target in blind review
196Companies
2,124Contacts tracked
744Verified emails
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The 25 largest association financial advisory firms based in Atlanta, United States

Ranked by team size
Top 25 of 196 association financial advisory firms based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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
1Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 2026n/a229 contacts →

Partial evidence

“Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-200171 contacts →

Indirect evidence

“We strive to build meaningful relationships with our clients and within our communities.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-200116 contacts →

Strong evidence

“At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 2026501-1,000108 contacts →

Indirect evidence

“J.P.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-200102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5059 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-20058 contacts →

Indirect evidence

“As an independent firm, we are committed to delivering comprehensive and unbiased advice.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5052 contacts →

Indirect evidence

“Wilson Lewis is a certified public accounting firm designed to make your life easier.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5043 contacts →

Partial evidence

“Arkadios Capital is a full-service independent broker dealer and RIA founded by advisors for advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5034 contacts →

Partial evidence

“Reagan Consulting is where America's leading agents, brokers and financial institutions turn for advice.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5023 contacts →

Partial 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 19, 2026
12Strong evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5022 contacts →

Strong evidence

“We provide comprehensive financial planning and investment advisory services to a variety of client types.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5022 contacts →

Partial evidence

“Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5020 contacts →

Strong evidence

“Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
17Strong evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5019 contacts →

Strong evidence

“Founded in 1998, Applied Economics is a leading financial advisory firm specializing in business valuation, investment banking and ESOP advisory.”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5017 contacts →

Strong evidence

“For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“At Cayne Crossing, we are uniquely positioned in the small business merger & acquisition environment.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5015 contacts →

Partial evidence

“Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the…”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5014 contacts →

Partial evidence

“Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-1013 contacts →

Partial evidence

“Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial evidence

“Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 196 association financial advisory firms based in Atlanta, United States

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Association financial advisory firms based in Atlanta, United States at a glance

As of Sep 19, 2026
35.0%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
156.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
141
11-50
39
51-200
12
201-500
2
501-1,000
1
5,001-10,000
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 196 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 association financial advisory 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 Atlanta, United States whose own description of what they do matches “association financial advisory 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 association financial advisory 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 association financial advisory firms, 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, 744 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 19, 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.

Association financial advisory 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 association financial advisory 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 association financial advisory firms are there based in Atlanta, United States?

RevenueBase identified 196 association financial advisory firms 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?

Small Business Services, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 744 verified decision-maker contacts tracked across these 196 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 19, 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.