Company lists · Data refreshed September 2026

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

Name: Endowment 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 Sep 28, 2026 64 companies tracked

RevenueBase identified 64 endowment management consulting firms headquartered in Atlanta, United States as of September 2026 and tracks 539 professional contacts across them, including 257 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); Atlanta has 64.

This list covers endowment management consulting 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 28, 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 28, 2026 86% judged on-target in blind review

64Companies

539Contacts tracked

257Verified emails

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

Ranked by team size

Top 25 of 64 endowment management consulting firms based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	LCG Associates, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	87 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 28, 2026
2	Balentine	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Partial evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 28, 2026
3	Investment Research & Advisory Group, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	23 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 28, 2026
4	Tri-Oak Consulting Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Empowering Ambitious Growth.” Source: RevenueBase Database · checked Sep 28, 2026
5	Creative Financial Group, LTD	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect 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 28, 2026
6	Gratus Capital	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Source: RevenueBase Database · checked Sep 28, 2026
7	Spartan Advisory Partners	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.” Source: RevenueBase Database · checked Sep 28, 2026
8	Arcus Capital Partners	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect 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 28, 2026
9	Ampersand Leadership Group, A Pearl Meyer Company	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Ampersand Leadership Group supports private equity, CEOs, and Boards in selecting, developing, and aligning top talent to drive growth and investor returns.” Source: RevenueBase Database · checked Sep 28, 2026
10	Atticus Wealth Management	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth…” Source: RevenueBase Database · checked Sep 28, 2026
11	Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning.” Source: RevenueBase Database · checked Sep 28, 2026
12	Haven Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
13	Holcombe Financial, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Source: RevenueBase Database · checked Sep 28, 2026
14	Fiduciaryvest, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “FiduciaryVest is an independent, employee-owned investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
15	Audientis, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
16	LCP Institutional	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	7 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 28, 2026
17	Seven Seas Capital	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	AMRET	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “AmRET® applies a process-driven approach to building and maintaining efficient, low-cost multi-manager investment portfolios on behalf of institutional and a limited number of…” Source: RevenueBase Database · checked Sep 28, 2026
19	ATL Global Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	5 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 28, 2026
20	Peachtree Providence Partners	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Peachtree Providence Partners Holding Company, LLC is an Atlanta, Georgia based private investment and consultant firm with a focus on income producing for small to middle market…” Source: RevenueBase Database · checked Sep 28, 2026
21	Buckhead Wealth Management	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 28, 2026
22	Family Financial Management, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “FFM provides specialized financial advice to individual Executors and Trustees.” Source: RevenueBase Database · checked Sep 28, 2026
23	Riverstone Advisors, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	4 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 28, 2026
24	Aurora Investment Counsel	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth and institutional clients.” Source: RevenueBase Database · checked Sep 28, 2026
25	Bretwood Capital Partners, L.L.C	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: endowment management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 64 endowment management consulting firms based in Atlanta, United States

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

As of Sep 28, 2026

47.7%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 64 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 endowment 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 Atlanta, United States whose own description of what they do matches “endowment 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 endowment 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 endowment management consulting 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, 257 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 28, 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.

Endowment 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 endowment 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 endowment management consulting firms are there based in Atlanta, United States?

RevenueBase identified 64 endowment management consulting 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?

LCG Associates, INC, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68). Atlanta has 64.

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 257 verified decision-maker contacts tracked across these 64 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 28, 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.