Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Atlanta, United States

Name: Esop advisors based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 154 companies tracked

RevenueBase identified 154 esop advisors headquartered in Atlanta, United States as of September 2026 and tracks 1,585 professional contacts across them, including 521 with verified work emails. New York is the largest hub.

This list covers esop advisors 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

154Companies

1,585Contacts tracked

521Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest esop advisors based in Atlanta, United States

Ranked by team size

Top 25 of 154 esop advisors 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 esop advisors: 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	J.P. Turner & Company, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	501-1,000	108 contacts →
	Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 19, 2026
2	LCG Associates, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	87 contacts →
	Indirect evidence “Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 19, 2026
3	Swerdlin & Company NOW Futureplan By Ascensus	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	44 contacts →
	Indirect evidence “Supporting more than clients in 50 states, Swerdlin & Company provides actuarial, consulting, administrative, and recordkeeping services for all types of retirement, health, and…” Source: RevenueBase Database · checked Sep 19, 2026
4	Arkadios Capital	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	43 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
5	Strategic Benefit Resources, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “At Strategic Benefit Resources, it is our mission to partner with employee benefit advisors, third party administrators and other intermediaries in order to help them make more…” Source: RevenueBase Database · checked Sep 19, 2026
6	Atlanta Capital Management Co., LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	35 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
7	Reagan Consulting, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	34 contacts →
	Indirect evidence “Reagan Consulting is where America's leading agents, brokers and financial institutions turn for advice.” Source: RevenueBase Database · checked Sep 19, 2026
8	HDH Advisors	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	33 contacts →
	Strong evidence “Founded in 2007, HDH Advisors is focused on delivering high quality business appraisal, ESOP, litigation support, financial advisory, and related professional services.” Source: RevenueBase Database · checked Sep 19, 2026
9	Investment Research & Advisory Group, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 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 19, 2026
10	Montag & Caldwell	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	22 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
11	Persium Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial 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
12	Equity Investment Corporation	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Equity Investment Corporation (EIC) is an independent, SEC-registered firm located in Atlanta, Georgia, providing investment advisory services to clients since 1986.” Source: RevenueBase Database · checked Sep 19, 2026
13	Applied Economics	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	19 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
14	Creative Financial Group, LTD	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial 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
15	Cayne Crossing	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “At Cayne Crossing, we are uniquely positioned in the small business merger & acquisition environment.” Source: RevenueBase Database · checked Sep 19, 2026
16	Advocacy Wealth Management, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
17	MY Benefits, LLC & First Party Administrator, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “At My Benefits, our number one priority is meeting the needs of advisors and their clients.” Source: RevenueBase Database · checked Sep 19, 2026
18	Simplimeta	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “SimpliMeta is the only goto partner for agent advisors that have customers grappling with the rapid evolution of technology, security and compliance.” Source: RevenueBase Database · checked Sep 19, 2026
19	Veracity Capital	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	14 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
20	Crescent Wealth Advisory	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.” Source: RevenueBase Database · checked Sep 19, 2026
21	Spartan Advisory Partners	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	13 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
22	East Paces Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “The East Paces Group has become a consortium of Atlanta’s top investment advisors, bringing talents from many different disciplines.” Source: RevenueBase Database · checked Sep 19, 2026
23	Mazzone & Associates	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Mazzone & Associates is a middle market mergers and acquisitions advisory firm experienced in delivering successful results to our clients.” Source: RevenueBase Database · checked Sep 19, 2026
24	CCG Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “CCG Advisors is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital…” Source: RevenueBase Database · checked Sep 19, 2026
25	VCG Benefits And HR Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “VCG is a Benefits and HR advisory firm specializing in Employee Benefits, Health Care Reform, Workplace Wellness, Executive and Employee Communications, Medical Child Support…” Source: RevenueBase Database · checked Sep 19, 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: esop advisors. 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop advisors. 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 154 esop advisors based in Atlanta, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 521 reachable decision-makers.

Free signup · no credit card

View the full list →

Esop advisors based in Atlanta, United States at a glance

As of Sep 19, 2026

32.9%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

268.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

107

11-50

51-200

201-500

501-1,000

1,001-5,000

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 154 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 521 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.

Esop advisors 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 esop advisors, 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 esop advisors are there based in Atlanta, United States?

RevenueBase identified 154 esop advisors 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?

J.P. Turner & Company, LLC, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 521 verified decision-maker contacts tracked across these 154 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.

Ready to reach these companies? Verified emails and direct dials for all 154 esop advisors based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

Esop advisors by geography

Browse the directory

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.