Company lists · Data refreshed November 2026

Top 24 Fee-based advisors based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 156 companies tracked

RevenueBase identified 156 company matches for fee-based advisors associated with Atlanta, United States as of November 2026 and tracks 1,029 professional contacts across them, including 433 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Atlanta has 156.

This list covers company matches for fee-based advisors 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 November 6, 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 Nov 6, 2026 How this list was built

156Companies

1,029Contacts tracked

433Verified emails

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

The 24 largest fee-based advisors based in Atlanta, United States

Ranked by team size

Top 24 of 156 company matches for fee-based advisors based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	SFA Partners	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	64 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Wise Financial LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	51-200	60 contacts →
	Exact match “As an independent firm, we are committed to delivering comprehensive and unbiased advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	51-200	57 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 · Nov 6, 2026 · View company records in RevenueBase
4	Arkadios Capital	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	48 contacts →
	Exact match “Arkadios Capital is a full-service independent broker dealer and RIA founded by advisors for advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Homrich Berg	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	51-200	22 contacts →
	Exact match “Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	ZWJ Investment Counsel	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	19 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 · Nov 6, 2026 · View company records in RevenueBase
7	Cahaba Wealth Management, INC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “We provide comprehensive financial planning and investment advisory services to a variety of client types.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	18 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 · Nov 6, 2026 · View company records in RevenueBase
9	Regent Peak Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	17 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 · Nov 6, 2026 · View company records in RevenueBase
10	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Veracity Capital	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Paces Ferry Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “Having the right partner to help plan and implement your financial strategy is crucial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Register Financial	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Register Financial Associates, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Anchor Financial Partners- Northwestern Mutual	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	11 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 · Nov 6, 2026 · View company records in RevenueBase
17	QM Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
18	LCP Institutional	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	8 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 · Nov 6, 2026 · View company records in RevenueBase
19	Sugarloaf Wealth Management	Exact match	Atlanta, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “Sugarloaf Wealth Management, LLC is an independent comprehensive Financial Planning/Registered Investment Advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Strive Financial	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Strive clients are more than clients; they're an extended part of our family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Novapoint Capital	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “NovaPoint Capital is a Registered Investment Adviser based in Atlanta.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Strategic Blueprint, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	11-50	7 contacts →
	Exact match “Strategic Blueprint, LLC is a Registered Investment Adviser (RIA) designed to provide a personalized and integrated platform that empowers independent financial advisors to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Clover Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Clover Capital Partners is a Buckhead Atlanta-based wealth management firm with continuous experience in the industry since 1995.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Compass Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta.” Recorded in the RevenueBase company graph · Nov 6, 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 “fee-based advisors”. 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 24 of 156 fee-based advisors based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 433 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Fee-based advisors based in Atlanta, United States at a glance

As of Nov 6, 2026

42.1%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

118

11-50

51-200

201-500

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 156 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 “fee-based advisors” 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 433 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 November 6, 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.

Fee-based advisors 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 “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-based advisors are there based in Atlanta, United States?

RevenueBase identified 156 company matches for fee-based advisors associated with Atlanta, United States as of November 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?

SFA Partners 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 fee-based advisors?

New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156).

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 433 professional contacts with verified work emails tracked across these 156 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 156 fee-based advisors based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fee-based 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 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.