Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 74 companies tracked

RevenueBase identified 74 company matches for fiduciary services companies associated with Atlanta, United States as of September 2026 and tracks 633 professional contacts across them, including 183 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Atlanta has 74.

This list covers company matches for fiduciary services companies 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 20, 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 20, 2026 How this list was built

74Companies

633Contacts tracked

183Verified emails

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The 25 largest fiduciary services companies based in Atlanta, United States

Ranked by team size

Top 25 of 74 company matches for fiduciary services companies based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	Homrich Berg	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	21 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 · Sep 20, 2026 · View company records in RevenueBase
3	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	17 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 · Sep 20, 2026 · View company records in RevenueBase
4	ZWJ Investment Counsel	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	16 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 · Sep 20, 2026 · View company records in RevenueBase
5	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Gratus Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Veracity Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	14 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 · Sep 20, 2026 · View company records in RevenueBase
8	Crescent Wealth Advisory	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Regent Peak Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	11 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 · Sep 20, 2026 · View company records in RevenueBase
10	Register Financial	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Register Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Haven Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	LCP Institutional	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	7 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 · Sep 20, 2026 · View company records in RevenueBase
13	BT Family Office, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “BT Family Office can help navigate the complexities and joys of substantial wealth by managing a family’s assets and financial affairs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Galat LAW Group, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We provide tax planning, estate planning, trust planning, and succession planning solutions for individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Gutt Financial Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Gutt Financial Management (GFM) was founded in 1986 by Michael S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Legacy Studio Estate LAW Rebecca Godbey Cummings LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “For over 25 years, Rebecca Cummings has been a trusted source for clients seeking an expert in wills, trusts, and estates.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	ATL Global Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At ATL Global Advisors, we specialize in serving families, individuals, ex-patriots, UPS employees, and small businesses all around the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Common Sense Solutions, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Since 2001, Common Sense Solutions has provided daily money management services, fiduciary services and life management services to those who need help managing their personal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Buckhead Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
20	Family Financial Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “FFM provides specialized financial advice to individual Executors and Trustees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	RED Tortoise LLC	Exact match	Atlanta, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “An independent, boutique investment counseling firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Investors Asset Management Of Georgia	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Founded in 1988, Investors Asset Management™ is a fee-based Registered Investment Advisory firm located in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Fujiyama Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Registered Representative, Securities offered through Cambridge Investment Research, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	The Renn Wealth Management Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Counseling high net worth individuals, business owners and fiduciaries in navigating the capital markets more successfully.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Smarte Investments	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Smarte Investments is a fiduciary advisory firm that builds & manages customized investment portfolios for successful individual and business clients.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 74 fiduciary services companies based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 183 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Atlanta, United States at a glance

As of Sep 20, 2026

28.9%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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 74 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 “fiduciary services companies” 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 183 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 20, 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Atlanta, United States?

RevenueBase identified 74 company matches for fiduciary services companies 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?

Investment Research & Advisory Group, INC 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Atlanta has 74.

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 183 professional contacts with verified work emails tracked across these 74 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 20, 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.