Company lists · Data refreshed September 2026

Top 25 Financial advisor recruitment firms based in Atlanta, United States

RevenueBase identified 164 financial advisor recruitment firms headquartered in Atlanta, United States as of September 2026 and tracks 1,605 professional contacts across them, including 545 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Atlanta follows with 164.

This list covers financial advisor recruitment 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
164Companies
1,605Contacts tracked
545Verified emails
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The 25 largest financial advisor recruitment firms based in Atlanta, United States

Ranked by team size
Top 25 of 164 financial advisor recruitment 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 financial advisor recruitment 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
1Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-200171 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-50113 contacts →

Indirect evidence

“The Bolton Group is a professional search firm specializing in the areas of Accounting, Finance, and Audit.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 2026501-1,000108 contacts →

Indirect evidence

“J.P.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-200102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20058 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20045 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20029 contacts →

Indirect evidence

“2022 & 2023 Best & Brightest Companies to Work For *2023 Bulldog 100 Winner: Recognized as one of the Fastest Growing Companies owned by a UGA Graduate *2012 & 2013 Atlanta…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1026 contacts →

Indirect evidence

“WE KNOW SEARCH At Homrich, Klein & Associates we know a search is about more than just the job or candidate requirements.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20025 contacts →

Indirect evidence

“Workforce Dynamics (formerly KF Resources, Inc.) is a premier recruiting and staffing firm specializing in the placement of Accounting/Finance, Information technology and Human…”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
17Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1013 contacts →

Indirect evidence

“McAlexander, Robinson & Associates (MRA Search) is an Atlanta executive search and recruiting firm, specializing in job placement for accounting and finance professionals…”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

“Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Strong evidence

“Nysa Capital is an Atlanta-based Financial and Investment Advisory Firm focused on reintroducing Relationship-Based Banking through transparent investment strategies and…”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Register Financial Associates, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Strong evidence

“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceAtlanta, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Long-Standing Relationships.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 164 financial advisor recruitment firms based in Atlanta, United States

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Financial advisor recruitment firms based in Atlanta, United States at a glance

As of Sep 28, 2026
34.0%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
124
11-50
26
51-200
11
201-500
1
501-1,000
2

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 164 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 545 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.

Financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Atlanta, United States?

RevenueBase identified 164 financial advisor recruitment 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?

Ashford Advisors, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most financial advisor recruitment firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162).

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 545 verified decision-maker contacts tracked across these 164 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.