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.
The 25 largest financial advisor recruitment firms based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 171 contacts → | ||||
Indirect evidence “We strive to build meaningful relationships with our clients and within our communities.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 113 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 108 contacts → | ||||
Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 102 contacts → | ||||
Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 58 contacts → | ||||
Indirect evidence “As an independent firm, we are committed to delivering comprehensive and unbiased advice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 45 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 26 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 25 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 22 contacts → | ||||
Strong evidence “We provide comprehensive financial planning and investment advisory services to a variety of client types.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 19 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 17 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 17 contacts → | ||||
Indirect evidence “At Cayne Crossing, we are uniquely positioned in the small business merger & acquisition environment.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 15 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 contacts → | ||||
Partial evidence “Register Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Indirect evidence “Long-Standing Relationships.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: financial advisor recruitment 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 financial advisor recruitment firms.
- Partial evidence
- Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisor recruitment 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 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, 2026Companies by employee count
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
- Financial advisor recruitment firms in New York428
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Miami83
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Lauderdale37
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in St. Louis30
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Frisco25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Rockville25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
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.
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