Company lists · Data refreshed September 2026

Top 25 Financial management consulting companies based in Atlanta, United States

Name: Financial management consulting 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 28, 2026 132 companies tracked

RevenueBase identified 132 company matches for financial management consulting companies associated with Atlanta, United States as of September 2026 and tracks 433 professional contacts across them, including 153 with verified work emails. Across the United States, New York is the largest hub for this category (333 companies); Atlanta has 132.

This list covers company matches for financial management consulting 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 28, 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 28, 2026 How this list was built

132Companies

433Contacts tracked

153Verified emails

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The 25 largest financial management consulting companies based in Atlanta, United States

Ranked by team size

Top 25 of 132 company matches for financial management consulting companies based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 28, 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 28, 2026 · View company records in RevenueBase
2	Vaas Professionals, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “VAAS Professionals, LLC is a solutions driven business consulting firm, specializing in CPA, Business Management, and Financial Consulting services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	12 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 · Sep 28, 2026 · View company records in RevenueBase
4	Ministry Solutions Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “For many churches, there’s a large disconnect between the vision they have for expansion and the budget needed to fund that vision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Capital Concepts USA	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Our goal is to help businesses generate growth using a mixture of proven expertise combined with sophisticated back-end technology to remove financial hurdles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Techfin	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “We are an Executive Management consultant group, specializing in advising and consulting startups, early stage and small businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	DMG Worldwide INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “At DMG Worldwide, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	JKA Associates LLC Accounting & Business Advisory	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “We provide accounting, business advisory, and personal financial management services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	High Score Strategies	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “We complete business valuation or appraisal and grown strategy consulting for companies $2MM–$$50MM.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	JP Latz Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “We enhance existing teams by bridging the gap between senior management and accounting, creating organization, sophistication and clarity to take the business to the next level.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Audientis, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Carter & Company International INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Welcome to Carter & Company, a premier business advisory firm with a support team comprising approximately 25 individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Scottmadden, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	201-500	7 contacts →
	Exact match “ScottMadden is the management consulting firm that does what it takes to get it done right.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Your Balanced Partners LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Your Balanced Partners develops relationships with small to medium sized businesses where we provide high quality support in strategic, financial, and governance services that…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Gutt Financial Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	Acctivator	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Acctivator takes on your financial to-dos so you can focus on your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Hamilton Financial PC	Exact match	Atlanta, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Today’s economic environment presents many challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	3sixty Consulting Group, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “At 3sixty Consulting we focus on a wide range of finance, operational and management consulting needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Jones & CO Wealth Strategies	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Jones & Co Wealth Strategies is a boutique financial firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	BTZL	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “BTZL is a financial consulting firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Corpdev Consulting	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “CorpDev Consulting delivers value to companies thinking about growth, particularly inorganic (M&A) growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Watchpoint Group, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We help growth-oriented business owners to develop financial strategies and capital structures to achieve their goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	T. Sapp Financial Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “At T.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	The Firm Alp, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “The Firm ALP is a distinguished black-owned accounting firm based in Florida, with a strong presence across ten strategic locations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Focused Financial Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Focused Financial Group our mission is to -"Help our clients Imagine, Plan and Achieve financial security so they can FOCUS on what really matters!" Financial planning should…” Recorded in the RevenueBase company graph · Sep 28, 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 “financial management consulting 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 132 financial management consulting companies based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 153 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial management consulting companies based in Atlanta, United States at a glance

As of Sep 28, 2026

35.3%Verified-email coverage

3.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

108

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 132 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 “financial management consulting 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 153 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 28, 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.

Financial management consulting 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 “financial management consulting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial management consulting companies are there based in Atlanta, United States?

RevenueBase identified 132 company matches for financial management consulting 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 financial management consulting companies?

New York leads the United States with 333 company records, followed by Chicago (146) and Houston (146). Atlanta has 132.

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 153 professional contacts with verified work emails tracked across these 132 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 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 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.