Company lists · Data refreshed September 2026

Top 25 Financial planning companies based in Atlanta, United States

Name: Financial planning 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 19, 2026 261 companies tracked

RevenueBase identified 261 financial planning companies headquartered in Atlanta, United States as of September 2026 and tracks 2,412 professional contacts across them, including 918 with verified work emails. New York is the largest hub.

This list covers financial planning companies 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 19, 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 19, 2026 86% judged on-target in blind review

261Companies

2,412Contacts tracked

918Verified emails

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The 25 largest financial planning companies based in Atlanta, United States

Ranked by team size

Top 25 of 261 financial planning companies based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Small Business Services	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	n/a	229 contacts →
	Indirect evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 19, 2026
2	Ashford Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	171 contacts →
	Indirect evidence “We strive to build meaningful relationships with our clients and within our communities.” Source: RevenueBase Database · checked Sep 19, 2026
3	Signaturefd	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	125 contacts →
	Indirect evidence “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Source: RevenueBase Database · checked Sep 19, 2026
4	Capital Investment Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	116 contacts →
	Partial evidence “At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing.” Source: RevenueBase Database · checked Sep 19, 2026
5	Georgia Financial Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	115 contacts →
	Partial evidence “At Georgia Financial Advisors, we have customized our services to specifically fit the financial needs of Georgia residents.” Source: RevenueBase Database · checked Sep 19, 2026
6	BIP Wealth	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	102 contacts →
	Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
7	Balentine	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	77 contacts →
	Indirect evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 19, 2026
8	Wise Financial LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	58 contacts →
	Indirect evidence “As an independent firm, we are committed to delivering comprehensive and unbiased advice.” Source: RevenueBase Database · checked Sep 19, 2026
9	Bison Wealth, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	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 19, 2026
10	TY J. Young Inc. Wealth Management	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	37 contacts →
	Indirect evidence “Who is Ty J.” Source: RevenueBase Database · checked Sep 19, 2026
11	Investment Research & Advisory Group, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Source: RevenueBase Database · checked Sep 19, 2026
12	Cahaba Wealth Management, INC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Strong evidence “We provide comprehensive financial planning and investment advisory services to a variety of client types.” Source: RevenueBase Database · checked Sep 19, 2026
13	Homrich Berg	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	21 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
14	Persium Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
15	Carter, Terry & Co., INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	Creative Financial Group, LTD	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
17	Advocacy Wealth Management, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
18	Gratus Capital	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Source: RevenueBase Database · checked Sep 19, 2026
19	IRC Wealth	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Strong evidence “Custom crafted financial planning for individual lifestyles, IRC Wealth is a value based investment firm specializing in wealth creation for select business owners and…” Source: RevenueBase Database · checked Sep 19, 2026
20	Veracity Capital	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.” Source: RevenueBase Database · checked Sep 19, 2026
21	Buckhead Capital Management	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 19, 2026
22	Legacy Capital Advisors, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Strong evidence “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 19, 2026
23	Regent Peak Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect 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 19, 2026
24	Smith Howard Wealth Management, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Meet Smith +Howard Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026
25	Atticus Wealth Management	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth…” Source: RevenueBase Database · checked Sep 19, 2026

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 planning companies. 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 planning companies.
Partial evidence: Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning companies. 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 261 financial planning companies based in Atlanta, United States

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Financial planning companies based in Atlanta, United States at a glance

As of Sep 19, 2026

38.1%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

152.1%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

196

11-50

51-200

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 261 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 planning companies, 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 planning companies”. 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 planning companies), 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 planning companies, 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, 918 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 19, 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 planning companies 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 planning companies, 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 planning companies are there based in Atlanta, United States?

RevenueBase identified 261 financial planning companies 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?

Small Business Services, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most financial planning companies?

New York leads with 397 headquartered companies, followed by Atlanta (261) and Houston (257).

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 918 verified decision-maker contacts tracked across these 261 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 19, 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.