Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Alpharetta, United States

Name: Financial planning consulting firms based in Alpharetta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 59 companies tracked

RevenueBase identified 59 financial planning consulting firms headquartered in Alpharetta, United States as of September 2026 and tracks 280 professional contacts across them, including 101 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Alpharetta has 59.

This list covers financial planning consulting firms headquartered in Alpharetta, 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 30, 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 30, 2026 86% judged on-target in blind review

59Companies

280Contacts tracked

101Verified emails

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The 25 largest financial planning consulting firms based in Alpharetta, United States

Ranked by team size

Top 25 of 59 financial planning consulting firms based in Alpharetta, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hoffman Financial Group Alpharetta, GA	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	n/a	31 contacts →
	Strong evidence “Hoffman Financial Group is an independent financial planning firm in Atlanta, Georgia, that focuses on retirement, tax, and estate planning while providing personalized life…” Source: RevenueBase Database · checked Sep 30, 2026
2	Gibbs Financial Group & Gibbs Wealth Management	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	23 contacts →
	Strong evidence “Gibbs Financial Group & Gibbs Wealth Management provides counsel to their clients on wealth management, fixed indexed annuities, insurance and retirement planning.” Source: RevenueBase Database · checked Sep 30, 2026
3	CB Smith & Associates, PC	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	16 contacts →
	Indirect evidence “CB Smith & Associates is a full-service CPA advisory firm which works to develop a strategic partnership with each client.” Source: RevenueBase Database · checked Sep 30, 2026
4	3pg Advisors, LLC	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Partial evidence “3PG Advisors helps your company with strategic planning, profit improvement, valuation services and business exit strategies.” Source: RevenueBase Database · checked Sep 30, 2026
5	Owenby Jones Wealth Management, LLC	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Indirect evidence “We exist to partner with you and your family to build a strong foundation for navigating life's opportunities and challenges, so you can pursue true wealth.” Source: RevenueBase Database · checked Sep 30, 2026
6	SPW & Associates	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Partial evidence “Go beyond the numbers with proactive, valuable planning advice.” Source: RevenueBase Database · checked Sep 30, 2026
7	Credo CFO	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Partial evidence “We are a financial services company offering our clients experience in the fields of taxation, audits & reviews, asset valuations & business valuations, legal transactions…” Source: RevenueBase Database · checked Sep 30, 2026
8	Wealth Enhancement & Preservation	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Partial evidence “We provide our clients with advisory services through sound financial guidance and superior personal service, with attention to detail.” Source: RevenueBase Database · checked Sep 30, 2026
9	Alliance Of Financial Professionals, LLC	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	6 contacts →
	Strong evidence “Founded in 1984 in Atlanta, Ga, Alliance of Financial Professionals is a professional services firm providing tax planning and preparation services as well as estate planning and…” Source: RevenueBase Database · checked Sep 30, 2026
10	Incompass Financial	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Partial evidence “Welcome to Incompass Financial, where every step we take is with your best interests in mind.” Source: RevenueBase Database · checked Sep 30, 2026
11	Hilton TAX & Wealth Advisors	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	11-50	5 contacts →
	Partial evidence “At Hilton Tax & Wealth Advisors, we empower business owners, entrepreneurs, and high-net-worth individuals to legally reduce taxes, grow wealth, and build generational financial…” Source: RevenueBase Database · checked Sep 30, 2026
12	Account CFO	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “Your Law Firm is a business and all business owners need timely, relevant financial information and operational metrics to make decisions and solve problems.” Source: RevenueBase Database · checked Sep 30, 2026
13	Artisan Financial Strategies	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “Artisan Financial, where relationships come first!” Source: RevenueBase Database · checked Sep 30, 2026
14	Wealthworth	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “WealthWorth is a comprehensive wealth management and financial planning firm, providing clients with cutting-edge technology, customized offerings, and unbiased advice.” Source: RevenueBase Database · checked Sep 30, 2026
15	North Point Wealth Management	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “Financial Planning/ Wealth Management It's about getting you to your goals, whether your focus is retirement or simply protecting your existing assets.” Source: RevenueBase Database · checked Sep 30, 2026
16	Secure Life Benefits LLC	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “Secure Life Benefits LLC is a family owned business focusing on overall financial planning for individuals and business owners including overall insurance benefits and retirement…” Source: RevenueBase Database · checked Sep 30, 2026
17	Bubble Rock Advisors	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “Our mission at Bubble Rock Advisors is to revolutionize the way small businesses manage their finances by offering customized, human-centered solutions that go beyond the…” Source: RevenueBase Database · checked Sep 30, 2026
18	Tandemgrowth Financial Advisors, LLC	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “TandemGrowth Financial Advisors, LLC is a fee-only financial planning and investment advisory firm dedicated to providing families with unbiased financial advice.” Source: RevenueBase Database · checked Sep 30, 2026
19	Daner Wealth Management	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “Alpharetta, GA based Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 30, 2026
20	MH Wealth Management	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “We are here to help you make sound financial decision and coach you through all of life's important financial events.” Source: RevenueBase Database · checked Sep 30, 2026
21	2nd Half Capital	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “We provide holistic financial planning and investment advisory services that help people thrive during retirement or as we say,"the 2nd Half".” Source: RevenueBase Database · checked Sep 30, 2026
22	Newcorp Wealth Managment	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “Welcome.” Source: RevenueBase Database · checked Sep 30, 2026
23	Wealthlink Advisors	Strong evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “WealthLink Advisors is a wealth management company that provides comprehensive financial planning using both investment and insurance solutions.” Source: RevenueBase Database · checked Sep 30, 2026
24	Profitability Valuation I Business Plan I Financial Consulting	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence “Business is inherently risky.” Source: RevenueBase Database · checked Sep 30, 2026
25	Heritage Wealth Planning	Indirect evidence	Alpharetta, GA, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence “When was the last time you did a deep dive on your 1040 tax forms?” Source: RevenueBase Database · checked Sep 30, 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 consulting 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 planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consulting 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 59 financial planning consulting firms based in Alpharetta, United States

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Financial planning consulting firms based in Alpharetta, United States at a glance

As of Sep 30, 2026

36.1%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Alpharetta, so it is reported there. Company counts and contact totals on this page are exact for Alpharetta, over 59 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 consulting 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 Alpharetta, United States whose own description of what they do matches “financial planning consulting 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 planning consulting 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 planning consulting firms, and records with no verified work email. Companies headquartered outside Alpharetta 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, 101 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 30, 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 consulting 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 planning consulting 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 planning consulting firms are there based in Alpharetta, United States?

RevenueBase identified 59 financial planning consulting firms headquartered in Alpharetta, 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?

Hoffman Financial Group Alpharetta, GA, headquartered in Alpharetta, tops this list with the largest team on record.

Which city in the United States has the most financial planning consulting firms?

New York leads the United States with 424 headquartered companies, followed by Houston (278) and Atlanta (231). Alpharetta has 59.

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 101 verified decision-maker contacts tracked across these 59 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 30, 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.