Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 63 companies tracked

RevenueBase identified 63 financial planning recruiters headquartered in Atlanta, United States as of September 2026 and tracks 597 professional contacts across them, including 162 with verified work emails. New York is the largest hub.

This list covers financial planning recruiters 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 20, 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 20, 2026 86% judged on-target in blind review

63Companies

597Contacts tracked

162Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 63 financial planning recruiters based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning recruiters: 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	Accountants ONE	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	126 contacts →
	Indirect evidence “Founded in 1973, Accountants One is an Accounting and Finance Recruiting and Staffing Firm.” Source: RevenueBase Database · checked Sep 20, 2026
2	Execusource	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	96 contacts →
	Indirect evidence “ExecuSource is a recognized leader in the Atlanta recruiting market due to its personable, hands-on culture and ability to tackle any business objective.” Source: RevenueBase Database · checked Sep 20, 2026
3	Aquantus, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	41 contacts →
	Indirect evidence “We're an Atlanta-based firm specializing in placing accounting, audit, finance, and tax professionals across all industries on a direct hire, retained, interim/fractional…” Source: RevenueBase Database · checked Sep 20, 2026
4	Resolution Technologies, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	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 20, 2026
5	Homrich, Klein & Associates	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
6	Workforce Dynamics	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	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 20, 2026
7	Lewis James Professional	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	23 contacts →
	Indirect evidence “Lewis James Professional is your professional services partner.” Source: RevenueBase Database · checked Sep 20, 2026
8	Creative Financial Group, LTD	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
9	MRA Search	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	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 20, 2026
10	Anchor Financial Partners- Northwestern Mutual	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong 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 20, 2026
11	Polaris Financial Staffing	Indirect evidence	Atlanta, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “POLARIS recruits and places our 'star' Accounting, Finance and IT professionals with it's 'star' clients.” Source: RevenueBase Database · checked Sep 20, 2026
12	Platinum Wealth Management Of Buckhead	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Our reasons for becoming financial professionals are deeply personal.” Source: RevenueBase Database · checked Sep 20, 2026
13	Jones & CO Wealth Strategies	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Jones & Co Wealth Strategies is a boutique financial firm.” Source: RevenueBase Database · checked Sep 20, 2026
14	Synergy Search Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Synergy Search Group, our mission is to be a leading professional search firm that specializes in sourcing and securing top-quality accounting and finance professionals for…” Source: RevenueBase Database · checked Sep 20, 2026
15	Cardinal Recruiting Group, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Cardinal Recruiting Group is one of Atlanta’s leading Recruiting Firms, specializing in the placement of all levels of Sales, Marketing, Client Services and Office Support…” Source: RevenueBase Database · checked Sep 20, 2026
16	Linea Private Wealth Management, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…” Source: RevenueBase Database · checked Sep 20, 2026
17	T. Sapp Financial Partners	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At T.” Source: RevenueBase Database · checked Sep 20, 2026
18	On Target RSI	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “On Target RSI recruits Accounting & Finance professionals who possess the ideal combination of experience, personality, and professionalism.” Source: RevenueBase Database · checked Sep 20, 2026
19	Fidelis Search LLC	Partial evidence	Atlanta, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Fidelis Search is a top Atlanta Headquartered search firm with expertise in partnering with financial leaders to fill leadership vacancies and recruit top performers for key…” Source: RevenueBase Database · checked Sep 20, 2026
20	Elite Wealth Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Source: RevenueBase Database · checked Sep 20, 2026
21	Source Financial Staffing	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Who We Are: The CPA Advantage At Source Financial Staffing, we don’t just "match keywords"-we vet talent through the lens of experienced finance leaders.” Source: RevenueBase Database · checked Sep 20, 2026
22	Capital Benchmark Partners	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.” Source: RevenueBase Database · checked Sep 20, 2026
23	Transcend Search & Strategy	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Transcend Search & Strategy partners with accounting and finance leaders to elevate their teams into high-performing powerhouses.” Source: RevenueBase Database · checked Sep 20, 2026
24	Modum Search	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Our firm is focused exclusively on the Office of the CFO.” Source: RevenueBase Database · checked Sep 20, 2026
25	Edgewise Solutions, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “There is a lot of noise out there and we make sure you get a word in Edgewise!” Source: RevenueBase Database · checked Sep 20, 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 recruiters. 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 recruiters.
Partial evidence: Its own public description names part of financial planning recruiters, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning recruiters. 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 63 financial planning recruiters based in Atlanta, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 162 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026

27.1%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

287.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 63 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 recruiters, 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 recruiters”. 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 recruiters), 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 recruiters, 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, 162 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 20, 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 recruiters by metro in the United States

Financial planning recruiters in New York181
Financial planning recruiters in Atlanta63
Financial planning recruiters in Houston60
Financial planning recruiters in Chicago59
Financial planning recruiters in Dallas53
Financial planning recruiters in Los Angeles41
Financial planning recruiters in Austin37
Financial planning recruiters in Charlotte33
Financial planning recruiters in Phoenix32
Financial planning recruiters in San Diego29
Financial planning recruiters in San Francisco28
Financial planning recruiters in Boston27

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 recruiters, 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 recruiters are there based in Atlanta, United States?

RevenueBase identified 63 financial planning recruiters 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?

Accountants ONE, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most financial planning recruiters?

New York leads with 181 headquartered companies, followed by Atlanta (63) and Houston (60).

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 162 verified decision-maker contacts tracked across these 63 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 63 financial planning recruiters based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning recruiters by geography

Browse the directory

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.