Company lists · Data refreshed September 2026
Top 25 Financial planning recruiters based in Atlanta, United States
RevenueBase identified 63 company matches for financial planning recruiters associated with Atlanta, United States as of September 2026 and tracks 597 professional contacts across them, including 162 with verified work emails. Across the United States, New York is the largest hub for this category (181 companies); Atlanta follows with 63.
This list covers company matches for financial planning recruiters 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 20, 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.
The 25 largest financial planning recruiters based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 126 contacts → | ||||
Exact match “Founded in 1973, Accountants One is an Accounting and Finance Recruiting and Staffing Firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 96 contacts → | ||||
Exact match “ExecuSource is a recognized leader in the Atlanta recruiting market due to its personable, hands-on culture and ability to tackle any business objective.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 41 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 29 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “WE KNOW SEARCH At Homrich, Klein & Associates we know a search is about more than just the job or candidate requirements.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “Workforce Dynamics (formerly KF Resources, Inc.) is a premier recruiting and staffing firm specializing in the placement of Accounting/Finance, Information technology and Human…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Lewis James Professional is your professional services partner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “McAlexander, Robinson & Associates (MRA Search) is an Atlanta executive search and recruiting firm, specializing in job placement for accounting and finance professionals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “POLARIS recruits and places our 'star' Accounting, Finance and IT professionals with it's 'star' clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Our reasons for becoming financial professionals are deeply personal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Jones & Co Wealth Strategies is a boutique financial firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “At T.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “On Target RSI recruits Accounting & Finance professionals who possess the ideal combination of experience, personality, and professionalism.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Transcend Search & Strategy partners with accounting and finance leaders to elevate their teams into high-performing powerhouses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Our firm is focused exclusively on the Office of the CFO.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “There is a lot of noise out there and we make sure you get a word in Edgewise!” Recorded in the RevenueBase company graph · Sep 20, 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 planning recruiters”. 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 63 financial planning recruiters based in Atlanta, United States
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Financial planning recruiters based in Atlanta, United States at a glance
As of Sep 20, 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 63 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 planning recruiters” 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 162 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 20, 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 planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- 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 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 planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Atlanta, United States?
RevenueBase identified 63 company matches for financial planning recruiters 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?
Accountants ONE 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 planning recruiters?
New York leads the United States with 181 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 162 professional contacts with verified work emails tracked across these 63 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 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
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
- Financial planning recruiters based in Cincinnati, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Atlanta, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 63 matching company records for financial planning recruiters based in Atlanta, United States, with 597 tracked contacts and 162 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning recruiters based in Atlanta, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Accountants ONEaccountantsone.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 126 contacts → |
“Founded in 1973, Accountants One is an Accounting and Finance Recruiting and Staffing Firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Execusourceexecusource.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 96 contacts → |
“ExecuSource is a recognized leader in the Atlanta recruiting market due to its personable, hands-on culture and ability to tackle any business objective.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Aquantus, LLCaquantusllc.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 41 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Resolution Technologies, INCresolution-tech.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Homrich, Klein & Associateshkasearch.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 26 contacts → |
“WE KNOW SEARCH At Homrich, Klein & Associates we know a search is about more than just the job or candidate requirements.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Workforce Dynamicsworkforcedyn.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 25 contacts → |
“Workforce Dynamics (formerly KF Resources, Inc.) is a premier recruiting and staffing firm specializing in the placement of Accounting/Finance, Information technology and Human…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lewis James Professionallewisjamesprofessional.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 23 contacts → |
“Lewis James Professional is your professional services partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Creative Financial Group, LTDcfgltd.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 17 contacts → |
“For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MRA Searchmrasearch.netHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 13 contacts → |
“McAlexander, Robinson & Associates (MRA Search) is an Atlanta executive search and recruiting firm, specializing in job placement for accounting and finance professionals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Anchor Financial Partners- Northwestern Mutualanchorfinancialpartners.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Polaris Financial Staffingpolarisstaffing.comHQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 6 contacts → |
“POLARIS recruits and places our 'star' Accounting, Finance and IT professionals with it's 'star' clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Our reasons for becoming financial professionals are deeply personal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Jones & CO Wealth Strategiesjonesandcowealth.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Jones & Co Wealth Strategies is a boutique financial firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Synergy Search Groupsynergysearchgroup.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cardinal Recruiting Group, LLCcardinalrecruitinggroup.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Linea Private Wealth Management, LLClineawealth.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  T. Sapp Financial Partnerstsappfp.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 4 contacts → |
“At T.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  On Target RSIontargetrsi.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 3 contacts → |
“On Target RSI recruits Accounting & Finance professionals who possess the ideal combination of experience, personality, and professionalism.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fidelis Search LLCfidelissearchllc.comHQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Elite Wealth Advisorselitewealth-advisors.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Source Financial Staffingsourcefinancialstaffing.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capital Benchmark Partnerscapitalbenchmarkpartners.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Transcend Search & Strategytranscenddelivers.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Transcend Search & Strategy partners with accounting and finance leaders to elevate their teams into high-performing powerhouses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Modum Searchmodumsearch.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 1 contacts → |
“Our firm is focused exclusively on the Office of the CFO.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Edgewise Solutions, INCedgewisesolutions.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 1 contacts → |
“There is a lot of noise out there and we make sure you get a word in Edgewise!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 63 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
63 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- 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
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in Atlanta, United States?
The saved snapshot records 63 matching company records, 597 tracked contacts and 162 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
- Financial planning recruiters based in Cincinnati, United States
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Atlanta, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/united-states/atlanta.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Atlanta, United States
RevenueBase records 63 matching company records for financial planning recruiters based in Atlanta, United States, with 597 tracked contacts and 162 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning recruiters based in Atlanta, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Accountants ONEaccountantsone.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 126 contacts → |
“Founded in 1973, Accountants One is an Accounting and Finance Recruiting and Staffing Firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Execusourceexecusource.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 96 contacts → |
“ExecuSource is a recognized leader in the Atlanta recruiting market due to its personable, hands-on culture and ability to tackle any business objective.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Aquantus, LLCaquantusllc.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 41 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Resolution Technologies, INCresolution-tech.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Homrich, Klein & Associateshkasearch.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 26 contacts → |
“WE KNOW SEARCH At Homrich, Klein & Associates we know a search is about more than just the job or candidate requirements.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Workforce Dynamicsworkforcedyn.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 25 contacts → |
“Workforce Dynamics (formerly KF Resources, Inc.) is a premier recruiting and staffing firm specializing in the placement of Accounting/Finance, Information technology and Human…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lewis James Professionallewisjamesprofessional.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 23 contacts → |
“Lewis James Professional is your professional services partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Creative Financial Group, LTDcfgltd.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 17 contacts → |
“For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MRA Searchmrasearch.net HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 13 contacts → |
“McAlexander, Robinson & Associates (MRA Search) is an Atlanta executive search and recruiting firm, specializing in job placement for accounting and finance professionals…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Anchor Financial Partners- Northwestern Mutualanchorfinancialpartners.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 10 contacts → |
“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Polaris Financial Staffingpolarisstaffing.com HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 6 contacts → |
“POLARIS recruits and places our 'star' Accounting, Finance and IT professionals with it's 'star' clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Our reasons for becoming financial professionals are deeply personal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Jones & CO Wealth Strategiesjonesandcowealth.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Jones & Co Wealth Strategies is a boutique financial firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Synergy Search Groupsynergysearchgroup.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cardinal Recruiting Group, LLCcardinalrecruitinggroup.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Linea Private Wealth Management, LLClineawealth.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | T. Sapp Financial Partnerstsappfp.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 4 contacts → |
“At T.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | On Target RSIontargetrsi.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 3 contacts → |
“On Target RSI recruits Accounting & Finance professionals who possess the ideal combination of experience, personality, and professionalism.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fidelis Search LLCfidelissearchllc.com HQ: Atlanta, United StatesReported employees: 1-10 | Atlanta, United States | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Elite Wealth Advisorselitewealth-advisors.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Source Financial Staffingsourcefinancialstaffing.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capital Benchmark Partnerscapitalbenchmarkpartners.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Transcend Search & Strategytranscenddelivers.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 2 contacts → |
“Transcend Search & Strategy partners with accounting and finance leaders to elevate their teams into high-performing powerhouses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Modum Searchmodumsearch.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 1 contacts → |
“Our firm is focused exclusively on the Office of the CFO.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Edgewise Solutions, INCedgewisesolutions.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 1 contacts → |
“There is a lot of noise out there and we make sure you get a word in Edgewise!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 63 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
63 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- 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
Questions about this company list
What does Exact match mean for financial planning recruiters?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning recruiters did RevenueBase find based in Atlanta, United States?
The saved snapshot records 63 matching company records, 597 tracked contacts and 162 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Atlanta, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/united-states/atlanta.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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