Company lists · Data refreshed September 2026

Top 16 Financial planning staffing agencies based in Atlanta, United States

RevenueBase identified 42 financial planning staffing agencies headquartered in Atlanta, United States as of September 2026 and tracks 412 professional contacts across them, including 70 with verified work emails. Across the United States, New York is the largest hub for this category (111 companies); Atlanta has 42.

This list covers financial planning staffing agencies 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 28, 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 28, 2026 86% judged on-target in blind review
42Companies
412Contacts tracked
70Verified emails
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The 16 largest financial planning staffing agencies based in Atlanta, United States

Ranked by team size
Top 16 of 42 financial planning staffing agencies based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning staffing agencies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-50126 contacts →

Partial evidence

“Founded in 1973, Accountants One is an Accounting and Finance Recruiting and Staffing Firm.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5041 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 28, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20029 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 28, 2026
4Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20025 contacts →

Partial 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 28, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20023 contacts →

Indirect evidence

“Lewis James Professional is your professional services partner.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1013 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 28, 2026
7Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1010 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 28, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“At Perfect Search, we are dedicated to providing our clients with the very highest quality in staffing services.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceAtlanta, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“POLARIS recruits and places our 'star' Accounting, Finance and IT professionals with it's 'star' clients.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-105 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 28, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-505 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 28, 2026
12Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“With over 20 years of recruiting experience, Maverick Recruiters is one of Atlanta's premier temporary and permanent staffing agencies specializing in administrative and…”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong 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 28, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 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 28, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Pine Tree Recruiting is an executive placement firm specializing in Direct Hire and Contract/Consulting placements.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 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 28, 2026

Showing 16 of 42 financial planning staffing agencies based in Atlanta, United States

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Financial planning staffing agencies based in Atlanta, United States at a glance

As of Sep 28, 2026
17.0%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
8
51-200
6
501-1,000
1

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 42 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 staffing agencies, 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 staffing agencies”. 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 staffing agencies), 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 staffing agencies, 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, 70 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 28, 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.

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 staffing agencies, 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 staffing agencies are there based in Atlanta, United States?

RevenueBase identified 42 financial planning staffing agencies 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 in the United States has the most financial planning staffing agencies?

New York leads the United States with 111 headquartered companies, followed by Houston (43) and Atlanta (42).

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 70 verified decision-maker contacts tracked across these 42 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 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.