Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Atlanta, United States

RevenueBase identified 94 financial services consultancies headquartered in Atlanta, United States as of September 2026 and tracks 374 professional contacts across them, including 121 with verified work emails. Across the United States, New York is the largest hub for this category (405 companies); Atlanta has 94.

This list covers financial services consultancies 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
94Companies
374Contacts tracked
121Verified emails
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The 25 largest financial services consultancies based in Atlanta, United States

Ranked by team size
Top 25 of 94 financial services consultancies 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 services consultancies: 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, 202611-5034 contacts →

Partial evidence

“Reagan Consulting is where America's leading agents, brokers and financial institutions turn for advice.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5022 contacts →

Partial evidence

“DDR Technologies has served more than 100 Healthcare and Financial Services organizations.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Partial evidence

“VAAS Professionals, LLC is a solutions driven business consulting firm, specializing in CPA, Business Management, and Financial Consulting services.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“Abelian Partners is a practitioner-based consulting firm that specializes in commercial credit, technology and capital markets for financial institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

“Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“Nysa Capital is an Atlanta-based Financial and Investment Advisory Firm focused on reintroducing Relationship-Based Banking through transparent investment strategies and…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“At DMG Worldwide, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“We provide accounting, business advisory, and personal financial management services.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 2026201-5007 contacts →

Indirect evidence

“ScottMadden is the management consulting firm that does what it takes to get it done right.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Harness the power of top-tier financial expertise tailored for your unique business needs.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-505 contacts →

Partial evidence

“BTZL is a financial consulting firm.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Inver Consulting Group provides a holistic approach to the struggling OMNI experience in Financial Institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“CorpDev Consulting delivers value to companies thinking about growth, particularly inorganic (M&A) growth.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“Trustmarq provides strategic, tactical, and operational guidance to its clients.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“At T.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceAtlanta, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Business services”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Holistic financial services firm, we work with business owners and individuals design workable solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Value Prism Consulting is a valuation and management consulting firm that provides services to a broad range of clients worldwide.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“A select consulting experience delivering strategic and functional advice, connecting with, and fostering success for discerning financial institution clients.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Are you ready to take your business to new heights?”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Banc Financial Group is distinguished by our expertise and focus.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 94 financial services consultancies based in Atlanta, United States

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Financial services consultancies based in Atlanta, United States at a glance

As of Sep 28, 2026
32.4%Verified-email coverage
4.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
25
51-200
4
201-500
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 94 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 services consultancies, 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 services consultancies”. 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 services consultancies), 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 services consultancies, 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, 121 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 services consultancies, 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 services consultancies are there based in Atlanta, United States?

RevenueBase identified 94 financial services consultancies 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?

Reagan Consulting, INC, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most financial services consultancies?

New York leads the United States with 405 headquartered companies, followed by Chicago (113) and Houston (98). Atlanta has 94.

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 121 verified decision-maker contacts tracked across these 94 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.