Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 142 companies tracked

RevenueBase identified 142 company matches for financial services consultants associated with Atlanta, United States as of September 2026 and tracks 881 professional contacts across them, including 255 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Atlanta has 142.

This list covers company matches for financial services consultants 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 16, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

142Companies

881Contacts tracked

255Verified emails

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The 25 largest financial services consultants based in Atlanta, United States

Ranked by team size

Top 25 of 142 company matches for financial services consultants based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Small Business Services	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	n/a	229 contacts →
	Exact match “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	51-200	102 contacts →
	Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	23 contacts →
	Exact match “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Vaas Professionals, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	19 contacts →
	Exact match “VAAS Professionals, LLC is a solutions driven business consulting firm, specializing in CPA, Business Management, and Financial Consulting services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	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 16, 2026 · View company records in RevenueBase
7	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	12 contacts →
	Exact match “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Nysa Capital, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “Nysa Capital is an Atlanta-based Financial and Investment Advisory Firm focused on reintroducing Relationship-Based Banking through transparent investment strategies and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Noell Consulting Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “Noell Consulting Group helps you make decisions based on marketunistic advice, counsel that is market based, grounded in current reality and opportunistic.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Anchor Financial Partners- Northwestern Mutual	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	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 16, 2026 · View company records in RevenueBase
12	QM Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	10 contacts →
	Exact match “At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Haven Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	JKA Associates LLC Accounting & Business Advisory	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “We provide accounting, business advisory, and personal financial management services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Audientis, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Strive Financial	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Strive clients are more than clients; they're an extended part of our family.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Scottmadden, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	201-500	7 contacts →
	Exact match “ScottMadden is the management consulting firm that does what it takes to get it done right.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Gutt Financial Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Gutt Financial Management (GFM) was founded in 1986 by Michael S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Hamilton Financial PC	Exact match	Atlanta, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Today’s economic environment presents many challenges.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Platinum Wealth Management Of Buckhead	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Our reasons for becoming financial professionals are deeply personal.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	ATL Global Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “At ATL Global Advisors, we specialize in serving families, individuals, ex-patriots, UPS employees, and small businesses all around the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Jones & CO Wealth Strategies	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Jones & Co Wealth Strategies is a boutique financial firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Buckhead Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	BTZL	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “BTZL is a financial consulting firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Linea Private Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 16, 2026	1-10	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 16, 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 services consultants”. 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 142 financial services consultants based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 255 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

28.9%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

110

11-50

51-200

201-500

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 142 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 services consultants” 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 255 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 16, 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 services consultants by metro in the United States

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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Atlanta, United States?

RevenueBase identified 142 company matches for financial services consultants 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?

Small Business Services 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142).

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 255 professional contacts with verified work emails tracked across these 142 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 16, 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 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.