Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Atlanta, United States

RevenueBase identified 142 financial services consultants headquartered in Atlanta, United States as of September 2026 and tracks 881 professional contacts across them, including 255 with verified work emails. New York is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review
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 financial services consultants based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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
1Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 2026n/a229 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 16, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 202651-200102 contacts →

Indirect evidence

“At BIP Wealth, our experienced team members help clients manage their wealth.”

Source: RevenueBase Database · checked Sep 16, 2026
3Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 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 16, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 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 16, 2026
6Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 202611-5017 contacts →

Partial evidence

“For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 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 16, 2026
9Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 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 16, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 202611-5011 contacts →

Indirect evidence

“Noell Consulting Group helps you make decisions based on marketunistic advice, counsel that is market based, grounded in current reality and opportunistic.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-1010 contacts →

Partial 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 16, 2026
12Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-1010 contacts →

Partial evidence

“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-109 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-107 contacts →

Partial evidence

“Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-107 contacts →

Indirect evidence

“Strive clients are more than clients; they're an extended part of our family.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 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 16, 2026
18Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“Gutt Financial Management (GFM) was founded in 1986 by Michael S.”

Source: RevenueBase Database · checked Sep 16, 2026
19Indirect evidenceAtlanta, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“Today’s economic environment presents many challenges.”

Source: RevenueBase Database · checked Sep 16, 2026
20Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-105 contacts →

Partial evidence

“Our reasons for becoming financial professionals are deeply personal.”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“At ATL Global Advisors, we specialize in serving families, individuals, ex-patriots, UPS employees, and small businesses all around the world.”

Source: RevenueBase Database · checked Sep 16, 2026
22Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-105 contacts →

Partial evidence

“Jones & Co Wealth Strategies is a boutique financial firm.”

Source: RevenueBase Database · checked Sep 16, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 16, 2026
24Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 202611-505 contacts →

Partial evidence

“BTZL is a financial consulting firm.”

Source: RevenueBase Database · checked Sep 16, 2026
25Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 142 financial services consultants based in Atlanta, United States

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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)
223.2%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
110
11-50
24
51-200
7
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 142 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 consultants, 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 consultants”. 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 consultants), 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 consultants, 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, 255 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services consultants by metro in the United States

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

RevenueBase identified 142 financial services consultants 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?

Small Business Services, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 255 verified decision-maker contacts tracked across these 142 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 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 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.