Company lists · Data refreshed September 2026

Top 23 High net worth recruiting firms based in Atlanta, United States

RevenueBase identified 48 high net worth recruiting firms headquartered in Atlanta, United States as of September 2026 and tracks 471 professional contacts across them, including 239 with verified work emails. Across the United States, New York is the largest hub for this category (140 companies); Atlanta follows with 48.

This list covers high net worth recruiting firms 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
48Companies
471Contacts tracked
239Verified emails
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The 23 largest high net worth recruiting firms based in Atlanta, United States

Ranked by team size
Top 23 of 48 high net worth recruiting firms 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 high net worth recruiting firms: 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 28, 202651-200171 contacts →

Indirect evidence

“We strive to build meaningful relationships with our clients and within our communities.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-200102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5017 contacts →

Indirect 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 28, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5014 contacts →

Indirect evidence

“Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1011 contacts →

Strong evidence

“Dedicated to serving the interests of high net-worth individuals and institutions, Chi-Rho Financial provides a tailored approach to hedge fund investing.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…”

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
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“We are a boutique financial services firm in Atlanta, GA, focused on providing highly customized financial and asset management services in the private wealth industry”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
14Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth and institutional clients.”

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

Indirect evidence

“Registered Representative, Securities offered through Cambridge Investment Research, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“We believe you should live your best life, follow your passions, realize your dreams and spend your time purposefully.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“We’re Wealth Advisors and Financial Strategists.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“At TrueWealth, our clients know the financial course they’re on is as unique as they are.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“The prospect of building wealth through tactical investing has never held more appeal.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“While most financial service firms attempt to be everything to everyone and wind up not specializing very well for anyone, First Fidelity Financial Group of Atlanta focus…”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Your Wealth, Our Family's Commitment: Integrity, Experience and Service.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 48 high net worth recruiting firms based in Atlanta, United States

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High net worth recruiting firms based in Atlanta, United States at a glance

As of Sep 28, 2026
50.7%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
9
51-200
3

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 48 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 high net worth recruiting firms, 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 “high net worth recruiting firms”. 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 high net worth recruiting firms), 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 high net worth recruiting firms, 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, 239 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 high net worth recruiting firms, 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 high net worth recruiting firms are there based in Atlanta, United States?

RevenueBase identified 48 high net worth recruiting firms 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?

Ashford Advisors, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most high net worth recruiting firms?

New York leads the United States with 140 headquartered companies, followed by Atlanta (48) and Houston (48).

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 239 verified decision-maker contacts tracked across these 48 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.