Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Atlanta, United States

RevenueBase identified 62 hybrid advisory software companies headquartered in Atlanta, United States as of September 2026 and tracks 682 professional contacts across them, including 286 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Atlanta has 62.

This list covers hybrid advisory software companies 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
62Companies
682Contacts tracked
286Verified emails
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The 25 largest hybrid advisory software companies based in Atlanta, United States

Ranked by team size
Top 25 of 62 hybrid advisory software companies 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 hybrid advisory software companies: 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, 202611-5059 contacts →

Indirect evidence

“SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-20045 contacts →

Indirect evidence

“Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Meet Smith +Howard Wealth Management.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 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 28, 2026
8Indirect evidenceAtlanta, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Long-Standing Relationships.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial 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
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceAtlanta, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Today’s economic environment presents many challenges.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

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

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

Partial evidence

“Monarch Capital Advisors is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect 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
17Indirect 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
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-2004 contacts →

Indirect evidence

“At Apella, our focus is You.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“At T.”

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

Partial evidence

“We’re Wealth Advisors and Financial Strategists.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“Many financial firms struggle to leverage digital tools to achieve sustainable growth and efficiency.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect 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
23Indirect 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
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 62 hybrid advisory software companies based in Atlanta, United States

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Hybrid advisory software companies based in Atlanta, United States at a glance

As of Sep 28, 2026
41.9%Verified-email coverage
11.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
8
51-200
6

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 62 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 hybrid advisory software companies, 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 “hybrid advisory software companies”. 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 hybrid advisory software companies), 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 hybrid advisory software companies, 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, 286 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 hybrid advisory software companies, 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 hybrid advisory software companies are there based in Atlanta, United States?

RevenueBase identified 62 hybrid advisory software companies 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 hybrid advisory software companies?

New York leads the United States with 160 headquartered companies, followed by Chicago (70) and Atlanta (62).

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 286 verified decision-maker contacts tracked across these 62 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.