Company lists · Data refreshed October 2026

Top 25 Independent investment banks based in Atlanta, United States

Name: Independent investment banks based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 167 companies tracked

RevenueBase identified 167 company matches for independent investment banks associated with Atlanta, United States as of October 2026 and tracks 3,135 professional contacts across them, including 510 with verified work emails. Across the United States, New York is the largest hub for this category (942 companies); Atlanta has 167.

This list covers company matches for independent investment banks 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 October 14, 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 Oct 14, 2026 How this list was built

167Companies

3,135Contacts tracked

510Verified emails

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The 25 largest independent investment banks based in Atlanta, United States

Ranked by team size

Top 25 of 167 company matches for independent investment banks based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	J.P. Turner & Company, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	501-1,000	116 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Balentine	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	51-200	87 contacts →
	Exact match “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	VRA Partners	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	56 contacts →
	Exact match “VRA is a boutique investment bank committed to providing M&A, capital raising and strategic advisory services to business owners and executive teams interested in achieving new…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	Configure Partners	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	53 contacts →
	Exact match “After years working at other firms, we came together under a common set of values, a long-term perspective, a determination to align around client interests, and a desire to…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
5	Croft & Bender	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	37 contacts →
	Exact match “Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Reagan Consulting, INC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	36 contacts →
	Exact match “Reagan Consulting is where America's leading agents, brokers and financial institutions turn for advice.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	DDR	Exact match	Atlanta, United StatesHQ recorded Oct 14, 2026	11-50	28 contacts →
	Exact match “Operations and Financial Services for Lower and Middle Market Companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Brookwood Associates	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	24 contacts →
	Exact match “Brookwood Associates was founded to offer a new level of investment banking service to middle-market companies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	Cayne Crossing	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	23 contacts →
	Exact match “At Cayne Crossing, we are uniquely positioned in the small business merger & acquisition environment.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Applied Economics	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	18 contacts →
	Exact match “Founded in 1998, Applied Economics is a leading financial advisory firm specializing in business valuation, investment banking and ESOP advisory.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12	Neri Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	17 contacts →
	Exact match “Neri Capital Partners, founded in 2006, is a leading Investment Bank for Small Businesses.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	CXO Partners	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	16 contacts →
	Exact match “CXO Partners is a professional services firm that helps businesses manage change, improve performance and drive greater value for shareholders for middle market businesses across…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	Mensura Capital, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	14 contacts →
	Exact match “At Mensura, we go beyond what today’s investment banking market provides by delivering comprehensive design and management of M&A transactions – establishing, protecting, and…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Walden Mergers & Acquisitions	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	14 contacts →
	Exact match “Walden M&A is a boutique M&A advisory firm serving owners and acquirers in the lower middle market, with a focus on companies in the $20M–$250M range across Industrials…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Burke Stelling Group	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	13 contacts →
	Exact match “Burke Stelling Group is an independent, team-owned investment banking firm based in Atlanta, Georgia focused on community banks and financial services.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	CCG Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	13 contacts →
	Exact match “CCG Advisors is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	Spartan Advisory Partners	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	13 contacts →
	Exact match “Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	Genesis Capital, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	13 contacts →
	Exact match “Genesis Capital is an independent investment and merchant banking firm focused on key growth sectors of the economy.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21	Nysa Capital, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	11 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 · Oct 14, 2026 · View company records in RevenueBase
22	Everest Group International	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	11-50	10 contacts →
	Exact match “Everest Group International has been serving lower and middle market Clients on an advisory or interim management basis since 1988 with over 30 Advisors located throughout the U.S.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
23	Haven Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24	High Score Strategies	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	10 contacts →
	Exact match “We complete business valuation or appraisal and grown strategy consulting for companies $2MM–$$50MM.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	Metric Financial LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 14, 2026	1-10	9 contacts →
	Exact match “Metric Financial LLC offers Managing Broker Dealer Services for Private Placement Securities, Mergers, Acquisitions, Joint Ventures, Debt, and Equity Financing.” Recorded in the RevenueBase company graph · Oct 14, 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 “independent investment banks”. 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 167 independent investment banks based in Atlanta, United States

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Independent investment banks based in Atlanta, United States at a glance

As of Oct 14, 2026

16.3%Verified-email coverage

18.8Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

120

11-50

51-200

201-500

501-1,000

1,001-5,000

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 167 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 “independent investment banks” 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 510 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 October 14, 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.

Independent investment banks 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 “independent investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent investment banks are there based in Atlanta, United States?

RevenueBase identified 167 company matches for independent investment banks associated with Atlanta, United States as of October 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?

J.P. Turner & Company, LLC 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 independent investment banks?

New York leads the United States with 942 company records, followed by Chicago (213) and Los Angeles (184). Atlanta has 167.

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 510 professional contacts with verified work emails tracked across these 167 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 October 14, 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.