Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms based in Atlanta, United States

RevenueBase identified 80 investment adviser law firms headquartered in Atlanta, United States as of September 2026 and tracks 886 professional contacts across them, including 247 with verified work emails. Across the United States, New York is the largest hub for this category (155 companies); Atlanta follows with 80.

This list covers investment adviser law 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
80Companies
886Contacts tracked
247Verified emails
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The 25 largest investment adviser law firms based in Atlanta, United States

Ranked by team size
Top 25 of 80 investment adviser law 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 investment adviser law 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
1Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5043 contacts →

Partial evidence

“Arkadios Capital is a full-service independent broker dealer and RIA founded by advisors for advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5028 contacts →

Strong evidence

“Asset Preservation Advisors (APA) is a registered investment advisor founded in 1989.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5022 contacts →

Strong evidence

“We provide comprehensive financial planning and investment advisory services to a variety of client types.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5022 contacts →

Strong evidence

“Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis…”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5017 contacts →

Strong 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
6Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5016 contacts →

Strong evidence

“ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5014 contacts →

Strong evidence

“Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1014 contacts →

Partial evidence

“Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5013 contacts →

Strong evidence

“Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

“Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“Register Financial Associates, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Strong evidence

“Hamilton Capital Partners is an SEC-registered investment adviser.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“NovaPoint Capital is a Registered Investment Adviser based in Atlanta.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Bringing together financial, legal and tax professionals under one roof to provide potential holistic solutions to wealth preservation and retirement planning.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“Strategic Blueprint, LLC is a Registered Investment Adviser (RIA) designed to provide a personalized and integrated platform that empowers independent financial advisors to…”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-107 contacts →

Strong evidence

“Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Having the right partner to help plan and implement your financial strategy is crucial.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Strong evidence

“Clover Capital Partners is a registered investment advisor specializing in investment management, asset allocation, and financial planning for ultra-high-net-worth individuals and…”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“At Conscious Wealth Investing, we’re a team of financial professionals who believe in the power of intention, and how wealth management can be a tool for good.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Alonso & Wirth’s attorneys are experienced in representing clients in various disputes, litigation, arbitration, regulatory, risk management, licensing, and compliance matters.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Anson Analytics is a Registered Independent Advisory (RIA) firm specializing in corporate retirement plan design and management.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 80 investment adviser law firms based in Atlanta, United States

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Investment adviser law firms based in Atlanta, United States at a glance

As of Sep 28, 2026
27.9%Verified-email coverage
11.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
60
11-50
16
51-200
3
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 80 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 investment adviser law 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 “investment adviser law 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 investment adviser law 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 investment adviser law 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, 247 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 investment adviser law 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 investment adviser law firms are there based in Atlanta, United States?

RevenueBase identified 80 investment adviser law 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?

Arkadios Capital, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most investment adviser law firms?

New York leads the United States with 155 headquartered companies, followed by Atlanta (80) and Houston (76).

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 247 verified decision-maker contacts tracked across these 80 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.