Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Atlanta, United States

Name: Investment advisory platforms based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 74 companies tracked

RevenueBase identified 74 investment advisory platforms headquartered in Atlanta, United States as of September 2026 and tracks 1,808 professional contacts across them, including 292 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

74Companies

1,808Contacts tracked

292Verified emails

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The 25 largest investment advisory platforms based in Atlanta, United States

Ranked by team size

Top 25 of 74 investment advisory platforms based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Bison Wealth, LLCIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	51-200	46
	“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: company website · checked Sep 4, 2026
2	Arkadios CapitalPartial evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	43
	“Arkadios Capital is a full-service independent broker dealer and RIA founded by advisors for advisors.” Source: company website · checked Sep 4, 2026
3	BIP CapitalStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	39
	“BIP Capital is a vertically-integrated investment platform that provides direct access to high-quality private equity, venture capital, and private credit strategies and products.” Source: company website · checked Sep 4, 2026
4	Atlanta Capital Management Co., LLCStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	34
	“Atlanta Capital is an SEC registered investment advisory firm that specializes in managing high quality stock and bond portfolios on behalf of institutional and individual…” Source: company website · checked Sep 4, 2026
5	Montag & CaldwellStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	22
	“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: company website · checked Sep 4, 2026
6	Equity Investment CorporationStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	19
	“Equity Investment Corporation (EIC) is an independent, SEC-registered firm located in Atlanta, Georgia, providing investment advisory services to clients since 1986.” Source: company website · checked Sep 4, 2026
7	Creative Financial Group, LTDStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	17
	“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: company website · checked Sep 4, 2026
8	ZWJ Investment CounselStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	16
	“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: company website · checked Sep 4, 2026
9	Advocacy Wealth Management, LLCIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	15
	Source: company website · checked Sep 4, 2026
10	Buckhead Capital ManagementStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	14
	“We are a group of investment advisors that believes wealth should provide opportunities, not anxiety.” Source: company website · checked Sep 4, 2026
11	Crescent Wealth AdvisoryPartial evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	14
	“Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.” Source: company website · checked Sep 4, 2026
12	Legacy Capital Advisors, LLCIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	13
	“Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Source: company website · checked Sep 4, 2026
13	Arcus Capital PartnersStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	12
	“Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…” Source: company website · checked Sep 4, 2026
14	Register FinancialIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	11
	“Register Financial Associates, Inc.” Source: company website · checked Sep 4, 2026
15	First Advisors NationalStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	11
	“First Advisors National (FAN Advisors) offers the best RIA platform for the independent investment advisor.” Source: company website · checked Sep 4, 2026
16	Novapoint CapitalPartial evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	8
	“NovaPoint Capital is a Registered Investment Adviser based in Atlanta.” Source: company website · checked Sep 4, 2026
17	Magellan Planning Group, INCIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	8
	“Bringing together financial, legal and tax professionals under one roof to provide potential holistic solutions to wealth preservation and retirement planning.” Source: company website · checked Sep 4, 2026
18	Strategic Blueprint, LLCStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	11-50	7
	“Strategic Blueprint, LLC is a Registered Investment Adviser (RIA) designed to provide a personalized and integrated platform that empowers independent financial advisors to…” Source: company website · checked Sep 4, 2026
19	Holcombe Financial, INCPartial evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Source: company website · checked Sep 4, 2026
20	Paces Ferry Wealth AdvisorsIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Having the right partner to help plan and implement your financial strategy is crucial.” Source: company website · checked Sep 4, 2026
21	LCP InstitutionalIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	7
	“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: company website · checked Sep 4, 2026
22	Conscious WealthIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
23	Wela Strategies, LLCStrong evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	6
	“Wela Strategies, LLC is a registered independent investment advisor that provides investors with portfolio management that leverages institutional research to design low-cost, tax…” Source: company website · checked Sep 4, 2026
24	Katz & KOIndirect evidence	Atlanta, GA, United StatesHQ checked Sep 4, 2026	1-10	6
	“Katz & KO was founded on a simple observation - alternative investing is fundamentally broken - opaque, inefficient and inaccessible.” Source: company website · checked Sep 4, 2026
25	Hamilton Financial PCIndirect evidence	Atlanta, United StatesHQ checked Sep 4, 2026	1-10	5
	“Today’s economic environment presents many challenges.” Source: company website · checked Sep 4, 2026

Showing 25 of 74 investment advisory platforms based in Atlanta, United States

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Investment advisory platforms based in Atlanta, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 74 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 advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 292 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Atlanta, United States?

RevenueBase identified 74 investment advisory platforms 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?

Bison Wealth, LLC, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 292 verified decision-maker contacts tracked across these 74 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 4, 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.