Company lists · Data refreshed September 2026

Top 25 Investment companies based in Atlanta, United States

RevenueBase identified 147 investment companies headquartered in Atlanta, United States as of September 2026 and tracks 7,959 professional contacts across them, including 3,714 with verified work emails. New York is the largest hub.

This list covers investment 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 20, 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 20, 2026 86% judged on-target in blind review
147Companies
7,959Contacts tracked
3,714Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment companies based in Atlanta, United States

Ranked by team size
Top 25 of 147 investment companies based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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 20, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-200252 contacts →

Indirect evidence

“Roark is an Atlanta‐based private equity firm with $41 billion in assets under management.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-200102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5047 contacts →

Strong evidence

“Domain Capital Group, LLC is an Atlanta, Georgia-based investment firm delivering investment services across a diverse platform of private markets and alternative asset classes…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
6Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5034 contacts →

Strong evidence

“Bay Point Advisors, LLC is an investment advisory firm focused on absolute value, high current income and low volatility returns.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5022 contacts →

Strong evidence

“Cornerstone Investment Partners, LLC is an employee owned investment manager.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
9Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5019 contacts →

Strong evidence

“Founded in 2003, Argonne Capital Group is a closely-held private investment firm that seeks to make equity investments in a diverse range of middle market enterprises.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
12Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5014 contacts →

Strong evidence

“Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Globalt is a leader in building portfolios that focus on the changes in the global market place.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5012 contacts →

Strong evidence

“Longline Management is an investment holding company based in Atlanta, GA.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Register Financial Associates, Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5010 contacts →

Strong evidence

“Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“We leverage over six decades of significant experience with business and consumer services companies.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Shapiro Capital Management Co is a financial services company based out of 1 Buckhead Loop Ne # Atlanta, Georgia, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 147 investment companies based in Atlanta, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 3,714 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment companies based in Atlanta, United States at a glance

As of Sep 20, 2026
46.7%Verified-email coverage
54.1Average contacts per company
1-10Median size (employees)
553.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
101
11-50
34
51-200
7
201-500
1
5,001-10,000
3
10001+
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 147 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 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 “investment 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 investment 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 investment 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, 3,714 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 20, 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 companies by metro in the United States

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 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 investment companies are there based in Atlanta, United States?

RevenueBase identified 147 investment 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?

Invesco US, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 3,714 verified decision-maker contacts tracked across these 147 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 147 investment companies based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.