Company lists · Data refreshed September 2026

Top 14 Investment firms based in Alpharetta, United States

RevenueBase identified 34 investment firms headquartered in Alpharetta, United States as of September 2026 and tracks 132 professional contacts across them, including 42 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Alpharetta, 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
34Companies
132Contacts tracked
42Verified emails
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The 14 largest investment firms based in Alpharetta, United States

Ranked by team size
Top 14 of 34 investment firms based in Alpharetta, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: 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.
#CompanyHeadquartersEmployeesContacts
1Alpharetta, GA, United StatesHQ checked Sep 4, 20261-1022

“Gibbs Financial Group & Gibbs Wealth Management provides counsel to their clients on wealth management, fixed indexed annuities, insurance and retirement planning.”

Source: company website · checked Sep 4, 2026
2Alpharetta, GA, United StatesHQ checked Sep 4, 202611-507

“We provide our clients with advisory services through sound financial guidance and superior personal service, with attention to detail.”

Source: company website · checked Sep 4, 2026
3Alpharetta, United StatesHQ checked Sep 4, 20261-106

“Vertical Capital Advisors is an Atlanta investment bank built on creating tangible value for our clients, serving clients in just about every industry.”

Source: company website · checked Sep 4, 2026
4
Incompass FinancialIndirect evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-105

“Welcome to Incompass Financial, where every step we take is with your best interests in mind.”

Source: company website · checked Sep 4, 2026
5Alpharetta, GA, United StatesHQ checked Sep 4, 202611-505

“At Hilton Tax & Wealth Advisors, we empower business owners, entrepreneurs, and high-net-worth individuals to legally reduce taxes, grow wealth, and build generational financial…”

Source: company website · checked Sep 4, 2026
6Alpharetta, GA, United StatesHQ checked Sep 4, 20261-105

“Wealth Management Firm that strives to help clients achieve financial goals through a relationship-based asset management and financial planning approach- WEBSITE DISCLAIMERS &…”

Source: company website · checked Sep 4, 2026
7Alpharetta, GA, United StatesHQ checked Sep 4, 20261-104
Source: company website · checked Sep 4, 2026
8
WealthworthIndirect evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-103

“WealthWorth is a comprehensive wealth management and financial planning firm, providing clients with cutting-edge technology, customized offerings, and unbiased advice.”

Source: company website · checked Sep 4, 2026
9
MH Wealth ManagementIndirect evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-103

“We are here to help you make sound financial decision and coach you through all of life's important financial events.”

Source: company website · checked Sep 4, 2026
10
Daner Wealth ManagementStrong evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-103

“Alpharetta, GA based Registered Investment Advisor.”

Source: company website · checked Sep 4, 2026
11
Black OAK Asset ManagementIndirect evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-102

“All investing involves risk, including loss of principal.”

Source: company website · checked Sep 4, 2026
12
Newcorp Wealth ManagmentIndirect evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-102

“Welcome.”

Source: company website · checked Sep 4, 2026
13
Wealthlink AdvisorsStrong evidence
Alpharetta, GA, United StatesHQ checked Sep 4, 20261-101

“WealthLink Advisors is a wealth management company that provides comprehensive financial planning using both investment and insurance solutions.”

Source: company website · checked Sep 4, 2026
14Alpharetta, GA, United StatesHQ checked Sep 4, 20261-101

“SRWM is an independent retirement and investment specialty firm located in Alpharetta, Georgia.”

Source: company website · checked Sep 4, 2026

Showing 14 of 34 investment firms based in Alpharetta, United States

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Investment firms based in Alpharetta, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
29
11-50
5

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 Alpharetta, over 34 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 firms, 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 Alpharetta, United States whose own description of what they do matches “investment firms”. 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 firms, and records with no verified work email. Companies headquartered outside Alpharetta 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, 42 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Alpharetta, United States?

RevenueBase identified 34 investment firms headquartered in Alpharetta, 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?

Gibbs Financial Group & Gibbs Wealth Management, headquartered in Alpharetta, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 42 verified decision-maker contacts tracked across these 34 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.