Company lists · Data refreshed September 2026

Top 25 Investment firms based in Atlanta, United States

RevenueBase identified 227 investment firms headquartered in Atlanta, United States as of September 2026 and tracks 6,026 professional contacts across them, including 2,516 with verified work emails. New York is the largest hub.

This list covers investment 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, 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
227Companies
6,026Contacts tracked
2,516Verified emails
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The 25 largest investment firms based in Atlanta, United States

Ranked by team size
Top 25 of 227 investment firms 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 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
1
Invesco USIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 20265,001-10,0003,144

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

Source: company website · checked Sep 4, 2026
2
Roark CapitalIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202651-200248

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

Source: company website · checked Sep 4, 2026
3
J.P. Turner & Company, LLCIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 2026501-1,000108

“J.P.”

Source: company website · checked Sep 4, 2026
4
BalentineIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202651-20077

“Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.”

Source: company website · checked Sep 4, 2026
5
Domain Capital GroupStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5046

“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: company website · checked Sep 4, 2026
6
Bison Wealth, LLCIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202651-20046

“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
7Atlanta, GA, United StatesHQ checked Sep 4, 202651-20041

“Crawford Investment Counsel is an Atlanta-based investment firm focused on the management of significant assets for both private and institutional investors throughout the U.S.”

Source: company website · checked Sep 4, 2026
8
Croft & BenderIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5037

“Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies.”

Source: company website · checked Sep 4, 2026
9Atlanta, GA, United StatesHQ checked Sep 4, 202611-5035

“Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors…”

Source: company website · checked Sep 4, 2026
10Atlanta, GA, United StatesHQ checked Sep 4, 202611-5034

“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
11
BAY Point AdvisorsStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5033

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

Source: company website · checked Sep 4, 2026
12
Sage Mountain AdvisorsIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5032

“Sage Mountain is an all-inclusive wealth management firm and alternative investing community.”

Source: company website · checked Sep 4, 2026
13Atlanta, GA, United StatesHQ checked Sep 4, 202611-5022

“Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.”

Source: company website · checked Sep 4, 2026
14Atlanta, GA, United StatesHQ checked Sep 4, 202611-5022

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

Source: company website · checked Sep 4, 2026
15
Montag & CaldwellStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5022

“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
16
Homrich BergStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202651-20020

“Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the…”

Source: company website · checked Sep 4, 2026
17Atlanta, GA, United StatesHQ checked Sep 4, 202611-5019

“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
18
Argonne Capital GroupStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5019

“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: company website · checked Sep 4, 2026
19
Carter, Terry & Co., INCIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5019
Source: company website · checked Sep 4, 2026
20Atlanta, GA, United StatesHQ checked Sep 4, 202611-5017

“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
21
Cayne CrossingIndirect evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5017

“At Cayne Crossing, we are uniquely positioned in the small business merger & acquisition environment.”

Source: company website · checked Sep 4, 2026
22
Genesis Capital, LLCStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5017

“Genesis Capital is an independent investment and merchant banking firm focused on key growth sectors of the economy.”

Source: company website · checked Sep 4, 2026
23
ZWJ Investment CounselStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-5016

“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
24Atlanta, GA, United StatesHQ checked Sep 4, 20261-1015
Source: company website · checked Sep 4, 2026
25Atlanta, GA, United StatesHQ checked Sep 4, 202611-5014

“We are a group of investment advisors that believes wealth should provide opportunities, not anxiety.”

Source: company website · checked Sep 4, 2026

Showing 25 of 227 investment firms based in Atlanta, United States

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Investment firms based in Atlanta, 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
159
11-50
49
51-200
13
201-500
1
501-1,000
2
5,001-10,000
2
10001+
1

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 227 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 Atlanta, 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 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, 2,516 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 Atlanta, United States?

RevenueBase identified 227 investment 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?

Invesco US, headquartered in Atlanta, 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 2,516 verified decision-maker contacts tracked across these 227 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.