Company lists · Data refreshed October 2026

Top 25 Investment firms based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 238 companies tracked

RevenueBase identified 238 company matches for investment firms associated with Atlanta, United States as of October 2026 and tracks 9,181 professional contacts across them, including 4,274 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Atlanta has 238.

This list covers company matches for investment firms associated with Atlanta, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

238Companies

9,181Contacts tracked

4,274Verified emails

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The 25 largest investment firms based in Atlanta, United States

Ranked by team size

Top 25 of 238 company matches for investment firms based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Roark Capital	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	252 contacts →
	Exact match “Roark is an Atlanta‐based private equity firm with $41 billion in assets under management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Ashford Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	171 contacts →
	Exact match “We strive to build meaningful relationships with our clients and within our communities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Capital Investment Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	116 contacts →
	Exact match “At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	J.P. Turner & Company, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	501-1,000	108 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	102 contacts →
	Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Balentine	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	77 contacts →
	Exact match “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Domain Capital Group	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	47 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	45 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Crawford Investment Counsel	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	40 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Croft & Bender	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	39 contacts →
	Exact match “Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Preferred Capital Securities, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	35 contacts →
	Exact match “Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Atlanta Capital Management Co., LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	35 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	BAY Point Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	34 contacts →
	Exact match “Bay Point Advisors, LLC is an investment advisory firm focused on absolute value, high current income and low volatility returns.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Sage Mountain Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	32 contacts →
	Exact match “Sage Mountain is an all-inclusive wealth management firm and alternative investing community.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	23 contacts →
	Exact match “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Cahaba Wealth Management, INC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “We provide comprehensive financial planning and investment advisory services to a variety of client types.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Cornerstone Investment Partners	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “Cornerstone Investment Partners, LLC is an employee owned investment manager.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Montag & Caldwell	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Homrich Berg	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	51-200	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Equity Investment Corporation	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “Equity Investment Corporation (EIC) is an independent, SEC-registered firm located in Atlanta, Georgia, providing investment advisory services to clients since 1986.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Argonne Capital Group	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Cayne Crossing	Exact match	Atlanta, GA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “At Cayne Crossing, we are uniquely positioned in the small business merger & acquisition environment.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 238 investment firms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 4,274 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Atlanta, United States at a glance

As of Oct 1, 2026

46.6%Verified-email coverage

38.6Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

163

11-50

51-200

201-500

501-1,000

5,001-10,000

10001+

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 238 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Atlanta, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 4,274 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 238 company matches for investment firms associated with Atlanta, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Invesco US tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Atlanta has 238.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 4,274 professional contacts with verified work emails tracked across these 238 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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.