Company lists · Data refreshed September 2026

Top 25 Investment management companies based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 111 companies tracked

RevenueBase identified 111 investment management companies headquartered in Atlanta, United States as of September 2026 and tracks 6,931 professional contacts across them, including 3,440 with verified work emails. New York is the largest hub.

This list covers investment management 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

111Companies

6,931Contacts tracked

3,440Verified emails

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The 25 largest investment management companies based in Atlanta, United States

Ranked by team size

Top 25 of 111 investment management 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 management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 20, 2026
2	Signaturefd	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	125 contacts →
	Indirect evidence “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Source: RevenueBase Database · checked Sep 20, 2026
3	BIP Wealth	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	102 contacts →
	Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
4	Bison Wealth, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	45 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
5	Investment Research & Advisory Group, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Source: RevenueBase Database · checked Sep 20, 2026
6	Cornerstone Investment Partners	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Partial evidence “Cornerstone Investment Partners, LLC is an employee owned investment manager.” Source: RevenueBase Database · checked Sep 20, 2026
7	Homrich Berg	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	21 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
8	Carter, Terry & Co., INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
9	Creative Financial Group, LTD	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial 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
10	ZWJ Investment Counsel	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial 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
11	Gratus Capital	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Source: RevenueBase Database · checked Sep 20, 2026
12	Buckhead Capital Management	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 20, 2026
13	Globalt Investments	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	12 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
14	Legacy Capital Advisors, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	12 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
15	Atticus Wealth Management	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth…” Source: RevenueBase Database · checked Sep 20, 2026
16	Masters Capital Management, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	10 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
17	Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning.” Source: RevenueBase Database · checked Sep 20, 2026
18	Vinitas Partners	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “We are a boutique financial services firm in Atlanta, GA, focused on providing highly customized financial and asset management services in the private wealth industry” Source: RevenueBase Database · checked Sep 20, 2026
19	Shapiro Capital Management CO	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial 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
20	Haven Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
21	CPC Advisors Consolidated Planning Corporation	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Source: RevenueBase Database · checked Sep 20, 2026
22	Strive Financial	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Strive clients are more than clients; they're an extended part of our family.” Source: RevenueBase Database · checked Sep 20, 2026
23	Paces Ferry Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Having the right partner to help plan and implement your financial strategy is crucial.” Source: RevenueBase Database · checked Sep 20, 2026
24	LCP Institutional	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
25	Ncfa, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “NCFA, is a fee only advisor and has comprehensive knowledge in the core areas of financial planning and wealth management to support you in meeting your financial goals.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment management companies.
Partial evidence: Its own public description names part of investment management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 111 investment management companies based in Atlanta, United States

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Investment management companies based in Atlanta, United States at a glance

As of Sep 20, 2026

49.6%Verified-email coverage

62.4Average contacts per company

1-10Median size (employees)

255.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 111 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 management 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 management 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 management 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 management 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, 3,440 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 management 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 management 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 management companies are there based in Atlanta, United States?

RevenueBase identified 111 investment management 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 management companies?

New York leads with 283 headquartered companies, followed by Chicago (125) and Atlanta (111).

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 3,440 verified decision-maker contacts tracked across these 111 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.

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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 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.