Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 190 companies tracked

RevenueBase identified 190 company matches for investment management consulting firms associated with Atlanta, United States as of September 2026 and tracks 4,398 professional contacts across them, including 2,167 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Atlanta has 190.

This list covers company matches for investment management consulting 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 September 21, 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 Sep 21, 2026 How this list was built

190Companies

4,398Contacts tracked

2,167Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management consulting firms based in Atlanta, United States

Ranked by team size

Top 25 of 190 company matches for investment management consulting firms based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	5,001-10,000	2,949 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	J.P. Turner & Company, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	501-1,000	108 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
4	LCG Associates, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	51-200	87 contacts →
	Exact match “Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Domain Capital Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
6	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
7	Coro Realty	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	43 contacts →
	Exact match “Coro Realty Advisors, LLC was established in 1997 to provide the highest quality real estate investment consulting and management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Reagan Consulting, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	34 contacts →
	Exact match “Reagan Consulting is where America's leading agents, brokers and financial institutions turn for advice.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
10	Cahaba Wealth Management, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
11	Montag & Caldwell	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
12	Equity Investment Corporation	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
13	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Plane View Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “At Plane View Partners, we are about results, not promises.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
16	ZWJ Investment Counsel	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	16 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Veracity Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Crescent Wealth Advisory	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “Crescent Wealth Advisory represents an integration of asset protection and asset management competencies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Spartan Advisory Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	13 contacts →
	Exact match “Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Arcus Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	1-10	12 contacts →
	Exact match “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Nysa Capital, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Nysa Capital is an Atlanta-based Financial and Investment Advisory Firm focused on reintroducing Relationship-Based Banking through transparent investment strategies and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Hamilton Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Hamilton Capital Partners is an SEC-registered investment adviser.” Recorded in the RevenueBase company graph · Sep 21, 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 management consulting 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 190 investment management consulting firms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 2,167 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment management consulting firms based in Atlanta, United States at a glance

As of Sep 21, 2026

49.3%Verified-email coverage

23.1Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

133

11-50

51-200

201-500

501-1,000

5,001-10,000

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 190 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 management consulting 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 2,167 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 September 21, 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 management consulting 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 190 company matches for investment management consulting firms associated with Atlanta, United States as of September 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 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 management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190).

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 2,167 professional contacts with verified work emails tracked across these 190 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 September 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 190 investment management consulting firms based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment management consulting firms by geography

Browse the directory

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.