Company lists · Data refreshed September 2026
Top 21 Low-cost investment management companies based in Atlanta, United States
RevenueBase identified 29 low-cost investment management companies headquartered in Atlanta, United States as of September 2026 and tracks 971 professional contacts across them, including 230 with verified work emails. New York is the largest hub.
This list covers low-cost 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.
The 21 largest low-cost investment management companies based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 683 contacts → | ||||
Partial evidence “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 116 contacts → | ||||
Partial evidence “At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 19 contacts → | ||||
Partial evidence “Equity Investment Corporation (EIC) is an independent, SEC-registered firm located in Atlanta, Georgia, providing investment advisory services to clients since 1986.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Strong evidence “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Strong evidence “Waypoint is an Atlanta based team of advisors providing fee-only investment management and financial advisory services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong evidence “AmRET® applies a process-driven approach to building and maintaining efficient, low-cost multi-manager investment portfolios on behalf of institutional and a limited number of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “You worked hard to provide for your family, we will work hard to protect and grow your money.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Strong evidence “Wela Strategies, LLC is a registered independent investment advisor that provides investors with portfolio management that leverages institutional research to design low-cost, tax…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Iron Capital Advisors is part of AssuredPartners Investment Advisors, LLC (APIA).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Smarte Investments is a fiduciary advisory firm that builds & manages customized investment portfolios for successful individual and business clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “SWAI, is a registered investment advisory firm in the State of Georgia.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Strong evidence “Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Strong evidence “Unified Investment Management is a boutique investment advisory firm with a focused goal of finding the best publicly traded investments for our clients through diligent and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “RINO INVEST was founded in 2020 with the mission to give customers a clear path to financial independence by focusing on tailored investment strategies, education, and a sense of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Investment Management, Financial Planning” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “KMR Financial Advisory, Inc, an independent, fee-only Registered Investment Advisor, provides individualized financial planning and portfolio management services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “Personal Financial Planning and Investment Management Cochran Wealth is a Fee-Only RIA (Registered Investment Adviser) registered with the state of Georgia.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: low-cost 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 low-cost investment management companies.
- Partial evidence
- Its own public description names part of low-cost 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 low-cost 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 21 of 29 low-cost investment management companies based in Atlanta, United States
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Low-cost investment management companies based in Atlanta, United States at a glance
As of Sep 20, 2026Companies by employee count
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 29 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 low-cost 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 “low-cost 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 low-cost 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 low-cost 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, 230 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.
Low-cost investment management companies by metro in the United States
- Low-cost investment management companies in New York69
- Low-cost investment management companies in San Francisco47
- Low-cost investment management companies in Dallas32
- Low-cost investment management companies in San Diego30
- Low-cost investment management companies in Atlanta29
- Low-cost investment management companies in Chicago27
- Low-cost investment management companies in Boston25
- Low-cost investment management companies in Houston25
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 low-cost 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 low-cost investment management companies are there based in Atlanta, United States?
RevenueBase identified 29 low-cost 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?
Oppenheimerfunds, headquartered in Atlanta, tops this list with the largest team on record.
Which city has the most low-cost investment management companies?
New York leads with 69 headquartered companies, followed by San Francisco (47) and Dallas (32).
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 230 verified decision-maker contacts tracked across these 29 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.
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