Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in Atlanta, United States

RevenueBase identified 50 mutual funds companies headquartered in Atlanta, United States as of September 2026 and tracks 7,107 professional contacts across them, including 3,247 with verified work emails. New York is the largest hub.

This list covers mutual funds 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 19, 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 19, 2026 86% judged on-target in blind review
50Companies
7,107Contacts tracked
3,247Verified emails
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The 25 largest mutual funds companies based in Atlanta, United States

Ranked by team size
Top 25 of 50 mutual funds companies based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to mutual funds 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20265,001-10,0003,114 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-20045 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 19, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5035 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5022 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5022 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5019 contacts →

Indirect 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 19, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect 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 19, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5012 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 19, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-1012 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 19, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“Hamilton Capital Partners is an SEC-registered investment adviser.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect 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 19, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect 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 19, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-506 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 19, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Boone Capital Management LLC is an investment manager in Atlanta, GA.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceAtlanta, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“An independent, boutique investment counseling firm.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Riverstone Advisors is an independent investment advisory and financial services firm created to provide traditional and alternative asset management services to wealthy…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Registered Representative, Securities offered through Cambridge Investment Research, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-2004 contacts →

Indirect evidence

“At Apella, our focus is You.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-503 contacts →

Indirect 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 19, 2026
25Indirect evidenceAtlanta, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 50 mutual funds companies based in Atlanta, United States

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Mutual funds companies based in Atlanta, United States at a glance

As of Sep 19, 2026
45.7%Verified-email coverage
142.1Average contacts per company
1-10Median size (employees)
346.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
16
51-200
3
5,001-10,000
3
10001+
1

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 50 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 mutual funds 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 “mutual funds 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 mutual funds 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 mutual funds 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, 3,247 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 19, 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.

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 mutual funds 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 mutual funds companies are there based in Atlanta, United States?

RevenueBase identified 50 mutual funds 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 mutual funds companies?

New York leads with 173 headquartered companies, followed by Dallas (54) and Chicago (53).

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 3,247 verified decision-maker contacts tracked across these 50 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 19, 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.