Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisors based in Atlanta, United States

Name: Nonprofit financial advisors 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 62 companies tracked

RevenueBase identified 62 nonprofit financial advisors headquartered in Atlanta, United States as of September 2026 and tracks 261 professional contacts across them, including 137 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisors 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

62Companies

261Contacts tracked

137Verified emails

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

The 25 largest nonprofit financial advisors based in Atlanta, United States

Ranked by team size

Top 25 of 62 nonprofit financial advisors 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 nonprofit financial advisors: 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	Convergent	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	35 contacts →
	Partial evidence “Convergent, and RDG, a Convergent Company, provides a variety of services to the nonprofit industry, from fundraising to sustainability planning to organizational audits and more.” Source: RevenueBase Database · checked Sep 20, 2026
2	Investment Research & Advisory Group, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial 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
3	Infinite Giving	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Strong evidence “As a financial technology and investment advisory firm exclusively serving nonprofits, Infinite Giving unifies financial management and fundraising in one place.” Source: RevenueBase Database · checked Sep 20, 2026
4	Creative Financial Group, LTD	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong 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
5	Wellspring Nonprofit Resource, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “What is a Wellspring?” Source: RevenueBase Database · checked Sep 20, 2026
6	Ministry Solutions Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “For many churches, there’s a large disconnect between the vision they have for expansion and the budget needed to fund that vision.” Source: RevenueBase Database · checked Sep 20, 2026
7	Columns Fundraising	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “The partners of Columns Fundraising are highly experienced development professionals dedicated to using their broad base of knowledge and decades of experience to support the…” Source: RevenueBase Database · checked Sep 20, 2026
8	Audientis, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
9	Gutt Financial Management	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Gutt Financial Management (GFM) was founded in 1986 by Michael S.” Source: RevenueBase Database · checked Sep 20, 2026
10	Hamilton Financial PC	Indirect evidence	Atlanta, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Today’s economic environment presents many challenges.” Source: RevenueBase Database · checked Sep 20, 2026
11	Platinum Wealth Management Of Buckhead	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Our reasons for becoming financial professionals are deeply personal.” Source: RevenueBase Database · checked Sep 20, 2026
12	Jones & CO Wealth Strategies	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Jones & Co Wealth Strategies is a boutique financial firm.” Source: RevenueBase Database · checked Sep 20, 2026
13	Ajax Capital Advisors, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Unsure about retirement?” Source: RevenueBase Database · checked Sep 20, 2026
14	Goshen Accounting Services	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Goshen Accounting Services empowers and educates nonprofit organizations and mission-driven mental healthcare practices, enabling community transformation through financial…” Source: RevenueBase Database · checked Sep 20, 2026
15	Scarlet OAK Financial Services, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Holistic financial services firm, we work with business owners and individuals design workable solutions.” Source: RevenueBase Database · checked Sep 20, 2026
16	Welch Financial Advisors, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “WFA specializes in accounting, compliance, and financial capacity-building for multi-entity nonprofits in the civic and electoral space.” Source: RevenueBase Database · checked Sep 20, 2026
17	The Marin Group, INC	Indirect evidence	Atlanta, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
18	Elite Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Source: RevenueBase Database · checked Sep 20, 2026
19	Grant Park Accounting	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to Grant Park Accounting!” Source: RevenueBase Database · checked Sep 20, 2026
20	Capital Benchmark Partners	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.” Source: RevenueBase Database · checked Sep 20, 2026
21	Prime Point Financial	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Through the leadership of Zac Lenns & Rodney Parivechio CFP®, Prime Point Financial is on a mission to be the prime, pivotal force in people's lives, empowering them to navigate…” Source: RevenueBase Database · checked Sep 20, 2026
22	Advantage Consulting, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Advantage Consulting, LLC provides high quality research/design, writing, management, and strategy services to help organizations achieve their missions and meet their fiscal…” Source: RevenueBase Database · checked Sep 20, 2026
23	Alphatrail Financial Planning & Consulting	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Alphatrail Financial Planning & Consulting was founded by Jose A.” Source: RevenueBase Database · checked Sep 20, 2026
24	Atlanta Wealth Management, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
25	George M. Hiller Companies, LLC	Partial evidence	Atlanta, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Investment Management, Financial Planning” 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: nonprofit financial advisors. 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 nonprofit financial advisors.
Partial evidence: Its own public description names part of nonprofit financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisors. 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 62 nonprofit financial advisors based in Atlanta, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 137 reachable decision-makers.

Free signup · no credit card

View the full list →

Nonprofit financial advisors based in Atlanta, United States at a glance

As of Sep 20, 2026

52.5%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

162.9%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 62 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 nonprofit financial advisors, 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 “nonprofit financial advisors”. 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 nonprofit financial advisors), 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 nonprofit financial advisors, 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, 137 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.

Nonprofit financial advisors 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 nonprofit financial advisors, 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 nonprofit financial advisors are there based in Atlanta, United States?

RevenueBase identified 62 nonprofit financial advisors 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?

Convergent, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

New York leads with 101 headquartered companies, followed by Chicago (73) and Atlanta (62).

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 137 verified decision-maker contacts tracked across these 62 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.

Ready to reach these companies? Verified emails and direct dials for all 62 nonprofit financial advisors based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

Nonprofit financial advisors 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 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.