Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in Atlanta, United States

Name: Nonprofit financial advisory 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 72 companies tracked

RevenueBase identified 72 company matches for nonprofit financial advisory companies associated with Atlanta, United States as of September 2026 and tracks 612 professional contacts across them, including 140 with verified work emails. Across the United States, New York is the largest hub for this category (124 companies); Atlanta has 72.

This list covers company matches for nonprofit financial advisory companies 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 20, 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 20, 2026 How this list was built

72Companies

612Contacts tracked

140Verified emails

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The 25 largest nonprofit financial advisory companies based in Atlanta, United States

Ranked by team size

Top 25 of 72 company matches for nonprofit financial advisory companies based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Consumer Credit Counseling Service Clearpoint Credit Counseling Solutions	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	201-500	330 contacts →
	Exact match “Consumer Credit Counseling Service of Greater Atlanta is a national non-profit agency with a local name.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Convergent	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Infinite Giving	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “As a financial technology and investment advisory firm exclusively serving nonprofits, Infinite Giving unifies financial management and fundraising in one place.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Wellspring Nonprofit Resource, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “What is a Wellspring?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Ministry Solutions Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “For many churches, there’s a large disconnect between the vision they have for expansion and the budget needed to fund that vision.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	JKA Associates LLC Accounting & Business Advisory	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “We provide accounting, business advisory, and personal financial management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Audientis, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Gutt Financial Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Gutt Financial Management (GFM) was founded in 1986 by Michael S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Hamilton Financial PC	Exact match	Atlanta, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Today’s economic environment presents many challenges.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Platinum Wealth Management Of Buckhead	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our reasons for becoming financial professionals are deeply personal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Jones & CO Wealth Strategies	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Jones & Co Wealth Strategies is a boutique financial firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Ajax Capital Advisors, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Unsure about retirement?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Goshen Accounting Services	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Goshen Accounting Services empowers and educates nonprofit organizations and mission-driven mental healthcare practices, enabling community transformation through financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Felton & Peel Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Felton & Peel Wealth Management brings together three tenured financial experts who strive to do things differently; offering more than five decades of combined experience with a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	The Firm Alp, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The Firm ALP is a distinguished black-owned accounting firm based in Florida, with a strong presence across ten strategic locations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Scarlet OAK Financial Services, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Holistic financial services firm, we work with business owners and individuals design workable solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Welch Financial Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “WFA specializes in accounting, compliance, and financial capacity-building for multi-entity nonprofits in the civic and electoral space.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	The Marin Group, INC	Exact match	Atlanta, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Hilrod Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Elite Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Capital Benchmark Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Prime Point Financial	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Advantage Consulting, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Advantage Consulting, LLC provides high quality research/design, writing, management, and strategy services to help organizations achieve their missions and meet their fiscal…” Recorded in the RevenueBase company graph · Sep 20, 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 “nonprofit financial advisory companies”. 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 72 nonprofit financial advisory companies based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 140 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial advisory companies based in Atlanta, United States at a glance

As of Sep 20, 2026

22.9%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 72 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 “nonprofit financial advisory companies” 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 140 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 20, 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.

Nonprofit financial advisory companies 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 “nonprofit financial advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit financial advisory companies are there based in Atlanta, United States?

RevenueBase identified 72 company matches for nonprofit financial advisory companies 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?

Consumer Credit Counseling Service Clearpoint Credit Counseling Solutions 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 nonprofit financial advisory companies?

New York leads the United States with 124 company records, followed by Chicago (83) and Atlanta (72).

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 140 professional contacts with verified work emails tracked across these 72 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 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 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.