Company lists · Data refreshed September 2026

Top 25 Nonprofit investment advisors based in Atlanta, United States

Name: Nonprofit investment 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 40 companies tracked

RevenueBase identified 40 nonprofit investment advisors headquartered in Atlanta, United States as of September 2026 and tracks 303 professional contacts across them, including 178 with verified work emails. New York is the largest hub.

This list covers nonprofit investment 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

40Companies

303Contacts tracked

178Verified emails

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

Ranked by team size

Top 25 of 40 nonprofit investment 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 investment 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	LCG Associates, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	87 contacts →
	Partial evidence “Founded in 1973, LCG Associates, Inc.(LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 20, 2026
2	Asset Preservation Advisors	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	28 contacts →
	Strong evidence “Asset Preservation Advisors (APA) is a registered investment advisor founded in 1989.” Source: RevenueBase Database · checked Sep 20, 2026
3	Cahaba Wealth Management, INC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Strong evidence “We provide comprehensive financial planning and investment advisory services to a variety of client types.” Source: RevenueBase Database · checked Sep 20, 2026
4	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
5	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
6	ZWJ Investment Counsel	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Strong 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 20, 2026
7	Legacy Capital Advisors, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	12 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 20, 2026
8	Novapoint Capital	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “NovaPoint Capital is a Registered Investment Adviser based in Atlanta.” Source: RevenueBase Database · checked Sep 20, 2026
9	Paces Ferry Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Having the right partner to help plan and implement your financial strategy is crucial.” Source: RevenueBase Database · checked Sep 20, 2026
10	LCP Institutional	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
11	Clover Capital Partners	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Clover Capital Partners is a registered investment advisor specializing in investment management, asset allocation, and financial planning for ultra-high-net-worth individuals and…” Source: RevenueBase Database · checked Sep 20, 2026
12	Conscious Wealth	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At Conscious Wealth Investing, we’re a team of financial professionals who believe in the power of intention, and how wealth management can be a tool for good.” Source: RevenueBase Database · checked Sep 20, 2026
13	Boone Capital Management LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Boone Capital Management LLC is an investment manager in Atlanta, GA.” Source: RevenueBase Database · checked Sep 20, 2026
14	Boardwalk Capital Management	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Boardwalk Capital Management is an independent Registered Investment Advisory firm based in Atlanta, Georgia specializing in values-based investing.” Source: RevenueBase Database · checked Sep 20, 2026
15	Iron Capital Advisors INC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Iron Capital Advisors is part of AssuredPartners Investment Advisors, LLC (APIA).” Source: RevenueBase Database · checked Sep 20, 2026
16	The Renn Wealth Management Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Counseling high net worth individuals, business owners and fiduciaries in navigating the capital markets more successfully.” Source: RevenueBase Database · checked Sep 20, 2026
17	PFW Advisors	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “PFW Advisors, LLC is a Securities and Exchange Commission-Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 20, 2026
18	Sard Wealth Management Group, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Sard Wealth Management Group began serving clients in 1992.” Source: RevenueBase Database · checked Sep 20, 2026
19	Seraphim Wealth Advisors, INC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “SWAI, is a registered investment advisory firm in the State of Georgia.” Source: RevenueBase Database · checked Sep 20, 2026
20	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
21	Benedict Financial Advisors, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
22	Harcon Capital	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Harcon Capital is an investment company that offers accredited investors the opportunity to participate in real estate investment partnerships with conservation potential.” Source: RevenueBase Database · checked Sep 20, 2026
23	Troika Capital Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	51-200	1 contacts →
	Partial evidence “Troika Capital Advisors is a company based out of ATLANTA, GA, United States.” 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 investment 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 investment advisors.
Partial evidence: Its own public description names part of nonprofit investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit investment 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 40 nonprofit investment advisors based in Atlanta, United States

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

As of Sep 20, 2026

58.7%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

222.5%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 40 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 investment 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 investment 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 investment 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 investment 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, 178 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 investment advisors by metro in the United States

Nonprofit investment advisors in New York89
Nonprofit investment advisors in Boston46
Nonprofit investment advisors in Chicago41
Nonprofit investment advisors in Atlanta40
Nonprofit investment advisors in San Francisco36
Nonprofit investment advisors in San Diego34
Nonprofit investment advisors in Houston32
Nonprofit investment advisors in Dallas30
Nonprofit investment advisors in Denver30
Nonprofit investment advisors in Charlotte29
Nonprofit investment advisors in Austin28
Nonprofit investment advisors in Portland27
Nonprofit investment advisors in Scottsdale26

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 investment 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 investment advisors are there based in Atlanta, United States?

RevenueBase identified 40 nonprofit investment 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?

LCG Associates, INC, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most nonprofit investment advisors?

New York leads with 89 headquartered companies, followed by Boston (46) and Chicago (41).

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 178 verified decision-maker contacts tracked across these 40 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.