Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Atlanta, United States

Name: Personal finance 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 148 companies tracked

RevenueBase identified 148 company matches for personal finance advisors associated with Atlanta, United States as of September 2026 and tracks 1,444 professional contacts across them, including 396 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Atlanta follows with 148.

This list covers company matches for personal finance advisors 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

148Companies

1,444Contacts tracked

396Verified emails

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The 25 largest personal finance advisors based in Atlanta, United States

Ranked by team size

Top 25 of 148 company matches for personal finance advisors 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	Ashford Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	171 contacts →
	Exact match “We strive to build meaningful relationships with our clients and within our communities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Georgia Financial Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	115 contacts →
	Exact match “At Georgia Financial Advisors, we have customized our services to specifically fit the financial needs of Georgia residents.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	102 contacts →
	Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Wise Financial LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	58 contacts →
	Exact match “As an independent firm, we are committed to delivering comprehensive and unbiased advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	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
7	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Regent Peak Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Anchor Financial Partners- Northwestern Mutual	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	QM Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	ACG Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “What do you want out of life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	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
16	CPC Advisors Consolidated Planning Corporation	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Strive Financial	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Strive clients are more than clients; they're an extended part of our family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Paces Ferry Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Having the right partner to help plan and implement your financial strategy is crucial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Ncfa, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “NCFA, is a fee only advisor and has comprehensive knowledge in the core areas of financial planning and wealth management to support you in meeting your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Silver Penny Financial Planning	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	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
22	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
23	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
24	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
25	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

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 “personal finance advisors”. 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 148 personal finance advisors based in Atlanta, United States

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Personal finance advisors based in Atlanta, United States at a glance

As of Sep 20, 2026

27.4%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

119

11-50

51-200

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 148 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 “personal finance advisors” 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 396 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.

Personal finance advisors 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 “personal finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance advisors are there based in Atlanta, United States?

RevenueBase identified 148 company matches for personal finance advisors 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 personal finance advisors?

New York leads the United States with 215 company records, followed by Atlanta (148) and Houston (148).

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 396 professional contacts with verified work emails tracked across these 148 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.