Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Atlanta, United States

Name: Personal finance consultants 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 129 companies tracked

RevenueBase identified 129 company matches for personal finance consultants associated with Atlanta, United States as of September 2026 and tracks 803 professional contacts across them, including 308 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Atlanta follows with 129.

This list covers company matches for personal finance consultants 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

129Companies

803Contacts tracked

308Verified emails

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

Ranked by team size

Top 25 of 129 company matches for personal finance consultants 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	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
2	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
3	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
4	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
5	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
6	IRC Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Custom crafted financial planning for individual lifestyles, IRC Wealth is a value based investment firm specializing in wealth creation for select business owners and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	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
8	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
9	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
10	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
11	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
12	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
13	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
14	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
15	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
16	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
17	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
18	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
19	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
20	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
21	Buckhead Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Buckhead Wealth Management is an independent Investment Services firm headquartered in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	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
23	Linea Private Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Apella - Atlanta	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	51-200	4 contacts →
	Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	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

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 consultants”. 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 129 personal finance consultants based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 308 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

38.4%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

108

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 129 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 consultants” 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 308 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 129 company matches for personal finance consultants 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?

Ashford Advisors 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 consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122).

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 308 professional contacts with verified work emails tracked across these 129 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.