Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Atlanta, United States

RevenueBase identified 244 personal financial accounting firms headquartered in Atlanta, United States as of September 2026 and tracks 1,743 professional contacts across them, including 622 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Atlanta has 244.

This list covers personal financial accounting firms 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 29, 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 29, 2026 86% judged on-target in blind review
244Companies
1,743Contacts tracked
622Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personal financial accounting firms based in Atlanta, United States

Ranked by team size
Top 25 of 244 personal financial accounting firms based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 2026n/a229 contacts →

Partial evidence

“Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202651-200102 contacts →

Indirect evidence

“At BIP Wealth, our experienced team members help clients manage their wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202651-20089 contacts →

Partial evidence

“Acuity is the modern-day accounting organization built specifically for startups and small businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202651-20069 contacts →

Indirect evidence

“Answers You Need.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5052 contacts →

Partial evidence

“Wilson Lewis is a certified public accounting firm designed to make your life easier.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202651-20045 contacts →

Indirect evidence

“Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5040 contacts →

Strong evidence

“Clients of today’s leading financial services firms expect a superior level of experience and expertise to help them address complex accounting, reporting and planning issues.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5038 contacts →

Partial evidence

“As one of the leading full service accounting firms in the state of Georgia, our Atlanta and Athens teams combine expertise and experience to assure that every client receives the…”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5037 contacts →

Indirect evidence

“Marshall Jones is a CPA firm located in the Buckhead and Alpharetta area of Atlanta, GA.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5023 contacts →

Strong 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 29, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5022 contacts →

Partial evidence

“We provide comprehensive financial planning and investment advisory services to a variety of client types.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5020 contacts →

Partial evidence

“PeachCap's collaborative model provides fully integrated tax, accounting, and wealth services to families and businesses nationwide.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5019 contacts →

Partial evidence

“Protecting your personal assets has never been more important.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5018 contacts →

Strong evidence

“Lindeman Financial Group is a boutique accounting and bookkeeping firm that has been providing clients with the highest level of service since 2007.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5017 contacts →

Partial 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 29, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“Carmichael, Brasher, Tuvell & Company (CBTC) is an Atlanta-based CPA firm.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 20261-1012 contacts →

Partial evidence

“Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Strong evidence

“Accounting | Tax | Audit | Valuation | Financial Business Consulting to successful businesses, non-profits, investors, and families | Financial & Business Services |…”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“Full service accounting firm specializing in Government, Entertainment, Medical, Service, and Nonprofit industries.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“At Delerme CPA, we're devoted to meeting the accounting and tax needs of small business owners and individuals in the Atlanta, GA area.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceAtlanta, GA, United StatesHQ checked Sep 29, 20261-1010 contacts →

Partial evidence

“At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Venture CPA was founded in July 2021 with the purpose of helping new startup businesses and small business owners manage their bookkeeping and tax return filings.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 244 personal financial accounting firms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 622 reachable decision-makers.

Free signup · no credit card

View the full list →

Personal financial accounting firms based in Atlanta, United States at a glance

As of Sep 29, 2026
35.7%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
182
11-50
45
51-200
10
201-500
3

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 244 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 personal financial accounting firms, 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 “personal financial accounting firms”. 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 personal financial accounting firms), 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 personal financial accounting firms, 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, 622 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 29, 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.

Personal financial accounting firms 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 personal financial accounting firms, 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 personal financial accounting firms are there based in Atlanta, United States?

RevenueBase identified 244 personal financial accounting firms 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?

Small Business Services, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244).

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 622 verified decision-maker contacts tracked across these 244 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 244 personal financial accounting firms based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.