Company lists · Data refreshed September 2026

Top 20 Personal financial advisors based in Marietta, United States

Name: Personal financial advisors based in Marietta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 37 companies tracked

RevenueBase identified 37 company matches for personal financial advisors associated with Marietta, United States as of September 2026 and tracks 208 professional contacts across them, including 116 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Marietta has 37.

This list covers company matches for personal financial advisors associated with Marietta, 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

37Companies

208Contacts tracked

116Verified emails

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The 20 largest personal financial advisors based in Marietta, United States

Ranked by team size

Top 20 of 37 company matches for personal financial advisors based in Marietta, 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	Nicholas Wealth Management	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	23 contacts →
	Exact match “Nicholas Wealth Management is a full service financial and retirement planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Narwhal Capital Management	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “For nearly 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Advisorysouth, LLC	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “At AdvisorySouth, we have one simple mission: building and preserving wealth and guiding our clients to a secure and successful financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Yeomans Consulting Group, INC	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Corporate Mission: To help clients enhance, protect and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Marietta Wealth	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Marietta Wealth, we believe your financial advice should be as personal as the life it supports.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	American Financial Advisors, LLC	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “At American Financial Advisors, we create a positive investment experience for our clients through excellent personalized service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Hall Financial Advisors, LLC	Exact match	Marietta, OH, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Hall Financial: Home” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Benzor Capital Wealth	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Benzor Capital Wealth Delivers an unparalleled experience curated for unique clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Wickham Financial & Insurance Services	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Being prepared is one of the best things you can do for your business or family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Castle Wealth Partners	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our mission is to have a positive impact on the families that we serve by delivering exceptional service driven by meaningful relationships focused on our clients financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Summit Legacy	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs.*Securities…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Senior Financial Planning, LLC	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Senior Financial Planning, LLC was founded with the goal of assisting retirees and those approaching retirement in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Southbridge Advisors	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “WE'RE WITH YOU ON THIS RIDE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Atlantic Wealth Consultants, LLC	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Atlantic Wealth Consultants, LLC is an independent financial planning company built on integrity, commitment, flexibility, and kindness.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Baer Wealth	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our firm is an Independent Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Consolidated Capital Management	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Consolidated Capital Management, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Wealth Management Group Of Georgia & Associates	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Wealth Management Group Of Georgia & Associates is an institution created to supply all financial consulting, planning, and insurance needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Berone Capital	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Berone Capital was founded to become industry disruptors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Jeffries Wealth Management	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Jeffries Wealth Management is an investment advisory firm, located in Georgia, aimed at assisting Americans to accomplish their financial goals through investments, financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Southern Incomes	Exact match	Marietta, GA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Most owners and founders often find themselves occupied with various responsibilities, leaving little time to focus on maximizing the wealth accumulation during their active years.” 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 financial 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 20 of 37 personal financial advisors based in Marietta, United States

See the full list, filter by size, metro and specialty, and access 116 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Marietta, United States at a glance

As of Sep 20, 2026

55.8%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Marietta, so it is reported there. Company counts and contact totals on this page are exact for Marietta, over 37 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 Marietta, United States whose business descriptions match “personal financial 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 116 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 financial 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 financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Marietta, United States?

RevenueBase identified 37 company matches for personal financial advisors associated with Marietta, 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?

Nicholas Wealth Management 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 financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Marietta has 37.

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 116 professional contacts with verified work emails tracked across these 37 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.