Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in Atlanta, United States

RevenueBase identified 179 personal financial coaches headquartered in Atlanta, United States as of September 2026 and tracks 1,333 professional contacts across them, including 489 with verified work emails. New York is the largest hub.

This list covers personal financial coaches 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
179Companies
1,333Contacts tracked
489Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personal financial coaches based in Atlanta, United States

Ranked by team size
Top 25 of 179 personal financial coaches 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 personal financial coaches: 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
1Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-200171 contacts →

Indirect evidence

“We strive to build meaningful relationships with our clients and within our communities.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-50115 contacts →

Partial evidence

“At Georgia Financial Advisors, we have customized our services to specifically fit the financial needs of Georgia residents.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-200102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202651-20058 contacts →

Indirect evidence

“As an independent firm, we are committed to delivering comprehensive and unbiased advice.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
6Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-1015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-1014 contacts →

Partial evidence

“Custom crafted financial planning for individual lifestyles, IRC Wealth is a value based investment firm specializing in wealth creation for select business owners and…”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-1011 contacts →

Indirect evidence

“Meet Smith +Howard Wealth Management.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-1010 contacts →

Partial evidence

“Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 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 20, 2026
17Indirect evidenceAtlanta, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Long-Standing Relationships.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“What do you want out of life?”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-109 contacts →

Strong evidence

“We provide accounting, business advisory, and personal financial management services.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-508 contacts →

Partial evidence

“We go beyond traditional investment strategies to offer personalized wealth management and business advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Strive clients are more than clients; they're an extended part of our family.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“Having the right partner to help plan and implement your financial strategy is crucial.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceAtlanta, GA, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 179 personal financial coaches based in Atlanta, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 489 reachable decision-makers.

Free signup · no credit card

View the full list →

Personal financial coaches based in Atlanta, United States at a glance

As of Sep 20, 2026
36.7%Verified-email coverage
7.4Average contacts per company
1-10Median size (employees)
128.5%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
143
11-50
24
51-200
12

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 179 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 coaches, 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 coaches”. 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 coaches), 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 coaches, 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, 489 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.

Personal financial coaches 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 coaches, 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 coaches are there based in Atlanta, United States?

RevenueBase identified 179 personal financial coaches 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?

Ashford Advisors, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most personal financial coaches?

New York leads with 230 headquartered companies, followed by Atlanta (179) and Houston (156).

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 489 verified decision-maker contacts tracked across these 179 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.

Ready to reach these companies? Verified emails and direct dials for all 179 personal financial coaches 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.