Company lists · Data refreshed September 2026
Top 25 Portfolio management firms based in Atlanta, United States
RevenueBase identified 119 portfolio management firms headquartered in Atlanta, United States as of September 2026 and tracks 6,871 professional contacts across them, including 3,380 with verified work emails. New York is the largest hub.
This list covers portfolio management 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 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.
The 25 largest portfolio management firms based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 102 contacts → | ||||
Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 37 contacts → | ||||
Indirect evidence “Who is Ty J.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Partial evidence “Atlanta Capital is an SEC registered investment advisory firm that specializes in managing high quality stock and bond portfolios on behalf of institutional and individual…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 23 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 22 contacts → | ||||
Indirect evidence “Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 19 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 contacts → | ||||
Indirect evidence “ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Partial evidence “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Indirect evidence “Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “Globalt is a leader in building portfolios that focus on the changes in the global market place.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 12 contacts → | ||||
Indirect evidence “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 10 contacts → | ||||
Partial evidence “Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 10 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Shapiro Capital Management Co is a financial services company based out of 1 Buckhead Loop Ne # Atlanta, Georgia, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Indirect evidence “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence “Strive clients are more than clients; they're an extended part of our family.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Indirect evidence “Having the right partner to help plan and implement your financial strategy is crucial.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Indirect evidence “At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names portfolio management firms.
- Partial evidence
- Its own public description names part of portfolio management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 119 portfolio management firms based in Atlanta, United States
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Portfolio management firms based in Atlanta, United States at a glance
As of Sep 20, 2026Companies by employee count
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 119 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 portfolio management 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 “portfolio management 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 portfolio management 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 portfolio management 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, 3,380 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.
Portfolio management firms by metro in the United States
- Portfolio management firms in New York328
- Portfolio management firms in Chicago146
- Portfolio management firms in Atlanta119
- Portfolio management firms in Dallas116
- Portfolio management firms in Houston115
- Portfolio management firms in San Diego98
- Portfolio management firms in Boston93
- Portfolio management firms in San Francisco91
- Portfolio management firms in Austin84
- Portfolio management firms in Miami77
- Portfolio management firms in Scottsdale76
- Portfolio management firms in Los Angeles74
- Portfolio management firms in Charlotte69
- Portfolio management firms in Denver67
- Portfolio management firms in Portland60
- Portfolio management firms in Tampa58
- Portfolio management firms in Newport Beach56
- Portfolio management firms in Cincinnati54
- Portfolio management firms in Minneapolis52
- Portfolio management firms in Overland Park52
- Portfolio management firms in Seattle51
- Portfolio management firms in Columbus47
- Portfolio management firms in Omaha44
- Portfolio management firms in Pittsburgh44
- Portfolio management firms in Raleigh43
- Portfolio management firms in San Antonio43
- Portfolio management firms in Greenwood Village41
- Portfolio management firms in Irvine41
- Portfolio management firms in Phoenix41
- Portfolio management firms in Boca Raton40
- Portfolio management firms in Columbia37
- Portfolio management firms in Indianapolis37
- Portfolio management firms in Las Vegas37
- Portfolio management firms in Rochester37
- Portfolio management firms in Madison36
- Portfolio management firms in Springfield36
- Portfolio management firms in Richmond35
- Portfolio management firms in Birmingham34
- Portfolio management firms in Naples34
- Portfolio management firms in Nashville34
- Portfolio management firms in Sarasota34
- Portfolio management firms in Fort Worth33
- Portfolio management firms in Louisville32
- Portfolio management firms in Grand Rapids31
- Portfolio management firms in Tucson31
- Portfolio management firms in Washington31
- Portfolio management firms in Bellevue30
- Portfolio management firms in Greenville30
- Portfolio management firms in Plano30
- Portfolio management firms in Lexington29
- Portfolio management firms in Salt Lake City29
- Portfolio management firms in Troy29
- Portfolio management firms in Jacksonville28
- Portfolio management firms in Memphis27
- Portfolio management firms in Virginia Beach26
- Portfolio management firms in Brentwood25
- Portfolio management firms in Cleveland25
- Portfolio management firms in Colorado Springs25
- Portfolio management firms in Fort Lauderdale25
- Portfolio management firms in Pasadena25
- Portfolio management firms in Philadelphia25
- Portfolio management firms in Pittsford25
- Portfolio management firms in Stamford25
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 portfolio management 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 portfolio management firms are there based in Atlanta, United States?
RevenueBase identified 119 portfolio management 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?
Invesco US, headquartered in Atlanta, tops this list with the largest team on record.
Which city has the most portfolio management firms?
New York leads with 328 headquartered companies, followed by Chicago (146) and Atlanta (119).
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 3,380 verified decision-maker contacts tracked across these 119 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.
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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 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.
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