Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Atlanta, United States

Name: Retirement planning companies based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 157 companies tracked

RevenueBase identified 157 company matches for retirement planning companies associated with Atlanta, United States as of September 2026 and tracks 1,042 professional contacts across them, including 389 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Atlanta has 157.

This list covers company matches for retirement planning companies 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 19, 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 19, 2026 How this list was built

157Companies

1,042Contacts tracked

389Verified emails

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The 25 largest retirement planning companies based in Atlanta, United States

Ranked by team size

Top 25 of 157 company matches for retirement planning companies based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
2	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	51-200	45 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	TY J. Young Inc. Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	51-200	37 contacts →
	Exact match “Who is Ty J.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Retirement Plan Administrators, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	33 contacts →
	Exact match “Standing the test of time by providing quality service and value to companies like yours, RPA continues to enjoy steady growth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	23 contacts →
	Exact match “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	teacher-retirement.com	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Our mission is pretty simple.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Persium Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
10	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Gratus Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	Regent Peak Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Apex Pension Strategies, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Anchor Financial Partners- Northwestern Mutual	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
17	QM Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
18	Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Haven Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	CPC Advisors Consolidated Planning Corporation	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
21	Strive Financial	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
22	Paces Ferry Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
23	Ncfa, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
24	Silver Penny Financial Planning	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
25	Gutt Financial Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 19, 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 19, 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 “retirement planning companies”. 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 157 retirement planning companies based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 389 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Atlanta, United States at a glance

As of Sep 19, 2026

37.3%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

121

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 157 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 “retirement planning companies” 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 389 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 19, 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.

Retirement planning companies 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 “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Atlanta, United States?

RevenueBase identified 157 company matches for retirement planning companies 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?

BIP Wealth 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 retirement planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157).

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 389 professional contacts with verified work emails tracked across these 157 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 19, 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.