Company lists · Data refreshed September 2026
Top 22 Wealth management law firms based in Alpharetta, United States
RevenueBase identified 34 wealth management law firms headquartered in Alpharetta, United States as of September 2026 and tracks 652 professional contacts across them, including 421 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Alpharetta has 34.
This list covers wealth management law firms headquartered in Alpharetta, 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.
The 22 largest wealth management law firms based in Alpharetta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 453 contacts → | ||||
Indirect evidence “For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Strong evidence “The practice of law without pretension - through tax minimization, wealth preservation, and succession planning, your legacy is safe in our hands.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Strong evidence “Cardea Capital is an independent RIA that provides wealth management and investment advisory services at its core.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Partial evidence “We exist to partner with you and your family to build a strong foundation for navigating life's opportunities and challenges, so you can pursue true wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence “Experienced Attorneys Handling Estate Planning, Asset Protection, Medicaid, Business Litigation & More With more than 50 years of combined experience, the skilled Atlanta…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “We consider it our mission to give your wealth the respect and attention that it deserves.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Strong evidence “Bluerock Wealth Management is an independent fiduciary fee-only firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Law firm specializing in- Residential & Commercial Real Estate Transactions - Wills, Trusts, Estates, & Probate - Organization of New Businesses” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Serving clients in metropolitan Atlanta and beyond, we are dedicated to planning for life's challenges with compassion and understanding.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “We are a boutique law firm (four attorneys, one of counsel attorney and two paralegals) which focuses on providing top quality, personalized service to people who need help in the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “We provide our clients with advisory services through sound financial guidance and superior personal service, with attention to detail.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Strong evidence “AMG-Inc and its President, Andrew Nida, are one of the few "Fiduciary" wealth management firms in the greater Atlanta area.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Founded in 1984 in Atlanta, Ga, Alliance of Financial Professionals is a professional services firm providing tax planning and preparation services as well as estate planning and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Partial evidence “At Hilton Tax & Wealth Advisors, we empower business owners, entrepreneurs, and high-net-worth individuals to legally reduce taxes, grow wealth, and build generational financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Strong evidence “Wealth Management Firm that strives to help clients achieve financial goals through a relationship-based asset management and financial planning approach- WEBSITE DISCLAIMERS &…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Strong evidence “WealthWorth is a comprehensive wealth management and financial planning firm, providing clients with cutting-edge technology, customized offerings, and unbiased advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Strong evidence “Financial Planning/ Wealth Management It's about getting you to your goals, whether your focus is retirement or simply protecting your existing assets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “We are here to help you make sound financial decision and coach you through all of life's important financial events.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “WealthLink Advisors is a wealth management company that provides comprehensive financial planning using both investment and insurance solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “We are a boutique Wealth Management firm providing a wide range of confidential financial and investment consulting services, including estate planning, risk management, objective…” Source: RevenueBase Database · checked Sep 29, 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: wealth management law 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 wealth management law firms.
- Partial evidence
- Its own public description names part of wealth management law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management law 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 22 of 34 wealth management law firms based in Alpharetta, United States
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Wealth management law firms based in Alpharetta, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Alpharetta, so it is reported there. Company counts and contact totals on this page are exact for Alpharetta, over 34 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 wealth management law 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 Alpharetta, United States whose own description of what they do matches “wealth management law 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 wealth management law 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 wealth management law firms, and records with no verified work email. Companies headquartered outside Alpharetta 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, 421 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.
Wealth management law firms by metro in the United States
- Wealth management law firms in New York471
- Wealth management law firms in Houston208
- Wealth management law firms in Atlanta199
- Wealth management law firms in Dallas196
- Wealth management law firms in Chicago195
- Wealth management law firms in San Diego181
- Wealth management law firms in Austin150
- Wealth management law firms in Miami147
- Wealth management law firms in Denver139
- Wealth management law firms in Los Angeles136
- Wealth management law firms in San Francisco134
- Wealth management law firms in Scottsdale128
- Wealth management law firms in Boston120
- Wealth management law firms in Charlotte100
- Wealth management law firms in Tampa97
- Wealth management law firms in Irvine92
- Wealth management law firms in Boca Raton91
- Wealth management law firms in Portland80
- Wealth management law firms in Seattle78
- Wealth management law firms in Cincinnati74
- Wealth management law firms in Las Vegas74
- Wealth management law firms in Newport Beach73
- Wealth management law firms in St. Louis70
- Wealth management law firms in Indianapolis69
- Wealth management law firms in Phoenix68
- Wealth management law firms in Bellevue66
- Wealth management law firms in Minneapolis65
- Wealth management law firms in Columbus62
- Wealth management law firms in Washington62
- Wealth management law firms in Raleigh60
- Wealth management law firms in San Antonio59
- Wealth management law firms in Walnut Creek58
- Wealth management law firms in Orlando57
- Wealth management law firms in Overland Park56
- Wealth management law firms in Coral Gables52
- Wealth management law firms in Fort Worth52
- Wealth management law firms in Columbia51
- Wealth management law firms in Fort Lauderdale51
- Wealth management law firms in Omaha51
- Wealth management law firms in Birmingham50
- Wealth management law firms in Grand Rapids50
- Wealth management law firms in Wilmington50
- Wealth management law firms in Rochester49
- Wealth management law firms in Pittsburgh48
- Wealth management law firms in Madison47
- Wealth management law firms in Jacksonville46
- Wealth management law firms in Richmond46
- Wealth management law firms in Sarasota46
- Wealth management law firms in Greenwood Village45
- Wealth management law firms in Louisville45
- Wealth management law firms in Naples44
- Wealth management law firms in Tulsa44
- Wealth management law firms in San Jose42
- Wealth management law firms in Beverly Hills40
- Wealth management law firms in Pasadena40
- Wealth management law firms in Philadelphia40
- Wealth management law firms in Roseville40
- Wealth management law firms in Springfield40
- Wealth management law firms in Greenville39
- Wealth management law firms in Nashville39
- Wealth management law firms in Salt Lake City38
- Wealth management law firms in The Woodlands38
- Wealth management law firms in Colorado Springs37
- Wealth management law firms in Sacramento37
- Wealth management law firms in Baton Rouge36
- Wealth management law firms in Cleveland36
- Wealth management law firms in Lexington36
- Wealth management law firms in Troy36
- Wealth management law firms in Tucson36
- Wealth management law firms in Plano34
- Wealth management law firms in Westlake Village34
- Wealth management law firms in Melville33
- Wealth management law firms in Oklahoma City33
- Wealth management law firms in Bethesda32
- Wealth management law firms in Reno32
- Wealth management law firms in Charleston31
- Wealth management law firms in Memphis31
- Wealth management law firms in St. Petersburg31
- Wealth management law firms in Frisco30
- Wealth management law firms in Greensboro30
- Wealth management law firms in Annapolis29
- Wealth management law firms in Chesterfield29
- Wealth management law firms in Alexandria28
- Wealth management law firms in Santa Barbara28
- Wealth management law firms in Clearwater27
- Wealth management law firms in Knoxville27
- Wealth management law firms in Little Rock27
- Wealth management law firms in Woodland Hills27
- Wealth management law firms in Arlington26
- Wealth management law firms in Boulder26
- Wealth management law firms in Brentwood26
- Wealth management law firms in Lake Oswego26
- Wealth management law firms in Naperville26
- Wealth management law firms in Stamford26
- Wealth management law firms in Virginia Beach26
- Wealth management law firms in Bloomington25
- Wealth management law firms in Northbrook25
- Wealth management law firms in Red Bank25
- Wealth management law firms in Salem25
- Wealth management law firms in Torrance25
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 wealth management law 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 wealth management law firms are there based in Alpharetta, United States?
RevenueBase identified 34 wealth management law firms headquartered in Alpharetta, 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?
Blue Trust, headquartered in Alpharetta, tops this list with the largest team on record.
Which city in the United States has the most wealth management law firms?
New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Alpharetta has 34.
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 421 verified decision-maker contacts tracked across these 34 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 34 wealth management law firms based in Alpharetta, United States. Start with a free account, no credit card.
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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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