Company lists · Data refreshed September 2026

Top 25 Wealth management staffing agencies based in Atlanta, United States

Name: Wealth management staffing agencies based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 191 companies tracked

RevenueBase identified 191 wealth management staffing agencies headquartered in Atlanta, United States as of September 2026 and tracks 9,698 professional contacts across them, including 1,247 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Atlanta has 191.

This list covers wealth management staffing agencies 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

191Companies

9,698Contacts tracked

1,247Verified emails

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The 25 largest wealth management staffing agencies based in Atlanta, United States

Ranked by team size

Top 25 of 191 wealth management staffing agencies based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing agencies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Spherion	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	10001+	4,263 contacts →
	Partial evidence “We’re Spherion-a staffing and recruiting pioneer that’s been driving careers and helping businesses grow for over 75 years.” Source: RevenueBase Database · checked Sep 29, 2026
2	Remedy Intelligent Staffing	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	10001+	1,948 contacts →
	Partial evidence “Remedy Intelligent Staffing is a nationwide professional staffing organization with more than 50 years of recruiting and selection expertise to match job candidates with positions…” Source: RevenueBase Database · checked Sep 29, 2026
3	Remx The Workforce Experts	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1,001-5,000	901 contacts →
	Partial evidence “RemX is the professional staffing division of EmployBridge, a $3 billion staffing organization with more than 600 offices in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026
4	Cibc Private Wealth US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	501-1,000	453 contacts →
	Indirect evidence “We have closed this page and moved all activity to CIBC US.” Source: RevenueBase Database · checked Sep 29, 2026
5	Accountants ONE	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	126 contacts →
	Partial evidence “Founded in 1973, Accountants One is an Accounting and Finance Recruiting and Staffing Firm.” Source: RevenueBase Database · checked Sep 29, 2026
6	Signaturefd	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	125 contacts →
	Partial evidence “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Source: RevenueBase Database · checked Sep 29, 2026
7	BIP Wealth	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	102 contacts →
	Partial evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
8	Berm TEC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	79 contacts →
	Indirect evidence “At Berm Tec, we specialize in connecting top-tier talent with leading organizations across the United States.” Source: RevenueBase Database · checked Sep 29, 2026
9	Balentine	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	77 contacts →
	Strong evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 29, 2026
10	Focus People	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	501-1,000	54 contacts →
	Indirect evidence “Focus People began as the brainchild of Amy Shockley in 1994.” Source: RevenueBase Database · checked Sep 29, 2026
11	Gleneagles Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	47 contacts →
	Indirect evidence “Every family follows a unique path but each shares a common vision: strength for today and hope for tomorrow.” Source: RevenueBase Database · checked Sep 29, 2026
12	Bison Wealth, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	45 contacts →
	Partial 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 29, 2026
13	Aquantus, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	41 contacts →
	Indirect evidence “We're an Atlanta-based firm specializing in placing accounting, audit, finance, and tax professionals across all industries on a direct hire, retained, interim/fractional…” Source: RevenueBase Database · checked Sep 29, 2026
14	Hunter Technical - Htrjobs.com	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	201-500	39 contacts →
	Partial evidence “HUNTER Technical Resources is a national Tech Recruiting & Staffing firm providing companies of all sizes with outstanding Information Technology talent, along with responsible…” Source: RevenueBase Database · checked Sep 29, 2026
15	Corps Team	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	33 contacts →
	Indirect evidence “Corps Team is a nationwide, Professional Recruiting, IT Recruiting and Executive Search Firm.” Source: RevenueBase Database · checked Sep 29, 2026
16	Sage Mountain Advisors	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	32 contacts →
	Strong evidence “Sage Mountain is an all-inclusive wealth management firm and alternative investing community.” Source: RevenueBase Database · checked Sep 29, 2026
17	Resolution Technologies, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	29 contacts →
	Indirect evidence “2022 & 2023 Best & Brightest Companies to Work For 2023 Bulldog 100 Winner: Recognized as one of the Fastest Growing Companies owned by a UGA Graduate 2012 & 2013 Atlanta…” Source: RevenueBase Database · checked Sep 29, 2026
18	Workforce Dynamics	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	25 contacts →
	Partial evidence “Workforce Dynamics (formerly KF Resources, Inc.) is a premier recruiting and staffing firm specializing in the placement of Accounting/Finance, Information technology and Human…” Source: RevenueBase Database · checked Sep 29, 2026
19	Lewis James Professional	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	23 contacts →
	Indirect evidence “Lewis James Professional is your professional services partner.” Source: RevenueBase Database · checked Sep 29, 2026
20	Persium Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Partial evidence “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Source: RevenueBase Database · checked Sep 29, 2026
21	Carter, Terry & Co., INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
22	Creative Financial Group, LTD	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	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 29, 2026
23	Handler	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Partial evidence “Handler is an Atlanta-based retained executive search, private label recruitment and IT Staffing firm.” Source: RevenueBase Database · checked Sep 29, 2026
24	Gratus Capital	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Strong 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 29, 2026
25	Veracity Capital	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Strong evidence “Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.” Source: RevenueBase Database · checked Sep 29, 2026

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 staffing agencies. 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 staffing agencies.
Partial evidence: Its own public description names part of wealth management staffing agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing agencies. 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 191 wealth management staffing agencies based in Atlanta, United States

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Wealth management staffing agencies based in Atlanta, United States at a glance

As of Sep 29, 2026

12.9%Verified-email coverage

50.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

123

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 191 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 staffing agencies, 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 “wealth management staffing agencies”. 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 staffing agencies), 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 staffing agencies, 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, 1,247 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 staffing agencies 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 wealth management staffing agencies, 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 staffing agencies are there based in Atlanta, United States?

RevenueBase identified 191 wealth management staffing agencies 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?

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

Which city in the United States has the most wealth management staffing agencies?

New York leads the United States with 530 headquartered companies, followed by Houston (192) and Atlanta (191).

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 1,247 verified decision-maker contacts tracked across these 191 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.

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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.