Company lists · Data refreshed September 2026

Top 25 Wealth management staffing based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 120 companies tracked

RevenueBase identified 120 wealth management staffing headquartered in Atlanta, United States as of September 2026 and tracks 1,868 professional contacts across them, including 809 with verified work emails. New York is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review

120Companies

1,868Contacts tracked

809Verified emails

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

Ranked by team size

Top 25 of 120 wealth management staffing based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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	Cibc Private Wealth US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
2	Signaturefd	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
3	BIP Wealth	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	51-200	102 contacts →
	Partial evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 14, 2026
4	Balentine	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
5	Gleneagles Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
6	Bison Wealth, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
7	Sage Mountain Advisors	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
8	Persium Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
9	Carter, Terry & Co., INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
10	Creative Financial Group, LTD	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
11	Gratus Capital	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
12	Veracity Capital	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 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 14, 2026
13	Spartan Advisory Partners	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	13 contacts →
	Partial evidence “Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.” Source: RevenueBase Database · checked Sep 14, 2026
14	Regent Peak Wealth Advisors	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial 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 14, 2026
15	Smith Howard Wealth Management, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Strong evidence “Meet Smith +Howard Wealth Management.” Source: RevenueBase Database · checked Sep 14, 2026
16	Atticus Wealth Management	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	10 contacts →
	Strong evidence “Headquartered in Atlanta, Georgia, with offices in Denver, Colorado and Palm Beach, Florida, Atticus Wealth Management is a fee-only private client and institutional wealth…” Source: RevenueBase Database · checked Sep 14, 2026
17	Anchor Financial Partners- Northwestern Mutual	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	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 14, 2026
18	Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning.” Source: RevenueBase Database · checked Sep 14, 2026
19	Vinitas Partners	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “We are a boutique financial services firm in Atlanta, GA, focused on providing highly customized financial and asset management services in the private wealth industry” Source: RevenueBase Database · checked Sep 14, 2026
20	Haven Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
21	Gencapital Advisory Partners	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Strong evidence “We go beyond traditional investment strategies to offer personalized wealth management and business advisory services.” Source: RevenueBase Database · checked Sep 14, 2026
22	CPC Advisors Consolidated Planning Corporation	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Source: RevenueBase Database · checked Sep 14, 2026
23	Holcombe Financial, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Source: RevenueBase Database · checked Sep 14, 2026
24	Audientis, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Audientis' mission is to provide information, advice, and solutions that allow our clients to make educated decisions and ultimately reach their financial goals.” Source: RevenueBase Database · checked Sep 14, 2026
25	LCP Institutional	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	1-10	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 14, 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. 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.
Partial evidence: Its own public description names part of wealth management staffing, 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. 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 120 wealth management staffing based in Atlanta, United States

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

As of Sep 14, 2026

43.3%Verified-email coverage

15.6Average contacts per company

1-10Median size (employees)

222.5%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 120 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, 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”. 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), 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, 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, 809 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 14, 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 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, 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 are there based in Atlanta, United States?

RevenueBase identified 120 wealth management staffing 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?

Cibc Private Wealth US, headquartered in Atlanta, tops this list with the largest team on record.

Which city has the most wealth management staffing?

New York leads with 267 headquartered companies, followed by Atlanta (120) and Houston (116).

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 809 verified decision-maker contacts tracked across these 120 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 14, 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.