- BetterTrades Atlanta
 - Atlanta - Offers stock market education and options trading strategies in Georgia. - Eads and Heald Investment Counsel
- Atlanta - Provides portfolio management services, family limited partnerships, retirement accounts, profit-sharing plans, and more.
- Forest Investment Associates
- Atlanta - Registered investment adviser provides management services for institutional investors in timberland.
- INVESCO Retirement Plan Services
- Lang Asset Management, Inc.
- Atlanta - Sells stocks short and manages laddered bonds
- Lend Lease Real Estate Investments
- Atlanta - Diversified investment manager offering real estate and mortgage products.
- Maloy Financial Marketing, Inc.
- Marietta
- Maximum Wealth Management
- Atlanta - Providing small business retirement plans, self employed retirement plans, consulting, 401k advice on maximum contribution limits, rollovers, and lump sum retirement planning.
- Minerva Planning Group
- Atlanta - Fee-only financial planning and wealth management firm serving clients in Atlanta and St. Simons Island Georgia, as well as throughout the U.S. for over 20 years.
- Synergistics Research Corporation
- Atlanta - Provides secondary, banking, multi-client consumer, and small business marketing research for the financial services industry.
- W.H. Stuart & Associates
- Norcross - Financial planning, mutual funds, and insurance company with professionals in major cities across Canada and the U.S.
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