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Atlanta is home to a diverse range of investment management firms, each offering specialized financial solutions tailored to individual and institutional clients. Whether you’re seeking wealth management, real estate investments, or institutional consulting, these firms provide expertise, strategic planning, and personalized services to help clients achieve their financial goals. Below is a curated list of top investment firms in Atlanta, along with their key services, contact details, and company descriptions.
Investment Firms in Atlanta to Consider
- Stein Investment Group
- Callan LLC
- Domain Capital Advisors
- ACG Wealth
- Atlanta Capital Investment Manager
- Smith + Howard Wealth Management
- ZWJ Investment Counsel
- Buckhead Wealth Management
- Cornerstone Investment Partners
- Atlanta Wealth Management
1. Stein Investment Group
Stein Investment Group is a family-owned real estate investment firm based in Atlanta, Georgia, specializing in commercial properties such as office, retail, self-storage, and multifamily assets. With over 5.5 million square feet of real estate under management, the firm focuses on identifying acquisition opportunities that allow them to add value through development, redevelopment, or strategic management. Their investment approach emphasizes long-term value growth and capital preservation, guided by a commitment to integrity and relationship-building. The team includes seasoned professionals like Jeffrey Stein, Jason Linscott, and Adam Sauer, who collectively bring decades of experience to the firm’s operations. Stein Investment Group’s portfolio includes notable projects such as Space Shop Decatur Street, Ironworks, Northside Tower, and Westside Village.
🔹 Services: Real Estate Investment, Asset Management, Investment Management
📍 Address: 5607 Glenridge Dr #200, Atlanta, GA 30342
📞 Phone: 770-580-2480
🔗 Website: Stein Investment Group
📧 Contact: [email protected]
2. Callan LLC
Callan is one of the largest independent, employee-owned investment consulting firms in the United States, founded in 1973. Headquartered in San Francisco, Callan provides tailored investment advisory services to over 400 institutional clients, including public and corporate pension plans, endowments, foundations, insurance companies, and healthcare organizations. The firm offers a comprehensive suite of services encompassing strategic planning, performance and risk monitoring, manager evaluation and selection, alternatives consulting, implementation solutions, and discretionary (OCIO) services. Callan is recognized for its proprietary research, robust data analytics, and commitment to fiduciary responsibility, ensuring that client interests are prioritized.
🔹 Services: Institutional Investment Consulting, Risk Management, Investment Management
📍 Address: 300 Galleria Pkwy #950, Atlanta, GA 30339
📞 Phone: 770-618-2140
🔗 Website: Callan LLC
📧 Contact: [email protected]
3. Domain Capital Advisors
Domain Capital Group is an Atlanta-based investment management firm specializing in private markets and alternative asset classes. As of September 30, 2024, the firm managed approximately 7.9billion into tal assets through its registered subsidiaries, Domain Capital Advisors, LLC and Domain Timber Advisors, LLC. Their diversified portfolio includes 4.5 billion in real estate, 756 million in natural resources, 2.1 billion in media, entertainment, and technology, and $618 million in credit and special situations. Founded in 2008, Domain Capital Group caters to a wide range of clients, including public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals.
🔹 Services: Private Market Investments, Real Estate, Investment Management
📍 Address: 1230 Peachtree St NE #3600, Atlanta, GA 30309
📞 Phone: 770-628-0700
🔗 Website: Domain Capital Advisors
📧 Contact: [email protected]
4. ACG Wealth
ACG Wealth is a trusted financial advisory firm providing comprehensive wealth management and investment solutions to individuals and businesses. Their team of experienced advisors focuses on personalized financial planning, retirement strategies, and portfolio management to help clients achieve long-term financial success. With a commitment to transparency and client education, ACG Wealth ensures that clients are well-informed about their investment choices.
🔹 Services: Wealth Management, Retirement Planning, Investment Management
📍 Address: 3333 Piedmont Rd NE #2010, Atlanta, GA 30305
📞 Phone: 404-893-4100
🔗 Website: ACG Wealth
📧 Contact: [email protected]
5. Atlanta Capital Investment Manager
Atlanta Capital Investment Manager is a dedicated investment firm offering tailored portfolio management and financial advisory services. Their approach combines rigorous research with disciplined investment strategies to deliver consistent performance. The firm serves high-net-worth individuals, institutions, and family offices, focusing on long-term capital growth and risk management.
🔹 Services: Portfolio Management, Financial Advisory, Investment Management
📍 Address: 1075 Peachtree St NE, Atlanta, GA 30309
📞 Phone: 404-876-9411
🔗 Website: Atlanta Capital Investment Manager
📧 Contact: [email protected]
6. Smith + Howard Wealth Management
Smith + Howard Wealth Management provides comprehensive financial planning and investment advisory services to individuals, families, and businesses. The firm takes a holistic approach to wealth management, integrating tax planning, estate strategies, and investment management to optimize clients’ financial outcomes. Their team of certified professionals delivers personalized advice tailored to each client’s unique goals and risk tolerance. With a strong emphasis on education and transparency, Smith + Howard empowers clients to make informed financial decisions. The firm is known for its client-centric philosophy and long-term relationship-building approach.
🔹 Services: Financial Planning, Tax Strategies, Investment Management
📍 Address: 271 17th St NW Suite 2100, Atlanta, GA 30363
📞 Phone: 404-874-6244
🔗 Website: Smith + Howard Wealth Management
📧 Contact: [email protected]
7. ZWJ Investment Counsel
ZWJ Investment Counsel is an independent, fee-only investment advisory firm serving high-net-worth individuals, families, and institutions. The firm specializes in customized portfolio management with a focus on long-term wealth preservation and growth. Their investment philosophy emphasizes disciplined asset allocation, rigorous research, and low-cost implementation strategies. ZWJ’s team brings decades of experience in navigating various market cycles while maintaining a client-first approach. The firm prides itself on transparency, fiduciary responsibility, and building trust through personalized service.
🔹 Services: Portfolio Management, Wealth Preservation, Investment Management
📍 Address: 75 14th St NE #2900, Atlanta, GA 30309
📞 Phone: 404-873-2211
🔗 Website: ZWJ Investment Counsel
📧 Contact: [email protected]
8. Buckhead Wealth Management
Buckhead Wealth Management focuses on helping individuals and families achieve financial security through comprehensive retirement planning and investment strategies. The firm offers personalized advice on asset allocation, income planning, tax efficiency, and legacy planning. Their advisors take the time to understand each client’s unique circumstances before developing tailored solutions. Buckhead Wealth Management is committed to providing clarity and confidence in financial decision-making through education and ongoing support.
🔹 Services: Retirement Planning, Tax-Efficient Investing, Investment Management
📍 Address: 1708 Peachtree St NW Suite 210, Atlanta, GA 30309
📞 Phone: 404-816-7714
🔗 Website: Buckhead Wealth Management
📧 Contact: [email protected]
9. Cornerstone Investment Partners
Cornerstone Investment Partners is a boutique investment firm specializing in strategic portfolio management and financial advisory services. The firm serves high-net-worth individuals, family offices, and institutional clients with a focus on delivering risk-adjusted returns. Their team combines fundamental analysis with macroeconomic insights to identify high-conviction investment opportunities. Cornerstone emphasizes partnership, transparency, and alignment of interests with clients.
🔹 Services: Portfolio Strategy, Alternative Investments, Investment Management
📍 Address: 3438 Peachtree Rd, Atlanta, GA 30326
📞 Phone: 404-751-3850
🔗 Website: Cornerstone Investment Partners
📧 Contact: [email protected]
10. Atlanta Wealth Management
Atlanta Wealth Management provides personalized investment advisory and financial planning services to individuals and families. The firm takes a goals-based approach, helping clients navigate life transitions, retirement, and wealth transfer strategies. Their advisors leverage extensive market experience to construct diversified portfolios aligned with each client’s objectives. Atlanta Wealth Management prioritizes education, proactive communication, and long-term relationships.
🔹 Services: Financial Planning, Asset Allocation, Investment Management
📍 Address: 2277 Peachtree Rd UNIT 801, Atlanta, GA 30309
📞 Phone: 404-713-0247
🔗 Website: Atlanta Wealth Management
📧 Contact: [email protected]
The investment management landscape in Atlanta features a wide range of specialized firms catering to different needs. From boutique financial advisory services to large-scale institutional consulting and specialized real estate investment managers, the city offers diverse options for investors. These companies provide comprehensive solutions including retirement planning strategies, alternative investment opportunities, and complete wealth management services, all designed to align with clients’ unique financial goals.
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