- BetterTrades Atlanta
 - Offers stock market education and options trading strategies in Georgia. - Eads and Heald Investment Counsel
- Provides portfolio management services, family limited partnerships, retirement accounts, profit-sharing plans, and more.
- Forest Investment Associates
- Registered investment adviser provides management services for institutional investors in timberland.
- Lang Asset Management, Inc.
- Sells stocks short and manages laddered bonds
- Lend Lease Real Estate Investments
- Diversified investment manager offering property and mortgage products.
- Maximum Wealth Management
- 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
- 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
- Provides secondary, banking, multi-client consumer, and small business marketing research for the financial services industry.
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