Company lists · Data refreshed September 2026

Top 25 Athlete financial advisors based in the United States

Name: Athlete financial advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,995 companies tracked

RevenueBase identified 1,995 athlete financial advisors headquartered in the United States as of September 2026 and tracks 13,681 professional contacts across them, including 6,021 with verified work emails. New York is the largest hub.

This list covers athlete financial advisors headquartered in the 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 19, 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 19, 2026 86% judged on-target in blind review

1,995Companies

13,681Contacts tracked

6,021Verified emails

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The 25 largest athlete financial advisors based in the United States

Ranked by team size

Top 25 of 1,995 athlete financial advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to athlete financial advisors: 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	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 19, 2026	501-1,000	520 contacts →
	Indirect evidence “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Source: RevenueBase Database · checked Sep 19, 2026
2	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 19, 2026
3	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 19, 2026
4	Tristate Financial Advisors	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 19, 2026	201-500	306 contacts →
	Strong evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 19, 2026
5	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 19, 2026	51-200	263 contacts →
	Partial evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 19, 2026
6	Northrock Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 19, 2026	201-500	247 contacts →
	Indirect evidence “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Source: RevenueBase Database · checked Sep 19, 2026
7	Larson Financial	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	201-500	166 contacts →
	Partial evidence “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Source: RevenueBase Database · checked Sep 19, 2026
8	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 19, 2026	51-200	108 contacts →
	Strong evidence “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: RevenueBase Database · checked Sep 19, 2026
9	JFS Wealth Advisors	Strong evidence	Hermitage, PA, United StatesHQ checked Sep 19, 2026	51-200	106 contacts →
	Strong evidence “JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies…” Source: RevenueBase Database · checked Sep 19, 2026
10	BIP Wealth	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 19, 2026	51-200	102 contacts →
	Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
11	TRI Star Sports & Entertainment	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 19, 2026	51-200	91 contacts →
	Partial evidence “Tri Star Sports and Entertainment Group is a business management and multi- family office that serves professional athletes, entertainers and high net worth families.” Source: RevenueBase Database · checked Sep 19, 2026
12	LKJ Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	n/a	86 contacts →
	Partial evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 19, 2026
13	Henssler Financial	Strong evidence	Kennesaw, GA, United StatesHQ checked Sep 19, 2026	51-200	82 contacts →
	Strong evidence “Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Source: RevenueBase Database · checked Sep 19, 2026
14	Strategic Financial Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 19, 2026	51-200	72 contacts →
	Partial evidence “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Source: RevenueBase Database · checked Sep 19, 2026
15	Meridian Wealth Management, LLC	Partial evidence	Lexington, KY, United StatesHQ checked Sep 19, 2026	51-200	67 contacts →
	Partial evidence “As an independent advisory firm, we are committed to putting our clients’ interests first.” Source: RevenueBase Database · checked Sep 19, 2026
16	Smith Moore	Partial evidence	Clayton, MO, United StatesHQ checked Sep 19, 2026	51-200	63 contacts →
	Partial evidence “At Smith Moore, we provide financial guidance for every stage of life through an integrated financial strategy that evolves as our clients move through all phases of wealth…” Source: RevenueBase Database · checked Sep 19, 2026
17	Sagient	Partial evidence	El Segundo, CA, United StatesHQ checked Sep 19, 2026	51-200	61 contacts →
	Partial evidence “We believe that there is no one-size-fits-all solution when it comes to financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
18	Archford	Partial evidence	Swansea, IL, United StatesHQ checked Sep 19, 2026	11-50	58 contacts →
	Partial evidence “Archford’s holistic approach to financial planning ensures every aspect of your life is seamlessly coordinated.” Source: RevenueBase Database · checked Sep 19, 2026
19	Plante Moran Wealth Management	Partial evidence	Southfield, MI, United StatesHQ checked Sep 19, 2026	201-500	58 contacts →
	Partial evidence “As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Source: RevenueBase Database · checked Sep 19, 2026
20	Baltimore-Washington Financial Advisors	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 19, 2026	11-50	58 contacts →
	Indirect evidence “BWFA is one of the area’s leading comprehensive wealth management firms.” Source: RevenueBase Database · checked Sep 19, 2026
21	GDS Wealth Management	Partial evidence	Flower Mound, TX, United StatesHQ checked Sep 19, 2026	11-50	52 contacts →
	Partial evidence “GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Source: RevenueBase Database · checked Sep 19, 2026
22	Wymer Brownlee Wealth Strategies	Partial evidence	Edmond, OK, United StatesHQ checked Sep 19, 2026	51-200	52 contacts →
	Partial evidence “Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting.” Source: RevenueBase Database · checked Sep 19, 2026
23	Northwest Financial Advisors LLC	Indirect evidence	Herndon, VA, United StatesHQ checked Sep 19, 2026	51-200	46 contacts →
	Indirect evidence “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Source: RevenueBase Database · checked Sep 19, 2026
24	Fairman Financial	Strong evidence	Chesterbrook, PA, United StatesHQ checked Sep 19, 2026	11-50	44 contacts →
	Strong evidence “Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
25	The Warner Companies	Indirect evidence	Lutherville Timonium, United StatesHQ checked Sep 19, 2026	51-200	44 contacts →
	Indirect evidence “The Warner Companies is one of the nation's leading independent, full-service nancial consulting rms serving corporations and individual clients of substantial net worth…” Source: RevenueBase Database · checked Sep 19, 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: athlete financial advisors. 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 athlete financial advisors.
Partial evidence: Its own public description names part of athlete financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name athlete financial advisors. 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 1,995 athlete financial advisors based in the United States

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Athlete financial advisors based in the United States at a glance

As of Sep 19, 2026

44.0%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

2.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

1,534

11-50

384

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,995 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 athlete financial advisors, 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 the United States whose own description of what they do matches “athlete financial advisors”. 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 athlete financial advisors), 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 athlete financial advisors, and records with no verified work email. Companies headquartered outside United States 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, 6,021 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 19, 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.

Athlete financial advisors by metro

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 athlete financial advisors, 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 athlete financial advisors are there based in the United States?

RevenueBase identified 1,995 athlete financial advisors headquartered in the 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?

MAI Capital Management, headquartered in Cleveland, tops this list with the largest team on record.

Which city has the most athlete financial advisors?

New York leads with 51 headquartered companies, followed by Houston (29) and Atlanta (26).

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 6,021 verified decision-maker contacts tracked across these 1,995 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 19, 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.