Company lists · Data refreshed September 2026
Top 11 Athlete financial advisors based in Atlanta, United States
RevenueBase identified 26 athlete financial advisors headquartered in Atlanta, United States as of September 2026 and tracks 197 professional contacts across them, including 108 with verified work emails. New York is the largest hub.
This list covers athlete financial advisors 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 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.
The 11 largest athlete financial advisors based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Indirect evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Partial evidence “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 5 contacts → | ||||
Strong evidence “Aspire CPA Group is a unique, professional team of CPA’s and financial advisors that specialize in tax preparation and tax strategy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 contacts → | ||||
Partial evidence “Jones & Co Wealth Strategies is a boutique financial firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2 contacts → | ||||
Partial evidence “SWAI, is a registered investment advisory firm in the State of Georgia.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Strong evidence “MR Financial is a business management firm founded to assist professional athletes and small business owners in managing every facet of their personal and professional lives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence “We offer: • Workplace benefit maximization • Retirement planning • Advice on tax strategies • College funding strategies • Estate and survivorship planning • Executive…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “We’re here to help you live the life you earn to the fullest by making financial planning and money management simpler, smarter, more personal, and more powerful.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “The prospect of building wealth through tactical investing has never held more appeal.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Investment Management, Financial Planning” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 11 of 26 athlete financial advisors based in Atlanta, United States
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Athlete financial advisors based in Atlanta, United States at a glance
As of Sep 19, 2026Companies by employee count
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 26 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 Atlanta, 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 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, 108 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 in the United States
- Athlete financial advisors in New York51
- Athlete financial advisors in Houston29
- Athlete financial advisors in Atlanta26
- Athlete financial advisors in Los Angeles25
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 Atlanta, United States?
RevenueBase identified 26 athlete financial advisors 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?
BIP Wealth, headquartered in Atlanta, 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 108 verified decision-maker contacts tracked across these 26 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.
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