Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms based in Boston, United States

Name: Athlete wealth management firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 47 companies tracked

RevenueBase identified 47 athlete wealth management firms headquartered in Boston, United States as of September 2026 and tracks 735 professional contacts across them, including 394 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Boston has 47.

This list covers athlete wealth management firms headquartered in Boston, 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 30, 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 30, 2026 86% judged on-target in blind review

47Companies

735Contacts tracked

394Verified emails

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The 25 largest athlete wealth management firms based in Boston, United States

Ranked by team size

Top 25 of 47 athlete wealth management firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management firms: 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	Loring, Wolcott & Coolidge Trust, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	51-200	100 contacts →
	Strong evidence “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Source: RevenueBase Database · checked Sep 30, 2026
2	Appleton Partners, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	51-200	65 contacts →
	Strong evidence “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Source: RevenueBase Database · checked Sep 30, 2026
3	Welch & Forbes LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	51-200	58 contacts →
	Strong evidence “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Source: RevenueBase Database · checked Sep 30, 2026
4	Keenan Financial	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	36 contacts →
	Strong evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 30, 2026
5	Shepherd Kaplan Krochuk, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	51-200	32 contacts →
	Strong evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 30, 2026
6	Choate Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	31 contacts →
	Partial evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 30, 2026
7	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	28 contacts →
	Partial evidence “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Source: RevenueBase Database · checked Sep 30, 2026
8	Mayflower Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	27 contacts →
	Strong evidence “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Source: RevenueBase Database · checked Sep 30, 2026
9	Omni Wealth Management, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	17 contacts →
	Indirect evidence “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Source: RevenueBase Database · checked Sep 30, 2026
10	The Colony Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	201-500	14 contacts →
	Partial evidence “The Colony Group is the smart choice for building, managing and preserving your wealth.” Source: RevenueBase Database · checked Sep 30, 2026
11	Moody, Lynn, Lieberson & Walker, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Strong evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 30, 2026
12	Cross Coastal Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Indirect evidence “Welcome to Cross Coastal Advisors How well are you managing your finances?” Source: RevenueBase Database · checked Sep 30, 2026
13	Hoopoe Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Partial evidence “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Source: RevenueBase Database · checked Sep 30, 2026
14	Boston Financial Management, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Strong evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 30, 2026
15	Catalyst Financial Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Indirect evidence “Sage advice.” Source: RevenueBase Database · checked Sep 30, 2026
16	Northeast Investment Management, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Partial evidence “Wealth is so much more than an account balance or portfolio pie chart.” Source: RevenueBase Database · checked Sep 30, 2026
17	Legacy Financial Group Northwestern Mutual	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Partial evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 30, 2026
18	RTS Private Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1-10	9 contacts →
	Strong evidence “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: RevenueBase Database · checked Sep 30, 2026
19	Clarendon Private	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	8 contacts →
	Strong evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 30, 2026
20	Ropes Wealth Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
21	Riverview Capital Advisers, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Strong evidence “In 2006, Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business…” Source: RevenueBase Database · checked Sep 30, 2026
22	Windsor Private Wealth, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Strong evidence “At Windsor Private Wealth, we specialize in providing personalized wealth management and concierge services tailored to the unique needs of each client.” Source: RevenueBase Database · checked Sep 30, 2026
23	Raskin Planning Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “Wealth is in the details.” Source: RevenueBase Database · checked Sep 30, 2026
24	Generation Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	11-50	4 contacts →
	Strong evidence “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Source: RevenueBase Database · checked Sep 30, 2026
25	Beyond Your Hammock	Partial evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “Beyond Your Hammock specializes in providing financial planning and investment management for professionals in their 30s and 40s.” Source: RevenueBase Database · checked Sep 30, 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 wealth management firms. 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 wealth management firms.
Partial evidence: Its own public description names part of athlete wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name athlete wealth management firms. 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 47 athlete wealth management firms based in Boston, United States

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Athlete wealth management firms based in Boston, United States at a glance

As of Sep 30, 2026

53.6%Verified-email coverage

15.6Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 47 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 wealth management firms, 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 Boston, United States whose own description of what they do matches “athlete wealth management firms”. 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 wealth management firms), 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 wealth management firms, and records with no verified work email. Companies headquartered outside Boston 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, 394 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 30, 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 wealth management firms by metro in the United States

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 wealth management firms, 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 wealth management firms are there based in Boston, United States?

RevenueBase identified 47 athlete wealth management firms headquartered in Boston, 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?

Loring, Wolcott & Coolidge Trust, LLC, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most athlete wealth management firms?

New York leads the United States with 162 headquartered companies, followed by Atlanta (94) and Dallas (92). Boston has 47.

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 394 verified decision-maker contacts tracked across these 47 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 30, 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.