Company lists · Data refreshed September 2026
Top 22 Athlete wealth management firms based in Columbia, United States
RevenueBase identified 36 athlete wealth management firms headquartered in Columbia, United States as of September 2026 and tracks 245 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Columbia has 36.
This list covers athlete wealth management firms headquartered in Columbia, 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.
The 22 largest athlete wealth management firms based in Columbia, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 58 contacts → | ||||
Strong evidence “BWFA is one of the area’s leading comprehensive wealth management firms.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 16 contacts → | ||||
Partial evidence “When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Indirect evidence “The professional team at Miller, Bales & Company, P.C.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Strong evidence “Anchor Investment Management, LLC (Anchor) is a boutique wealth management firm located in Columbia, South Carolina, providing custom financial services to individuals, families…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Partial evidence “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Indirect evidence “Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Partial evidence “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “We believe that the right people, following the right process, can produce the right results.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Strong evidence “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Strong evidence “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “We are trustworthy.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Put more wealth in your pocket and minimize your tax liability.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “The Lynch Retirement Investment Group was established by John M.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Our financial firm is committed to helping you achieve all of your financial goals while working toward a "worry free" retirement.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Brightworks oversees and coordinates the financial affairs of affluent business owners and families.” Source: RevenueBase Database · checked Sep 30, 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 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 22 of 36 athlete wealth management firms based in Columbia, United States
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Athlete wealth management firms based in Columbia, United States at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 36 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 Columbia, 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 Columbia 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, 105 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
- Athlete wealth management firms in New York162
- Athlete wealth management firms in Atlanta94
- Athlete wealth management firms in Dallas92
- Athlete wealth management firms in San Diego91
- Athlete wealth management firms in Houston89
- Athlete wealth management firms in Chicago77
- Athlete wealth management firms in Scottsdale77
- Athlete wealth management firms in Austin76
- Athlete wealth management firms in Los Angeles68
- Athlete wealth management firms in Denver60
- Athlete wealth management firms in Charlotte59
- Athlete wealth management firms in Tampa55
- Athlete wealth management firms in Cincinnati50
- Athlete wealth management firms in Boston47
- Athlete wealth management firms in San Francisco47
- Athlete wealth management firms in Newport Beach46
- Athlete wealth management firms in Irvine45
- Athlete wealth management firms in Miami45
- Athlete wealth management firms in Portland43
- Athlete wealth management firms in Raleigh41
- Athlete wealth management firms in Boca Raton38
- Athlete wealth management firms in Indianapolis36
- Athlete wealth management firms in Overland Park36
- Athlete wealth management firms in St. Louis36
- Athlete wealth management firms in Minneapolis35
- Athlete wealth management firms in Seattle35
- Athlete wealth management firms in Phoenix34
- Athlete wealth management firms in Pittsburgh34
- Athlete wealth management firms in Richmond33
- Athlete wealth management firms in Columbus32
- Athlete wealth management firms in Fort Worth32
- Athlete wealth management firms in Rochester32
- Athlete wealth management firms in Bellevue31
- Athlete wealth management firms in Madison31
- Athlete wealth management firms in Colorado Springs30
- Athlete wealth management firms in Grand Rapids30
- Athlete wealth management firms in Las Vegas30
- Athlete wealth management firms in Omaha30
- Athlete wealth management firms in Greenville29
- Athlete wealth management firms in Plano29
- Athlete wealth management firms in San Antonio28
- Athlete wealth management firms in Louisville27
- Athlete wealth management firms in Birmingham26
- Athlete wealth management firms in Jacksonville26
- Athlete wealth management firms in Lexington26
- Athlete wealth management firms in Troy26
- Athlete wealth management firms in Nashville25
- Athlete wealth management firms in Springfield25
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 Columbia, United States?
RevenueBase identified 36 athlete wealth management firms headquartered in Columbia, 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?
Baltimore-Washington Financial Advisors, headquartered in Columbia, 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). Columbia has 36.
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 105 verified decision-maker contacts tracked across these 36 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.
Ready to reach these companies? Verified emails and direct dials for all 36 athlete wealth management firms based in Columbia, United States. Start with a free account, no credit card.
Download this list →Related lists
Athlete wealth management firms by geography
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- Athlete wealth management firms based in Vancouver, Canada
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- Athlete wealth management firms based in Toulouse, France
- Athlete wealth management firms based in Bangalore, India
- Athlete wealth management firms based in Mumbai, India
- Athlete wealth management firms based in New Delhi, India
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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