Company lists · Data refreshed September 2026

Top 18 Athlete wealth management firms based in Jacksonville, United States

RevenueBase identified 26 athlete wealth management firms headquartered in Jacksonville, United States as of September 2026 and tracks 118 professional contacts across them, including 43 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Jacksonville has 26.

This list covers athlete wealth management firms headquartered in Jacksonville, 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
26Companies
118Contacts tracked
43Verified emails
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The 18 largest athlete wealth management firms based in Jacksonville, United States

Ranked by team size
Top 18 of 26 athlete wealth management firms based in Jacksonville, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-1014 contacts →

Strong evidence

“Offering variety of athlete services including- Athlete Branding - Consultation - Social Media Management - Brand Negotiation - Investment Services”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 202611-5012 contacts →

Indirect evidence

“Each of our clients has a unique story to tell and we take the time up front to get to know you as well as your financial needs.”

Source: RevenueBase Database · checked Sep 30, 2026
3Strong evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-1010 contacts →

Strong evidence

“Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 30, 2026
4Strong evidenceJacksonville, FL, United StatesHQ checked Sep 30, 2026201-5008 contacts →

Strong evidence

“Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management…”

Source: RevenueBase Database · checked Sep 30, 2026
5Strong evidenceJacksonville, United StatesHQ checked Sep 30, 202611-507 contacts →

Strong evidence

“Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to…”

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-106 contacts →

Strong evidence

“Riverplace Capital is an award-winning wealth management and family office services firm based in Jacksonville that has built our reputation on providing honest and effective…”

Source: RevenueBase Database · checked Sep 30, 2026
7Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-106 contacts →

Indirect evidence

“We provide comprehensive financial planning services tailored to the wants and needs of our clients.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceJacksonville, FL, United StatesHQ checked Sep 30, 202611-505 contacts →

Partial evidence

“RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“Our Story D.S.”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“At St.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“PARAGON.”

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“Financial planning company headquartered in Jacksonville, Florida.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceJacksonville, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“The content provided is for educational purposes only.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Do you hope to make work optional before age 65?”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA).”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
18Strong evidenceJacksonville, FL, United StatesHQ checked Sep 30, 20261-101 contacts →

Strong evidence

“Wealth management services focused on mid-career professionals balancing the need to save for retirement, education and savings.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 18 of 26 athlete wealth management firms based in Jacksonville, United States

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

As of Sep 30, 2026
36.4%Verified-email coverage
4.5Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
3
201-500
1

Email recency for this list is measured across the whole United States list rather than for Jacksonville, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, 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 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 Jacksonville, 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 Jacksonville 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, 43 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 Jacksonville, United States?

RevenueBase identified 26 athlete wealth management firms headquartered in Jacksonville, 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?

Athlete Factory Agency, headquartered in Jacksonville, 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). Jacksonville has 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 43 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 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.