Company lists · Data refreshed September 2026

Top 24 Athlete wealth management firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 162 companies tracked

RevenueBase identified 162 athlete wealth management firms headquartered in New York, United States as of September 2026 and tracks 37,276 professional contacts across them, including 14,902 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers athlete wealth management firms headquartered in New York, 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

162Companies

37,276Contacts tracked

14,902Verified emails

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The 24 largest athlete wealth management firms based in New York, United States

Ranked by team size

Top 24 of 162 athlete wealth management firms based in New York, 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	Merrill Lynch	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	32,808 contacts →
	Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 30, 2026
2	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 30, 2026
3	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 30, 2026
4	Wealthspire Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	437 contacts →
	Partial evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 30, 2026
5	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 30, 2026
6	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 30, 2026
7	Wealth Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	106 contacts →
	Partial evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 30, 2026
8	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	95 contacts →
	Partial evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 30, 2026
9	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 30, 2026
10	Altfest Personal Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	67 contacts →
	Strong evidence “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Source: RevenueBase Database · checked Sep 30, 2026
11	Park Avenue Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	45 contacts →
	Strong evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 30, 2026
12	Pioneer Financial	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	45 contacts →
	Strong evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 30, 2026
13	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 30, 2026
14	Bridgewater Advisors INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
15	Klingman And Associates, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	24 contacts →
	Strong evidence “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” Source: RevenueBase Database · checked Sep 30, 2026
16	Sentinel Financial Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	21 contacts →
	Strong evidence “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Source: RevenueBase Database · checked Sep 30, 2026
17	Sparx Marketing Group	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1-10	20 contacts →
	Partial evidence “We provide our clients with all of the tools that are necessary to succeed as a professional athlete.” Source: RevenueBase Database · checked Sep 30, 2026
18	Patricof CO P CO	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1-10	18 contacts →
	Partial evidence “Patricof Co (P/Co) is a highly differentiated investment and advisory platform, leveraging the unique relevance of world-class professional athletes to source the most attractive…” Source: RevenueBase Database · checked Sep 30, 2026
19	Nucleus Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	17 contacts →
	Partial evidence “We are a highly seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory team with a vision to make a difference with each of our clients and inspire…” Source: RevenueBase Database · checked Sep 30, 2026
20	Arax Advisory Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	17 contacts →
	Partial evidence “A partnership of distinguished wealth advisors united by a shared commitment to thoughtful counsel and enduring client success.” Source: RevenueBase Database · checked Sep 30, 2026
21	KBK Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	16 contacts →
	Strong evidence “KBK Wealth Management is a full service independent financial consulting and wealth management firm.” Source: RevenueBase Database · checked Sep 30, 2026
22	Gaber Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1-10	15 contacts →
	Indirect evidence “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Source: RevenueBase Database · checked Sep 30, 2026
23	Satovsky Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Strong evidence “Satovsky Asset Management was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio…” Source: RevenueBase Database · checked Sep 30, 2026
24	Circle Advisers, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1-10	14 contacts →
	Indirect evidence 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 24 of 162 athlete wealth management firms based in New York, United States

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

As of Sep 30, 2026

40.0%Verified-email coverage

230.1Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

106

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 162 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 New York, 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 New York 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, 14,902 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 New York, United States?

RevenueBase identified 162 athlete wealth management firms headquartered in New York, 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?

Merrill Lynch, headquartered in New York, 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).

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 14,902 verified decision-maker contacts tracked across these 162 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.