Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms worldwide

Name: Athlete wealth management firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 14,993 companies tracked

RevenueBase identified 14,993 company matches for athlete wealth management firms worldwide as of September 2026 and tracks 195,321 professional contacts across them, including 76,585 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for athlete wealth management firms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026. Country and city lists for athlete wealth management firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

14,993Companies

195,321Contacts tracked

76,585Verified emails

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The 25 largest athlete wealth management firms worldwide

Ranked by team size

Top 25 of 14,993 company matches for athlete wealth management firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 30, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 30, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 30, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 30, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 30, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 30, 2026	1,001-5,000	1,927 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 30, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 30, 2026	501-1,000	1,555 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 30, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 30, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 30, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 30, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 30, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 30, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 30, 2026	10001+	771 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Schroders Personal Wealth	Exact match	London, United KingdomHQ recorded Sep 30, 2026	501-1,000	721 contacts →
	Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 30, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 30, 2026	501-1,000	689 contacts →
	Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “athlete wealth management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 14,993 athlete wealth management firms worldwide

See the full list, filter by size, metro and specialty, and access 76,585 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Athlete wealth management firms worldwide at a glance

As of Sep 30, 2026

39.2%Verified-email coverage

13.0Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · London

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11,178

11-50

3,073

51-200

470

201-500

104

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for athlete wealth management firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “athlete wealth management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 76,585 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Athlete wealth management firms by location

82 lists · largest first

Every Athlete wealth management firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “athlete wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many athlete wealth management firms are there worldwide?

RevenueBase identified 14,993 company matches for athlete wealth management firms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most athlete wealth management firms?

The United States leads with 7,799 companies, followed by France (1,088) and the United Kingdom (979). Every athlete wealth management firms list by country and city is linked on this page.

Which city has the most athlete wealth management firms?

London leads with 239 company records, followed by Paris (215) and New York (162).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 76,585 professional contacts with verified work emails tracked across these 14,993 companies; direct dials are available where recorded.

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 SmartSearch, 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.