Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms worldwide

RevenueBase identified 14,993 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 athlete wealth management firms worldwide, 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. 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 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
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 athlete wealth management firms worldwide, 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 evidenceNew York, NY, United StatesHQ checked Sep 30, 202610001+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
2Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 30, 20265,001-10,0006,589 contacts →

Strong evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 30, 2026
3Indirect evidenceCirencester, United KingdomHQ checked Sep 30, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 30, 2026
4Strong evidencePhiladelphia, United StatesHQ checked Sep 30, 20261,001-5,0002,611 contacts →

Strong evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceBois-colombes, FranceHQ checked Sep 30, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 30, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 30, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceLondon, United KingdomHQ checked Sep 30, 20261,001-5,0001,927 contacts →

Partial evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceOverland Park, KS, United StatesHQ checked Sep 30, 20261,001-5,0001,885 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
9Partial evidenceMelbourne, AustraliaHQ checked Sep 30, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceCharlotte, NC, United StatesHQ checked Sep 30, 20261,001-5,0001,661 contacts →

Partial evidence

“Building wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceToronto, CanadaHQ checked Sep 30, 2026501-1,0001,555 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidencePlymouth, MN, United StatesHQ checked Sep 30, 20261,001-5,0001,516 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 30, 20261,001-5,0001,482 contacts →

Indirect evidence

“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 30, 2026501-1,0001,434 contacts →

Indirect evidence

“Are you looking to amplify and simplify your financial life?”

Source: RevenueBase Database · checked Sep 30, 2026
15Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 20261,001-5,0001,249 contacts →

Strong evidence

“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202610001+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
17Strong evidenceWaterfall, South AfricaHQ checked Sep 30, 2026501-1,0001,173 contacts →

Strong evidence

“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceZürich, SwitzerlandHQ checked Sep 30, 20261,001-5,000948 contacts →

Indirect evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 30, 2026
19Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 2026501-1,000941 contacts →

Strong evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 30, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 30, 20261,001-5,000837 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
21Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 30, 2026n/a810 contacts →

Indirect evidence

“Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.”

Source: RevenueBase Database · checked Sep 30, 2026
22Partial evidenceChicago, IL, United StatesHQ checked Sep 30, 202610001+771 contacts →

Partial evidence

“Any successful wealth plan begins with a thorough discussion of your ambitions.”

Source: RevenueBase Database · checked Sep 30, 2026
23Partial evidenceLondon, United KingdomHQ checked Sep 30, 2026501-1,000721 contacts →

Partial evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
24Partial evidenceEnglewood, NJ, United StatesHQ checked Sep 30, 2026501-1,000692 contacts →

Partial evidence

“Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.”

Source: RevenueBase Database · checked Sep 30, 2026
25Indirect evidenceBirmingham, United KingdomHQ checked Sep 30, 2026501-1,000689 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 14,993 athlete wealth management firms worldwide

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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
42
1,001-5,000
44
5,001-10,000
7
10001+
29

Email recency is reported on each country list linked below.

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.
Coverage
Every country. Country and city lists for athlete wealth management firms are linked below.
What qualifies
Companies worldwide 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.
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, 76,585 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 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 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 worldwide?

RevenueBase identified 14,993 athlete wealth management firms worldwide 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 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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 76,585 verified decision-maker contacts tracked across these 14,993 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.