Company lists · Data refreshed November 2026
Top 25 Professional athlete estate planners worldwide
RevenueBase identified 4,625 company matches for professional athlete estate planners worldwide as of November 2026 and tracks 74,770 professional contacts across them, including 28,776 with verified work emails. The United States is the largest market and Paris the largest hub.
This list covers company matches for professional athlete estate planners 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 November 6, 2026. Country and city lists for professional athlete estate planners 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.
The 25 largest professional athlete estate planners worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34,536 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,659 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,530 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 1,208 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 720 contacts → | ||||
Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 641 contacts → | ||||
Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 578 contacts → | ||||
Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 561 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 450 contacts → | ||||
Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 436 contacts → | ||||
Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 413 contacts → | ||||
Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 412 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 412 contacts → | ||||
Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 360 contacts → | ||||
Exact match “The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 205 contacts → | ||||
Exact match “Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 187 contacts → | ||||
Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 185 contacts → | ||||
Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 177 contacts → | ||||
Exact match “Cabinet en gestion de patrimoine à Paris.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 168 contacts → | ||||
Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 168 contacts → | ||||
Exact match “Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 143 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 141 contacts → | ||||
Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 132 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 130 contacts → | ||||
Exact match “John Lipaj - Financial Advisor” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 128 contacts → | ||||
Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 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 “professional athlete estate planners”. 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 4,625 professional athlete estate planners worldwide
See the full list, filter by size, metro and specialty, and access 28,776 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Professional athlete estate planners worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 professional athlete estate planners are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “professional athlete estate planners” 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 28,776 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 November 6, 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.
Professional athlete estate planners by location
22 lists · largest firstEvery Professional athlete estate planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Professional athlete estate planners based in the United States2,500
- Professional athlete estate planners based in France529
- Professional athlete estate planners based in the United Kingdom266
- Professional athlete estate planners based in Canada195
- Professional athlete estate planners based in Australia87
- Professional athlete estate planners based in India57
- Professional athlete estate planners based in Germany47
- Professional athlete estate planners based in South Africa46
- Professional athlete estate planners based in Switzerland27
Cities
- Professional athlete estate planners based in Paris, France123
- Professional athlete estate planners based in London, United Kingdom50
- Professional athlete estate planners based in New York, United States49
- Professional athlete estate planners based in Atlanta, United States40
- Professional athlete estate planners based in San Diego, United States33
- Professional athlete estate planners based in Scottsdale, United States33
- Professional athlete estate planners based in Chicago, United States32
- Professional athlete estate planners based in Dallas, United States30
- Professional athlete estate planners based in Houston, United States28
- Professional athlete estate planners based in Los Angeles, United States27
- Professional athlete estate planners based in Austin, United States26
- Professional athlete estate planners based in Boca Raton, United States26
- Professional athlete estate planners based in Lyon, France25
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 “professional athlete estate planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many professional athlete estate planners are there worldwide?
RevenueBase identified 4,625 company matches for professional athlete estate planners worldwide as of November 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 professional athlete estate planners?
The United States leads with 2,500 companies, followed by France (529) and the United Kingdom (266). Every professional athlete estate planners list by country and city is linked on this page.
Which city has the most professional athlete estate planners?
Paris leads with 123 company records, followed by London (51) and New York (49).
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 28,776 professional contacts with verified work emails tracked across these 4,625 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 4,625 professional athlete estate planners worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 professional athlete estate planners worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,625 matching company records for professional athlete estate planners worldwide, with 74,770 tracked contacts and 28,776 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 professional athlete estate planners worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Merrill Lynchml.comHQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,659 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Focus Partnersfocuspartners.comHQ: St. Louis, FL, United StatesReported employees: 1,001-5,000 | St. Louis, FL, United States | 1,001-5,000 | Exact match | 1,530 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,208 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capital Legacycapitallegacy.co.zaHQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 720 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Monetamonetagroup.comHQ: Clayton, CO, United StatesReported employees: 501-1,000 | Clayton, CO, United States | 501-1,000 | Exact match | 641 contacts → |
“Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  MAI Capital Managementmai.capitalHQ: Cleveland, IL, United StatesReported employees: 501-1,000 | Cleveland, IL, United States | 501-1,000 | Exact match | 578 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 561 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Retire On Timeretireontime.netHQ: Ann Arbor, MI, United StatesReported employees: Not recorded | Ann Arbor, MI, United States | Not recorded | Exact match | 450 contacts → |
“4 Reasons Why You Should Hire David E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fiduciary Trust Internationalfiduciarytrust.comHQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 436 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cyrus Herezcyrus-herez.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, AB, CanadaReported employees: 1,001-5,000 | Toronto, AB, Canada | 1,001-5,000 | Exact match | 412 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 412 contacts → |
“We specialise in expert, one-to-one advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rockwills International Grouprockwills.comHQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 360 contacts → |
“The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Charles Monat Associatesmonat.comHQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 205 contacts → |
“Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Larson Financiallarson.comHQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 187 contacts → |
“Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Groupe Euodiaeuodia.frHQ: Neuilly-sur-seine, FranceReported employees: Not recorded | Neuilly-sur-seine, France | Not recorded | Exact match | 177 contacts → |
“Cabinet en gestion de patrimoine à Paris.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  L&a Financela-finance.frHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 168 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Midwest Trust Companymidwesttrust.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Parallel Advisors, LLCparalleladvisors.comHQ: San Francisco, HI, United StatesReported employees: 51-200 | San Francisco, HI, United States | 51-200 | Exact match | 141 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 132 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Raymond James - John Lipajraymondjames.comHQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 130 contacts → |
“John Lipaj - Financial Advisor” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  OATHplanwithoath.comHQ: Tulsa, TX, United StatesReported employees: 51-200 | Tulsa, TX, United States | 51-200 | Exact match | 128 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,625 company matches
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Professional athlete estate planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,601 records in the displayed employee bands.
24 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,625 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Professional athlete estate planners by location
22 lists · largest firstEvery Professional athlete estate planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Professional athlete estate planners based in the United States2,500
- Professional athlete estate planners based in France529
- Professional athlete estate planners based in the United Kingdom266
- Professional athlete estate planners based in Canada195
- Professional athlete estate planners based in Australia87
- Professional athlete estate planners based in India57
- Professional athlete estate planners based in Germany47
- Professional athlete estate planners based in South Africa46
- Professional athlete estate planners based in Switzerland27
Cities
- Professional athlete estate planners based in Paris, France123
- Professional athlete estate planners based in London, United Kingdom50
- Professional athlete estate planners based in New York, United States49
- Professional athlete estate planners based in Atlanta, United States40
- Professional athlete estate planners based in San Diego, United States33
- Professional athlete estate planners based in Scottsdale, United States33
- Professional athlete estate planners based in Chicago, United States32
- Professional athlete estate planners based in Dallas, United States30
- Professional athlete estate planners based in Houston, United States28
- Professional athlete estate planners based in Los Angeles, United States27
- Professional athlete estate planners based in Austin, United States26
- Professional athlete estate planners based in Boca Raton, United States26
- Professional athlete estate planners based in Lyon, France25
Questions about this company list
What does Exact match mean for professional athlete estate planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many professional athlete estate planners did RevenueBase find worldwide?
The saved snapshot records 4,625 matching company records, 74,770 tracked contacts and 28,776 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 professional athlete estate planners worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/professional-athlete-estate-planners.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 professional athlete estate planners worldwide
RevenueBase records 4,625 matching company records for professional athlete estate planners worldwide, with 74,770 tracked contacts and 28,776 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 professional athlete estate planners worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Merrill Lynchml.com HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,659 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Focus Partnersfocuspartners.com HQ: St. Louis, FL, United StatesReported employees: 1,001-5,000 | St. Louis, FL, United States | 1,001-5,000 | Exact match | 1,530 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,208 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capital Legacycapitallegacy.co.za HQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 720 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Monetamonetagroup.com HQ: Clayton, CO, United StatesReported employees: 501-1,000 | Clayton, CO, United States | 501-1,000 | Exact match | 641 contacts → |
“Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | MAI Capital Managementmai.capital HQ: Cleveland, IL, United StatesReported employees: 501-1,000 | Cleveland, IL, United States | 501-1,000 | Exact match | 578 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 561 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Retire On Timeretireontime.net HQ: Ann Arbor, MI, United StatesReported employees: Not recorded | Ann Arbor, MI, United States | Not recorded | Exact match | 450 contacts → |
“4 Reasons Why You Should Hire David E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fiduciary Trust Internationalfiduciarytrust.com HQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 436 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cyrus Herezcyrus-herez.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, AB, CanadaReported employees: 1,001-5,000 | Toronto, AB, Canada | 1,001-5,000 | Exact match | 412 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 412 contacts → |
“We specialise in expert, one-to-one advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rockwills International Grouprockwills.com HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 360 contacts → |
“The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Charles Monat Associatesmonat.com HQ: SingaporeReported employees: 201-500 | Singapore | 201-500 | Exact match | 205 contacts → |
“Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Larson Financiallarson.com HQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 187 contacts → |
“Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Groupe Euodiaeuodia.fr HQ: Neuilly-sur-seine, FranceReported employees: Not recorded | Neuilly-sur-seine, France | Not recorded | Exact match | 177 contacts → |
“Cabinet en gestion de patrimoine à Paris.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | L&a Financela-finance.fr HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 168 contacts → |
“Comment votre patrimoine peut-il refléter votre parcours de vie tout en préparant votre avenir?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Midwest Trust Companymidwesttrust.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Parallel Advisors, LLCparalleladvisors.com HQ: San Francisco, HI, United StatesReported employees: 51-200 | San Francisco, HI, United States | 51-200 | Exact match | 141 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 132 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Raymond James - John Lipajraymondjames.com HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 130 contacts → |
“John Lipaj - Financial Advisor” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | OATHplanwithoath.com HQ: Tulsa, TX, United StatesReported employees: 51-200 | Tulsa, TX, United States | 51-200 | Exact match | 128 contacts → |
“Planning for your future can feel overwhelming.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Professional athlete estate planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,601 records in the displayed employee bands.
24 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,625 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Professional athlete estate planners by location
22 lists · largest firstEvery Professional athlete estate planners list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Professional athlete estate planners based in the United States2,500
- Professional athlete estate planners based in France529
- Professional athlete estate planners based in the United Kingdom266
- Professional athlete estate planners based in Canada195
- Professional athlete estate planners based in Australia87
- Professional athlete estate planners based in India57
- Professional athlete estate planners based in Germany47
- Professional athlete estate planners based in South Africa46
- Professional athlete estate planners based in Switzerland27
Cities
- Professional athlete estate planners based in Paris, France123
- Professional athlete estate planners based in London, United Kingdom50
- Professional athlete estate planners based in New York, United States49
- Professional athlete estate planners based in Atlanta, United States40
- Professional athlete estate planners based in San Diego, United States33
- Professional athlete estate planners based in Scottsdale, United States33
- Professional athlete estate planners based in Chicago, United States32
- Professional athlete estate planners based in Dallas, United States30
- Professional athlete estate planners based in Houston, United States28
- Professional athlete estate planners based in Los Angeles, United States27
- Professional athlete estate planners based in Austin, United States26
- Professional athlete estate planners based in Boca Raton, United States26
- Professional athlete estate planners based in Lyon, France25
Questions about this company list
What does Exact match mean for professional athlete estate planners?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many professional athlete estate planners did RevenueBase find worldwide?
The saved snapshot records 4,625 matching company records, 74,770 tracked contacts and 28,776 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 25 professional athlete estate planners worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/professional-athlete-estate-planners.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗