Company lists · Data refreshed November 2026
Top 10 Financial advisors based in Appleton, United States
RevenueBase identified 25 company matches for financial advisors associated with Appleton, United States as of November 2026 and tracks 339 professional contacts across them, including 211 with verified work emails. Across the United States, New York is the largest hub for this category (628 companies); Appleton has 25.
This list covers company matches for financial advisors associated with Appleton, United States, 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.
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 10 largest financial advisors based in Appleton, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 17 contacts → | ||||
Exact match “The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “As a Registered Investment Advisory Firm, we believe in a client-centric approach that centers around "Your Family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 5 contacts → | ||||
Exact match “Conceptual Financial Advisors, LLC is a financial planning and investment advisory firm located in Appleton, WI.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 4 contacts → | ||||
Exact match “We are an independent wealth management firm dedicated to providing personalized financial planning services to individuals, families, and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 4 contacts → | ||||
Exact match “Providing wealth management services to business owners and prodigious savers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 3 contacts → | ||||
Exact match “We partner with clients to provide trusted financial advice based on active listening, thorough planning, and diverse service, and product offerings to provide financial peace of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 2 contacts → | ||||
Exact match “Financial Planning and investment services for families, individuals and businesses throughout the Fox Cities and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 2 contacts → | ||||
Exact match “Forward thinking.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 1 contacts → | ||||
Exact match “Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm.” 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 “financial advisors”. 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 10 of 25 financial advisors based in Appleton, United States
See the full list, filter by size, metro and specialty, and access 211 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisors based in Appleton, United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Appleton, so it is reported there. Company counts and contact totals on this page are exact for Appleton, over 25 companies.
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.
- What qualifies
- Company records associated with Appleton, United States whose business descriptions match “financial advisors” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 211 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.
Financial advisors by metro in the United States
- Financial advisors in New York628
- Financial advisors in Houston344
- Financial advisors in Atlanta328
- Financial advisors in San Diego284
- Financial advisors in Dallas282
- Financial advisors in Chicago260
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- Financial advisors in Charlotte214
- Financial advisors in Denver207
- Financial advisors in Los Angeles194
- Financial advisors in San Francisco187
- Financial advisors in Tampa184
- Financial advisors in Miami177
- Financial advisors in Boston173
- Financial advisors in Cincinnati146
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- Financial advisors in Dublin46
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- Financial advisors in St. Petersburg46
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- Financial advisors in Carmel39
- Financial advisors in Charlottesville39
- Financial advisors in Chesterfield39
- Financial advisors in Southlake39
- Financial advisors in Westport39
- Financial advisors in Carlsbad38
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- Financial advisors in San Ramon34
- Financial advisors in Stamford34
- Financial advisors in Towson33
- Financial advisors in Westlake33
- Financial advisors in Fairfield32
- Financial advisors in Gilbert32
- Financial advisors in Salem32
- Financial advisors in Southfield32
- Financial advisors in Bend31
- Financial advisors in Durham31
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- Financial advisors in Huntsville31
- Financial advisors in Portsmouth31
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- Financial advisors in Brookfield30
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- Financial advisors in La Jolla30
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- Financial advisors in Palm Beach Gardens30
- Financial advisors in Berwyn29
- Financial advisors in Oak Brook29
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- Financial advisors in Beachwood27
- Financial advisors in Jupiter27
- Financial advisors in New Orleans27
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- Financial advisors in Shreveport27
- Financial advisors in Sioux Falls27
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- Financial advisors in Allentown26
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- Financial advisors in Mesa26
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- Financial advisors in Santa Monica26
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- Financial advisors in Woodstock26
- Financial advisors in Conshohocken25
- Financial advisors in Fairfax25
- Financial advisors in Farmington25
- Financial advisors in Marlton25
- Financial advisors in Morristown25
- Financial advisors in Roanoke25
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 “financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisors are there based in Appleton, United States?
RevenueBase identified 25 company matches for financial advisors associated with Appleton, United States 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?
Avaii Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial advisors?
New York leads the United States with 628 company records, followed by Houston (344) and Atlanta (328). Appleton has 25.
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 211 professional contacts with verified work emails tracked across these 25 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 25 financial advisors based in Appleton, United States. 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 10 financial advisors based in Appleton, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 25 matching company records for financial advisors based in Appleton, United States, with 339 tracked contacts and 211 verified work emails.
This public preview shows 10 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 10 financial advisors based in Appleton, United States
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 |  Avaii Wealth Managementavaii.comHQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 17 contacts → |
“The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mcglone Suttner Wealth Management, INCmcglonesuttner.comHQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 17 contacts → |
“As a Registered Investment Advisory Firm, we believe in a client-centric approach that centers around "Your Family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Winch Financialwinchfinancial.comHQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 14 contacts → |
“For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Conceptual Financial Advisors, LLContrackadvisor.comHQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 5 contacts → |
“Conceptual Financial Advisors, LLC is a financial planning and investment advisory firm located in Appleton, WI.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Dreyer Wealth Management, LLCdreyerwealth.comHQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 4 contacts → |
“We are an independent wealth management firm dedicated to providing personalized financial planning services to individuals, families, and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Goalbridge Wealth Managementgoalbridgewealth.comHQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 4 contacts → |
“Providing wealth management services to business owners and prodigious savers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Weyenberg Financial, LLCweyenbergfinancial.comHQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 3 contacts → |
“We partner with clients to provide trusted financial advice based on active listening, thorough planning, and diverse service, and product offerings to provide financial peace of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Provisions Wealth Plannersprovisionswealthplanners.comHQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 2 contacts → |
“Financial Planning and investment services for families, individuals and businesses throughout the Fox Cities and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Donze CPA LLCdonzecpa.comHQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 2 contacts → |
“Forward thinking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wilson Financial, LLCwilsonfinancialcpa.comHQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 1 contacts → |
“Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 10 of 25 company matches
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Financial advisors: 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
24 records in the displayed employee bands.
1 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 United States list rather than for Appleton, so it is reported there. Company counts and contact totals on this page are exact for Appleton, over 25 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 ↗
Financial advisors by metro in the United States
- Financial advisors in New York628
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- Financial advisors in Atlanta328
- Financial advisors in San Diego284
- Financial advisors in Dallas282
- Financial advisors in Chicago260
- Financial advisors in Austin237
- Financial advisors in Scottsdale227
- Financial advisors in Charlotte214
- Financial advisors in Denver207
- Financial advisors in Los Angeles194
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- Financial advisors in Miami177
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- Financial advisors in Southlake39
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- Financial advisors in Stamford34
- Financial advisors in Towson33
- Financial advisors in Westlake33
- Financial advisors in Fairfield32
- Financial advisors in Gilbert32
- Financial advisors in Salem32
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- Financial advisors in Bend31
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- Financial advisors in Brookfield30
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- Financial advisors in Mount Pleasant30
- Financial advisors in Palm Beach Gardens30
- Financial advisors in Berwyn29
- Financial advisors in Oak Brook29
- Financial advisors in St. Paul29
- Financial advisors in Vancouver29
- Financial advisors in Canton28
- Financial advisors in Cedar Rapids28
- Financial advisors in Gainesville28
- Financial advisors in Meridian28
- Financial advisors in Orange28
- Financial advisors in Syracuse28
- Financial advisors in Winter Park28
- Financial advisors in Worcester28
- Financial advisors in Beachwood27
- Financial advisors in Jupiter27
- Financial advisors in New Orleans27
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- Financial advisors in Shreveport27
- Financial advisors in Sioux Falls27
- Financial advisors in Tallahassee27
- Financial advisors in Toledo27
- Financial advisors in Torrance27
- Financial advisors in Allentown26
- Financial advisors in Glendale26
- Financial advisors in Hunt Valley26
- Financial advisors in Mesa26
- Financial advisors in Oakland26
- Financial advisors in Peoria26
- Financial advisors in Santa Monica26
- Financial advisors in Waltham26
- Financial advisors in Woodstock26
- Financial advisors in Conshohocken25
- Financial advisors in Fairfax25
- Financial advisors in Farmington25
- Financial advisors in Marlton25
- Financial advisors in Morristown25
- Financial advisors in Roanoke25
Questions about this company list
What does Exact match mean for financial advisors?
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 financial advisors did RevenueBase find based in Appleton, United States?
The saved snapshot records 25 matching company records, 339 tracked contacts and 211 verified emails. The public preview displays 10 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
Financial advisors by geography
- Financial advisors based in the United States
- Financial advisors based in the United Kingdom
- Financial advisors based in Australia
- Financial advisors based in Canada
- Financial advisors based in France
- Financial advisors based in Brazil
- Financial advisors based in Germany
- Financial advisors based in the Netherlands
- Financial advisors based in South Africa
- Financial advisors based in Mexico
- Financial advisors based in Switzerland
- Financial advisors based in Ireland
Cite this list
RevenueBase Data Team. Top 10 financial advisors based in Appleton, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisors/united-states/appleton.
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 10 financial advisors based in Appleton, United States
RevenueBase records 25 matching company records for financial advisors based in Appleton, United States, with 339 tracked contacts and 211 verified work emails.
This public preview shows 10 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 10 financial advisors based in Appleton, United States
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 | Avaii Wealth Managementavaii.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 17 contacts → |
“The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mcglone Suttner Wealth Management, INCmcglonesuttner.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 17 contacts → |
“As a Registered Investment Advisory Firm, we believe in a client-centric approach that centers around "Your Family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Winch Financialwinchfinancial.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 14 contacts → |
“For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Conceptual Financial Advisors, LLContrackadvisor.com HQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 5 contacts → |
“Conceptual Financial Advisors, LLC is a financial planning and investment advisory firm located in Appleton, WI.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dreyer Wealth Management, LLCdreyerwealth.com HQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 4 contacts → |
“We are an independent wealth management firm dedicated to providing personalized financial planning services to individuals, families, and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Goalbridge Wealth Managementgoalbridgewealth.com HQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 4 contacts → |
“Providing wealth management services to business owners and prodigious savers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Weyenberg Financial, LLCweyenbergfinancial.com HQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 3 contacts → |
“We partner with clients to provide trusted financial advice based on active listening, thorough planning, and diverse service, and product offerings to provide financial peace of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Provisions Wealth Plannersprovisionswealthplanners.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 2 contacts → |
“Financial Planning and investment services for families, individuals and businesses throughout the Fox Cities and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Donze CPA LLCdonzecpa.com HQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 2 contacts → |
“Forward thinking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wilson Financial, LLCwilsonfinancialcpa.com HQ: Appleton, WI, United StatesReported employees: 1-10 | Appleton, WI, United States | 1-10 | Exact match | 1 contacts → |
“Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 10 of 25 company matches
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Financial advisors: 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
24 records in the displayed employee bands.
1 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 United States list rather than for Appleton, so it is reported there. Company counts and contact totals on this page are exact for Appleton, over 25 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 ↗
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Questions about this company list
What does Exact match mean for financial advisors?
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 financial advisors did RevenueBase find based in Appleton, United States?
The saved snapshot records 25 matching company records, 339 tracked contacts and 211 verified emails. The public preview displays 10 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
Financial advisors by geography
- Financial advisors based in the United States
- Financial advisors based in the United Kingdom
- Financial advisors based in Australia
- Financial advisors based in Canada
- Financial advisors based in France
- Financial advisors based in Brazil
- Financial advisors based in Germany
- Financial advisors based in the Netherlands
- Financial advisors based in South Africa
- Financial advisors based in Mexico
- Financial advisors based in Switzerland
- Financial advisors based in Ireland
Cite this list
RevenueBase Data Team. Top 10 financial advisors based in Appleton, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisors/united-states/appleton.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗