Company lists · Data refreshed November 2026

Top 9 Holistic financial advisors based in Appleton, United States

Name: Holistic financial advisors based in Appleton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 25 companies tracked

RevenueBase identified 25 company matches for holistic financial advisors associated with Appleton, United States as of November 2026 and tracks 9,274 professional contacts across them, including 4,828 with verified work emails. Across the United States, New York is the largest hub for this category (546 companies); Appleton has 25.

This list covers company matches for holistic 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

25Companies

9,274Contacts tracked

4,828Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 9 largest holistic financial advisors based in Appleton, United States

Ranked by team size

Top 9 of 25 company matches for holistic financial advisors based in Appleton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Avaii Wealth Management	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	11-50	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	Mcglone Suttner Wealth Management, INC	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	11-50	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	Winch Financial	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	11-50	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	Conceptual Financial Advisors, LLC	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	1-10	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	Dreyer Wealth Management, LLC	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	1-10	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	Goalbridge Wealth Management	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	1-10	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	Weyenberg Financial, LLC	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	1-10	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	Provisions Wealth Planners	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	11-50	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	Donze CPA LLC	Exact match	Appleton, WI, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Forward thinking.” 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 “holistic 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 9 of 25 holistic financial advisors based in Appleton, United States

See the full list, filter by size, metro and specialty, and access 4,828 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Holistic financial advisors based in Appleton, United States at a glance

As of Nov 6, 2026

52.1%Verified-email coverage

371.0Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

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 “holistic 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 4,828 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.

Holistic financial advisors by metro in the United States

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 “holistic financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many holistic financial advisors are there based in Appleton, United States?

RevenueBase identified 25 company matches for holistic 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 holistic financial advisors?

New York leads the United States with 546 company records, followed by Houston (338) and Atlanta (325). 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 4,828 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 holistic financial advisors based in Appleton, United States. Start with a free account, no credit card.

Download this list →

Related lists

Holistic financial advisors by geography

Browse the directory

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.