Company lists · Data refreshed November 2026

Top 14 Holistic financial advisors based in Beachwood, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 27 companies tracked

RevenueBase identified 27 company matches for holistic financial advisors associated with Beachwood, United States as of November 2026 and tracks 191 professional contacts across them, including 107 with verified work emails. Across the United States, New York is the largest hub for this category (546 companies); Beachwood has 27.

This list covers company matches for holistic financial advisors associated with Beachwood, 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

27Companies

191Contacts tracked

107Verified emails

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

The 14 largest holistic financial advisors based in Beachwood, United States

Ranked by team size

Top 14 of 27 company matches for holistic financial advisors based in Beachwood, 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	Zinner & CO	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	11-50	23 contacts →
	Exact match “As a trusted adviser for clients since 1938, Zinner & Co.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	MGO INC	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	11-50	23 contacts →
	Exact match “Established in 1939, MGO provides “Total Solution” retirement plan consulting and administration services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Beacon Financial Partners	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Beacon Financial Partners is a comprehensive planning and wealth management firm that seeks to provide independent, objective advice to our clients, and provide the ultimate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	CM Wealth Advisors	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “CM Wealth Advisors is a comprehensive wealth, personal financial management, and investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	D'amore Tatman Group	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “About Our Firm Since our firm has been providing quality, personalized financial guidance to local individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Sable Group LLC	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Sable Group is focused on tax planning and compliance solutions for individuals, businesses and trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Stratos Investment Management	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Stratos Investment Management supports advisors in the construction of complex investment solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	North Star Advisory Group	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Just as we have for more than a decade, the investment advisor representatives at North Star focus on assisting individuals, families and small businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Wealth Advocate Group	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “At Wealth Advocate Group we take a meticulous approach to every detail that can impact your financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Eisner Gohn Group LLC	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “At Eisner Gohn Group, we often say we are in the business of life assurance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Wernick Spear Wealth Managers	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Wernick Spear Wealth Managers is an independent financial planning and wealth management firm in Northeast Ohio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Adaptive Financial Consulting	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Adaptive Financial specializes in advanced financial planning solutions for successful families, businesses, and their advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Olympia Wealth And Life Management	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Building the life you’ve always envisioned starts with the right mindset.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Tyler-Stone Group	Exact match	Beachwood, OH, United StatesHQ recorded Nov 6, 2026	51-200	2 contacts →
	Exact match “Tyler-Stone Group was founded in 1995 to serve the diverse needs of individuals, families, and business owners seeking dynamic service and access to the full spectrum of…” 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 14 of 27 holistic financial advisors based in Beachwood, United States

See the full list, filter by size, metro and specialty, and access 107 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 Beachwood, United States at a glance

As of Nov 6, 2026

56.0%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Beachwood, so it is reported there. Company counts and contact totals on this page are exact for Beachwood, over 27 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 Beachwood, 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 107 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 Beachwood, United States?

RevenueBase identified 27 company matches for holistic financial advisors associated with Beachwood, 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?

Zinner & CO 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). Beachwood has 27.

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 107 professional contacts with verified work emails tracked across these 27 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 27 holistic financial advisors based in Beachwood, 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.