Company lists · Data refreshed September 2026

Top 22 Holistic financial advisors based in Coral Gables, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 40 companies tracked

RevenueBase identified 40 holistic financial advisors headquartered in Coral Gables, United States as of September 2026 and tracks 207 professional contacts across them, including 107 with verified work emails. New York is the largest hub.

This list covers holistic financial advisors headquartered in Coral Gables, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

40Companies

207Contacts tracked

107Verified emails

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The 22 largest holistic financial advisors based in Coral Gables, United States

Ranked by team size

Top 22 of 40 holistic financial advisors based in Coral Gables, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Evensky & Katz Foldes Wealth Management	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	11-50	47 contacts →
	Partial evidence “An independent Registered Investment Advisory firm founded in Coral Gables over 40 years ago, serving clients nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
2	The Molieri Group LLC	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	11-50	24 contacts →
	Partial evidence “The Molieri Group, LLC is a boutique firm providing quality, personalized financial guidance to large businesses, high net worth individuals and entrepreneurs representing a…” Source: RevenueBase Database · checked Sep 20, 2026
3	Vitality International Limited INC	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	51-200	11 contacts →
	Indirect evidence “En Vitality International Limited Inc, diseñamos programas individuales para satisfacer sus necesidades, mediante un procesos de análisis del perfil del cliente, maximizando su…” Source: RevenueBase Database · checked Sep 20, 2026
4	Meira Wealth	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “For over nearly three decades, we’ve loved coming to work and making a positive difference in our clients' financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
5	Premier Partners	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “PREMIER PARTNERS, LLC, is a financial service firm specializing in providing sophisticated wealth transfer solutions to high-net-worth individuals and corporate clients.” Source: RevenueBase Database · checked Sep 20, 2026
6	Firestone Capital Management	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Firestone Capital Management is a fee-only boutique wealth management and financial planning firm located in Coral Gables, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
7	Premia Global Advisors	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Founder: Miguel Sosa, CIMA Phone: 786 646-9140 msosa@premiaglobaladvisors.com Our priority is to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
8	Campbell Williams, INC	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “We are an Investment Consulting firm, working with high net worth individuals on their long term financial and tax planning.” Source: RevenueBase Database · checked Sep 20, 2026
9	Blackpoint Capital Partners	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “At BlackPoint Capital Partners, our mission is to provide personalized and comprehensive financial guidance to executives, business owners, and British and American expats…” Source: RevenueBase Database · checked Sep 20, 2026
10	Invenio Wealth Partners, LLC	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth…” Source: RevenueBase Database · checked Sep 20, 2026
11	Loyola Asset Management	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At Loyola, we work for a common goal: our clients success.” Source: RevenueBase Database · checked Sep 20, 2026
12	Globalinvest Financial Services INC	Strong evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong evidence “Globalinvest Financial Services (GIFS) is a Registered Investment Advisor based in Coral Gables, Florida, offering personalized financial solutions to both domestic and…” Source: RevenueBase Database · checked Sep 20, 2026
13	Private Wealth Management Of Coral Gables	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “At Private Wealth Management of Coral Gables, we specialize in providing tailored financial solutions for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
14	Rehmann International Wealth Managers	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We are an independent wealth management firm located in Miami, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
15	Fendz Asset Management, INC	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Fendz Asset Management – Elevating Wealth, Enriching Lifestyles Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency serving the…” Source: RevenueBase Database · checked Sep 20, 2026
16	Rivero & Hernandez Pllc	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Our law firm assists clients to attain and keep their wealth through generations and efficient inbound and outbound tax planning.” Source: RevenueBase Database · checked Sep 20, 2026
17	Bayshore Wealth Advisors	Strong evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Bayshore Wealth Advisors is a Registered Investment Advisor, offering comprehensive financial planning and fee-only investment portfolio management services for individuals…” Source: RevenueBase Database · checked Sep 20, 2026
18	Singer Xenos Schechter Sosler Wealth Management	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
19	Snowden Lane Partners	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Understanding our client’s life goals, risk tolerances, time horizons and liquidity needs are the drivers that will guide us in our approach to offering unbiased independent…” Source: RevenueBase Database · checked Sep 20, 2026
20	Great Wealth Investments	Partial evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “An innovative approach to financial advice We provide guidance, advice, and investment options that help you and your family build a secure future.” Source: RevenueBase Database · checked Sep 20, 2026
21	C Wealth Solutions	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “C Wealth Solutions helps you implement strategies that are designed to reduce waste, promote efficiency and allow your money to work harder for you by recapturing lost…” Source: RevenueBase Database · checked Sep 20, 2026
22	Jack Patterson & CO	Indirect evidence	Coral Gables, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: holistic financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 22 of 40 holistic financial advisors based in Coral Gables, United States

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Holistic financial advisors based in Coral Gables, United States at a glance

As of Sep 20, 2026

51.7%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

985.0%Largest-city concentration · New York

Sep 20, 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 Coral Gables, so it is reported there. Company counts and contact totals on this page are exact for Coral Gables, over 40 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among holistic financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Coral Gables, United States whose own description of what they do matches “holistic financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names holistic financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among holistic financial advisors, and records with no verified work email. Companies headquartered outside Coral Gables are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 107 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Holistic financial advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names holistic financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 40 holistic financial advisors headquartered in Coral Gables, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Evensky & Katz Foldes Wealth Management, headquartered in Coral Gables, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

New York leads with 394 headquartered companies, followed by Atlanta (247) and Houston (240).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 107 verified decision-maker contacts tracked across these 40 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.