Company lists · Data refreshed November 2026

Top 13 Holistic financial advisors based in Gainesville, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 29 companies tracked

RevenueBase identified 29 company matches for holistic financial advisors associated with Gainesville, United States as of November 2026 and tracks 217 professional contacts across them, including 128 with verified work emails. Across the United States, New York is the largest hub for this category (546 companies); Gainesville has 29.

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

29Companies

217Contacts tracked

128Verified emails

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The 13 largest holistic financial advisors based in Gainesville, United States

Ranked by team size

Top 13 of 29 company matches for holistic financial advisors based in Gainesville, 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	Koss Olinger	Exact match	Gainesville, FL, United StatesHQ recorded Nov 6, 2026	11-50	32 contacts →
	Exact match “Koss Olinger, a Gainesville, Florida based wealth management firm, was founded by Bill Koss and Bill Olinger in 1969.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	JT Stratford Wealth Management	Exact match	Gainesville, GA, United StatesHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “For over 30 years, JT Stratford has helped individuals just like you plan for their financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	SGL Wealth Management Group	Exact match	Gainesville, GA, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “SGL Wealth Management Group helps clients manage their assets by utilizing the efficient financial planning strategy known as 'S.G.L.' or Strategic Guidance for Life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Moore's Wealth Management	Exact match	Gainesville, GA, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “We are committed to providing our clients with the highest level of care possible.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Robinson Financial Group	Exact match	Gainesville, FL, United StatesHQ recorded Nov 6, 2026	11-50	7 contacts →
	Exact match “Robinson Financial Group is here to help you make better financial decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Stribling Whalen Financial Group, Rjfs	Exact match	Gainesville, GA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Firmly rooted in the Gainesville area, the Stribling~Whalen Financial Group is dedicated to building client relationships based on trust, regular client communication and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Cornerstone Financial Group	Exact match	Gainesville, FL, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “Independent fiduciary financial firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Windsor Wealth Planners & Strategists	Exact match	Gainesville, GA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Prosperity Wealth Advisors	Exact match	Gainesville, GA, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We provide a wide range of financial services to help individuals, business owners and families develop strategies on how to build and secure wealth in order to achieve financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	C10 Financial	Exact match	Gainesville, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Providing experience and support, C10 Financial can help you make wiser retirement decisions which impact both you and your family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Insight Wealth Management, INC	Exact match	Gainesville, VA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Insight Wealth Management, Inc.(IWM) is a fee-only, independent Registered Investment Advisor in Gainesville, Virginia serving individuals, families, charitable organizations and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Westbrook Insurance	Exact match	Gainesville, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Westbrook Insurance & Financial Services: We are experts when it comes to Healthcare / Wealthcare Planning for Mature Floridians.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Infinite Dream Builders Corp	Exact match	Gainesville, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 13 of 29 holistic financial advisors based in Gainesville, United States

See the full list, filter by size, metro and specialty, and access 128 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Nov 6, 2026

59.0%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Gainesville, so it is reported there. Company counts and contact totals on this page are exact for Gainesville, over 29 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 Gainesville, 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 128 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 Gainesville, United States?

RevenueBase identified 29 company matches for holistic financial advisors associated with Gainesville, 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?

Koss Olinger 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). Gainesville has 29.

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 128 professional contacts with verified work emails tracked across these 29 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.

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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.