Company lists · Data refreshed November 2026

Top 11 Holistic financial advisors based in Mckinney, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 26 companies tracked

RevenueBase identified 26 company matches for holistic financial advisors associated with Mckinney, United States as of November 2026 and tracks 71 professional contacts across them, including 23 with verified work emails. Across the United States, New York is the largest hub for this category (546 companies); Mckinney has 26.

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

26Companies

71Contacts tracked

23Verified emails

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The 11 largest holistic financial advisors based in Mckinney, United States

Ranked by team size

Top 11 of 26 company matches for holistic financial advisors based in Mckinney, 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	Terra Firma Business And Financial Consultants LLC	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “At Terra Firma, we help doctors and successful business owners achieve peace and total confidence in their financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	FBS Group	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “At Frisco Business Solutions Group (FBS) Inc DBA FBS Securities, we provide innovative and personalized financial solutions to help individuals and businesses achieve their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Mckinney Wealth Management	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “McKinney Wealth Management is an investment firm founded in 1978 that specializes in wealth management, estate and tax planning, and insurance/risk planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	GMR Financial Group	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Journey of an IT Consultant to a Financial Services Consultant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	MCF Capital Management, LLC	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “MCF Capital Management, LLC is an independent, family-run, financial services firm located in Orange County, California and in the Dallas-Fort Worth Metroplex in Texas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Fullcircle Wealth	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Based in McKinney, Texas, FullCircle Wealth is an employee-owned, SEC Registered Investment Advisor (RIA).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Texan Wealth Management	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Our first priority is helping you take care of yourself and your family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Blue Fountain Wealth	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Blue Fountain was founded in 2017 first and foremost to be the answer to the question “Is my financial advisor acting independently and in my best interest or in the interest of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Ataroke Wealth	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Ataroke was founded based on two core beliefs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	LX Parker Wealth Management	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “We Manage Your Wealth So You Can Enjoy Yourself.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Harman Rogowski & Associates	Exact match	Mckinney, TX, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof.” 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 11 of 26 holistic financial advisors based in Mckinney, United States

See the full list, filter by size, metro and specialty, and access 23 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Nov 6, 2026

32.4%Verified-email coverage

2.7Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

Email recency for this list is measured across the whole United States list rather than for Mckinney, so it is reported there. Company counts and contact totals on this page are exact for Mckinney, over 26 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 Mckinney, 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 23 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 Mckinney, United States?

RevenueBase identified 26 company matches for holistic financial advisors associated with Mckinney, 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?

Terra Firma Business And Financial Consultants LLC 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). Mckinney has 26.

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 23 professional contacts with verified work emails tracked across these 26 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.