Company lists · Data refreshed November 2026

Top 19 Holistic financial advisors based in Winter Park, United States

Name: Holistic financial advisors based in Winter Park, 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 Winter Park, United States as of November 2026 and tracks 147 professional contacts across them, including 77 with verified work emails. Across the United States, New York is the largest hub for this category (546 companies); Winter Park has 29.

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

147Contacts tracked

77Verified emails

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The 19 largest holistic financial advisors based in Winter Park, United States

Ranked by team size

Top 19 of 29 company matches for holistic financial advisors based in Winter Park, 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	Nelson Financial Planning	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “At Nelson Financial Planning, we believe that financial peace of mind is not a luxury-it’s a necessity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Lyons Wealth Management	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Financial Harvest Wealth Advisors	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	16 contacts →
	Exact match “Financial Harvest Wealth Advisors is a full-service registered investment advisor offering a wide range of wealth management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Fortress Wealth Group	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “We’re not your typical wealth management firm-and that’s by design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Poparad Advisors	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “At Poparad Advisors, we offer a smart and holistic approach to your tax and business planning needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Spraker West Wealth Management, INC	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Edwards Financial Services INC	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Grafton Wealth Advisors	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Building and preserving legacy and multi-generational wealth in families takes hard work, commitment, experience and knowledge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	First Choice Wealth & Retirement	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “A holistic team-based approach to wealth management & retirement planning incorporating (through strategic partnerships) legal/estate planning, insurance and tax strategy to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Jreige Management Group	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At Jreige Management Group, we provide concierge accounting for business owners, families, entrepreneurs, and high-net-worth individuals who want clarity without complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Lakeshore Advisors	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We provide a thoughtful and meticulous process to wealth creation and preservation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Chairvolotti Financial	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Chairvolotti Financial is headquartered in Winter Park, FL.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	4th Generation Financial	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Many people remember a time when financial advisors could be trusted to do the right thing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Meeks Capital	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Boutique Financial Planning and Investment Advisor working to help better the lives of others.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Frankly Finances	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “We are a flat-fee/hourly financial planning firm focused on educating and empowering investors by providing them with the tools, knowledge, and advice to take ownership of their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Sandhill Wealth Management	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	11-50	1 contacts →
	Exact match “We all have goals when it comes to our finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Blue Tree Financial	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Altior Capital	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Altior Capital is absolutely committed to our clients and aspires to deliver a superior investment service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Breed's Hill Wealth Management	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “At Breed's Hill Wealth Management, it is our purpose to help our clients all across the country pursue their financial goals with exceptional guidance and personalized service…” 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 19 of 29 holistic financial advisors based in Winter Park, United States

See the full list, filter by size, metro and specialty, and access 77 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Holistic financial advisors based in Winter Park, United States at a glance

As of Nov 6, 2026

52.4%Verified-email coverage

5.1Average 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 Winter Park, so it is reported there. Company counts and contact totals on this page are exact for Winter Park, 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 Winter Park, 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 77 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 Winter Park, United States?

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

Nelson Financial Planning 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). Winter Park 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 77 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.