Company lists · Data refreshed September 2026

Top 17 Personal financial coaches based in Wilmington, United States

RevenueBase identified 39 personal financial coaches headquartered in Wilmington, United States as of September 2026 and tracks 308 professional contacts across them, including 157 with verified work emails. New York is the largest hub.

This list covers personal financial coaches headquartered in Wilmington, 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
39Companies
308Contacts tracked
157Verified emails
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The 17 largest personal financial coaches based in Wilmington, United States

Ranked by team size
Top 17 of 39 personal financial coaches based in Wilmington, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWilmington, DE, United StatesHQ checked Sep 20, 202611-5040 contacts →

Partial evidence

“We provide intimate, intricate financial planning for busy executives and professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceWilmington, DE, United StatesHQ checked Sep 20, 202611-5032 contacts →

Strong evidence

“AKA's role is an advocate for our clients' personal financial goals and business success.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceWilmington, DE, United StatesHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceWilmington, DE, United StatesHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceWilmington, DE, United StatesHQ checked Sep 20, 202611-5019 contacts →

Partial evidence

“Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceWilmington, NC, United StatesHQ checked Sep 20, 202611-5018 contacts →

Partial evidence

“With financial confidence, security follows.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceWilmington, DE, United StatesHQ checked Sep 20, 20261-1013 contacts →

Indirect evidence

“Just about everyone has a different opinion on how you should invest or manage your money.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceWilmington, NC, United StatesHQ checked Sep 20, 20261-1010 contacts →

Partial evidence

“Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceWilmington, NC, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceWilmington, DE, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Serviam is derived from the Latin word to serve.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceWilmington, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceWilmington, NC, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceWilmington, NC, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Our mission is to help you make great financial decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceWilmington, IL, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“We believe that when financial and investment expertise is combined with tax planning and insurance knowledge, we can more clearly address difficult financial decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceWilmington, NC, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Lumina Wealth Management is an investment firm designed to serve as a central hub for all of our clients’ wealth planning and/or financial advisory needs.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceWilmington, MA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Founded by Brian Bond, a Certified Financial Planner® professional (CFP®) and Chartered Market Technician (CMT®), Leverage Financial Advisory is a firm created to help families…”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceWilmington, NC, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“AdvicePoint, LLC is a financial services firm based in Wilmington, North Carolina, that specializes in retirement planning, tax-reduction strategies, and charitable planning.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 17 of 39 personal financial coaches based in Wilmington, United States

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Personal financial coaches based in Wilmington, United States at a glance

As of Sep 20, 2026
51.0%Verified-email coverage
7.9Average contacts per company
1-10Median size (employees)
589.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than for Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 39 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 personal financial coaches, 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 Wilmington, United States whose own description of what they do matches “personal financial coaches”. 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 personal financial coaches), 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 personal financial coaches, and records with no verified work email. Companies headquartered outside Wilmington 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, 157 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.

Personal financial coaches 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 personal financial coaches, 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 personal financial coaches are there based in Wilmington, United States?

RevenueBase identified 39 personal financial coaches headquartered in Wilmington, 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?

Diversified, LLC, headquartered in Wilmington, tops this list with the largest team on record.

Which city has the most personal financial coaches?

New York leads with 230 headquartered companies, followed by Atlanta (179) and Houston (156).

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 157 verified decision-maker contacts tracked across these 39 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.