Company lists · Data refreshed November 2026

Top 11 Private wealth advisors based in Gilbert, United States

Name: Private wealth advisors based in Gilbert, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 30 companies tracked

RevenueBase identified 30 company matches for private wealth advisors associated with Gilbert, United States as of November 2026 and tracks 95 professional contacts across them, including 36 with verified work emails. Across the United States, New York is the largest hub for this category (688 companies); Gilbert has 30.

This list covers company matches for private wealth advisors associated with Gilbert, 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

30Companies

95Contacts tracked

36Verified emails

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The 11 largest private wealth advisors based in Gilbert, United States

Ranked by team size

Top 11 of 30 company matches for private wealth advisors based in Gilbert, 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	Rayhons Financial	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	14 contacts →
	Exact match “Welcome to Rayhons Financial!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Saturn Wealth	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “As an independent financial services firm, Saturn Wealth approaches the process of helping clients plan for their future with care, consideration and commitment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Wealth Guardian Group, Pllc	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “The Wealth Guardian Group, PLLC is an independent, privately-owned, fee-based registered investment advisor located in Gilbert, Arizona.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Estate Planning Specialists	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	11-50	5 contacts →
	Exact match “Established in 1988, Estate Planning Specialists, LLC has assisted thousands of American's properly plan their estates.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Elevated Wealth Management Group	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We understand that it's not just about finances; it's about the dreams, aspirations, and legacies you wish to create.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Heritage Financial Strategies	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “Investing is really simple – but the industry and all its jargon makes it complicated.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Benjamin Consulting Pllc	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “For years, Benjamin Consulting PLLC has been providing quality, personalized financial guidance to individuals and businesses throughout the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Brightguide Financial, LLC	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “BrightGuide Financial is an independent, privately held wealth management firm in AZ, offering fiduciary investment management, comprehensive financial planning, and insurance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	J. Martin Wealth Management	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Focusing as an educator on 401(k) rollover decisions helps people like you understand their options as you transition into a new career or retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	W Wealth Advisors	Exact match	Gilbert, AZ, 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
11	SAN TAN Planning & Investments	Exact match	Gilbert, AZ, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “San Tan Planning & Investments provide a full spectrum of services including Wealth Management, Retirement Planning, Tax Optimization, Estate Strategies, Cash Flow Strategies, and…” 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 “private wealth 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 30 private wealth advisors based in Gilbert, United States

See the full list, filter by size, metro and specialty, and access 36 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private wealth advisors based in Gilbert, United States at a glance

As of Nov 6, 2026

37.9%Verified-email coverage

3.2Average 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 Gilbert, so it is reported there. Company counts and contact totals on this page are exact for Gilbert, over 30 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 Gilbert, United States whose business descriptions match “private wealth 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 36 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.

Private wealth 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 “private wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private wealth advisors are there based in Gilbert, United States?

RevenueBase identified 30 company matches for private wealth advisors associated with Gilbert, 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?

Rayhons Financial 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 private wealth advisors?

New York leads the United States with 688 company records, followed by Atlanta (331) and Houston (328). Gilbert has 30.

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 36 professional contacts with verified work emails tracked across these 30 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.