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Company lists · Data refreshed November 2026

Top 12 Wealth advisors based in Appleton, United States

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

RevenueBase identified 30 company matches for wealth advisors associated with Appleton, United States as of November 2026 and tracks 9,293 professional contacts across them, including 4,837 with verified work emails. Across the United States, New York is the largest hub for this category (1,159 companies); Appleton has 30.

This list covers company matches for wealth advisors associated with Appleton, 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
9,293Contacts tracked
4,837Verified emails
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The 12 largest wealth advisors based in Appleton, United States

Ranked by team size
Top 12 of 30 company matches for wealth advisors based in Appleton, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1
Avaii Wealth Management
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2
Mcglone Suttner Wealth Management, INC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“As a Registered Investment Advisory Firm, we believe in a client-centric approach that centers around "Your Family.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3
Winch Financial
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“For more than 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4
Thrivent Trust Company
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“Experienced financial advisors, Thrivent trust professionals, attorneys and financial analysts ready to meet your trust needs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5
Conceptual Financial Advisors, LLC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Conceptual Financial Advisors, LLC is a financial planning and investment advisory firm located in Appleton, WI.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6
Dreyer Wealth Management, LLC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“We are an independent wealth management firm dedicated to providing personalized financial planning services to individuals, families, and businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7
Goalbridge Wealth Management
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Providing wealth management services to business owners and prodigious savers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8
ETF Model Solutions, LLC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-504 contacts →

Exact match

“ETF Model Solutions, LLC is a third-party strategist providing asset management and advisory services to advisors, institutions, and individuals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9
Weyenberg Financial, LLC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 20261-103 contacts →

Exact match

“We partner with clients to provide trusted financial advice based on active listening, thorough planning, and diverse service, and product offerings to provide financial peace of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10
Provisions Wealth Planners
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 202611-502 contacts →

Exact match

“Financial Planning and investment services for families, individuals and businesses throughout the Fox Cities and beyond.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11
Donze CPA LLC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Forward thinking.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12
Wilson Financial, LLC
Exact matchAppleton, WI, United StatesHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 12 of 30 wealth advisors based in Appleton, United States

See the full list, filter by size, metro and specialty, and access 4,837 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth advisors based in Appleton, United States at a glance

As of Nov 6, 2026
52.0%Verified-email coverage
309.8Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
8
51-200
2
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Appleton, so it is reported there. Company counts and contact totals on this page are exact for Appleton, 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 Appleton, United States whose business descriptions match “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 4,837 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.

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

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

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

Avaii Wealth Management 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 wealth advisors?

New York leads the United States with 1,159 company records, followed by Atlanta (467) and Houston (443). Appleton 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 4,837 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.

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