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Company lists · Data refreshed November 2026

Top 13 Wealth advisors based in Peoria, United States

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 32 companies tracked

RevenueBase identified 32 company matches for wealth advisors associated with Peoria, United States as of November 2026 and tracks 205 professional contacts across them, including 113 with verified work emails. Across the United States, New York is the largest hub for this category (1,159 companies); Peoria has 32.

This list covers company matches for wealth advisors associated with Peoria, 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
32Companies
205Contacts tracked
113Verified emails
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The 13 largest wealth advisors based in Peoria, United States

Ranked by team size
Top 13 of 32 company matches for wealth advisors based in Peoria, 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
Asset Preservation Wealth & TAX
Exact matchPeoria, AZ, United StatesHQ recorded Nov 6, 202611-5040 contacts →

Exact match

“Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2
David Vaughan Investments, LLC
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 202611-5037 contacts →

Exact match

“Since 1977, DVI has served individuals, families, business owners, and institutions as an independent fiduciary wealth advisory firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3
Certified Fiduciary Services, INC
Exact matchPeoria, AZ, United StatesHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Our goal is to enable our clients to maintain their dignity and independence as long as possible.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4
Macro Wealth Management, INC
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Macro Wealth Management is a comprehensive financial services firm that is committed to providing our clients with the clearest path to their financial well-being.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5
Guardian Wealth Management
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Guardian Wealth Management (GWM) is a Registered Investment Advisor (RIA) wealth management firm based out of Peoria, IL dedicated to serving the needs of mass affluent and high…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6
Storehouse Wealth Management
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Christ-serving, family office style financial planning.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7
Anthem Financial
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“At Anthem Financial, we recognize that each individual has his or her own set of values and needs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8
Ketra A. Mytich, LTD
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9
PSP & Associates Retirement Wealth Strategists
Exact matchPeoria, AZ, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“As a successful professional you have always been in control.of EVERYTHING throughout your career.but will you be in control of your retirement?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10
Reatherford Wealth Management LLC
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Reatherford Wealth Management LLC is an independent Registered Investment Adviser (“RIA”) offering Comprehensive Wealth Management to families, businesses, and high-net worth…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11
Lawler Financial
Exact matchPeoria, IL, United StatesHQ recorded Nov 6, 202611-501 contacts →

Exact match

“Stephen C.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12
Conry Financial Services, INC
Exact matchPeoria, AZ, United StatesHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Conry Financial Services Inc, is a financial and estate planning firm which specializes in working with retirees.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13
Rock Martin Private Wealth Management
Exact matchPeoria, AZ, United StatesHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Rock Martin Private Wealth Management, an all inclusive investment and tax planning firm.”

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

Showing 13 of 32 wealth advisors based in Peoria, United States

See the full list, filter by size, metro and specialty, and access 113 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth advisors based in Peoria, United States at a glance

As of Nov 6, 2026
55.1%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
9
51-200
1

Email recency for this list is measured across the whole United States list rather than for Peoria, so it is reported there. Company counts and contact totals on this page are exact for Peoria, over 32 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 Peoria, 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 113 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 Peoria, United States?

RevenueBase identified 32 company matches for wealth advisors associated with Peoria, 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?

Asset Preservation Wealth & TAX 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). Peoria has 32.

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 113 professional contacts with verified work emails tracked across these 32 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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