Company lists · Data refreshed September 2026

Top 16 401k plan advisors based in Louisville, United States

RevenueBase identified 25 401k plan advisors headquartered in Louisville, United States as of September 2026 and tracks 244 professional contacts across them, including 142 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Louisville, 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 19, 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 19, 2026 86% judged on-target in blind review
25Companies
244Contacts tracked
142Verified emails
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The 16 largest 401k plan advisors based in Louisville, United States

Ranked by team size
Top 16 of 25 401k plan advisors based in Louisville, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: 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
1Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 202651-200101 contacts →

Indirect evidence

“Strategic Wealth Designers is an independent financial planning firm with locations nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“Stegner Investment Associates, Inc.(SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-109 contacts →

Partial evidence

“We’re Taylor Advisors, and we’re the agents who bring about change to financial institutions just like yours.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-109 contacts →

Partial evidence

“CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Equipping people to lead better financial lives.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Winebrenner Capital Management is a Registered Investment Adviser based in Louisville, KY, built on a foundation of responsibility, integrity, and experience.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Your financial goals are our priority.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“If you’re preparing for retirement, you have the chance of a lifetime.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“We are passionate about knowing you better, so you can spend your life in the areas you enjoy.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Financial Advisors Retirement Plans Investments Insurance”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Lightpath Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Planning for retirement can be unsettling.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceLouisville, KY, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“A financial advisor and accountant are often two of the most trusted professionals in one’s financial life.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 16 of 25 401k plan advisors based in Louisville, United States

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401k plan advisors based in Louisville, United States at a glance

As of Sep 19, 2026
58.2%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
504.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
5
51-200
2

Email recency for this list is measured across the whole United States list rather than for Louisville, so it is reported there. Company counts and contact totals on this page are exact for Louisville, over 25 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 401k plan advisors, 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 Louisville, United States whose own description of what they do matches “401k plan advisors”. 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 401k plan advisors), 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 401k plan advisors, and records with no verified work email. Companies headquartered outside Louisville 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, 142 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 19, 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.

401k plan advisors 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 401k plan advisors, 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 401k plan advisors are there based in Louisville, United States?

RevenueBase identified 25 401k plan advisors headquartered in Louisville, 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?

Strategic Wealth Designers, headquartered in Louisville, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

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 142 verified decision-maker contacts tracked across these 25 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 19, 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.