Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Louisville, United States

Name: Asset and wealth management consulting firms based in Louisville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 53 companies tracked

RevenueBase identified 53 company matches for asset and wealth management consulting firms associated with Louisville, United States as of September 2026 and tracks 836 professional contacts across them, including 185 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Louisville has 53.

This list covers company matches for asset and wealth management consulting firms associated with Louisville, 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 September 21, 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 Sep 21, 2026 How this list was built

53Companies

836Contacts tracked

185Verified emails

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The 25 largest asset and wealth management consulting firms based in Louisville, United States

Ranked by team size

Top 25 of 53 company matches for asset and wealth management consulting firms based in Louisville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Peak Asset Management, Llc, Colorado	Exact match	Louisville, CO, United StatesHQ recorded Sep 21, 2026	11-50	22 contacts →
	Exact match “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Commonwealth Capital Management CCM	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Meritrust Wealth Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “At Meritrust Wealth Management, we are focused on you and your goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	First Kentucky Trust	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “For wealthy families and individuals in the Louisville community and elsewhere, we’re a welcome alternative to faceless large banks and brokerage firms-a wise choice for those…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Trailhead Wealth Management, LLC	Exact match	Louisville, CO, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “At Trailhead, our team believes wealth management is more than numbers - it’s about the path you take and the life you want to live.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Mercer Wealth Management Group	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “At Mercer Wealth Management, we pride ourselves on ‘making things happen for our clients.’ That begins by carefully listening to them talk about their needs and learning about the…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Centerline Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Taylor Advisors, A HUB International Company	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “We’re Taylor Advisors, and we’re the agents who bring about change to financial institutions just like yours.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Mercurio Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Gilliam, Mease Advisors, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Equipping people to lead better financial lives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Winebrenner Capital Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Winebrenner Capital Management is a Registered Investment Adviser based in Louisville, KY, built on a foundation of responsibility, integrity, and experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Lifetime Wealth Strategies	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “We believe we work for you, not Wall Street.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Hafele Investments	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Hafele Investments (HI) is a wealth manager and an investment boutique offering services to wealthy families and individuals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Gainline Financial Partners	Exact match	Louisville, CO, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Advantage Investment Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Your financial goals are our priority.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Pillar Financial Advisors, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “If you’re preparing for retirement, you have the chance of a lifetime.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Barnes Young Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “We are passionate about knowing you better, so you can spend your life in the areas you enjoy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Wisdom Financial Management, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Louisville Capital Advisors Of Raymond James	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	11-50	4 contacts →
	Exact match “Our well-established team of financial professionals represents many areas of expertise and a wide range of industry experience, we share a common commitment to the highest of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Finch Financial Services Ffs, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Working with our clients to provide personalized financial services allowing them to make smart financial decisions” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Accredited Wealth Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “We recognize that wealth is about so much more than just money.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Green Street Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Financial Advisors Retirement Plans Investments Insurance” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Parthenon LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Investment Answers	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Planning for retirement can be unsettling.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	A. Roberts & Associates, INC	Exact match	Louisville, KY, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 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 “asset and wealth management consulting firms”. 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 25 of 53 asset and wealth management consulting firms based in Louisville, United States

See the full list, filter by size, metro and specialty, and access 185 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Louisville, United States at a glance

As of Sep 21, 2026

22.1%Verified-email coverage

15.8Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 53 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 Louisville, United States whose business descriptions match “asset and wealth management consulting firms” 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 185 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 September 21, 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.

Asset and wealth management consulting firms 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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Louisville, United States?

RevenueBase identified 53 company matches for asset and wealth management consulting firms associated with Louisville, United States as of September 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?

Peak Asset Management, Llc, Colorado 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 asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Louisville has 53.

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 185 professional contacts with verified work emails tracked across these 53 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 September 21, 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.