Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Baton Rouge, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 42 companies tracked

RevenueBase identified 42 company matches for asset management consulting firms associated with Baton Rouge, United States as of September 2026 and tracks 276 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Baton Rouge has 42.

This list covers company matches for asset management consulting firms associated with Baton Rouge, 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 14, 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 14, 2026 How this list was built

42Companies

276Contacts tracked

122Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest asset management consulting firms based in Baton Rouge, United States

Ranked by team size

Top 25 of 42 company matches for asset management consulting firms based in Baton Rouge, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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	Iron Horse Financial	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	51-200	40 contacts →
	Exact match “With nearly 60 years of serving the southern region, Iron Horse Financial has recently expanded to have a national impact.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Horizon Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	11-50	26 contacts →
	Exact match “We make wealth management simple and straightforward for our clients.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Highland Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	11-50	26 contacts →
	Exact match “Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Carson Wealth-The Shobe Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	11-50	21 contacts →
	Exact match “The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Altus Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	11-50	16 contacts →
	Exact match “At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Hibernia Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	The Olivier Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “We make the complex simple.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Centura Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	JCN Financial & TAX Advisory Group, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Financial advising shouldn’t be a one-way conversation.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Capital South Wealth Management, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Game Changer Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	11-50	6 contacts →
	Exact match “Game Changer Wealth, formally known as JLine Financial, is “All Things Financial” educators first and foremost!” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	IFG LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “As an independently owned firm, we prioritize our clients above all else.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Thompson Creek Wealth Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Thompson Creek Wealth Advisors is made up of a team of experienced, dedicated wealth advisors in the areas of Investment Management, Financial Planning, Risk Management, Estate…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Ldfwealth Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Rainier Wealth Planning, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Rainier Wealth Planning is a boutique, family office advisory firm providing comprehensive financial planning & investment advisory services to individuals & families seeking…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Aucoin Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Simmons Asset Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “We provide a full range of investment and wealth management services, with a focus on reducing risk, growing wealth and protecting lifestyles.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	advisor.investments	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Peters Wealth Advisors, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Drew Pelton Investment Services	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Drew Pelton Investment Services places a focus on education along with our more conservative approach to both planning and saving for retirement.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	The Strategic Implementer	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Do you feel like your firm is running you instead of the other way around?” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	The Bombet Company LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Life is a series of experiences.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	Ellis Insurance & Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Our team at Ellis Insurance & Financial Group helps clients navigate the complex journey of financial planning so they can improve their quality of life and peace of mind.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
24	Cornerstone Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Cornerstone Wealth guides those who have others counting on them to plan.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
25	Louisiana Wealth Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “The professionals at Louisiana Wealth Advisors have more than thirty years of experience in assisting individuals and small business owners in analyzing and implementing…” Recorded in the RevenueBase company graph · Sep 14, 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 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 42 asset management consulting firms based in Baton Rouge, United States

See the full list, filter by size, metro and specialty, and access 122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Asset management consulting firms based in Baton Rouge, United States at a glance

As of Sep 14, 2026

44.2%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Baton Rouge, so it is reported there. Company counts and contact totals on this page are exact for Baton Rouge, over 42 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 Baton Rouge, United States whose business descriptions match “asset 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 122 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 14, 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 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Baton Rouge, United States?

RevenueBase identified 42 company matches for asset management consulting firms associated with Baton Rouge, 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?

Iron Horse 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 asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Baton Rouge has 42.

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 122 professional contacts with verified work emails tracked across these 42 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 42 asset management consulting firms based in Baton Rouge, United States. Start with a free account, no credit card.

Download this list →

Related lists

Asset management consulting firms by geography

Browse the directory

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.