Company lists · Data refreshed September 2026

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

RevenueBase identified 42 asset management consulting firms headquartered in Baton Rouge, United States as of September 2026 and tracks 276 professional contacts across them, including 122 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Baton Rouge, 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 14, 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 14, 2026 86% judged on-target in blind review
42Companies
276Contacts tracked
122Verified emails
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The 25 largest asset management consulting firms based in Baton Rouge, United States

Ranked by team size
Top 25 of 42 asset management consulting firms based in Baton Rouge, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: 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 evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 202651-20040 contacts →

Indirect evidence

“With nearly 60 years of serving the southern region, Iron Horse Financial has recently expanded to have a national impact.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 202611-5026 contacts →

Partial evidence

“We make wealth management simple and straightforward for our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 202611-5026 contacts →

Partial evidence

“Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 202611-5021 contacts →

Indirect evidence

“The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 202611-5016 contacts →

Partial evidence

“At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-1012 contacts →

Partial evidence

“At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-1012 contacts →

Indirect evidence

“We make the complex simple.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Financial advising shouldn’t be a one-way conversation.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 202611-506 contacts →

Indirect evidence

“Game Changer Wealth, formally known as JLine Financial, is “All Things Financial” educators first and foremost!”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“As an independently owned firm, we prioritize our clients above all else.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Rainier Wealth Planning is a boutique, family office advisory firm providing comprehensive financial planning & investment advisory services to individuals & families seeking…”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“We provide a full range of investment and wealth management services, with a focus on reducing risk, growing wealth and protecting lifestyles.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Drew Pelton Investment Services places a focus on education along with our more conservative approach to both planning and saving for retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Do you feel like your firm is running you instead of the other way around?”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Life is a series of experiences.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Cornerstone Wealth guides those who have others counting on them to plan.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“The professionals at Louisiana Wealth Advisors have more than thirty years of experience in assisting individuals and small business owners in analyzing and implementing…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 42 asset management consulting firms based in Baton Rouge, United States

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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)
1266.7%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
7
51-200
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, 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 Baton Rouge, United States whose own description of what they do matches “asset management consulting firms”. 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 asset management consulting firms), 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 asset management consulting firms, and records with no verified work email. Companies headquartered outside Baton Rouge 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, 122 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 14, 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.

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

RevenueBase identified 42 asset management consulting firms headquartered in Baton Rouge, 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?

Iron Horse Financial, headquartered in Baton Rouge, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 122 verified decision-maker contacts tracked across these 42 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 14, 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.