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.
The 25 largest asset management consulting firms based in Baton Rouge, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 40 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 26 contacts → | ||||
Partial evidence “We make wealth management simple and straightforward for our clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 26 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 21 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Partial evidence “At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “We make the complex simple.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Financial advising shouldn’t be a one-way conversation.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “As an independently owned firm, we prioritize our clients above all else.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Do you feel like your firm is running you instead of the other way around?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Life is a series of experiences.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Cornerstone Wealth guides those who have others counting on them to plan.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 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, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management consulting firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
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, 2026Companies by employee count
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
- Asset management consulting firms in New York532
- Asset management consulting firms in Atlanta243
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- Asset management consulting firms in Dallas223
- Asset management consulting firms in Chicago208
- Asset management consulting firms in San Diego183
- Asset management consulting firms in Austin166
- Asset management consulting firms in Charlotte155
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- Asset management consulting firms in Scottsdale149
- Asset management consulting firms in Los Angeles148
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- Asset management consulting firms in Boston139
- Asset management consulting firms in San Francisco139
- Asset management consulting firms in Tampa121
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- Asset management consulting firms in Minneapolis88
- Asset management consulting firms in Boca Raton82
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- Asset management consulting firms in San Antonio82
- Asset management consulting firms in Birmingham81
- Asset management consulting firms in Grand Rapids79
- Asset management consulting firms in Omaha79
- Asset management consulting firms in Seattle77
- Asset management consulting firms in Greenville75
- Asset management consulting firms in Rochester74
- Asset management consulting firms in Columbia72
- Asset management consulting firms in Wilmington68
- Asset management consulting firms in Las Vegas67
- Asset management consulting firms in Richmond66
- Asset management consulting firms in Bellevue64
- Asset management consulting firms in Madison62
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- Asset management consulting firms in Colorado Springs57
- Asset management consulting firms in Fort Lauderdale57
- Asset management consulting firms in Lexington57
- Asset management consulting firms in Sarasota57
- Asset management consulting firms in Jacksonville56
- Asset management consulting firms in Pasadena56
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- Asset management consulting firms in Memphis53
- Asset management consulting firms in Nashville53
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- Asset management consulting firms in Cleveland43
- Asset management consulting firms in Franklin43
- Asset management consulting firms in Knoxville43
- Asset management consulting firms in Plymouth43
- Asset management consulting firms in San Jose43
- Asset management consulting firms in Westlake Village43
- Asset management consulting firms in Baton Rouge42
- Asset management consulting firms in Oklahoma City42
- Asset management consulting firms in Lake Oswego41
- Asset management consulting firms in St Louis41
- Asset management consulting firms in Lincoln40
- Asset management consulting firms in Coral Gables39
- Asset management consulting firms in Jackson39
- Asset management consulting firms in Lafayette39
- Asset management consulting firms in Boise38
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- Asset management consulting firms in Charleston37
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- Asset management consulting firms in Kansas City36
- Asset management consulting firms in Mclean36
- Asset management consulting firms in West Chester36
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- Asset management consulting firms in Alexandria35
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- Asset management consulting firms in Princeton34
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- Asset management consulting firms in Baltimore30
- Asset management consulting firms in Concord30
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- Asset management consulting firms in Boulder29
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- Asset management consulting firms in Carmel28
- Asset management consulting firms in Fairfield28
- Asset management consulting firms in Lakewood28
- Asset management consulting firms in Lancaster28
- Asset management consulting firms in Milwaukee28
- Asset management consulting firms in Minnetonka28
- Asset management consulting firms in Vienna28
- Asset management consulting firms in Edina27
- Asset management consulting firms in Naperville27
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- Asset management consulting firms in Santa Barbara27
- Asset management consulting firms in Beverly Hills26
- Asset management consulting firms in San Ramon26
- Asset management consulting firms in Towson26
- Asset management consulting firms in Carlsbad25
- Asset management consulting firms in Clearwater25
- Asset management consulting firms in Portsmouth25
- Asset management consulting firms in Westlake25
- Asset management consulting firms in Wichita25
- Asset management consulting firms in Winter Park25
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.
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