Company lists · Data refreshed September 2026
Top 24 Asset management consulting firms based in Lafayette, United States
RevenueBase identified 39 asset management consulting firms headquartered in Lafayette, United States as of September 2026 and tracks 183 professional contacts across them, including 72 with verified work emails. New York is the largest hub.
This list covers asset management consulting firms headquartered in Lafayette, 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 24 largest asset management consulting firms based in Lafayette, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15 contacts → | ||||
Indirect evidence “When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 contacts → | ||||
Indirect evidence “At Darnall Sikes Wealth Partners, your prosperity is our priority.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 8 contacts → | ||||
Indirect evidence “As full service financial planners, working with us means digging in deep to discover what your unique set of needs are.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 7 contacts → | ||||
Indirect evidence “Founded in 1992, the advisors of The Foundation Investment Group have more than 80 years of combined experience in implementing both private and public alternative investment…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 contacts → | ||||
Indirect evidence “Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Partial evidence “Gettings Reed Financial is a comprehensive Financial Planning firm providing investment management services to individuals and families including retirement, estate, and insurance…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Partial evidence “At BCM, we work with financial planning and advisory clients who have or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Traditional methods of creating retirement wealth are used by the majority of brokers, but there are much better ways to manage money today.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “Integrity RIA is your comprehensive investment management and retirement plan advisory source.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “For many, our largest investment asset is our 401(k) or other workplace account, but finding good personal and local advice or help managing it can be challenging.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “OUR MISSION: We are in this business to advise and educate you through personalized financial strategies and investments.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Today's investment climate offers unprecedented opportunities, but at the same time, can seem dauntingly complex.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Carrier Wealth Management is a firm founded by M.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “We are LLOYD TEVIS INVESTMENTS.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Wallace Advisory Group was founded in 2015 by Bill, Joe and Craig Wallace to serve high net worth families and business owners as a fully independent advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “At CAN Wealth Management, we are striving to provide institutional wealth management strategies to individual investors.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Stone Wealth Partners is an independently owned investment advisory firm with a solid history of providing dedicated, personalized service to our clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Comprehensive Financial Planning” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “At Heritage Wealth Management, we customize financial plans that are based on you and what you hope to accomplish.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Our Mission at Q4 Advisors is to help individuals and business owners Win the Financial Game of Life.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “The most important strategy happens in the fourth quarter – of a game, and the business calendar of your life.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “BlueSafe Financial was founded by Jeff Gasaway, MBA.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Twenty Oak Financial Partners is an independent financial services firm founded in 2020 by longtime friends and business partners Cody Delcambre, Karl Hector, and Michael…” 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 24 of 39 asset management consulting firms based in Lafayette, United States
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Asset management consulting firms based in Lafayette, 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 Lafayette, so it is reported there. Company counts and contact totals on this page are exact for Lafayette, over 39 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 Lafayette, 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 Lafayette 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, 72 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
- Asset management consulting firms in Houston243
- 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
- Asset management consulting firms in Miami152
- Asset management consulting firms in Scottsdale149
- Asset management consulting firms in Los Angeles148
- Asset management consulting firms in Denver145
- Asset management consulting firms in Boston139
- Asset management consulting firms in San Francisco139
- Asset management consulting firms in Tampa121
- Asset management consulting firms in Cincinnati114
- Asset management consulting firms in Portland111
- Asset management consulting firms in Columbus102
- Asset management consulting firms in Irvine101
- Asset management consulting firms in Newport Beach97
- Asset management consulting firms in Overland Park97
- Asset management consulting firms in Raleigh96
- Asset management consulting firms in Phoenix90
- Asset management consulting firms in Indianapolis88
- Asset management consulting firms in Minneapolis88
- Asset management consulting firms in Boca Raton82
- Asset management consulting firms in Pittsburgh82
- 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
- Asset management consulting firms in Washington62
- Asset management consulting firms in Louisville61
- Asset management consulting firms in Greenwood Village60
- Asset management consulting firms in Plano59
- Asset management consulting firms in Fort Worth58
- 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
- Asset management consulting firms in Tulsa56
- Asset management consulting firms in Orlando55
- Asset management consulting firms in Memphis53
- Asset management consulting firms in Nashville53
- Asset management consulting firms in Salt Lake City53
- Asset management consulting firms in Springfield53
- Asset management consulting firms in Troy51
- Asset management consulting firms in Walnut Creek51
- Asset management consulting firms in Alpharetta49
- Asset management consulting firms in Naples48
- Asset management consulting firms in Tucson47
- Asset management consulting firms in Brentwood46
- Asset management consulting firms in Melville46
- Asset management consulting firms in Virginia Beach46
- Asset management consulting firms in Philadelphia45
- 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
- Asset management consulting firms in Roseville38
- Asset management consulting firms in The Woodlands38
- Asset management consulting firms in Bethesda37
- Asset management consulting firms in Buffalo37
- Asset management consulting firms in Charleston37
- Asset management consulting firms in Fort Collins36
- Asset management consulting firms in Kansas City36
- Asset management consulting firms in Mclean36
- Asset management consulting firms in West Chester36
- Asset management consulting firms in West Des Moines36
- Asset management consulting firms in Alexandria35
- Asset management consulting firms in Ann Arbor35
- Asset management consulting firms in Bloomington35
- Asset management consulting firms in Fort Wayne35
- Asset management consulting firms in Frisco35
- Asset management consulting firms in Marietta34
- Asset management consulting firms in Northbrook34
- Asset management consulting firms in Princeton34
- Asset management consulting firms in Red Bank34
- Asset management consulting firms in St. Louis34
- Asset management consulting firms in Arlington33
- Asset management consulting firms in Englewood33
- Asset management consulting firms in Greensboro33
- Asset management consulting firms in Honolulu33
- Asset management consulting firms in Pittsford33
- Asset management consulting firms in Bloomfield Hills32
- Asset management consulting firms in Chesterfield32
- Asset management consulting firms in Little Rock32
- Asset management consulting firms in Reston32
- Asset management consulting firms in Southfield32
- Asset management consulting firms in Annapolis31
- Asset management consulting firms in Chattanooga31
- Asset management consulting firms in Rockville31
- Asset management consulting firms in Stamford31
- Asset management consulting firms in Westport31
- Asset management consulting firms in Baltimore30
- Asset management consulting firms in Concord30
- Asset management consulting firms in Littleton30
- Asset management consulting firms in Reno30
- Asset management consulting firms in Sacramento30
- Asset management consulting firms in Woodbury30
- Asset management consulting firms in Albuquerque29
- Asset management consulting firms in Boulder29
- Asset management consulting firms in Burlington29
- Asset management consulting firms in Tallahassee29
- 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
- Asset management consulting firms in Oak Brook27
- 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 Lafayette, United States?
RevenueBase identified 39 asset management consulting firms headquartered in Lafayette, 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?
Summit Financial Wealth Advisors, headquartered in Lafayette, 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 72 verified decision-maker contacts tracked across these 39 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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