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.

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
39Companies
183Contacts tracked
72Verified emails
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The 24 largest asset management consulting firms based in Lafayette, United States

Ranked by team size
Top 24 of 39 asset management consulting firms based in Lafayette, 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 evidenceLafayette, LA, United StatesHQ checked Sep 14, 202611-5015 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, 2026
2Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“At Darnall Sikes Wealth Partners, your prosperity is our priority.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-108 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, 2026
4Indirect evidenceLafayette, CA, United StatesHQ checked Sep 14, 20261-107 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, 2026
5Indirect evidenceLafayette, CO, United StatesHQ checked Sep 14, 20261-106 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, 2026
6Partial evidenceLafayette, IN, United StatesHQ checked Sep 14, 20261-105 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, 2026
7Partial evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-105 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, 2026
8Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-105 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, 2026
9Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 202611-505 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, 2026
10Partial evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Integrity RIA is your comprehensive investment management and retirement plan advisory source.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceLafayette, IN, United StatesHQ checked Sep 14, 20261-103 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, 2026
12Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-103 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, 2026
13Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-103 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, 2026
14Partial evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“Carrier Wealth Management is a firm founded by M.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceLafayette, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We are LLOYD TEVIS INVESTMENTS.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceLafayette, CA, United StatesHQ checked Sep 14, 20261-102 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, 2026
17Partial evidenceLafayette, IN, United StatesHQ checked Sep 14, 20261-102 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, 2026
18Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-102 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, 2026
19Indirect evidenceLafayette, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Comprehensive Financial Planning”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-101 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, 2026
21Indirect evidenceLafayette, IN, United StatesHQ checked Sep 14, 20261-101 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, 2026
22Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-101 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, 2026
23Indirect evidenceLafayette, IN, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“BlueSafe Financial was founded by Jeff Gasaway, MBA.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceLafayette, LA, United StatesHQ checked Sep 14, 20261-101 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, 2026

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, 2026
39.3%Verified-email coverage
4.7Average contacts per company
1-10Median size (employees)
1364.1%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
4
51-200
1

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

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.