Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Louisville, United States

RevenueBase identified 61 asset management consulting firms headquartered in Louisville, United States as of September 2026 and tracks 975 professional contacts across them, including 287 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Louisville, 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
61Companies
975Contacts tracked
287Verified emails
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The 25 largest asset management consulting firms based in Louisville, United States

Ranked by team size
Top 25 of 61 asset management consulting firms based in Louisville, 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 evidenceLouisville, KY, United StatesHQ checked Sep 14, 202651-200101 contacts →

Indirect evidence

“Strategic Wealth Designers is an independent financial planning firm with locations nationwide.”

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidenceLouisville, CO, United StatesHQ checked Sep 14, 202611-5022 contacts →

Strong evidence

“Peak Asset Management is an independent, comprehensive and objective financial advisory firm.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-5018 contacts →

Partial evidence

“Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-5015 contacts →

Partial evidence

“At Meritrust Wealth Management, we are focused on you and your goals.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“Reliant is a Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceLouisville, CO, United StatesHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“At Trailhead, our team believes wealth management is more than numbers - it’s about the path you take and the life you want to live.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

“At Mercer Wealth Management, we pride ourselves on ‘making things happen for our clients.’ That begins by carefully listening to them talk about their needs and learning about the…”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“Stegner Investment Associates, Inc.(SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives…”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“Through careful planning, we help you set financial goals, anticipate obstacles, overcome challenges, pursue dreams, and prepare for valuable opportunities.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“We’re Taylor Advisors, and we’re the agents who bring about change to financial institutions just like yours.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Equipping people to lead better financial lives.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Everyone has their own idea of what financial freedom means.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-109 contacts →

Partial evidence

“Winebrenner Capital Management is a Registered Investment Adviser based in Louisville, KY, built on a foundation of responsibility, integrity, and experience.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“We believe we work for you, not Wall Street.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceLouisville, CO, United StatesHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-106 contacts →

Strong evidence

“Lanier Asset Management is an independent Registered Investment Advisory firm founded in 2009 with a mission: To Build Confidence and Security in Your Financial Future.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Your financial goals are our priority.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“If you’re preparing for retirement, you have the chance of a lifetime.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“We are passionate about knowing you better, so you can spend your life in the areas you enjoy.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-504 contacts →

Indirect evidence

“Our well-established team of financial professionals represents many areas of expertise and a wide range of industry experience, we share a common commitment to the highest of…”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Working with our clients to provide personalized financial services allowing them to make smart financial decisions”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 61 asset management consulting firms based in Louisville, United States

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

As of Sep 14, 2026
29.4%Verified-email coverage
16.0Average contacts per company
1-10Median size (employees)
872.1%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
13
51-200
4
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Louisville, so it is reported there. Company counts and contact totals on this page are exact for Louisville, over 61 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 Louisville, 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 Louisville 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, 287 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 Louisville, United States?

RevenueBase identified 61 asset management consulting firms headquartered in Louisville, 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?

Strategic Wealth Designers, headquartered in Louisville, 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 287 verified decision-maker contacts tracked across these 61 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.