Company lists · Data refreshed September 2026

Top 17 Fiduciary services companies based in Louisville, United States

Name: Fiduciary services companies based in Louisville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 27 companies tracked

RevenueBase identified 27 company matches for fiduciary services companies associated with Louisville, United States as of September 2026 and tracks 446 professional contacts across them, including 267 with verified work emails. Across the United States, New York is the largest hub for this category (147 companies); Louisville has 27.

This list covers company matches for fiduciary services companies associated with Louisville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

27Companies

446Contacts tracked

267Verified emails

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The 17 largest fiduciary services companies based in Louisville, United States

Ranked by team size

Top 17 of 27 company matches for fiduciary services companies based in Louisville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Baird Trust Company Baird Trust	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	51-200	114 contacts →
	Exact match “Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Strategic Wealth Designers	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	51-200	101 contacts →
	Exact match “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Commonwealth Capital Management CCM	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	First Kentucky Trust	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “For wealthy families and individuals in the Louisville community and elsewhere, we’re a welcome alternative to faceless large banks and brokerage firms-a wise choice for those…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Mercer Wealth Management Group	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Mercurio Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Corvus Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Everyone has their own idea of what financial freedom means.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Gainline Financial Partners	Exact match	Louisville, CO, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Lanier Asset Management, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Advantage Investment Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Your financial goals are our priority.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Louisville Capital Advisors Of Raymond James	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Traughber Private Wealth LAW	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Built on years of experience in sophisticated estate, trust, tax and business planning, Traughber Private Wealth Law provides a comprehensive set of services for high net worth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Green Street Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Financial Advisors Retirement Plans Investments Insurance” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Investment Answers	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Planning for retirement can be unsettling.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	A. Roberts & Associates, INC	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Lowry & Lowry, Pllc	Exact match	Louisville, KY, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Lowry & Lowry, PLLC, provides estate and business planning services in both Kentucky and Indiana.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Simmons Investment Management	Exact match	Louisville, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Simmons Investment Management provides trusted financial planning aligned with what matters most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fiduciary services companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 27 fiduciary services companies based in Louisville, United States

See the full list, filter by size, metro and specialty, and access 267 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Louisville, United States at a glance

As of Sep 20, 2026

59.9%Verified-email coverage

16.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 27 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Louisville, United States whose business descriptions match “fiduciary services companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 267 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fiduciary services companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Louisville, United States?

RevenueBase identified 27 company matches for fiduciary services companies associated with Louisville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Baird Trust Company Baird Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fiduciary services companies?

New York leads the United States with 147 company records, followed by Houston (114) and San Diego (99). Louisville has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 267 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 SmartSearch, 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.