Company lists · Data refreshed October 2026

Top 23 Financial advisors for healthcare professionals based in Louisville, United States

Name: Financial advisors for healthcare professionals based in Louisville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 45 companies tracked

RevenueBase identified 45 company matches for financial advisors for healthcare professionals associated with Louisville, United States as of October 2026 and tracks 355 professional contacts across them, including 175 with verified work emails. Across the United States, New York is the largest hub for this category (165 companies); Louisville has 45.

This list covers company matches for financial advisors for healthcare professionals 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 October 12, 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 Oct 12, 2026 How this list was built

45Companies

355Contacts tracked

175Verified emails

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The 23 largest financial advisors for healthcare professionals based in Louisville, United States

Ranked by team size

Top 23 of 45 company matches for financial advisors for healthcare professionals based in Louisville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Strategic Wealth Designers	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	51-200	103 contacts →
	Exact match “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Peak Asset Management, Llc, Colorado	Exact match	Louisville, CO, United StatesHQ recorded Oct 12, 2026	11-50	23 contacts →
	Exact match “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Commonwealth Capital Management CCM	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	11-50	19 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 · Oct 12, 2026 · View company records in RevenueBase
4	Mercer Wealth Management Group	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	12 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 · Oct 12, 2026 · View company records in RevenueBase
5	Trailhead Wealth Management, LLC	Exact match	Louisville, CO, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Family Wealth Planning	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Life doesn’t move in straight lines, and your financial plan shouldn’t either.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Mercurio Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
8	Corvus Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Everyone has their own idea of what financial freedom means.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Lifetime Wealth Strategies	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “We believe we work for you, not Wall Street.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Varra Financial	Exact match	Louisville, CO, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “At Varra Financial Associates, we will help you develop, implement, and monitor a financial strategy that is designed specifically for you to work towards making the most of your…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Gainline Financial Partners	Exact match	Louisville, CO, United StatesHQ recorded Oct 12, 2026	1-10	7 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 · Oct 12, 2026 · View company records in RevenueBase
12	Pillar Financial Advisors, LLC	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “If you’re preparing for retirement, you have the chance of a lifetime.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Barnes Young Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	11-50	5 contacts →
	Exact match “We are passionate about knowing you better, so you can spend your life in the areas you enjoy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Wisdom Financial Management, LLC	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Somnio Wealth	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Somnio Wealth is a Wealth Management Firm in Louisville, KY.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Louisville Capital Advisors Of Raymond James	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
17	Finch Financial Services Ffs, LLC	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Working with our clients to provide personalized financial services allowing them to make smart financial decisions” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Advantage Investment Management	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Your financial goals are our priority.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Green Street Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Financial Advisors Retirement Plans Investments Insurance” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Financial Strategies Group Of Kentucky	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At Financial Strategies Group, we like to think of ourselves as your financial coaches that provide you with The Simple Truth of how we manage your assets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Investment Answers	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Planning for retirement can be unsettling.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Clearpath Financial Of Raymond James	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “At Clearpath Financial of Raymond James, we invite you to step on the path toward achieving your financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Lightpath Wealth & TAX Advisors	Exact match	Louisville, KY, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Lightpath Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom…” Recorded in the RevenueBase company graph · Oct 12, 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 “financial advisors for healthcare professionals”. 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 23 of 45 financial advisors for healthcare professionals based in Louisville, United States

See the full list, filter by size, metro and specialty, and access 175 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors for healthcare professionals based in Louisville, United States at a glance

As of Oct 12, 2026

49.3%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

Oct 12, 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 45 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 “financial advisors for healthcare professionals” 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 175 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 October 12, 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.

Financial advisors for healthcare professionals 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 “financial advisors for healthcare professionals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for healthcare professionals are there based in Louisville, United States?

RevenueBase identified 45 company matches for financial advisors for healthcare professionals associated with Louisville, United States as of October 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?

Strategic Wealth Designers 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 financial advisors for healthcare professionals?

New York leads the United States with 165 company records, followed by Houston (136) and Atlanta (128). Louisville has 45.

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 175 professional contacts with verified work emails tracked across these 45 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 October 12, 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.