Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Baton Rouge, United States

RevenueBase identified 45 financial planning consulting firms headquartered in Baton Rouge, United States as of September 2026 and tracks 335 professional contacts across them, including 164 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Baton Rouge has 45.

This list covers financial planning consulting firms headquartered in Baton Rouge, 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 30, 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 30, 2026 86% judged on-target in blind review
45Companies
335Contacts tracked
164Verified emails
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The 25 largest financial planning consulting firms based in Baton Rouge, United States

Ranked by team size
Top 25 of 45 financial planning consulting firms based in Baton Rouge, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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
1Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5071 contacts →

Partial evidence

“Faulk & Winkler, LLC, has been delivering comprehensive accounting, tax and business consulting services to individuals and businesses in the southern Louisiana area since 1984.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5026 contacts →

Indirect evidence

“We make wealth management simple and straightforward for our clients.”

Source: RevenueBase Database · checked Sep 30, 2026
3Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5026 contacts →

Partial evidence

“Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.”

Source: RevenueBase Database · checked Sep 30, 2026
4Strong evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5021 contacts →

Strong evidence

“The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5018 contacts →

Indirect evidence

“We help growth-minded business owners in Baton Rouge and beyond get clarity, control, and confidence over their finances.”

Source: RevenueBase Database · checked Sep 30, 2026
6Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5017 contacts →

Indirect evidence

“V.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-5016 contacts →

Partial evidence

“At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202651-20013 contacts →

Partial evidence

“Helping People and Business Find Solutions Advanced Business Planning, Compensation, Estate Planning”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-1012 contacts →

Indirect evidence

“At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-109 contacts →

Partial evidence

“The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.”

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-108 contacts →

Partial evidence

“Financial advising shouldn’t be a one-way conversation.”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 202611-506 contacts →

Partial evidence

“Game Changer Wealth, formally known as JLine Financial, is “All Things Financial” educators first and foremost!”

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-105 contacts →

Partial evidence

“LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.”

Source: RevenueBase Database · checked Sep 30, 2026
14Strong evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-104 contacts →

Strong evidence

“Rainier Wealth Planning is a boutique, family office advisory firm providing comprehensive financial planning & investment advisory services to individuals & families seeking…”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.”

Source: RevenueBase Database · checked Sep 30, 2026
16Strong evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-103 contacts →

Strong evidence

“As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.”

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-103 contacts →

Partial evidence

“Drew Pelton Investment Services places a focus on education along with our more conservative approach to both planning and saving for retirement.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“Do you feel like your firm is running you instead of the other way around?”

Source: RevenueBase Database · checked Sep 30, 2026
19Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“Life is a series of experiences.”

Source: RevenueBase Database · checked Sep 30, 2026
20Strong evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-102 contacts →

Strong evidence

“Our team at Ellis Insurance & Financial Group helps clients navigate the complex journey of financial planning so they can improve their quality of life and peace of mind.”

Source: RevenueBase Database · checked Sep 30, 2026
21Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“If you are looking for a blend of personal service and expertise, you have come to the right place!”

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Cornerstone Wealth guides those who have others counting on them to plan.”

Source: RevenueBase Database · checked Sep 30, 2026
23Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“The professionals at Louisiana Wealth Advisors have more than thirty years of experience in assisting individuals and small business owners in analyzing and implementing…”

Source: RevenueBase Database · checked Sep 30, 2026
24Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Pension, 401k, IRA, SS, Income Management - Strategic Tax - Legacy Planning”

Source: RevenueBase Database · checked Sep 30, 2026
25Partial evidenceBaton Rouge, LA, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Stanley Wealth Partners is a boutique wealth strategy consulting firm for high-net-worth individuals, families, and business owners.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 45 financial planning consulting firms based in Baton Rouge, United States

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Financial planning consulting firms based in Baton Rouge, United States at a glance

As of Sep 30, 2026
49.0%Verified-email coverage
7.4Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
11
51-200
1

Email recency for this list is measured across the whole United States list rather than for Baton Rouge, so it is reported there. Company counts and contact totals on this page are exact for Baton Rouge, over 45 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 financial planning 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 Baton Rouge, United States whose own description of what they do matches “financial planning 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 financial planning 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 financial planning consulting firms, and records with no verified work email. Companies headquartered outside Baton Rouge 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, 164 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 30, 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.

Financial planning 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 financial planning 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 financial planning consulting firms are there based in Baton Rouge, United States?

RevenueBase identified 45 financial planning consulting firms headquartered in Baton Rouge, 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?

Faulk & Winkler, headquartered in Baton Rouge, tops this list with the largest team on record.

Which city in the United States has the most financial planning consulting firms?

New York leads the United States with 424 headquartered companies, followed by Houston (278) and Atlanta (231). Baton Rouge has 45.

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 164 verified decision-maker contacts tracked across these 45 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 30, 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.