Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Lafayette, United States

Name: Goal-based investment advisors based in Lafayette, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 47 companies tracked

RevenueBase identified 47 goal-based investment advisors headquartered in Lafayette, United States as of September 2026 and tracks 205 professional contacts across them, including 78 with verified work emails. New York is the largest hub.

This list covers goal-based investment advisors 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 19, 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 19, 2026 86% judged on-target in blind review

47Companies

205Contacts tracked

78Verified emails

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The 25 largest goal-based investment advisors based in Lafayette, United States

Ranked by team size

Top 25 of 47 goal-based investment advisors based in Lafayette, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Summit Financial Wealth Advisors	Strong evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Strong 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 19, 2026
2	Darnall Sikes Wealth Partners LLC	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “At Darnall Sikes Wealth Partners, your prosperity is our priority.” Source: RevenueBase Database · checked Sep 19, 2026
3	Coastal Capital Advisors	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	8 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 19, 2026
4	The Foundation Investment Group	Strong evidence	Lafayette, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong 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 19, 2026
5	Matthew James TAX & Wealth Management	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “MATTHEW JAMES Tax & Wealth Management provides customized retirement financial planning, tax strategy & wealth management services for clients with $1 million or more in…” Source: RevenueBase Database · checked Sep 19, 2026
6	Hulet & Associates, PC	Partial evidence	Lafayette, CO, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial 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 19, 2026
7	Gettings Reed Financial	Partial evidence	Lafayette, IN, United StatesHQ checked Sep 19, 2026	1-10	5 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 19, 2026
8	BCM Advisors, LLC	Partial evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	5 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 19, 2026
9	HUX Capital Management	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	5 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 19, 2026
10	Vance Richard	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	11-50	5 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 19, 2026
11	Integrity Ria, LLC	Strong evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Integrity RIA is your comprehensive investment management and retirement plan advisory source.” Source: RevenueBase Database · checked Sep 19, 2026
12	Turquoise Wealth Management	Partial evidence	Lafayette, IN, United StatesHQ checked Sep 19, 2026	1-10	3 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 19, 2026
13	Heggie Investment Partners	Partial evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “OUR MISSION: We are in this business to advise and educate you through personalized financial strategies and investments.” Source: RevenueBase Database · checked Sep 19, 2026
14	Meridian Financial Partners	Partial evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Today's investment climate offers unprecedented opportunities, but at the same time, can seem dauntingly complex.” Source: RevenueBase Database · checked Sep 19, 2026
15	Carrier Wealth Management, LLC	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Carrier Wealth Management is a firm founded by M.” Source: RevenueBase Database · checked Sep 19, 2026
16	Lloyd Tevis Investments	Partial evidence	Lafayette, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “We are LLOYD TEVIS INVESTMENTS.” Source: RevenueBase Database · checked Sep 19, 2026
17	Wallace Advisory Group	Partial evidence	Lafayette, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial 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 19, 2026
18	Stone Wealth Partners	Strong evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong 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 19, 2026
19	HC Financial Advisors, INC	Partial evidence	Lafayette, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “HC Financial Advisors became part of The Mather Group, LLC (“TMG”) on August 8, 2022.” Source: RevenueBase Database · checked Sep 19, 2026
20	Madren Financial LLC	Indirect evidence	Lafayette, IN, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At Madren Financial, we are committed to helping you achieve financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
21	Ideal Financial Advisors	Indirect evidence	Lafayette, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Comprehensive Financial Planning” Source: RevenueBase Database · checked Sep 19, 2026
22	Heritage Wealth Management, LLC	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect 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 19, 2026
23	Rick Davis	Partial evidence	Lafayette, IN, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Our Mission at Q4 Advisors is to help individuals and business owners Win the Financial Game of Life.” Source: RevenueBase Database · checked Sep 19, 2026
24	4th Quarter Wealth Management	Indirect evidence	Lafayette, LA, United StatesHQ checked Sep 19, 2026	1-10	1 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 19, 2026
25	Mountain Flower Investments & Planning	Indirect evidence	Lafayette, CO, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Entrepreneurs and retirees have a unique set of opportunities to build and enjoy the life they want to live.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal-based investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 47 goal-based investment advisors based in Lafayette, United States

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Goal-based investment advisors based in Lafayette, United States at a glance

As of Sep 19, 2026

38.0%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

906.4%Largest-city concentration · New York

Sep 19, 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 Lafayette, so it is reported there. Company counts and contact totals on this page are exact for Lafayette, over 47 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 goal-based investment advisors, 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 “goal-based investment advisors”. 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 goal-based investment advisors), 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 goal-based investment advisors, 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, 78 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 19, 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.

Goal-based investment advisors 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 goal-based investment advisors, 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 goal-based investment advisors are there based in Lafayette, United States?

RevenueBase identified 47 goal-based investment advisors 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 goal-based investment advisors?

New York leads with 426 headquartered companies, followed by Atlanta (272) and Houston (262).

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 78 verified decision-maker contacts tracked across these 47 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 19, 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.