Company lists · Data refreshed October 2026

Top 24 Income distribution planning services based in Baton Rouge, United States

Name: Income distribution planning services based in Baton Rouge, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 38 companies tracked

RevenueBase identified 38 company matches for income distribution planning services associated with Baton Rouge, United States as of October 2026 and tracks 214 professional contacts across them, including 103 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Baton Rouge has 38.

This list covers company matches for income distribution planning services associated with Baton Rouge, 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 14, 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 14, 2026 How this list was built

38Companies

214Contacts tracked

103Verified emails

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The 24 largest income distribution planning services based in Baton Rouge, United States

Ranked by team size

Top 24 of 38 company matches for income distribution planning services based in Baton Rouge, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	Highland Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	11-50	29 contacts →
	Exact match “Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Horizon Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	11-50	26 contacts →
	Exact match “We make wealth management simple and straightforward for our clients.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	Carson Wealth-The Shobe Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	11-50	22 contacts →
	Exact match “The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	Altus Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	11-50	16 contacts →
	Exact match “At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
5	Pelican Advisory Group, INC	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	51-200	13 contacts →
	Exact match “Helping People and Business Find Solutions Advanced Business Planning, Compensation, Estate Planning” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Centura Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	11 contacts →
	Exact match “The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	Hibernia Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	10 contacts →
	Exact match “At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	JCN Financial & TAX Advisory Group, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “Financial advising shouldn’t be a one-way conversation.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	Ldfwealth Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Game Changer Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	11-50	5 contacts →
	Exact match “Game Changer Wealth, formally known as JLine Financial, is “All Things Financial” educators first and foremost!” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	OAK Capital Private Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	5 contacts →
	Exact match “At Oak Capital Private Wealth, we put our clients first.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12	Aucoin Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	4 contacts →
	Exact match “Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Peters Wealth Advisors, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14	Rainier Wealth Planning, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “Rainier Wealth Planning is a boutique, family office advisory firm providing comprehensive financial planning & investment advisory services to individuals & families seeking…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	Marrero Wealth Management, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “Based in Baton Rouge, Louisiana, Marrero Wealth Management, LLC serves clients across the nation, while remaining committed with steadfast focus on each client’s individual needs.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
16	Hays Breard Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “Hays Breard Financial Group provides comprehensive wealth management with a goal of helping Families Retire and Stay Retired.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Drew Pelton Investment Services	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	3 contacts →
	Exact match “Drew Pelton Investment Services places a focus on education along with our more conservative approach to both planning and saving for retirement.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Opes Wealth Partners	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	2 contacts →
	Exact match “Our team focuses on assisting individuals and families who are retired or are planning for their retirement.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	Cornerstone Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Cornerstone Wealth guides those who have others counting on them to plan.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	Ellis Insurance & Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21	The Bombet Company LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Life is a series of experiences.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Stanley Wealth Partners	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Stanley Wealth Partners is a boutique wealth strategy consulting firm for high-net-worth individuals, families, and business owners.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
23	Retirement Capital Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “Pension, 401k, IRA, SS, Income Management - Strategic Tax - Legacy Planning” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24	Louisiana Wealth Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Oct 14, 2026	1-10	1 contacts →
	Exact match “The professionals at Louisiana Wealth Advisors have more than thirty years of experience in assisting individuals and small business owners in analyzing and implementing…” Recorded in the RevenueBase company graph · Oct 14, 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 “income distribution planning services”. 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 24 of 38 income distribution planning services based in Baton Rouge, United States

See the full list, filter by size, metro and specialty, and access 103 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Income distribution planning services based in Baton Rouge, United States at a glance

As of Oct 14, 2026

48.1%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Oct 14, 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 Baton Rouge, so it is reported there. Company counts and contact totals on this page are exact for Baton Rouge, over 38 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 Baton Rouge, United States whose business descriptions match “income distribution planning services” 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 103 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 14, 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.

Income distribution planning services 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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many income distribution planning services are there based in Baton Rouge, United States?

RevenueBase identified 38 company matches for income distribution planning services associated with Baton Rouge, 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?

Highland Wealth 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 income distribution planning services?

New York leads the United States with 243 company records, followed by Houston (194) and Atlanta (176). Baton Rouge has 38.

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 103 professional contacts with verified work emails tracked across these 38 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 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 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.