Company lists · Data refreshed September 2026

Top 25 Institutional investment advisors based in Louisville, United States

Name: Institutional investment advisors 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 52 companies tracked

RevenueBase identified 52 institutional investment advisors headquartered in Louisville, United States as of September 2026 and tracks 533 professional contacts across them, including 301 with verified work emails. New York is the largest hub.

This list covers institutional investment advisors headquartered in Louisville, 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 20, 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 20, 2026 86% judged on-target in blind review

52Companies

533Contacts tracked

301Verified emails

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The 25 largest institutional investment advisors based in Louisville, United States

Ranked by team size

Top 25 of 52 institutional investment advisors based in Louisville, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional 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	Strategic Wealth Designers	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	51-200	101 contacts →
	Indirect evidence “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
2	River Road Asset Management	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	50 contacts →
	Strong evidence “River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset…” Source: RevenueBase Database · checked Sep 20, 2026
3	Castellan Group, LLC	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Strong evidence “Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026
4	Peak Asset Management, Llc, Colorado	Partial evidence	Louisville, CO, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Partial evidence “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
5	Commonwealth Capital Management CCM	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…” Source: RevenueBase Database · checked Sep 20, 2026
6	Reliant Wealth Planning	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Reliant is a Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026
7	Stegner Investment Associates, INC	Partial evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Stegner Investment Associates, Inc.(SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives…” Source: RevenueBase Database · checked Sep 20, 2026
8	Centerline Wealth Advisors	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong evidence “Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families.” Source: RevenueBase Database · checked Sep 20, 2026
9	Taylor Advisors, A HUB International Company	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “We’re Taylor Advisors, and we’re the agents who bring about change to financial institutions just like yours.” Source: RevenueBase Database · checked Sep 20, 2026
10	Mercurio Wealth Advisors	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?” Source: RevenueBase Database · checked Sep 20, 2026
11	Gilliam, Mease Advisors, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Equipping people to lead better financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
12	Corvus Capital, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Everyone has their own idea of what financial freedom means.” Source: RevenueBase Database · checked Sep 20, 2026
13	Winebrenner Capital Management	Partial evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Winebrenner Capital Management is a Registered Investment Adviser based in Louisville, KY, built on a foundation of responsibility, integrity, and experience.” Source: RevenueBase Database · checked Sep 20, 2026
14	Gainline Financial Partners	Partial evidence	Louisville, CO, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Source: RevenueBase Database · checked Sep 20, 2026
15	Lanier Asset Management, LLC	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
16	Advantage Investment Management	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Your financial goals are our priority.” Source: RevenueBase Database · checked Sep 20, 2026
17	Pillar Financial Advisors, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “If you’re preparing for retirement, you have the chance of a lifetime.” Source: RevenueBase Database · checked Sep 20, 2026
18	Barnes Young Wealth Advisors	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “We are passionate about knowing you better, so you can spend your life in the areas you enjoy.” Source: RevenueBase Database · checked Sep 20, 2026
19	Wisdom Financial Management, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.” Source: RevenueBase Database · checked Sep 20, 2026
20	Louisville Capital Advisors Of Raymond James	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
21	Finch Financial Services Ffs, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Working with our clients to provide personalized financial services allowing them to make smart financial decisions” Source: RevenueBase Database · checked Sep 20, 2026
22	Green Street Capital, LLC	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Financial Advisors Retirement Plans Investments Insurance” Source: RevenueBase Database · checked Sep 20, 2026
23	Lightpath Wealth & TAX Advisors	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Lightpath Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom…” Source: RevenueBase Database · checked Sep 20, 2026
24	Parthenon LLC	Strong evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions.” Source: RevenueBase Database · checked Sep 20, 2026
25	Investment Answers	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Planning for retirement can be unsettling.” Source: RevenueBase Database · checked Sep 20, 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: institutional 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 institutional investment advisors.
Partial evidence: Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name institutional 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 52 institutional investment advisors based in Louisville, United States

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Institutional investment advisors based in Louisville, United States at a glance

As of Sep 20, 2026

56.5%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

1025.0%Largest-city concentration · New York

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 52 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 institutional 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 Louisville, United States whose own description of what they do matches “institutional 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 institutional 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 institutional investment advisors, and records with no verified work email. Companies headquartered outside Louisville 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, 301 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 20, 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.

Institutional 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 institutional 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 institutional investment advisors are there based in Louisville, United States?

RevenueBase identified 52 institutional investment advisors headquartered in Louisville, 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?

Strategic Wealth Designers, headquartered in Louisville, tops this list with the largest team on record.

Which city has the most institutional investment advisors?

New York leads with 533 headquartered companies, followed by Chicago (193) and Atlanta (191).

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 301 verified decision-maker contacts tracked across these 52 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 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 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.