Company lists · Data refreshed September 2026
Top 25 Investment advisory companies based in Louisville, United States
RevenueBase identified 61 investment advisory companies headquartered in Louisville, United States as of September 2026 and tracks 1,081 professional contacts across them, including 334 with verified work emails. New York is the largest hub.
This list covers investment advisory companies 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.
The 25 largest investment advisory companies based in Louisville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 101 contacts → | ||||
Indirect evidence “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 53 contacts → | ||||
Strong evidence “PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 50 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 22 contacts → | ||||
Partial evidence “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Indirect evidence “At Meritrust Wealth Management, we are focused on you and your goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Strong evidence “Reliant is a Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence “Equipping people to lead better financial lives.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Indirect evidence “Everyone has their own idea of what financial freedom means.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “We believe we work for you, not Wall Street.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Your financial goals are our priority.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “If you’re preparing for retirement, you have the chance of a lifetime.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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, 2026Thanks. The Data Team will review it. | |||||
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: investment advisory companies. 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 investment advisory companies.
- Partial evidence
- Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory companies. 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 61 investment advisory companies based in Louisville, United States
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Investment advisory companies based in Louisville, United States at a glance
As of Sep 20, 2026Companies by employee count
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 61 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 investment advisory companies, 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 “investment advisory companies”. 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 investment advisory companies), 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 investment advisory companies, 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, 334 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.
Investment advisory companies by metro in the United States
- Investment advisory companies in New York529
- Investment advisory companies in Atlanta254
- Investment advisory companies in Dallas230
- Investment advisory companies in Houston224
- Investment advisory companies in Chicago218
- Investment advisory companies in San Diego190
- Investment advisory companies in Austin167
- Investment advisory companies in Scottsdale159
- Investment advisory companies in Charlotte156
- Investment advisory companies in Boston155
- Investment advisory companies in Miami155
- Investment advisory companies in San Francisco150
- Investment advisory companies in Denver144
- Investment advisory companies in Los Angeles135
- Investment advisory companies in Portland121
- Investment advisory companies in Tampa118
- Investment advisory companies in Cincinnati112
- Investment advisory companies in Irvine100
- Investment advisory companies in Overland Park99
- Investment advisory companies in Newport Beach95
- Investment advisory companies in Raleigh95
- Investment advisory companies in Minneapolis94
- Investment advisory companies in Columbus93
- Investment advisory companies in Phoenix92
- Investment advisory companies in Birmingham87
- Investment advisory companies in Indianapolis84
- Investment advisory companies in Pittsburgh83
- Investment advisory companies in Boca Raton81
- Investment advisory companies in San Antonio81
- Investment advisory companies in Grand Rapids80
- Investment advisory companies in Seattle79
- Investment advisory companies in Columbia77
- Investment advisory companies in Omaha77
- Investment advisory companies in Richmond74
- Investment advisory companies in Greenville71
- Investment advisory companies in Las Vegas70
- Investment advisory companies in Rochester67
- Investment advisory companies in Bellevue64
- Investment advisory companies in Greenwood Village64
- Investment advisory companies in Madison62
- Investment advisory companies in Sarasota62
- Investment advisory companies in Louisville61
- Investment advisory companies in Wilmington61
- Investment advisory companies in Fort Worth60
- Investment advisory companies in Lexington59
- Investment advisory companies in Colorado Springs58
- Investment advisory companies in Fort Lauderdale58
- Investment advisory companies in Jacksonville57
- Investment advisory companies in Salt Lake City57
- Investment advisory companies in Tulsa57
- Investment advisory companies in Naples56
- Investment advisory companies in Nashville56
- Investment advisory companies in Plano56
- Investment advisory companies in Memphis55
- Investment advisory companies in Springfield54
- Investment advisory companies in Orlando53
- Investment advisory companies in Troy53
- Investment advisory companies in Tucson53
- Investment advisory companies in Walnut Creek53
- Investment advisory companies in Washington53
- Investment advisory companies in Pasadena51
- Investment advisory companies in Philadelphia48
- Investment advisory companies in Alpharetta47
- Investment advisory companies in St Louis47
- Investment advisory companies in Virginia Beach45
- Investment advisory companies in Brentwood44
- Investment advisory companies in Knoxville44
- Investment advisory companies in Melville44
- Investment advisory companies in Coral Gables43
- Investment advisory companies in Lake Oswego43
- Investment advisory companies in Oklahoma City43
- Investment advisory companies in San Jose43
- Investment advisory companies in Cleveland42
- Investment advisory companies in Franklin42
- Investment advisory companies in Lafayette42
- Investment advisory companies in Lincoln42
- Investment advisory companies in St. Louis42
- Investment advisory companies in Baton Rouge41
- Investment advisory companies in Westlake Village41
- Investment advisory companies in Plymouth40
- Investment advisory companies in Stamford40
- Investment advisory companies in Fort Collins39
- Investment advisory companies in Greensboro39
- Investment advisory companies in Ann Arbor38
- Investment advisory companies in Bethesda38
- Investment advisory companies in Buffalo38
- Investment advisory companies in Jackson38
- Investment advisory companies in Red Bank38
- Investment advisory companies in West Des Moines38
- Investment advisory companies in Mclean37
- Investment advisory companies in Reston37
- Investment advisory companies in The Woodlands37
- Investment advisory companies in Bloomington36
- Investment advisory companies in Kansas City36
- Investment advisory companies in Pittsford36
- Investment advisory companies in Charleston35
- Investment advisory companies in Roseville35
- Investment advisory companies in West Chester35
- Investment advisory companies in Albuquerque34
- Investment advisory companies in Baltimore34
- Investment advisory companies in Boise34
- Investment advisory companies in Carmel34
- Investment advisory companies in Chattanooga34
- Investment advisory companies in Honolulu34
- Investment advisory companies in Bloomfield Hills33
- Investment advisory companies in Little Rock33
- Investment advisory companies in Littleton33
- Investment advisory companies in Marietta33
- Investment advisory companies in Rockville33
- Investment advisory companies in Annapolis32
- Investment advisory companies in Chesterfield32
- Investment advisory companies in Concord32
- Investment advisory companies in Fort Wayne32
- Investment advisory companies in Reno32
- Investment advisory companies in Southfield32
- Investment advisory companies in Westport32
- Investment advisory companies in Minnetonka31
- Investment advisory companies in Sacramento31
- Investment advisory companies in Carlsbad30
- Investment advisory companies in Englewood30
- Investment advisory companies in Frisco30
- Investment advisory companies in Milwaukee30
- Investment advisory companies in Princeton30
- Investment advisory companies in Santa Barbara30
- Investment advisory companies in Towson30
- Investment advisory companies in Alexandria29
- Investment advisory companies in Arlington29
- Investment advisory companies in Burlington28
- Investment advisory companies in Charlottesville28
- Investment advisory companies in Lakewood28
- Investment advisory companies in Lancaster28
- Investment advisory companies in Northbrook28
- Investment advisory companies in Spokane28
- Investment advisory companies in Wichita28
- Investment advisory companies in Edina27
- Investment advisory companies in Vienna27
- Investment advisory companies in Woodbury27
- Investment advisory companies in Bedford26
- Investment advisory companies in Berwyn26
- Investment advisory companies in Clearwater26
- Investment advisory companies in Dublin26
- Investment advisory companies in Greenwich26
- Investment advisory companies in Naperville26
- Investment advisory companies in Portsmouth26
- Investment advisory companies in Southlake26
- Investment advisory companies in Tallahassee26
- Investment advisory companies in Wayne26
- Investment advisory companies in Boulder25
- Investment advisory companies in Fairfield25
- Investment advisory companies in Oak Brook25
- Investment advisory companies in San Ramon25
- Investment advisory companies in Westlake25
- Investment advisory companies in Winter Park25
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 investment advisory companies, 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 investment advisory companies are there based in Louisville, United States?
RevenueBase identified 61 investment advisory companies 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 investment advisory companies?
New York leads with 529 headquartered companies, followed by Atlanta (254) and Dallas (230).
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 334 verified decision-maker contacts tracked across these 61 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.
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