Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Louisville, United States

Name: Investment consulting firms based in Louisville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 71 companies tracked

RevenueBase identified 71 investment consulting firms headquartered in Louisville, United States as of September 2026 and tracks 1,051 professional contacts across them, including 325 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Louisville has 71.

This list covers investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review

71Companies

1,051Contacts tracked

325Verified emails

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The 25 largest investment consulting firms based in Louisville, United States

Ranked by team size

Top 25 of 71 investment consulting firms based in Louisville, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Strategic Wealth Designers	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	51-200	101 contacts →
	Indirect evidence “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Source: RevenueBase Database · checked Sep 26, 2026
2	Jones, Nale & Mattingly PLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	11-50	38 contacts →
	Indirect evidence “Jones, Nale & Mattingly provides financial, strategic, organizational and operational management solutions to businesses and individuals.” Source: RevenueBase Database · checked Sep 26, 2026
3	Peak Asset Management, Llc, Colorado	Indirect evidence	Louisville, CO, United StatesHQ checked Sep 26, 2026	11-50	22 contacts →
	Indirect evidence “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Source: RevenueBase Database · checked Sep 26, 2026
4	Commonwealth Capital Management CCM	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 2026
5	Meritrust Wealth Management	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	11-50	15 contacts →
	Indirect evidence “At Meritrust Wealth Management, we are focused on you and your goals.” Source: RevenueBase Database · checked Sep 26, 2026
6	First Kentucky Trust	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	11-50	14 contacts →
	Indirect evidence “For wealthy families and individuals in the Louisville community and elsewhere, we’re a welcome alternative to faceless large banks and brokerage firms-a wise choice for those…” Source: RevenueBase Database · checked Sep 26, 2026
7	Reliant Wealth Planning	Partial evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	11-50	14 contacts →
	Partial evidence “Reliant is a Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 26, 2026
8	Trailhead Wealth Management, LLC	Indirect evidence	Louisville, CO, United StatesHQ checked Sep 26, 2026	11-50	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 26, 2026
9	Mercer Wealth Management Group	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
10	Stegner Investment Associates, INC	Partial evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 2026
11	Centerline Wealth Advisors	Partial evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	10 contacts →
	Partial 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 26, 2026
12	Taylor Advisors, A HUB International Company	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	9 contacts →
	Indirect 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 26, 2026
13	Mercurio Wealth Advisors	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 2026
14	Gilliam, Mease Advisors, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	9 contacts →
	Indirect evidence “Equipping people to lead better financial lives.” Source: RevenueBase Database · checked Sep 26, 2026
15	Corvus Capital, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	9 contacts →
	Indirect evidence “Everyone has their own idea of what financial freedom means.” Source: RevenueBase Database · checked Sep 26, 2026
16	Winebrenner Capital Management	Partial evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 2026
17	Lifetime Wealth Strategies	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	8 contacts →
	Indirect evidence “We believe we work for you, not Wall Street.” Source: RevenueBase Database · checked Sep 26, 2026
18	Hafele Investments	Partial evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	6 contacts →
	Partial evidence “Hafele Investments (HI) is a wealth manager and an investment boutique offering services to wealthy families and individuals.” Source: RevenueBase Database · checked Sep 26, 2026
19	Gainline Financial Partners	Partial evidence	Louisville, CO, United StatesHQ checked Sep 26, 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 26, 2026
20	Sequoia Advisor Group	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	6 contacts →
	Indirect evidence “At Sequoia we have a heart for people and care deeply about you, your family, and what you want to spend your God-given time doing.” Source: RevenueBase Database · checked Sep 26, 2026
21	Lanier Asset Management, LLC	Partial evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	6 contacts →
	Partial 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 26, 2026
22	Advantage Investment Management	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 2026	1-10	5 contacts →
	Indirect evidence “Your financial goals are our priority.” Source: RevenueBase Database · checked Sep 26, 2026
23	Pillar Financial Advisors, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 2026
24	Barnes Young Wealth Advisors	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 2026
25	Wisdom Financial Management, LLC	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 26, 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 26, 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: investment consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. 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 71 investment consulting firms based in Louisville, United States

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Investment consulting firms based in Louisville, United States at a glance

As of Sep 26, 2026

30.9%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 71 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 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 Louisville, United States whose own description of what they do matches “investment 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 investment 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 investment consulting firms, 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, 325 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 26, 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 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 investment 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 investment consulting firms are there based in Louisville, United States?

RevenueBase identified 71 investment consulting firms 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 in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Louisville has 71.

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 325 verified decision-maker contacts tracked across these 71 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 26, 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.