Company lists · Data refreshed September 2026

Top 16 Investment firms based in Baton Rouge, United States

RevenueBase identified 37 investment firms headquartered in Baton Rouge, United States as of September 2026 and tracks 298 professional contacts across them, including 144 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Baton Rouge, 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
37Companies
298Contacts tracked
144Verified emails
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The 16 largest investment firms based in Baton Rouge, United States

Ranked by team size
Top 16 of 37 investment firms based in Baton Rouge, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Horizon Financial GroupIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 202611-5026

“We make wealth management simple and straightforward for our clients.”

Source: company website · checked Sep 4, 2026
2
Highland WealthStrong evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 202611-5024

“Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.”

Source: company website · checked Sep 4, 2026
3Baton Rouge, LA, United StatesHQ checked Sep 4, 202611-5021

“The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.”

Source: company website · checked Sep 4, 2026
4
Altus Wealth ManagementIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 202611-5015

“At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.”

Source: company website · checked Sep 4, 2026
5
Hibernia Wealth ManagementIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-1012

“At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.”

Source: company website · checked Sep 4, 2026
6
The Olivier GroupIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-1012

“We make the complex simple.”

Source: company website · checked Sep 4, 2026
7
Centura AdvisorsIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-109

“The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.”

Source: company website · checked Sep 4, 2026
8
Ldfwealth Financial GroupIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-105

“LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.”

Source: company website · checked Sep 4, 2026
9
Simmons Asset ManagementStrong evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-104

“We provide a full range of investment and wealth management services, with a focus on reducing risk, growing wealth and protecting lifestyles.”

Source: company website · checked Sep 4, 2026
10
Aucoin Wealth ManagementIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-104

“Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.”

Source: company website · checked Sep 4, 2026
11
BF Anderson & CompanyStrong evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-103

“BF/Anderson is a Registered Investment Advisor firm in Baton Rouge specializing in a focused growth equity portfolio strategy.”

Source: company website · checked Sep 4, 2026
12
Peters Wealth Advisors, LLCIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-103

“As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.”

Source: company website · checked Sep 4, 2026
13
The Bombet Company LLCIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-102

“Life is a series of experiences.”

Source: company website · checked Sep 4, 2026
14Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-102

“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.”

Source: company website · checked Sep 4, 2026
15
Cornerstone WealthIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-101

“Cornerstone Wealth guides those who have others counting on them to plan.”

Source: company website · checked Sep 4, 2026
16
Louisiana Wealth AdvisorsIndirect evidence
Baton Rouge, LA, United StatesHQ checked Sep 4, 20261-101

“The professionals at Louisiana Wealth Advisors have more than thirty years of experience in assisting individuals and small business owners in analyzing and implementing…”

Source: company website · checked Sep 4, 2026

Showing 16 of 37 investment firms based in Baton Rouge, United States

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Investment firms based in Baton Rouge, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
28
11-50
7
51-200
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Baton Rouge, over 37 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Baton Rouge, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Baton Rouge 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 an evidence 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, 144 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Baton Rouge, United States?

RevenueBase identified 37 investment firms headquartered in Baton Rouge, 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?

Horizon Financial Group, headquartered in Baton Rouge, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 144 verified decision-maker contacts tracked across these 37 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 4, 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.