Company lists · Data refreshed September 2026
Top 23 Investment firms based in Louisville, United States
RevenueBase identified 47 investment firms headquartered in Louisville, United States as of September 2026 and tracks 774 professional contacts across them, including 169 with verified work emails. New York is the largest hub.
This list covers investment 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, 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.
The 23 largest investment firms based in Louisville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | River Road Asset ManagementStrong evidence | 48 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | Peak Asset Management, Llc, ColoradoIndirect evidence | 21 | |||
“Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Venture FirstIndirect evidence | 17 | |||
“Venture First is a boutique financial services group focused on empowering entrepreneurs.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Meritrust Wealth ManagementIndirect evidence | 15 | |||
“At Meritrust Wealth Management, we are focused on you and your goals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | Reliant Wealth PlanningStrong evidence | 13 | |||
“Reliant is a Registered Investment Advisor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Trailhead Wealth Management, LLCIndirect evidence | 13 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | Mercer Wealth Management GroupIndirect evidence | 11 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 | ||||
“Equipping people to lead better financial lives.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Winebrenner Capital ManagementStrong evidence | 9 | |||
“Winebrenner Capital Management is a Registered Investment Adviser based in Louisville, KY, built on a foundation of responsibility, integrity, and experience.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 | ||||
“Everyone has their own idea of what financial freedom means.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Mercurio Wealth AdvisorsIndirect evidence | 8 | |||
“CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Lifetime Wealth StrategiesIndirect evidence | 8 | |||
“We believe we work for you, not Wall Street.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 | ||||
“Hafele Investments (HI) is a wealth manager and an investment boutique offering services to wealthy families and individuals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 | ||||
“Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 | ||||
“Your financial goals are our priority.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | Pillar Financial Advisors, LLCIndirect evidence | 5 | |||
“If you’re preparing for retirement, you have the chance of a lifetime.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Wisdom Financial Management, LLCIndirect evidence | 5 | |||
“Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | Louisville Capital Advisors Of Raymond JamesIndirect evidence | 4 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 | ||||
“Financial Advisors Retirement Plans Investments Insurance” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | Parthenon LLCStrong evidence | 3 | |||
“Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 | ||||
“Planning for retirement can be unsettling.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 | ||||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 23 of 47 investment firms based in Louisville, United States
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Investment firms based in Louisville, United States at a glance
As of Sep 4, 2026Companies by employee count
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 Louisville, over 47 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 Louisville, 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 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 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, 169 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
- Investment firms in New York1002
- Investment firms in Chicago301
- Investment firms in Dallas277
- Investment firms in Atlanta227
- Investment firms in Houston226
- Investment firms in Miami208
- Investment firms in Boston195
- Investment firms in San Francisco189
- Investment firms in Los Angeles179
- Investment firms in Austin174
- Investment firms in San Diego151
- Investment firms in Denver138
- Investment firms in Charlotte136
- Investment firms in Scottsdale114
- Investment firms in Tampa112
- Investment firms in Newport Beach96
- Investment firms in Portland92
- Investment firms in Boca Raton86
- Investment firms in Indianapolis82
- Investment firms in Minneapolis82
- Investment firms in Irvine80
- Investment firms in Seattle74
- Investment firms in Cincinnati73
- Investment firms in Overland Park70
- Investment firms in Columbus69
- Investment firms in San Antonio69
- Investment firms in Omaha68
- Investment firms in Birmingham67
- Investment firms in Phoenix67
- Investment firms in Las Vegas66
- Investment firms in Naples63
- Investment firms in Pittsburgh63
- Investment firms in Raleigh62
- Investment firms in Richmond60
- Investment firms in Washington58
- Investment firms in Nashville54
- Investment firms in Columbia53
- Investment firms in Greenville53
- Investment firms in Bellevue51
- Investment firms in Greenwich51
- Investment firms in Greenwood Village49
- Investment firms in Philadelphia49
- Investment firms in Salt Lake City49
- Investment firms in Fort Worth48
- Investment firms in Grand Rapids48
- Investment firms in Memphis48
- Investment firms in Wilmington48
- Investment firms in Louisville47
- Investment firms in Orlando47
- Investment firms in Sarasota46
- Investment firms in Fort Lauderdale43
- Investment firms in Madison43
- Investment firms in Rochester43
- Investment firms in Colorado Springs42
- Investment firms in Pasadena42
- Investment firms in Tucson42
- Investment firms in New York City40
- Investment firms in Stamford40
- Investment firms in Jacksonville39
- Investment firms in Lexington39
- Investment firms in Tulsa39
- Investment firms in Springfield38
- Investment firms in Baton Rouge37
- Investment firms in Coral Gables37
- Investment firms in Bethesda36
- Investment firms in Kansas City36
- Investment firms in Plano36
- Investment firms in Troy36
- Investment firms in Walnut Creek36
- Investment firms in Cleveland35
- Investment firms in St Louis35
- Investment firms in Westport35
- Investment firms in Alpharetta34
- Investment firms in Palo Alto34
- Investment firms in Melville33
- Investment firms in Virginia Beach33
- Investment firms in Mclean32
- Investment firms in St. Louis32
- Investment firms in Ann Arbor31
- Investment firms in Lake Oswego31
- Investment firms in Oklahoma City31
- Investment firms in Baltimore30
- Investment firms in Beverly Hills30
- Investment firms in Brentwood30
- Investment firms in Carmel30
- Investment firms in Charleston30
- Investment firms in Lincoln30
- Investment firms in Milwaukee30
- Investment firms in Boise29
- Investment firms in Palm Beach Gardens29
- Investment firms in Red Bank29
- Investment firms in Westlake Village29
- Investment firms in West Des Moines28
- Investment firms in Boulder27
- Investment firms in Little Rock27
- Investment firms in Wayne27
- Investment firms in West Palm Beach27
- Investment firms in Albuquerque26
- Investment firms in Greensboro26
- Investment firms in Jackson26
- Investment firms in Knoxville26
- Investment firms in Lafayette26
- Investment firms in Reston26
- Investment firms in Santa Monica26
- Investment firms in West Chester26
- Investment firms in Bloomfield Hills25
- Investment firms in Buffalo25
- Investment firms in Charlottesville25
- Investment firms in Clearwater25
- Investment firms in El Segundo25
- Investment firms in Franklin25
- Investment firms in Frisco25
- Investment firms in Lancaster25
- Investment firms in Princeton25
- Investment firms in Sacramento25
Frequently asked
How many investment firms are there based in Louisville, United States?
RevenueBase identified 47 investment 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?
River Road Asset Management, headquartered in Louisville, 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 169 verified decision-maker contacts tracked across these 47 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.