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.

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
47Companies
774Contacts tracked
169Verified emails
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The 23 largest investment firms based in Louisville, United States

Ranked by team size
Top 23 of 47 investment firms based in Louisville, 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
1Louisville, KY, United StatesHQ checked Sep 4, 202611-5048

“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, 2026
2Louisville, CO, United StatesHQ checked Sep 4, 202611-5021

“Peak Asset Management is an independent, comprehensive and objective financial advisory firm.”

Source: company website · checked Sep 4, 2026
3
Venture FirstIndirect evidence
Louisville, KY, United StatesHQ checked Sep 4, 202611-5017

“Venture First is a boutique financial services group focused on empowering entrepreneurs.”

Source: company website · checked Sep 4, 2026
4
Meritrust Wealth ManagementIndirect evidence
Louisville, KY, United StatesHQ checked Sep 4, 202611-5015

“At Meritrust Wealth Management, we are focused on you and your goals.”

Source: company website · checked Sep 4, 2026
5
Reliant Wealth PlanningStrong evidence
Louisville, KY, United StatesHQ checked Sep 4, 202611-5013

“Reliant is a Registered Investment Advisor.”

Source: company website · checked Sep 4, 2026
6Louisville, CO, United StatesHQ checked Sep 4, 202611-5013

“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, 2026
7Louisville, KY, United StatesHQ checked Sep 4, 20261-1011

“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, 2026
8Louisville, KY, United StatesHQ checked Sep 4, 20261-1010

“Equipping people to lead better financial lives.”

Source: company website · checked Sep 4, 2026
9Louisville, KY, United StatesHQ checked Sep 4, 20261-1010

“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, 2026
10Louisville, KY, United StatesHQ checked Sep 4, 20261-109

“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, 2026
11
Corvus Capital, LLCIndirect evidence
Louisville, KY, United StatesHQ checked Sep 4, 20261-109

“Everyone has their own idea of what financial freedom means.”

Source: company website · checked Sep 4, 2026
12
Mercurio Wealth AdvisorsIndirect evidence
Louisville, KY, United StatesHQ checked Sep 4, 20261-108

“CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?”

Source: company website · checked Sep 4, 2026
13
Lifetime Wealth StrategiesIndirect evidence
Louisville, KY, United StatesHQ checked Sep 4, 20261-108

“We believe we work for you, not Wall Street.”

Source: company website · checked Sep 4, 2026
14
Hafele InvestmentsStrong evidence
Louisville, KY, United StatesHQ checked Sep 4, 20261-106

“Hafele Investments (HI) is a wealth manager and an investment boutique offering services to wealthy families and individuals.”

Source: company website · checked Sep 4, 2026
15Louisville, CO, United StatesHQ checked Sep 4, 20261-106

“Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.”

Source: company website · checked Sep 4, 2026
16Louisville, KY, United StatesHQ checked Sep 4, 20261-105

“Your financial goals are our priority.”

Source: company website · checked Sep 4, 2026
17Louisville, KY, United StatesHQ checked Sep 4, 20261-105

“If you’re preparing for retirement, you have the chance of a lifetime.”

Source: company website · checked Sep 4, 2026
18Louisville, KY, United StatesHQ checked Sep 4, 20261-105

“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, 2026
19Louisville, KY, United StatesHQ checked Sep 4, 202611-504

“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, 2026
20Louisville, KY, United StatesHQ checked Sep 4, 20261-104

“Financial Advisors Retirement Plans Investments Insurance”

Source: company website · checked Sep 4, 2026
21
Parthenon LLCStrong evidence
Louisville, KY, United StatesHQ checked Sep 4, 20261-103

Investment management firm specializing in original research serving high net-worth families, trusts, endowments, foundations and other institutions.”

Source: company website · checked Sep 4, 2026
22
Investment AnswersIndirect evidence
Louisville, KY, United StatesHQ checked Sep 4, 20261-102

“Planning for retirement can be unsettling.”

Source: company website · checked Sep 4, 2026
23Louisville, KY, United StatesHQ checked Sep 4, 20261-102
Source: company website · checked Sep 4, 2026

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

Companies by employee count

1-10
36
11-50
10
1,001-5,000
1

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

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.