Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Louisville, United States

Name: Personal financial accounting 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 29, 2026 82 companies tracked

RevenueBase identified 82 company matches for personal financial accounting firms associated with Louisville, United States as of September 2026 and tracks 620 professional contacts across them, including 286 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Louisville has 82.

This list covers company matches for personal financial accounting firms associated with Louisville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 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 RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

82Companies

620Contacts tracked

286Verified emails

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The 25 largest personal financial accounting firms based in Louisville, United States

Ranked by team size

Top 25 of 82 company matches for personal financial accounting firms based in Louisville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Origin CPA Group	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	11-50	26 contacts →
	Exact match “For over four decades, we’ve partnered with clients to deliver financial insights that make a meaningful – and measurable – impact.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Peak Asset Management, Llc, Colorado	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	11-50	22 contacts →
	Exact match “Peak Asset Management is an independent, comprehensive and objective financial advisory firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Commonwealth Capital Management CCM	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	18 contacts →
	Exact match “Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Meritrust Wealth Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “At Meritrust Wealth Management, we are focused on you and your goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	J. Hagan Capital	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Reliant Wealth Planning	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Reliant is a Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Williamson & Co. P.C	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “A full service CPA firm offering an array of financial and accounting services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Associates In Accounting, CPA	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Associates In Accounting, CPA, a Louisville-based Certified Public Accounting firm, represents numerous small business and individual clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Tandem Cpas	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “At Tandem CPAs, we believe healthy finances are more than just tax preparation and planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Mercer Wealth Management Group	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Henderman, Jessee & Company, Pllc	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Henderman, Jessee & Company, PLLC is an accounting company based out of 304 Whittington Pkwy # 107, Louisville, Kentucky, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Centerline Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	10 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Rueff And Associates	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Welcome to Rueff and Associates where we've been figuring it out for our clients for over 30 years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Capitalis Planning Partners	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “Through careful planning, we help you set financial goals, anticipate obstacles, overcome challenges, pursue dreams, and prepare for valuable opportunities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Patterson & Company Cpas	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “Full service public accounting, bookkeeping, payroll, tax preparation, and fraud examination and prevention services for small businesses, restaurants and hotels, and professional…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Mercurio Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Gilliam, Mease Advisors, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Equipping people to lead better financial lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Corvus Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Everyone has their own idea of what financial freedom means.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Winebrenner Capital Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Winebrenner Capital Management is a Registered Investment Adviser based in Louisville, KY, built on a foundation of responsibility, integrity, and experience.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Family Wealth Planning	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Life doesn’t move in straight lines, and your financial plan shouldn’t either.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Bourke Accounting LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match “At Bourke Accounting, our forte is providing bookkeeping and tax services for small to medium sized businesses and individuals from all industries and walks of life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	J.A. Garrison & Co., Cpa's	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Goforth & Herron, PSC	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “We are a full-service Accounting firm licensed in KY.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Freibert CPA Group, Pllc	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “At Freibert CPA Group, PLLC, we believe in the value of relationships.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Gainline Financial Partners	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 82 personal financial accounting firms based in Louisville, United States

See the full list, filter by size, metro and specialty, and access 286 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial accounting firms based in Louisville, United States at a glance

As of Sep 29, 2026

46.1%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 82 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Louisville, United States whose business descriptions match “personal financial accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 286 professional contacts with verified work emails across the full matched dataset. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial accounting firms are there based in Louisville, United States?

RevenueBase identified 82 company matches for personal financial accounting firms associated with Louisville, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Origin CPA Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 443 company records, followed by Houston (290) and Atlanta (244). Louisville has 82.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 286 professional contacts with verified work emails tracked across these 82 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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.