Company lists · Data refreshed September 2026

Top 25 Private wealth advisors based in Baton Rouge, United States

Name: Private wealth advisors based in Baton Rouge, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 41 companies tracked

RevenueBase identified 41 private wealth advisors headquartered in Baton Rouge, United States as of September 2026 and tracks 263 professional contacts across them, including 122 with verified work emails. New York is the largest hub.

This list covers private wealth advisors 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 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 20, 2026 86% judged on-target in blind review

41Companies

263Contacts tracked

122Verified emails

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The 25 largest private wealth advisors based in Baton Rouge, United States

Ranked by team size

Top 25 of 41 private wealth advisors based in Baton Rouge, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to private wealth advisors: 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	Iron Horse Financial	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	51-200	40 contacts →
	Indirect evidence “With nearly 60 years of serving the southern region, Iron Horse Financial has recently expanded to have a national impact.” Source: RevenueBase Database · checked Sep 20, 2026
2	Horizon Financial Group	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	11-50	26 contacts →
	Partial evidence “We make wealth management simple and straightforward for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
3	Highland Wealth	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	11-50	26 contacts →
	Partial evidence “Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.” Source: RevenueBase Database · checked Sep 20, 2026
4	Carson Wealth-The Shobe Financial Group	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.” Source: RevenueBase Database · checked Sep 20, 2026
5	Altus Wealth Management	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.” Source: RevenueBase Database · checked Sep 20, 2026
6	Hibernia Wealth Management	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial evidence “At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.” Source: RevenueBase Database · checked Sep 20, 2026
7	The Olivier Group	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “We make the complex simple.” Source: RevenueBase Database · checked Sep 20, 2026
8	Centura Advisors	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.” Source: RevenueBase Database · checked Sep 20, 2026
9	Capital South Wealth Management, LLC	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
10	Game Changer Wealth	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “Game Changer Wealth, formally known as JLine Financial, is “All Things Financial” educators first and foremost!” Source: RevenueBase Database · checked Sep 20, 2026
11	Thompson Creek Wealth Advisors	Strong evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Thompson Creek Wealth Advisors is made up of a team of experienced, dedicated wealth advisors in the areas of Investment Management, Financial Planning, Risk Management, Estate…” Source: RevenueBase Database · checked Sep 20, 2026
12	Ldfwealth Financial Group	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026
13	Asempa Wealth Advisors	Strong evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Asempa Wealth Advisors is a fee-only fiduciary wealth management firm based in Baton Rouge, La.” Source: RevenueBase Database · checked Sep 20, 2026
14	Marrero Wealth Management, LLC	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Based in Baton Rouge, Louisiana, Marrero Wealth Management, LLC serves clients across the nation, while remaining committed with steadfast focus on each client’s individual needs.” Source: RevenueBase Database · checked Sep 20, 2026
15	Rainier Wealth Planning, LLC	Strong evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Rainier Wealth Planning is a boutique, family office advisory firm providing comprehensive financial planning & investment advisory services to individuals & families seeking…” Source: RevenueBase Database · checked Sep 20, 2026
16	Aucoin Wealth Management	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.” Source: RevenueBase Database · checked Sep 20, 2026
17	Simmons Asset Management	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “We provide a full range of investment and wealth management services, with a focus on reducing risk, growing wealth and protecting lifestyles.” Source: RevenueBase Database · checked Sep 20, 2026
18	advisor.investments	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
19	Peters Wealth Advisors, LLC	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.” Source: RevenueBase Database · checked Sep 20, 2026
20	The Bombet Company LLC	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Life is a series of experiences.” Source: RevenueBase Database · checked Sep 20, 2026
21	Ellis Insurance & Financial Group	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
22	Cornerstone Wealth	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Cornerstone Wealth guides those who have others counting on them to plan.” Source: RevenueBase Database · checked Sep 20, 2026
23	Louisiana Wealth Advisors	Strong evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
24	Retirement Capital Management	Indirect evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Pension, 401k, IRA, SS, Income Management - Strategic Tax - Legacy Planning” Source: RevenueBase Database · checked Sep 20, 2026
25	Stanley Wealth Partners	Partial evidence	Baton Rouge, LA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Stanley Wealth Partners is a boutique wealth strategy consulting firm for high-net-worth individuals, families, and business owners.” Source: RevenueBase Database · checked Sep 20, 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: private wealth advisors. 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 private wealth advisors.
Partial evidence: Its own public description names part of private wealth advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private wealth advisors. 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 41 private wealth advisors based in Baton Rouge, United States

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Private wealth advisors based in Baton Rouge, United States at a glance

As of Sep 20, 2026

46.4%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

1143.9%Largest-city concentration · New York

Sep 20, 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 Baton Rouge, so it is reported there. Company counts and contact totals on this page are exact for Baton Rouge, over 41 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 private wealth advisors, 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 Baton Rouge, United States whose own description of what they do matches “private wealth advisors”. 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 private wealth advisors), 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 private wealth advisors, 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 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, 122 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 20, 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.

Private wealth advisors 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 private wealth advisors, 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 private wealth advisors are there based in Baton Rouge, United States?

RevenueBase identified 41 private wealth advisors 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?

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

Which city has the most private wealth advisors?

New York leads with 469 headquartered companies, followed by Atlanta (250) and Houston (238).

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 122 verified decision-maker contacts tracked across these 41 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 20, 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.