Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Baton Rouge, United States

Name: Senior financial planning firms 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 22, 2026 48 companies tracked

RevenueBase identified 48 company matches for senior financial planning firms associated with Baton Rouge, United States as of September 2026 and tracks 290 professional contacts across them, including 129 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Baton Rouge has 48.

This list covers company matches for senior financial planning firms associated with Baton Rouge, 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 22, 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 22, 2026 How this list was built

48Companies

290Contacts tracked

129Verified emails

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The 25 largest senior financial planning firms based in Baton Rouge, United States

Ranked by team size

Top 25 of 48 company matches for senior financial planning firms based in Baton Rouge, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Iron Horse Financial	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	51-200	40 contacts →
	Exact match “With nearly 60 years of serving the southern region, Iron Horse Financial has recently expanded to have a national impact.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Horizon Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	11-50	26 contacts →
	Exact match “We make wealth management simple and straightforward for our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Highland Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	11-50	26 contacts →
	Exact match “Highland Wealth is a multi-generational wealth management firm that formulates personalized financial plans, while delivering tailored investment and insurance services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Carson Wealth-The Shobe Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	11-50	21 contacts →
	Exact match “The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Altus Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	11-50	16 contacts →
	Exact match “At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Hibernia Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	12 contacts →
	Exact match “At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	The Olivier Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	12 contacts →
	Exact match “We make the complex simple.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Centura Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “The old out-of-touch, qualitative approach that we believe exists in the financial industry does not exist at Centura Advisors, LLC.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	JCN Financial & TAX Advisory Group, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Financial advising shouldn’t be a one-way conversation.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Capital South Wealth Management, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Game Changer Wealth	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “Game Changer Wealth, formally known as JLine Financial, is “All Things Financial” educators first and foremost!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	IFG LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “As an independently owned firm, we prioritize our clients above all else.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Ldfwealth Financial Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Asempa Wealth Advisors	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Asempa Wealth Advisors is a fee-only fiduciary wealth management firm based in Baton Rouge, La.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Marrero Wealth Management, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Rainier Wealth Planning, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Rainier Wealth Planning is a boutique, family office advisory firm providing comprehensive financial planning & investment advisory services to individuals & families seeking…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Aucoin Wealth Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Your Comprehensive Wealth Solution At Aucoin Wealth Management, we pride ourselves on being your one source for comprehensive wealth management solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Simmons Asset Management	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We provide a full range of investment and wealth management services, with a focus on reducing risk, growing wealth and protecting lifestyles.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	advisor.investments	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Pelican Advisory Group	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	201-500	3 contacts →
	Exact match “Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Peters Wealth Advisors, LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Drew Pelton Investment Services	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Drew Pelton Investment Services places a focus on education along with our more conservative approach to both planning and saving for retirement.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	The Strategic Implementer	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Do you feel like your firm is running you instead of the other way around?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Opes Wealth Partners	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Our team focuses on assisting individuals and families who are retired or are planning for their retirement.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	The Bombet Company LLC	Exact match	Baton Rouge, LA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Life is a series of experiences.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning 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 48 senior financial planning firms based in Baton Rouge, United States

See the full list, filter by size, metro and specialty, and access 129 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Baton Rouge, United States at a glance

As of Sep 22, 2026

44.5%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 48 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 Baton Rouge, United States whose business descriptions match “senior financial planning 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 129 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 22, 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.

Senior financial planning 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Baton Rouge, United States?

RevenueBase identified 48 company matches for senior financial planning firms associated with Baton Rouge, 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?

Iron Horse Financial 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Baton Rouge has 48.

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 129 professional contacts with verified work emails tracked across these 48 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 22, 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.