Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Lafayette, United States

Name: Senior financial planning firms based in Lafayette, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 49 companies tracked

RevenueBase identified 49 company matches for senior financial planning firms associated with Lafayette, United States as of September 2026 and tracks 205 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Lafayette has 49.

This list covers company matches for senior financial planning firms associated with Lafayette, 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

49Companies

205Contacts tracked

72Verified emails

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

Ranked by team size

Top 25 of 49 company matches for senior financial planning firms based in Lafayette, 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	Summit Financial Wealth Advisors	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Darnall Sikes Wealth Partners LLC	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “At Darnall Sikes Wealth Partners, your prosperity is our priority.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Coastal Capital Advisors	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “As full service financial planners, working with us means digging in deep to discover what your unique set of needs are.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Matthew James TAX & Wealth Management	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “MATTHEW JAMES Tax & Wealth Management provides customized retirement financial planning, tax strategy & wealth management services for clients with $1 million or more in…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Hulet & Associates, PC	Exact match	Lafayette, CO, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Gettings Reed Financial	Exact match	Lafayette, IN, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Gettings Reed Financial is a comprehensive Financial Planning firm providing investment management services to individuals and families including retirement, estate, and insurance…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	BCM Advisors, LLC	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “At BCM, we work with financial planning and advisory clients who have or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	HUX Capital Management	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Traditional methods of creating retirement wealth are used by the majority of brokers, but there are much better ways to manage money today.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Vance Richard	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Integrity Ria, LLC	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Integrity RIA is your comprehensive investment management and retirement plan advisory source.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Turquoise Wealth Management	Exact match	Lafayette, IN, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “For many, our largest investment asset is our 401(k) or other workplace account, but finding good personal and local advice or help managing it can be challenging.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Heggie Investment Partners	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “OUR MISSION: We are in this business to advise and educate you through personalized financial strategies and investments.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Meridian Financial Partners	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Today's investment climate offers unprecedented opportunities, but at the same time, can seem dauntingly complex.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Carrier Wealth Management, LLC	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Carrier Wealth Management is a firm founded by M.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Wallace Advisory Group	Exact match	Lafayette, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Wallace Advisory Group was founded in 2015 by Bill, Joe and Craig Wallace to serve high net worth families and business owners as a fully independent advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Stone Wealth Partners	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Stone Wealth Partners is an independently owned investment advisory firm with a solid history of providing dedicated, personalized service to our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Madren Financial LLC	Exact match	Lafayette, IN, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “At Madren Financial, we are committed to helping you achieve financial freedom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Ideal Financial Advisors	Exact match	Lafayette, CA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Comprehensive Financial Planning” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Heritage Wealth Management, LLC	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “At Heritage Wealth Management, we customize financial plans that are based on you and what you hope to accomplish.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Rick Davis	Exact match	Lafayette, IN, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Our Mission at Q4 Advisors is to help individuals and business owners Win the Financial Game of Life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	4th Quarter Wealth Management	Exact match	Lafayette, LA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “The most important strategy happens in the fourth quarter – of a game, and the business calendar of your life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Mountain Flower Investments & Planning	Exact match	Lafayette, CO, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Entrepreneurs and retirees have a unique set of opportunities to build and enjoy the life they want to live.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	VG Financial Consulting, LLC	Exact match	Lafayette, CA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Providing comprehensive financial planning, organization and implementation to individuals and families, with a speciality in public and private company executive compensation…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Winding Trail Financial Planning, LLC	Exact match	Lafayette, CO, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Winding Trail Financial Planning, LLC is an independent, fee-only financial planning firm focused on helping professionals, entrepreneurs, and small business owners achieve their…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Bluesafe Financial LLC	Exact match	Lafayette, IN, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “BlueSafe Financial was founded by Jeff Gasaway, MBA.” 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 49 senior financial planning firms based in Lafayette, United States

See the full list, filter by size, metro and specialty, and access 72 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 22, 2026

35.1%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

Sep 22, 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 Lafayette, so it is reported there. Company counts and contact totals on this page are exact for Lafayette, over 49 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 Lafayette, 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 72 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 Lafayette, United States?

RevenueBase identified 49 company matches for senior financial planning firms associated with Lafayette, 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?

Summit Financial Wealth Advisors 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). Lafayette has 49.

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 72 professional contacts with verified work emails tracked across these 49 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.