Company lists · Data refreshed September 2026

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

Name: Senior financial planning 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 22, 2026 77 companies tracked

RevenueBase identified 77 company matches for senior financial planning firms associated with Louisville, United States as of September 2026 and tracks 1,080 professional contacts across them, including 313 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Louisville has 77.

This list covers company matches for senior financial planning 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 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

77Companies

1,080Contacts tracked

313Verified emails

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

Ranked by team size

Top 25 of 77 company matches for senior financial planning firms based in Louisville, 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	Strategic Wealth Designers	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	51-200	101 contacts →
	Exact match “Strategic Wealth Designers is an independent financial planning firm with locations nationwide.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Peak Asset Management, Llc, Colorado	Exact match	Louisville, CO, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	Commonwealth Capital Management CCM	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
4	Meritrust Wealth Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	J. Hagan Capital	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “J.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Reliant Wealth Planning	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “Reliant is a Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Trailhead Wealth Management, LLC	Exact match	Louisville, CO, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Mercer Wealth Management Group	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
9	Centerline Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
10	Capitalis Planning Partners	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	Taylor Advisors, A HUB International Company	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “We’re Taylor Advisors, and we’re the agents who bring about change to financial institutions just like yours.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Mercurio Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
13	Gilliam, Mease Advisors, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Equipping people to lead better financial lives.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Corvus Capital, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Everyone has their own idea of what financial freedom means.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Winebrenner Capital Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
16	Family Wealth Planning	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
17	Lifetime Wealth Strategies	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “We believe we work for you, not Wall Street.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Family Wealth Strategies	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “WE ARE FAMILY WEALTH STRATEGIES As an independent financial services firm, we help individuals design customized retirement strategies using a blend of investment and insurance…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Elder Advisers	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Financial planning, asset protection for seniors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Gainline Financial Partners	Exact match	Louisville, CO, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	Sequoia Advisor Group	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “At Sequoia we have a heart for people and care deeply about you, your family, and what you want to spend your God-given time doing.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Advantage Investment Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Your financial goals are our priority.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Coats Financial Planning, INC	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Pillar Financial Advisors, LLC	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “If you’re preparing for retirement, you have the chance of a lifetime.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Barnes Young Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “We are passionate about knowing you better, so you can spend your life in the areas you enjoy.” 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 77 senior financial planning firms based in Louisville, United States

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

As of Sep 22, 2026

29.0%Verified-email coverage

14.0Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 77 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 “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 313 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 Louisville, United States?

RevenueBase identified 77 company matches for senior financial planning 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?

Strategic Wealth Designers 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). Louisville has 77.

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 313 professional contacts with verified work emails tracked across these 77 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.