Company lists · Data refreshed November 2026

Top 19 Wealth & asset management companies based in Lafayette, United States

Name: Wealth & asset management companies based in Lafayette, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 35 companies tracked

RevenueBase identified 35 company matches for wealth & asset management companies associated with Lafayette, United States as of November 2026 and tracks 173 professional contacts across them, including 62 with verified work emails. Across the United States, New York is the largest hub for this category (585 companies); Lafayette has 35.

This list covers company matches for wealth & asset management companies 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 November 3, 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 Nov 3, 2026 How this list was built

35Companies

173Contacts tracked

62Verified emails

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The 19 largest wealth & asset management companies based in Lafayette, United States

Ranked by team size

Top 19 of 35 company matches for wealth & asset management companies based in Lafayette, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 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	Darnall Sikes Wealth Partners LLC	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	11-50	9 contacts →
	Exact match “At Darnall Sikes Wealth Partners, your prosperity is our priority.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	Coastal Capital Advisors	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	1-10	9 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 · Nov 3, 2026 · View company records in RevenueBase
3	The Foundation Investment Group	Exact match	Lafayette, CA, United StatesHQ recorded Nov 3, 2026	1-10	6 contacts →
	Exact match “Founded in 1992, the advisors of The Foundation Investment Group have more than 80 years of combined experience in implementing both private and public alternative investment…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
4	Vance Richard	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	11-50	6 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 · Nov 3, 2026 · View company records in RevenueBase
5	Heggie Investment Partners	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	1-10	5 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 · Nov 3, 2026 · View company records in RevenueBase
6	BCM Advisors, LLC	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
7	Stone Wealth Partners	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	1-10	4 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 · Nov 3, 2026 · View company records in RevenueBase
8	Gettings Reed Financial	Exact match	Lafayette, IN, United StatesHQ recorded Nov 3, 2026	1-10	3 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 · Nov 3, 2026 · View company records in RevenueBase
9	Integrity Ria, LLC	Exact match	Lafayette, United StatesHQ recorded Nov 3, 2026	1-10	3 contacts →
	Exact match “Integrity RIA is your comprehensive investment management and retirement plan advisory source.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Turquoise Wealth Management	Exact match	Lafayette, IN, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
11	Carrier Wealth Management, LLC	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	1-10	3 contacts →
	Exact match “Carrier Wealth Management is a firm founded by M.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	Meridian Financial Partners	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
13	HUX Capital Management	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 2026	1-10	3 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 · Nov 3, 2026 · View company records in RevenueBase
14	BBK Wealth Management	Exact match	Lafayette, IN, United StatesHQ recorded Nov 3, 2026	1-10	3 contacts →
	Exact match “BBK Wealth is a true fiduciary partner.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Wallace Advisory Group	Exact match	Lafayette, CA, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
16	CAN Wealth Management	Exact match	Lafayette, IN, United StatesHQ recorded Nov 3, 2026	1-10	2 contacts →
	Exact match “At CAN Wealth Management, we are striving to provide institutional wealth management strategies to individual investors.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
17	4th Quarter Wealth Management	Exact match	Lafayette, LA, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
18	Spiegelman Wealth Management	Exact match	Lafayette, CA, United StatesHQ recorded Nov 3, 2026	1-10	1 contacts →
	Exact match “Live wealthy.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
19	Bluesafe Financial LLC	Exact match	Lafayette, IN, United StatesHQ recorded Nov 3, 2026	1-10	1 contacts →
	Exact match “BlueSafe Financial was founded by Jeff Gasaway, MBA.” Recorded in the RevenueBase company graph · Nov 3, 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 “wealth & asset management companies”. 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 19 of 35 wealth & asset management companies based in Lafayette, United States

See the full list, filter by size, metro and specialty, and access 62 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth & asset management companies based in Lafayette, United States at a glance

As of Nov 3, 2026

35.8%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Nov 3, 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 35 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 “wealth & asset management companies” 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 62 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 November 3, 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.

Wealth & asset management companies 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 “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there based in Lafayette, United States?

RevenueBase identified 35 company matches for wealth & asset management companies associated with Lafayette, United States as of November 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?

Darnall Sikes Wealth Partners LLC 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 wealth & asset management companies?

New York leads the United States with 585 company records, followed by Atlanta (245) and Houston (244). Lafayette has 35.

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 62 professional contacts with verified work emails tracked across these 35 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 November 3, 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.