Company lists · Data refreshed September 2026
Top 25 Wealth management consulting firms based in Baton Rouge, United States
RevenueBase identified 46 wealth management consulting firms headquartered in Baton Rouge, United States as of September 2026 and tracks 297 professional contacts across them, including 134 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Baton Rouge has 46.
This list covers wealth management consulting firms 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 29, 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.
The 25 largest wealth management consulting firms based in Baton Rouge, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 26 contacts → | ||||
Strong evidence “We make wealth management simple and straightforward for our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 26 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Strong evidence “At Altus Wealth Management, we are a team of committed financial professionals in Baton Rouge, Louisiana.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Indirect evidence “If you are looking for leadership and support in achieving what you actually want out of life, you’ve come to the right place.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Strong evidence “At Hibernia Wealth Management, we understand that you’ve worked hard to build your wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “We make the complex simple.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “Financial advising shouldn’t be a one-way conversation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Jackson Law, LLC's practice consists of family business, estate and tax consultation and advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “LDFwealth Financial Group is a company based out of Baton Rouge, Louisiana, United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana, serving affluent individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Do you feel like your firm is running you instead of the other way around?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Life is a series of experiences.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: wealth management consulting firms. 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 wealth management consulting firms.
- Partial evidence
- Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consulting firms. 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 46 wealth management consulting firms based in Baton Rouge, United States
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Wealth management consulting firms based in Baton Rouge, United States at a glance
As of Sep 29, 2026Companies by employee count
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 46 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 wealth management consulting firms, 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 “wealth management consulting firms”. 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 wealth management consulting firms), 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 wealth management consulting firms, 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, 134 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 29, 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.
Wealth management consulting firms by metro in the United States
- Wealth management consulting firms in New York624
- Wealth management consulting firms in Atlanta279
- Wealth management consulting firms in Houston265
- Wealth management consulting firms in Dallas254
- Wealth management consulting firms in Chicago249
- Wealth management consulting firms in San Diego217
- Wealth management consulting firms in Scottsdale183
- Wealth management consulting firms in Austin181
- Wealth management consulting firms in Miami180
- Wealth management consulting firms in Boston174
- Wealth management consulting firms in Charlotte171
- Wealth management consulting firms in San Francisco165
- Wealth management consulting firms in Denver162
- Wealth management consulting firms in Los Angeles154
- Wealth management consulting firms in Tampa138
- Wealth management consulting firms in Cincinnati115
- Wealth management consulting firms in Portland113
- Wealth management consulting firms in Phoenix107
- Wealth management consulting firms in Columbus106
- Wealth management consulting firms in Newport Beach105
- Wealth management consulting firms in Seattle104
- Wealth management consulting firms in Indianapolis100
- Wealth management consulting firms in Irvine100
- Wealth management consulting firms in Overland Park97
- Wealth management consulting firms in St. Louis96
- Wealth management consulting firms in Minneapolis95
- Wealth management consulting firms in Raleigh93
- Wealth management consulting firms in Boca Raton91
- Wealth management consulting firms in San Antonio88
- Wealth management consulting firms in Pittsburgh87
- Wealth management consulting firms in Bellevue86
- Wealth management consulting firms in Grand Rapids86
- Wealth management consulting firms in Omaha82
- Wealth management consulting firms in Birmingham80
- Wealth management consulting firms in Columbia79
- Wealth management consulting firms in Las Vegas75
- Wealth management consulting firms in Richmond74
- Wealth management consulting firms in Greenville72
- Wealth management consulting firms in Fort Worth70
- Wealth management consulting firms in Rochester70
- Wealth management consulting firms in Jacksonville69
- Wealth management consulting firms in Salt Lake City69
- Wealth management consulting firms in Nashville68
- Wealth management consulting firms in Orlando67
- Wealth management consulting firms in Sarasota66
- Wealth management consulting firms in Colorado Springs65
- Wealth management consulting firms in Louisville65
- Wealth management consulting firms in Madison65
- Wealth management consulting firms in Wilmington65
- Wealth management consulting firms in Greenwood Village64
- Wealth management consulting firms in Fort Lauderdale61
- Wealth management consulting firms in Lexington60
- Wealth management consulting firms in Washington59
- Wealth management consulting firms in Plano58
- Wealth management consulting firms in Springfield58
- Wealth management consulting firms in Tulsa58
- Wealth management consulting firms in Troy57
- Wealth management consulting firms in Walnut Creek57
- Wealth management consulting firms in Cleveland56
- Wealth management consulting firms in Philadelphia56
- Wealth management consulting firms in Naples55
- Wealth management consulting firms in Pasadena52
- Wealth management consulting firms in Memphis51
- Wealth management consulting firms in San Jose51
- Wealth management consulting firms in Alpharetta49
- Wealth management consulting firms in Coral Gables49
- Wealth management consulting firms in Franklin49
- Wealth management consulting firms in Knoxville47
- Wealth management consulting firms in Lake Oswego46
- Wealth management consulting firms in St. Petersburg46
- Wealth management consulting firms in Melville45
- Wealth management consulting firms in Tucson45
- Wealth management consulting firms in Frisco44
- Wealth management consulting firms in Westlake Village44
- Wealth management consulting firms in Oklahoma City43
- Wealth management consulting firms in The Woodlands43
- Wealth management consulting firms in Bethesda42
- Wealth management consulting firms in Beverly Hills40
- Wealth management consulting firms in Charleston40
- Wealth management consulting firms in Plymouth40
- Wealth management consulting firms in Virginia Beach40
- Wealth management consulting firms in West Des Moines40
- Wealth management consulting firms in Greensboro39
- Wealth management consulting firms in Kansas City39
- Wealth management consulting firms in Lafayette39
- Wealth management consulting firms in Lincoln38
- Wealth management consulting firms in Mclean38
- Wealth management consulting firms in Bloomington37
- Wealth management consulting firms in Fort Collins37
- Wealth management consulting firms in Roseville37
- Wealth management consulting firms in Minnetonka36
- Wealth management consulting firms in Brentwood35
- Wealth management consulting firms in Fort Wayne35
- Wealth management consulting firms in Santa Barbara35
- Wealth management consulting firms in West Chester35
- Wealth management consulting firms in Boulder34
- Wealth management consulting firms in Buffalo34
- Wealth management consulting firms in Carlsbad34
- Wealth management consulting firms in Jackson34
- Wealth management consulting firms in Princeton34
- Wealth management consulting firms in Reston34
- Wealth management consulting firms in Westport34
- Wealth management consulting firms in Alexandria33
- Wealth management consulting firms in Ann Arbor33
- Wealth management consulting firms in Chattanooga33
- Wealth management consulting firms in Chesterfield33
- Wealth management consulting firms in Lancaster33
- Wealth management consulting firms in Little Rock33
- Wealth management consulting firms in Red Bank33
- Wealth management consulting firms in Sacramento33
- Wealth management consulting firms in Wichita33
- Wealth management consulting firms in Woodbury33
- Wealth management consulting firms in Annapolis32
- Wealth management consulting firms in Englewood32
- Wealth management consulting firms in Rockville32
- Wealth management consulting firms in Baltimore31
- Wealth management consulting firms in Marietta31
- Wealth management consulting firms in Pittsford31
- Wealth management consulting firms in Reno31
- Wealth management consulting firms in Wayne31
- Wealth management consulting firms in Arlington30
- Wealth management consulting firms in Boise30
- Wealth management consulting firms in Edina30
- Wealth management consulting firms in Honolulu30
- Wealth management consulting firms in Littleton30
- Wealth management consulting firms in Naperville30
- Wealth management consulting firms in Southfield30
- Wealth management consulting firms in Albuquerque29
- Wealth management consulting firms in Bloomfield Hills29
- Wealth management consulting firms in Dublin29
- Wealth management consulting firms in Lakewood29
- Wealth management consulting firms in Providence29
- Wealth management consulting firms in San Ramon29
- Wealth management consulting firms in Stamford29
- Wealth management consulting firms in Tempe29
- Wealth management consulting firms in Albany28
- Wealth management consulting firms in Bend28
- Wealth management consulting firms in Fort Myers28
- Wealth management consulting firms in Salem28
- Wealth management consulting firms in Southlake28
- Wealth management consulting firms in Toledo28
- Wealth management consulting firms in Winter Park28
- Wealth management consulting firms in Carmel27
- Wealth management consulting firms in Milwaukee27
- Wealth management consulting firms in Morristown27
- Wealth management consulting firms in Northbrook27
- Wealth management consulting firms in Towson27
- Wealth management consulting firms in Vienna27
- Wealth management consulting firms in Westlake27
- Wealth management consulting firms in Burlington26
- Wealth management consulting firms in Fairfield26
- Wealth management consulting firms in Huntsville26
- Wealth management consulting firms in Clearwater25
- Wealth management consulting firms in Oak Brook25
- Wealth management consulting firms in Portsmouth25
- Wealth management consulting firms in St. Paul25
- Wealth management consulting firms in West Hartford25
- Wealth management consulting firms in West Palm Beach25
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 wealth management consulting firms, 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 wealth management consulting firms are there based in Baton Rouge, United States?
RevenueBase identified 46 wealth management consulting firms 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 in the United States has the most wealth management consulting firms?
New York leads the United States with 624 headquartered companies, followed by Atlanta (279) and Houston (265). Baton Rouge has 46.
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 134 verified decision-maker contacts tracked across these 46 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 29, 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.
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