Falists

Louisiana · 27 advisers

Financial Advisors in Baton Rouge, Louisiana

Looking for a financial advisor in Baton Rouge, Louisiana? Falists indexes 27 SEC-registered and state-registered investment advisers in Baton Rouge — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 22 firms list a website you can visit directly. Firms in this directory manage up to $6.58B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

27

With website

22

Largest AUM

$6.58B

Financial planning

15

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth22Planning15Trusts19Retirement11Institutional9

Top advisors in Baton Rouge

Ranked by AUM · Fees, team & specialties at a glance

View all 27 →
View all 27 advisors in Baton Rouge

More cities in Louisiana

New Orleans (36)Metairie (25)Lafayette (15)Shreveport (13)Mandeville (10)Covington (6)Monroe (4)Houma (3)Pineville (2)Prairieville (2)Ruston (2)Saint Francisville (2)

Common questions

How many financial advisors are in Baton Rouge, Louisiana?
27 registered investment advisers are listed in our Baton Rouge directory, sourced from public SEC filings.
What types of advisors are in Baton Rouge?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Baton Rouge?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.