Falists

Louisiana · 15 advisers

Financial Advisors in Lafayette, Louisiana

Looking for a financial advisor in Lafayette, Louisiana? Falists indexes 15 SEC-registered and state-registered investment advisers in Lafayette — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $1.80B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

12

Largest AUM

$1.80B

Financial planning

7

Filter by specialty

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

AllWealth14Planning7Trusts11Retirement9Institutional6

Top advisors in Lafayette

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

View all 15 →

More cities in Louisiana

New Orleans (36)Baton Rouge (27)Metairie (25)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 Lafayette, Louisiana?
15 registered investment advisers are listed in our Lafayette directory, sourced from public SEC filings.
What types of advisors are in Lafayette?
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 Lafayette?
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.