BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Baton Rouge, LA
AUM
$6.58B
Wealth Mgmt
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(225) 228-2500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA, BATON ROUGE
22 advisers found
ABEL HALL, LLC
Baton Rouge, LA
AUM
$819.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
225-408-4000
EVANS INVESTMENT ADVISORS, L.L.C.
Baton Rouge, LA
AUM
$390.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225-761-7870
HIBERNIA WEALTH PARTNERS, LLC
Baton Rouge, LA
AUM
$372.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
225-778-7972
ASEMPA WEALTH ADVISORS
Baton Rouge, LA
AUM
$246.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
(225) 529-9329
BRIAN LOW FINANCIAL GROUP, LLC
Baton Rouge, LA
AUM
$239.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225-292-4225
ADVISOR.INVESTMENTS
Baton Rouge, LA
AUM
$199.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Commissions +2 more
225-292-0687
HARGER AND COMPANY, INC.
Baton Rouge, LA
AUM
$137.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
225-767-7228
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
Baton Rouge, LA
AUM
$130.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(225) 755-0488
PELICAN INVESTMENT ADVISORS, LLC
Baton Rouge, LA
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
225-293-9283
CAPITAL SOUTH WEALTH MANAGEMENT, LLC
Baton Rouge, LA
AUM
$96.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-709-0703
GRAF FINANCIAL, L.L.C.
Baton Rouge, LA
AUM
$80.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
225-223-6048
TWRU PRIVATE WEALTH MANAGEMENT, LLC
Baton Rouge, LA
AUM
$78.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
225-926-1050
LEGACY WEALTH CONCEPTS
Baton Rouge, LA
AUM
$64.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
225-766-9506
BF/ANDERSON
Baton Rouge, LA
AUM
$62.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; NEGOTIABLE FEES
225-926-8050
3RD STREET CAPITAL MANAGEMENT L.L.C.
Baton Rouge, LA
AUM
$56.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; NEGOTIABLE
225-385-7800
HTB WEALTH ADVISORS, LLC
Baton Rouge, LA
AUM
$24.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(225) 928-4770
PROGENY WEALTH MANAGEMENT LLC
Baton Rouge, LA
AUM
$18.9M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-465-1090
RAINIER WEALTH PLANNING, LLC
Baton Rouge, LA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225.953.8286
GLOBAL PLANNING STEWARDS LLC
Baton Rouge, LA
AUM
$79.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-936-3263
Full profileNo website
LOGICAL INVESTMENTS, LLC
Baton Rouge, LA
AUM
$45.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
225-931-2054
Full profileNo website
CLEAR NET WORTH, L.L.C.
Baton Rouge, LA
AUM
$24.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
225-572-5546
Full profileNo website