NEWEDGE ADVISORS
New Orleans, LA
AUM
$43.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
515 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
504-459-4391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA, NEW ORLEANS
31 advisers found
STOKES FAMILY OFFICE LLC
New Orleans, LA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(504) 399-4100
WATERS, PARKERSON & CO., LLC
New Orleans, LA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-581-2022
ST. DENIS J. VILLERE & CO., LLC
New Orleans, LA
AUM
$1.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-525-0808
ADVANTAGE CAPITAL
New Orleans, LA
AUM
$1.29B
Wealth Mgmt
Team
130 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF CAPITAL CONTRIBUTED
504-522-4850
MONTZ HARCUS WEALTH MANAGEMENT
New Orleans, LA
AUM
$876.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-488-3700
FREEGULLIVER, LLC
New Orleans, LA
AUM
$836.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
504-899-0300
BLACK BAY PARTNERS, LLC
New Orleans, LA
AUM
$830.1M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-227-3020
ENHANCED CAPITAL PARTNERS, LLC
New Orleans, LA
AUM
$785.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-569-7900
ARGENT RETIREMENT PLAN ADVISORS, LLC
New Orleans, LA
AUM
$683.1M
Wealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
381-251-5800
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
New Orleans, LA
AUM
$617.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-832-3921
CARR'S HILL PARTNERS
New Orleans, LA
AUM
$492.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
504-332-0901
THIRTYNORTH INVESTMENTS, LLC
New Orleans, LA
AUM
$467.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-528-3685
SUNCAP MANAGEMENT
New Orleans, LA
AUM
$380.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 478-6227
SEARCH FUND ACCELERATOR, LLC
New Orleans, LA
AUM
$298.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Performance-based fees; COMMITMENT FEE
(601) 310-4115
DEANE RETIREMENT STRATEGIES, INC.
New Orleans, LA
AUM
$250.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
504-582-2345
DUMAINE INVESTMENTS LLC
New Orleans, LA
AUM
$227.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-521-7350
EQUITAS CAPITAL ADVISORS,LLC
New Orleans, LA
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
504-569-9600
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
New Orleans, LA
AUM
$196.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
646-395-3900
EMETH VALUE CAPITAL, LLC
New Orleans, LA
AUM
$193.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-381-7262
DOUCET ASSET MANAGEMENT, LLC
New Orleans, LA
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
205-414-9788
BIENVENUE WEALTH LLC
New Orleans, LA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
504-355-0890
JECOHEN & CO., LLC
New Orleans, LA
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(833) 828-2540
DEMAURIAC LLC
New Orleans, LA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-358-0433
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