GUILBAULT CAPITAL
Metairie, LA
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
504-612-9250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in LA
78 advisers found
CANE CAPITAL PARTNERS, LLC
Saint Francisville, LA
AUM
$284.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
281-608-1137
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
FORTUNE 45, LLC.
Gonzales, LA
AUM
$237.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
225-614-9599
APEX CAPITAL MANAGEMENT, L.L.C.
Lafayette, LA
AUM
$225.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
337-895-0800
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
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Metairie, LA
AUM
$211.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
504-831-4636
AUM
$208.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-252-0088
KG CAPITAL MANAGEMENT, LLC
Saint Francisville, LA
AUM
$199.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
225-245-5153
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
VINES CAPITAL MANAGEMENT, LLC
Monroe, LA
AUM
$192.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
318-450-4664
SPINOSA WEALTH MANAGEMENT GROUP
Mandeville, LA
AUM
$191.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
985-674-6722
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-347-7475
AVANT CAPITAL, LLC
Lafayette, LA
AUM
$176.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(337) 504-2221
GOING CPAS AND WEALTH ADVISORS
Opelousas, LA
AUM
$160.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
337-942-3041
KROPOG FINANCIAL GROUP, LLC
Mandeville, LA
AUM
$160.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(985) 727-6724
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
Shreveport, LA
AUM
$156.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-221-7526
AUM
$145.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-528-6191
STONE WEALTH PARTNERS LLC
Lafayette, LA
AUM
$142.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-660-2334
CRESCENT CITY RETIREMENT GROUP
Metairie, LA
AUM
$130.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
504-828-2171
CASTELLANO & ASSOCIATES
Shreveport, LA
AUM
$129.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
318-683-1040
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
BARTON ADVISORY SERVICES, L.L.C.
Lafayette, LA
AUM
$98.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
337-278-2723