LEES MONSOUR GROUP
Shreveport, LA
AUM
$681.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(318) 506-8635
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA
163 advisers found
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
DELTA FINANCIAL ADVISORS, L.L.C.
Metairie, LA
AUM
$592.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
504 522-9019
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
PARKVIEW LTD.
Zurich, LA
AUM
$488.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+41 44 283 40 80
PARADIEM, LLC
Covington, LA
AUM
$483.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-727-0770
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
HMV WEALTH ADVISORS, LLC
Shreveport, LA
AUM
$464.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
318-517-6255
EAGLE CAPITAL MANAGEMENT, LLC
Mandeville, LA
AUM
$455.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
985-778-0987
ADKINS SEALE CAPITAL MANAGEMENT LLC
Shreveport, LA
AUM
$448.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
318-703-3641
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Monroe, LA
AUM
$420.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
318-322-7157
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
HASSELL WEALTH MANAGEMENT
Houma, LA
AUM
$387.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-868-9881
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
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
MARGNA PEAK ADVISORS AG
Zurich, LA
AUM
$372.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
41-43-244-7550
ADG WEALTH MANAGEMENT GROUP, LLC
Metairie, LA
AUM
$336.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
504-267-9880
WEALTHHARBOR CAPITAL GROUP, LLC
Metairie, LA
AUM
$334.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-482-1962
MERIWETHER WEALTH & PLANNING, LLC
Minden, LA
AUM
$308.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-377-1803
AUM
$306.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
281.966.3370
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 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
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
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