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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in LA
83 advisers found
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
DOUCET ASSET MANAGEMENT, LLC
New Orleans, LA
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
205-414-9788
MANRKE WEALTH
Toronto, Ontario, LA
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
647-948-3048
LEGACY INVESTMENT STRATEGIES, LLC
Metairie, LA
AUM
$111.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-361-7788
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
WINGO ASSET MANAGEMENT, LLC
Shreveport, LA
AUM
$96.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
318-629-8800
PARISH INVESTMENT ADVISORS LLC
Lafayette, LA
AUM
$88.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-205-3234
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
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
PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
Metairie, LA
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
504-291-1525
BF/ANDERSON
Baton Rouge, LA
AUM
$62.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; NEGOTIABLE FEES
225-926-8050
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
STABILITY FINANCIAL, LLC
Marrero, LA
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(504) 324-7480
KIDD VISION CAPITAL LLC
Lafayette, LA
AUM
$27.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(225) 287-3812
POYDRAS CAPITAL PARTNERS
Metairie, LA
AUM
$26.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
504-508-8900
ROYAL ROAD WEALTH PARTNERS, LLC
New Orleans, LA
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(504) 249-8586
BAVARIAN WEALTH MANAGEMENT, INC.
New Orleans, LA
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
504-299-3370
DW HUFF ADVISORY
Chalmette, LA
AUM
$1.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5046039990
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
RICE, VOELKER, LLC
Mandeville, LA
AUM
—
Team
4 advisors
Clients
—
Fees
COMPENSATION AMOUNTS ARE NEGOTIATED ON AN INDIVIDUAL BASIS.
985-898-3477
ASSET PLANNING SERVICES INC
Covington, LA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
985-867-8679
Full profileNo website
AUM
$321.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
850-934-6300
Full profileNo website
HANCOCK WHITNEY INVESTMENT SERVICES INC.
New Orleans, LA
AUM
$306.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
49 advisors
Clients
—
Fees
Percentage of AUM
504-586-7290
Full profileNo website