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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA
163 advisers found
MAVEN ROYALTY MANAGEMENT, LLC
Shreveport, LA
AUM
$241.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
318-698-0048
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
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
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
CRESCENT STERLING LTD.
Metairie, LA
AUM
$210.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
504-885-1135
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
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
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
THE ARCHER CONSULTING GROUP, LLC
Thibodaux, LA
AUM
$192.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
985-227-4019
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
$188.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(585) 636-2232
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-347-7475
AUM
$181.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-682-9800
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
LYONS CAPITAL GROUP
Shreveport, LA
AUM
$165.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
318-455-7790
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-788-6465
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