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.
190 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