AUM
$185.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-443-0571
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in LA
83 advisers found
AUM
$98.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
469-569-2145
Full profileNo website
AUM
$91.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
601-724-1926
Full profileNo website
GLOBAL PLANNING STEWARDS LLC
Baton Rouge, LA
AUM
$79.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-936-3263
Full profileNo website
HERITAGE CAPITAL MANAGEMENT, INC.
Monroe, LA
AUM
$61.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(318) 692-3159
Full profileNo website
A-V CAPITAL MANAGEMENT, LLC
Metairie, LA
AUM
$59.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
504-831-3537
Full profileNo website
CDS JAMES INVESTMENTS, LLC
New Orleans, LA
AUM
$48.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
337-221-0991
Full profileNo website
LAILAPS CAPITAL, L.L.C.
Abbeville, LA
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
337-303-3427
Full profileNo website
CAPITAL FINANCIAL PLANNERS, LLC
Youngsville, LA
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-364-2151
Full profileNo website
CLEAR NET WORTH, L.L.C.
Baton Rouge, LA
AUM
$24.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
225-572-5546
Full profileNo website
PEBBLE MANAGEMENT GROUP
Harahan, LA
AUM
$18.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
504-401-0179
Full profileNo website
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