AUM
$125.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(985) 809-0530
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in LA
140 advisers found
DOUCET ASSET MANAGEMENT, LLC
New Orleans, LA
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
205-414-9788
AUM
$118.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
786-216-7547
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
AUM
$113.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(267) 254-3854
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
AUM
$111.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
617-527-1623
ADVOCACY FINANCIAL LLC
Covington, LA
AUM
$103.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
888-787-4590
BARTON ADVISORY SERVICES, L.L.C.
Lafayette, LA
AUM
$98.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
337-278-2723
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
CAPITAL SOUTH WEALTH MANAGEMENT, LLC
Baton Rouge, LA
AUM
$96.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
225-709-0703
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
PELICAN ADVISORY LLC
Covington, LA
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
985-237-4033
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
GRAF FINANCIAL, L.L.C.
Baton Rouge, LA
AUM
$80.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
225-223-6048
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
SCHAYOT FINANCIAL LLC
Metairie, LA
AUM
$72.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
504-830-7550
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
BONFANTI INVESTMENT SERVICES, LLC
Prairieville, LA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
225-612-3984
FINAL ASCENT WEALTH ADVISORS, LLC
Lafayette, LA
AUM
$65.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(337) 256-1032
LEGACY WEALTH CONCEPTS
Baton Rouge, LA
AUM
$64.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
225-766-9506
BF/ANDERSON
Baton Rouge, LA
AUM
$62.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; NEGOTIABLE FEES
225-926-8050
3RD STREET CAPITAL MANAGEMENT L.L.C.
Baton Rouge, LA
AUM
$56.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; NEGOTIABLE
225-385-7800