KROPOG FINANCIAL GROUP, LLC
Mandeville, LA
AUM
$160.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(985) 727-6724
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA
163 advisers found
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
Shreveport, LA
AUM
$156.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-221-7526
AUM
$145.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-528-6191
STONE WEALTH PARTNERS LLC
Lafayette, LA
AUM
$142.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
337-660-2334
AUM
$140.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(901) 338-3400
BROUSSARD FINANCIAL GROUP, LLC
Kaplan, LA
AUM
$138.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
337-643-8319
HARGER AND COMPANY, INC.
Baton Rouge, LA
AUM
$137.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
225-767-7228
FLETCHER FINANCIAL GROUP
West Monroe, LA
AUM
$133.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Commissions +1 more
318-387-8918
CRESCENT CITY RETIREMENT GROUP
Metairie, LA
AUM
$130.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
504-828-2171
AUM
$130.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
985-231-0808
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
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
PELICAN INVESTMENT ADVISORS, LLC
Baton Rouge, LA
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
225-293-9283
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(985) 809-0530
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