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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA
163 advisers found
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
ST. COLUMBANUS AG
Teufen, LA
AUM
$78.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
+41 71 245 76 78
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
PALMER WEALTH MANAGEMENT LLC
Prairieville, LA
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225-304-0025
DEMAURIAC LLC
New Orleans, LA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-358-0433
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-741-7150
STABILITY FINANCIAL, LLC
Marrero, LA
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(504) 324-7480
KIDD VISION CAPITAL LLC
Lafayette, LA
AUM
$27.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(225) 287-3812
POYDRAS CAPITAL PARTNERS
Metairie, LA
AUM
$26.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
504-508-8900
ROYAL ROAD WEALTH PARTNERS, LLC
New Orleans, LA
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(504) 249-8586
CORNERSTONE ADVISORY
Mandeville, LA
AUM
$25.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +2 more
985-626-7574
HTB WEALTH ADVISORS, LLC
Baton Rouge, LA
AUM
$24.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(225) 928-4770
TERRELL FINANCIAL GROUP
Metairie, LA
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
504-838-0411