AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 323-0307
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
190 advisers found
LORD WELLINGTON INVESTMENTS, LLC
Baton Rouge, LA
AUM
—
Team
1 advisors
Clients
—
Fees
THIRD PARTY MONEY MANAGER FEES
225-292-5112
PRESCIENCE POINT CAPITAL MANAGEMENT LLC
Baton Rouge, LA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
225-341-5565
RAINEY ASSET MANAGEMENT, INC.
Shreveport, LA
AUM
—
Team
3 advisors
Clients
—
Fees
Fixed fees; SHARED ADVISORY FEES AND NEGOTIABLE FEES
318-869-3133
RAINIER WEALTH PLANNING, LLC
Baton Rouge, LA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225.953.8286
RICE, VOELKER, LLC
Mandeville, LA
AUM
—
Team
4 advisors
Clients
—
Fees
COMPENSATION AMOUNTS ARE NEGOTIATED ON AN INDIVIDUAL BASIS.
985-898-3477
SENIOR ADVISORY GROUP, LLC
Baton Rouge, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
225-955-3159
TONI L. LADNIER, CPA LLC
St.. Francisville, LA
AUM
—
Team
1 employees
Clients
—
Fees
SOLICITOR ONLY-I DO NOT GIVE ADVICE
225-635-3845
WALTER C. FLOWER & CO., INC
New Orleans, LA
AUM
$591.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
504-561-0138
Full profileNo website
ASSET PLANNING SERVICES INC
Covington, LA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
985-867-8679
Full profileNo website
AUM
$321.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
850-934-6300
Full profileNo website
HANCOCK WHITNEY INVESTMENT SERVICES INC.
New Orleans, LA
AUM
$306.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
49 advisors
Clients
—
Fees
Percentage of AUM
504-586-7290
Full profileNo website
AUM
$193.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-661-3183
Full profileNo website
AUM
$185.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-443-0571
Full profileNo website
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
3184692830
Full profileNo website
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
COOPER, CLAY STEPHEN
Pineville, LA
AUM
$81.0M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
318-487-4242
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
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
Mandeville, LA
AUM
$68.8M
Wealth MgmtRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
985-792-7879
Full profileNo website
VERMILION ASSET MANAGEMENT, LLC
Lafayette, LA
AUM
$63.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
337-984-4018
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
LIVE OAK WEALTH MANAGEMENT, LLC
Covington, LA
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
985 624-8916
Full profileNo website