GT FINANCIAL, LTD., L.L.C.
Mandeville, LA
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
985-674-1701
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
190 advisers found
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
MAIN STREET ADVISORS LLC
Pineville, LA
AUM
$48.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
318-487-4242
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
LOGICAL INVESTMENTS, LLC
Baton Rouge, LA
AUM
$45.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
225-931-2054
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
GREEN TURTLE CAPITAL MANAGEMENT, LLC
New Orleans, LA
AUM
$16.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
504-584-1228
Full profileNo website
COVINGTON INVESTMENT MANAGEMENT, LLC
New Orleans, LA
AUM
$8.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
504-584-1228
Full profileNo website
CORNERSTONE INVESTMENT ADVISORS GROUP, LLC
Shreveport, LA
AUM
$5.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(318) 221-8888
Full profileNo website
LATTICEWORK INVESTMENTS, LLC
Lafayette, LA
AUM
$3.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-860-7075
Full profileNo website
CHF WEALTH MANAGEMENT, LLC
Lafayette, LA
AUM
—
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; NEGOTIABLE FEES
337-232-6170
Full profileNo website
COMMON CENTS FINANCIAL PLANNING
Abita Springs, LA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
504-723-7945
Full profileNo website
Full profileNo website
CRESCENT INVESTMENT ADVISORS LLC
New Orleans, LA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(504) 378-3470
Full profileNo website
Full profileNo website
ENTROPY INVESTMENT PARTNERSHIP, LLC
Baton Rouge, LA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
225-769-9555
Full profileNo website
Full profileNo website
Full profileNo website
SYNERGIST PRIVATE WEALTH LLC
New Orleans, LA
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
504-339-7373
Full profileNo website
TM FINANCIAL GROUP, LLC
Metairie, LA
AUM
—
Team
2 advisors
Clients
—
Fees
APPLICANT RECEIVES REFERRAL FEES FROM A NON-RELATED MONEY MGR.
504-837-7677
Full profileNo website
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