NEWEDGE ADVISORS
New Orleans, LA
AUM
$43.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
515 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
504-459-4391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in LA
111 advisers found
STOKES FAMILY OFFICE LLC
New Orleans, LA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(504) 399-4100
WATERS, PARKERSON & CO., LLC
New Orleans, LA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-581-2022
SUMMIT FINANCIAL WEALTH ADVISORS
Lafayette, LA
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
337-232-1141
ARGENT ADVISORS, INC.
Ruston, LA
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-251-5800
BEAM WEALTH ADVISORS, INC.
Covington, LA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
985-893-1440
SECOND LINE CAPITAL, LLC
Metairie, LA
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-321-0923
FPL CAPITAL MANAGEMENT, LLC
Metairie, LA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
504-828-1969
CULLEN INVESTMENT GROUP
Lafayette, LA
AUM
$910.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
337-237-8000
MONTZ HARCUS WEALTH MANAGEMENT
New Orleans, LA
AUM
$876.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-488-3700
FREEGULLIVER, LLC
New Orleans, LA
AUM
$836.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
504-899-0300
ABEL HALL, LLC
Baton Rouge, LA
AUM
$819.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
225-408-4000
BCM ADVISORS, LLC
Lafayette, LA
AUM
$775.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
337-233-7758
LEES MONSOUR GROUP
Shreveport, LA
AUM
$681.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(318) 506-8635
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
New Orleans, LA
AUM
$617.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-832-3921
DELTA FINANCIAL ADVISORS, L.L.C.
Metairie, LA
AUM
$592.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
504 522-9019
PARADIEM, LLC
Covington, LA
AUM
$483.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-727-0770
THIRTYNORTH INVESTMENTS, LLC
New Orleans, LA
AUM
$467.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-528-3685
EAGLE CAPITAL MANAGEMENT, LLC
Mandeville, LA
AUM
$455.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
985-778-0987
ADKINS SEALE CAPITAL MANAGEMENT LLC
Shreveport, LA
AUM
$448.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
318-703-3641
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Monroe, LA
AUM
$420.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
318-322-7157
EVANS INVESTMENT ADVISORS, L.L.C.
Baton Rouge, LA
AUM
$390.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225-761-7870
HASSELL WEALTH MANAGEMENT
Houma, LA
AUM
$387.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-868-9881
SUNCAP MANAGEMENT
New Orleans, LA
AUM
$380.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 478-6227
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