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 Trusts & Estates advisors in LA
140 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
ORLEANS CAPITAL MANAGEMENT CORP
Mandeville, LA
AUM
$2.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-592-4680
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
ST. DENIS J. VILLERE & CO., LLC
New Orleans, LA
AUM
$1.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-525-0808
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
ENHANCED CAPITAL PARTNERS, LLC
New Orleans, LA
AUM
$785.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-569-7900
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
PARKVIEW LTD.
Zurich, LA
AUM
$488.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+41 44 283 40 80
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
HMV WEALTH ADVISORS, LLC
Shreveport, LA
AUM
$464.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
318-517-6255
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
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