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.
190 advisers found
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Baton Rouge, LA
AUM
$6.58B
Wealth Mgmt
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(225) 228-2500
MARITIME PARTNERS, LLC
Metairie, LA
AUM
$4.72B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
504-264-5870
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
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Metairie, LA
AUM
$1.94B
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-544-7700
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
KBI GLOBAL INVESTORS (NORTH AMERICA) LTD
Dublin 1, LA
AUM
$1.66B
Wealth MgmtInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+353-1-4384400
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
ADVANTAGE CAPITAL
New Orleans, LA
AUM
$1.29B
Wealth Mgmt
Team
130 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF CAPITAL CONTRIBUTED
504-522-4850
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
LONGUEVUE MANAGEMENT COMPANY LLC
Metairie, LA
AUM
$1.01B
Wealth Mgmt
Team
18 advisors
Clients
0
Fees
Percentage of AUM
504-293-3600
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
BLACK BAY PARTNERS, LLC
New Orleans, LA
AUM
$830.1M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-227-3020
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
ARGENT RETIREMENT PLAN ADVISORS, LLC
New Orleans, LA
AUM
$683.1M
Wealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
381-251-5800
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