Search Results

77 advisors in louisiana
FirmFeeAUMMin.Clients

EMETH VALUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #310696
Typical Fee--
AUM$194M
Minimum--
Clients54

ENHANCED CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #170236
Typical Fee--
AUM$875M
Minimum--
Clients32

EQUITAS CAPITAL ADVISORS,LLC

Fee-OnlyAlso Compensated via Product Sales
New Orleans, LouisianaCRD #124471
Typical Fee--
AUM$201M
Minimum--
Clients45

EVANS INVESTMENT ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #147000
Typical Fee--
AUM$326M
Minimum--
Clients761

FORTUNE 45, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gonzales, LouisianaCRD #170693
Typical Fee--
AUM$189M
Minimum--
Clients997

FPL CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #117499
Typical Fee--
AUM$1.1B
Minimum--
Clients1,051

FREEGULLIVER, LLC

Clean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #117040
Typical Fee--
AUM$798M
Minimum--
Clients767

GOING CPAS AND WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Opelousas, LouisianaCRD #117104
Typical Fee--
AUM$161M
Minimum--
Clients601

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Fee-OnlyAlso Compensated via Product Sales
Monroe, LouisianaCRD #104612
Typical Fee--
AUM$375M
Minimum--
Clients324

GUILBAULT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #331160
Typical Fee--
AUM$317M
Minimum--
Clients735

HACKETT ROBERTSON TOBE GROUP

Fee-Only, No ConflictsClean Record
New Orleans, LouisianaCRD #304638
Typical Fee--
AUM$380M
Minimum--
Clients105

HANCOCK WHITNEY INVESTMENT SERVICES INC.

Also Compensated via Brokerage
New Orleans, LouisianaCRD #40637
Typical Fee--
AUM$211M
Minimum--
Clients1,031

HARGER AND COMPANY, INC.

Also Compensated via Brokerage
Baton Rouge, LouisianaCRD #10385
Typical Fee--
AUM$123M
Minimum--
Clients427

HASSELL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houma, LouisianaCRD #297892
Typical Fee1.00%
AUM$349M
Minimum--
Clients1,161

HIBERNIA WEALTH PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Baton Rouge, LouisianaCRD #319509
Typical Fee--
AUM$347M
Minimum--
Clients1,146

HMV WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shreveport, LouisianaCRD #297747
Typical Fee--
AUM$465M
Minimum--
Clients113

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #301715
Typical Fee--
AUM$540M
Minimum--
Clients1,163

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #174358
Typical Fee--
AUM$122M
Minimum--
Clients1,176

KG CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saint Francisville, LouisianaCRD #164500
Typical Fee--
AUM$414M
Minimum--
Clients1,298

KROPOG FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mandeville, LouisianaCRD #282747
Typical Fee--
AUM$160M
Minimum--
Clients522

LEES MONSOUR GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shreveport, LouisianaCRD #318023
Typical Fee--
AUM$681M
Minimum--
Clients1,350

LONGUEVUE MANAGEMENT COMPANY LLC

Fee-Only, No ConflictsClean Record
Metairie, LouisianaCRD #330117
Typical Fee--
AUM$802M
Minimum--
Clients5

LYONS CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shreveport, LouisianaCRD #335733
Typical Fee--
AUM$166M
Minimum--
Clients677

MARITIME PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Metairie, LouisianaCRD #300186
Typical Fee--
AUM$3.1B
Minimum--
Clients7

MAVEN ROYALTY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Shreveport, LouisianaCRD #288377
Typical Fee--
AUM$237M
Minimum--
Clients3

MERIWETHER WEALTH & PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minden, LouisianaCRD #310713
Typical Fee--
AUM$263M
Minimum--
Clients1,271

MONTZ HARCUS WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
New Orleans, LouisianaCRD #301963
Typical Fee--
AUM$714M
Minimum--
Clients1,332

NEWEDGE ADVISORS

Fee-OnlyAlso Compensated via Product Sales
New Orleans, LouisianaCRD #171351
Typical Fee--
AUM$27.4B
Minimum--
Clients82,407

ORLEANS CAPITAL MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mandeville, LouisianaCRD #111359
Typical Fee--
AUM$1.6B
Minimum--
Clients209

PARADIEM, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, LouisianaCRD #158200
Typical Fee--
AUM$466M
Minimum--
Clients403
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