Search Results

77 advisors in louisiana
FirmFeeAUMMin.Clients

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shreveport, LouisianaCRD #109965
Typical Fee--
AUM$132M
Minimum--
Clients232

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #113181
Typical Fee--
AUM$188M
Minimum--
Clients1,399

SEARCH FUND ACCELERATOR, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #281491
Typical Fee--
AUM$276M
Minimum--
Clients111

SECOND LINE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #324386
Typical Fee--
AUM$723M
Minimum--
Clients2,502

SISUNG INVESTMENT MANAGEMENT SERVICES LLC

Fee-OnlyAlso Compensated via Product Sales
Metairie, LouisianaCRD #107318
Typical Fee--
AUM$2.0B
Minimum--
Clients12

SPINOSA WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mandeville, LouisianaCRD #170903
Typical Fee--
AUM$155M
Minimum--
Clients319

ST. DENIS J. VILLERE & CO., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #105159
Typical Fee--
AUM$1.5B
Minimum--
Clients540

STOKES FAMILY OFFICE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #300899
Typical Fee--
AUM$2.5B
Minimum--
Clients2,052

STONE WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #308429
Typical Fee--
AUM$118M
Minimum--
Clients669

SUMMIT FINANCIAL WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #171278
Typical Fee--
AUM$1.4B
Minimum--
Clients2,620

THE ARCHER CONSULTING GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thibodaux, LouisianaCRD #156062
Typical Fee--
AUM$155M
Minimum--
Clients310

THIRTYNORTH INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #155355
Typical Fee--
AUM$344M
Minimum--
Clients371

TRUWEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #306876
Typical Fee--
AUM$3.1B
Minimum--
Clients7,629

VINES CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Monroe, LouisianaCRD #298727
Typical Fee--
AUM$168M
Minimum--
Clients402

WALTER C. FLOWER & CO., INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #110775
Typical Fee--
AUM$591M
Minimum--
Clients37

WATERS, PARKERSON & CO., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #3711
Typical Fee--
AUM$2.7B
Minimum--
Clients1,898

WEALTHHARBOR CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #118614
Typical Fee--
AUM$300M
Minimum--
Clients364
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