Fiduciary advisors in Louisiana

77registered advisers
70fee-only verified

Energy sector volatility makes fiduciary advice particularly important in Louisiana. The state lists 77 SEC-registered advisors, with 70 operating fee-only. New Orleans and Baton Rouge are the primary advisory centers, and many firms specialize in oil and gas royalty income planning.

Cities

Baton Rouge9Covington3Gonzales1Houma1Kaplan1Lafayette6Mandeville4Metairie14Minden1Monroe3New Orleans23Opelousas1Saint Francisville2Shreveport7Thibodaux1

Top advisors

ABEL HALL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #302076
Typical Fee--
AUM$819M
Minimum--
Clients626

ADG WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #132341
Typical Fee--
AUM$336M
Minimum--
Clients1,553

ADKINS SEALE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shreveport, LouisianaCRD #166749
Typical Fee--
AUM$448M
Minimum--
Clients480

ADVANTAGE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #171365
Typical Fee--
AUM$1.3B
Minimum--
Clients17

ADVISOR.INVESTMENTS

Clean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #142202
Typical Fee--
AUM$199M
Minimum--
Clients316

APEX CAPITAL MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #117059
Typical Fee--
AUM$217M
Minimum--
Clients538

ARGENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Monroe, LouisianaCRD #112028
Typical Fee--
AUM$1.5B
Minimum--
Clients2,582

ARGENT RETIREMENT PLAN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #165031
Typical Fee--
AUM$652M
Minimum--
Clients49

ASEMPA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #328609
Typical Fee--
AUM$257M
Minimum--
Clients88

ASSET PLANNING SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, LouisianaCRD #104715
Typical Fee--
AUM$366M
Minimum--
Clients516

AVANT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #167961
Typical Fee--
AUM$155M
Minimum--
Clients819

BCM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #107946
Typical Fee--
AUM$776M
Minimum--
Clients486

BEAM WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, LouisianaCRD #109867
Typical Fee--
AUM$1.3B
Minimum--
Clients5,006

BELLINGRATH WEALTH MANAGEMENT, L.L.C.

Clean RecordAlso Compensated via Brokerage
New Orleans, LouisianaCRD #336024
Typical Fee--
AUM$196M
Minimum--
Clients459

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #168155
Typical Fee--
AUM$4.9B
Minimum--
Clients11

BLACK BAY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
New Orleans, LouisianaCRD #284945
Typical Fee--
AUM$384M
Minimum--
Clients7

BRIAN LOW FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baton Rouge, LouisianaCRD #306346
Typical Fee--
AUM$184M
Minimum--
Clients809

BROUSSARD FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kaplan, LouisianaCRD #123724
Typical Fee--
AUM$115M
Minimum$500,000
Clients421

CANE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saint Francisville, LouisianaCRD #337468
Typical Fee--
AUM$244M
Minimum--
Clients387

CARR'S HILL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #305205
Typical Fee--
AUM$335M
Minimum--
Clients6

CASTELLANO & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shreveport, LouisianaCRD #117369
Typical Fee--
AUM$130M
Minimum--
Clients462

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #140088
Typical Fee--
AUM$2M
Minimum--
Clients8

CRESCENT CITY RETIREMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #146666
Typical Fee--
AUM$125M
Minimum--
Clients1,220

CRESCENT STERLING LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #106633
Typical Fee--
AUM$214M
Minimum--
Clients461

CULLEN INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, LouisianaCRD #18266
Typical Fee--
AUM$795M
Minimum--
Clients1,424

DEANE RETIREMENT STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #127096
Typical Fee--
AUM$216M
Minimum--
Clients316

DELTA FINANCIAL ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #122092
Typical Fee--
AUM$430M
Minimum--
Clients451

DOUCET ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #141546
Typical Fee--
AUM$133M
Minimum--
Clients45

DUMAINE INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #306481
Typical Fee--
AUM$204M
Minimum--
Clients343

EAGLE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mandeville, LouisianaCRD #110177
Typical Fee--
AUM$455M
Minimum--
Clients804

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
View all 77 advisors in Louisiana
Fiduciary Financial Advisors in Louisiana | FiduciaryListings