Fee-OnlyFinder

Advisers in Louisiana

119 advisers in 25 Louisiana cities, 119 registered with SEC or state.

Financial planning (88)Hourly fees (62)Flat / fixed fees (79)% of assets managed (118)Retirement plan consulting (54)

Cities

New Orleans25 advisersBaton Rouge17 advisersMetairie17 advisersLafayette12 advisersShreveport8 advisersMandeville7 advisersCovington6 advisersMonroe4 advisersRuston2 advisersPrairieville2 advisersSaint Francisville2 advisersYoungsville2 advisersPineville2 advisersHouma2 advisersKaplan1 adviserAbita Springs1 adviserSlidell1 adviserChalmette1 adviserGonzales1 adviserOpelousas1 adviserAbbeville1 adviserMinden1 adviserHarahan1 adviserMarrero1 adviserThibodaux1 adviser

Top advisers in Louisiana

3rd Street Capital Management L.L.C.251 Florida Street, Suite 407 · Baton Rouge, LA 70801 · (225) 385-7800 · % of assets managedCRD 165950 · % of assets, Other · $56.0 million AUMState registeredNo commissions reportedA-V Capital Management, LLCOne Galleria Blvd, Suite 1900 · Metairie, LA 70001 · (504) 831-3537 · Flat / fixed feesCRD 142599 · % of assets, Fixed fees, Other · $59.5 million AUMState registeredNo commissions reportedAbel Hall, LLC9270 Siegen Lane, Suite 202 · Baton Rouge, LA 70810 · (225) 408-4000 · Financial planningCRD 302076 · % of assets, Fixed fees · $819.1 million AUMSEC registeredNo commissions reportedAdg Wealth Management Group, LLC433 Metairie Road, Suite 500 · Metairie, LA 70005 · (504) 267-9880 · Financial planningCRD 132341 · % of assets, Hourly charges, Fixed fees · $336.3 million AUMSEC registeredNo commissions reportedAdkins Seale Capital Management LLC333 Texas Street, Suite 2235 · Shreveport, LA 71101 · (318) 703-3641 · Financial planningCRD 166749 · % of assets, Hourly charges, Fixed fees · $448.2 million AUMSEC registeredNo commissions reportedAdvocacy Financial LLC212 Park Place · Covington, LA 70433 · (888) 787-4590 · Financial planningCRD 305954 · % of assets, Fixed fees · $103.4 million AUMSEC registeredNo commissions reportedApex Capital Management, L.L.C.2901 Johnston St., Suite 401 · Lafayette, LA 70503 · (337) 895-0800 · Financial planningCRD 117059 · % of assets, Hourly charges, Fixed fees · $225.2 million AUMSEC registeredNo commissions reportedArgent Advisors, INC.500 East Reynolds Drive · Ruston, LA 71270 · (318) 251-5800 · Financial planningCRD 112028 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedAsempa Wealth Advisors8440 Jefferson Hwy, Suite 401 · Baton Rouge, LA 70809 · (225) 529-9329 · Financial planningCRD 328609 · % of assets · $246.0 million AUMSEC registeredNo commissions reportedAsset Planning Services INC509 W. 21st Avenue · Covington, LA 70433 · (985) 867-8679 · Financial planningCRD 104715 · % of assets, Fixed fees · $365.6 million AUMSEC registeredNo commissions reportedAvant Capital, LLC500 Richland Avenue · Lafayette, LA 70508 · (337) 504-2221 · Financial planningCRD 167961 · % of assets, Hourly charges, Fixed fees · $176.2 million AUMSEC registeredNo commissions reportedBarton Advisory Services, L.L.C.341 Doucet Road, Suite B · Lafayette, LA 70503 · (337) 278-2723 · % of assets managedCRD 137694 · % of assets · $98.8 million AUMState registeredNo commissions reportedBavarian Wealth Management, INC.650 Poydras Street, Suite 1906 · New Orleans, LA 70130 · (504) 299-3370 · Financial planningCRD 135035 · % of assets, Hourly charges · $20.1 million AUMState registeredNo commissions reportedBcm Advisors, LLC1018 Harding St., Suite 104 · Lafayette, LA 70503 · (337) 233-7758 · Financial planningCRD 107946 · % of assets · $775.7 million AUMSEC registeredNo commissions reportedBeam Wealth Advisors, INC.72096 Ramos Avenue, Suite D · Covington, LA 70433 · (985) 893-1440 · Financial planningCRD 109867 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedBellingrath Wealth Management, L.L.C.6065 Magazine Street · New Orleans, LA 70118 · (646) 395-3900 · % of assets managedCRD 336024 · % of assets · $196.1 million AUMSEC registeredNo commissions reportedBf/anderson2237 South Acadian Thruway, Suite 605 · Baton Rouge, LA 70808 · (225) 926-8050 · % of assets managedCRD 109050 · % of assets, Other · $62.6 million AUMState registeredNo commissions reportedBienvenue Wealth LLC1100 Poydras Street, Suite 1502 · New Orleans, LA 70163 · (504) 355-0890 · Financial planningCRD 153313 · % of assets, Fixed fees · $98.8 million AUMState registeredNo commissions reportedBonfanti Investment Services, LLC14279 Hwy 73 · Prairieville, LA 70769 · (225) 612-3984 · Financial planningCRD 284395 · % of assets, Hourly charges · $65.7 million AUMState registeredNo commissions reportedBrian Low Financial Group, LLC4463 Bluebonnet Boulevard, Suite B · Baton Rouge, LA 70809 · (225) 292-4225 · Financial planningCRD 306346 · % of assets, Hourly charges, Fixed fees · $239.3 million AUMSEC registeredNo commissions reportedBroussard Financial Group, LLC106 West Veterans Memorial Drive · Kaplan, LA 70548 · (337) 643-8319 · Financial planningCRD 123724 · % of assets, Hourly charges, Fixed fees · $138.8 million AUMSEC registeredNo commissions reportedCane Capital Partners, LLC11739 Ferdinand Street · Saint Francisville, LA 70775 · (281) 608-1137 · Financial planningCRD 337468 · % of assets · $284.1 million AUMSEC registeredNo commissions reportedCapital Financial Planners, LLC405 Lafayette Street · Youngsville, LA 70592 · (337) 364-2151 · Financial planningCRD 159021 · % of assets, Hourly charges, Fixed fees · $29.0 million AUMState registeredNo commissions reportedCapital South Wealth Management, LLC6513 Perkins Road, Suite 106 · Baton Rouge, LA 70808 · (225) 709-0703 · Financial planningCRD 304838 · % of assets, Fixed fees · $113.3 million AUMState registeredNo commissions reportedCastellano & Associates9343 Ellerbe Road, Bldg a · Shreveport, LA 71106 · (318) 683-1040 · Financial planningCRD 117369 · % of assets, Hourly charges, Fixed fees · $129.5 million AUMSEC registeredNo commissions reportedCds James Investments, LLC318 Harrison Ave · New Orleans, LA 70124 · (337) 221-0991 · % of assets managedCRD 299741 · % of assets · $48.6 million AUMState registeredNo commissions reportedClear Net Worth, L.L.C.16850 Waterleaf Ave · Baton Rouge, LA 70817 · (225) 572-5546 · % of assets managedCRD 154555 · % of assets · $24.3 million AUMState registeredNo commissions reportedColomb Investment Management Company, LLC3636 South Interstate 10 Service Road, Suite 214 · Metairie, LA 70001 · (504) 520-8050 · Financial planningCRD 140088 · % of assets, Hourly charges, Fixed fees · $4.7 million AUMSEC registeredNo commissions reportedCommon Cents Financial Planning425 Trailhead Dr. · Abita Springs, LA 70420 · (504) 723-7945 · Financial planningCRD 332105 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedConsortium Private Wealth LLC1000 Caruso Blvd, Ste 425 · Slidell, LA 70461 · (800) 980-5601 · Financial planningCRD 325038 · % of assets, Hourly charges, Fixed fees · $650,355 AUMState registeredNo commissions reported