SEC-registered financial advisors in Louisiana
This page lists 70 advisory firms with a main office in Louisiana that are registered with the SEC and report individual clients. It is not every advisor in Louisiana. Firms registered with Louisiana's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Louisiana
Showing 24 of 70
- Abel Hall, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Adg Wealth Management Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Adkins Seale Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Advisor.investments$100M to $500MSEC recordPercentage of assetsCommissionsPerformance-basedOther
- Advocacy Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Apex Capital Management, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Argent Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Asempa Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Asset Planning Services Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Avant Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- BCM Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Beam Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bellingrath Wealth Management, L.L.C.$100M to $500MSEC recordPercentage of assets
- Brian Low Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Broussard Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cane Capital Partners, LLC$100M to $500MSEC recordPercentage of assets
- Castellano & Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Colomb Investment Management Company, LLCUnder $25MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Crescent City Retirement Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Crescent Sterling Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cullen Investment Group$500M to $1BSEC recordPercentage of assets
- Deane Retirement Strategies, Inc.$100M to $500MSEC recordPercentage of assets
- Delta Financial Advisors, L.L.C.$500M to $1BSEC recordPercentage of assetsHourly
- Doucet Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Dumaine Investments LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Eagle Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Emeth Value Capital, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Enhanced Capital Partners, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Equitas Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Evans Investment Advisors, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fletcher Financial Group$100M to $500MSEC recordPercentage of assetsCommissionsOther
- Fortune 45, LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- FPL Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Freegulliver, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-based
- Going CPAS & Wealth Advisors, LLP$100M to $500MSEC recordPercentage of assetsHourly
- Graham, Bordelon, Golson & Gilbert, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guilbault Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hancock Whitney Investment Services Inc.$100M to $500MSEC recordPercentage of assets
- Harger and Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Hassell Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hibernia Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- HMV Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Hubbell Strickland Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- JCN Financial & Tax Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- KG Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Kropog Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lees Monsour Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lyons Capital Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Meriwether Wealth & Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Montz Harcus Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Newedge Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Orleans Capital Management Corp$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Paradiem, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pelican Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pelican Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Pinnacle Asset Management Group, Corporation (Inc.)$100M to $500MSEC recordPercentage of assetsHourlyOther
- Regatta Research & Money Management L.L.C.$100M to $500MSEC recordPercentage of assets
- Second Line Capital, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Spinosa Wealth Management Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- St. Denis J. Villere & Co., LLC$1B or moreSEC recordPercentage of assets
- Stokes Family Office LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Stone Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Summit Financial Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Suncap Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Archer Consulting Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Thirtynorth Investments, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vines Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Walter C. Flower & Co., Inc$500M to $1BSEC recordPercentage of assets
- Waters, Parkerson & Co., LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wealthharbor Capital Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.