Louisiana · 111 firms
Financial Planners in Louisiana
Advisers offering comprehensive financial planning services. Browse 111 advisers in Louisiana matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Louisiana
NEWEDGE ADVISORS
New Orleans, LA
AUM
$43.21B
Team
515 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
504-459-4391
STOKES FAMILY OFFICE LLC
New Orleans, LA
AUM
$3.35B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(504) 399-4100
WATERS, PARKERSON & CO., LLC
New Orleans, LA
AUM
$2.86B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-581-2022
SUMMIT FINANCIAL WEALTH ADVISORS
Lafayette, LA
AUM
$1.80B
Team
17 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
337-232-1141
ARGENT ADVISORS, INC.
Ruston, LA
AUM
$1.71B
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-251-5800
BEAM WEALTH ADVISORS, INC.
Covington, LA
AUM
$1.60B
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
985-893-1440
SECOND LINE CAPITAL, LLC
Metairie, LA
AUM
$1.32B
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-321-0923
FPL CAPITAL MANAGEMENT, LLC
Metairie, LA
AUM
$1.08B
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
504-828-1969
CULLEN INVESTMENT GROUP
Lafayette, LA
AUM
$910.0M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
337-237-8000
MONTZ HARCUS WEALTH MANAGEMENT
New Orleans, LA
AUM
$876.3M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-488-3700
FREEGULLIVER, LLC
New Orleans, LA
AUM
$836.6M
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
504-899-0300
ABEL HALL, LLC
Baton Rouge, LA
AUM
$819.1M
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
225-408-4000
BCM ADVISORS, LLC
Lafayette, LA
AUM
$775.7M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
337-233-7758
LEES MONSOUR GROUP
Shreveport, LA
AUM
$681.2M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(318) 506-8635
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
New Orleans, LA
AUM
$617.9M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-832-3921
DELTA FINANCIAL ADVISORS, L.L.C.
Metairie, LA
AUM
$592.3M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
504 522-9019
PARADIEM, LLC
Covington, LA
AUM
$483.4M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-727-0770
THIRTYNORTH INVESTMENTS, LLC
New Orleans, LA
AUM
$467.8M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-528-3685
EAGLE CAPITAL MANAGEMENT, LLC
Mandeville, LA
AUM
$455.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
985-778-0987
ADKINS SEALE CAPITAL MANAGEMENT LLC
Shreveport, LA
AUM
$448.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
318-703-3641
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Monroe, LA
AUM
$420.8M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
318-322-7157
EVANS INVESTMENT ADVISORS, L.L.C.
Baton Rouge, LA
AUM
$390.7M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
225-761-7870
HASSELL WEALTH MANAGEMENT
Houma, LA
AUM
$387.4M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
985-868-9881
SUNCAP MANAGEMENT
New Orleans, LA
AUM
$380.0M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 478-6227
190 total advisers in Louisiana. Browse all Louisiana advisors