Louisiana · 83 firms
Institutional Advisors in Louisiana
Advisers managing assets for institutions, endowments, and corporations. Browse 83 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
Institutional 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
ORLEANS CAPITAL MANAGEMENT CORP
Mandeville, LA
AUM
$2.13B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-592-4680
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Metairie, LA
AUM
$1.94B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-544-7700
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
KBI GLOBAL INVESTORS (NORTH AMERICA) LTD
Dublin 1, LA
AUM
$1.66B
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+353-1-4384400
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
ST. DENIS J. VILLERE & CO., LLC
New Orleans, LA
AUM
$1.40B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-525-0808
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
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
ENHANCED CAPITAL PARTNERS, LLC
New Orleans, LA
AUM
$785.9M
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-569-7900
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
PARKVIEW LTD.
Zurich, LA
AUM
$488.5M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+41 44 283 40 80
THIRTYNORTH INVESTMENTS, LLC
New Orleans, LA
AUM
$467.8M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
504-528-3685
HMV WEALTH ADVISORS, LLC
Shreveport, LA
AUM
$464.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
318-517-6255
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
190 total advisers in Louisiana. Browse all Louisiana advisors