Top 10 advisors in Louisiana
We’ve curated a list of the best financial advisors in Louisiana, take a look at it below
Find an advisor in Louisiana1. Bernhard Capital Partners Management, Lp
Assets under management
$3,431,505,745
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Waters, Parkerson & Co., LLC
Assets under management
$2,173,036,259
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Sisung Investment Management Services LLC
Assets under management
$1,946,492,904
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Truwealth Advisors, LLC
Assets under management
$1,673,599,482
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Orleans Capital Management Corp
Assets under management
$1,594,350,069
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Stokes Family Office LLC
Assets under management
$1,556,312,226
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Maritime Partners, LLC
Assets under management
$1,476,273,056
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
EQUITY INVESTMENT
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Advantage Capital
Assets under management
$570,040,744
Fee structure
Performance-based fees
PERCENTAGE OF CAPITAL CONTRIBUTED
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Black Bay Energy Capital, LLC
Assets under management
$534,524,143
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Fpl Capital Management, LLC
Assets under management
$506,582,169
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
How we came up with this list
To generate our top financial advisors list in Louisiana, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Louisiana. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Your first meeting is free.