Top 10 financial advisors in Baton Rouge, LA
We've curated a list of the best financial advisors in Baton Rouge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $316,000,000 Number of advisors 21 advisors | |||
| 2 | Assets under management $277,435,298 Number of advisors 5 advisors | |||
| 3 | Assets under management $219,194,262 Number of advisors 9 advisors | |||
| 4 | Assets under management $166,417,901 Number of advisors 5 advisors | |||
| 5 | Assets under management $134,453,142 Number of advisors 3 advisors | |||
| 6 | Assets under management $118,686,211 Number of advisors 7 advisors | |||
| 7 | Assets under management $83,247,087 Number of advisors 11 advisors | |||
| 8 | Assets under management $47,700,000 Number of advisors 9 advisors | |||
| 9 | Assets under management $43,018,904 Number of advisors 3 advisors | |||
| 10 | Assets under management $10,049,796 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Baton Rouge, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
The Shobe Financial Group
The Shobe Financial Group, founded in 1983, is a registered investment adviser specializing in personalized investment advisory services for individuals, pension plans, trusts, and more. The firm merged with Carson Wealth Management, LLC in March 2023. Investment Advisor Representatives provide services such as financial objective determination, investment management, retirement planning, and estate planning. Clients maintain control over their assets, and the firm does not act as a custodian. The firm primarily invests in mutual funds and ETFs, with a globally diversified portfolio approach. SAI charges asset-based fees for services, with minimum account requirements generally set at $50,000. The firm offers comprehensive financial planning, retirement planning, business consultation, and investment consultation services. SAI does not accept performance-based fees and exercises investment discretion with client authorization. Clients are encouraged to vote on their securities. The firm has a Business Continuity Plan and an Information Security Program to safeguard client information. SAI maintains strict confidentiality and data security measures. Clients receive annual Privacy Notices and can opt-out of information sharing with third parties. The firm does not provide legal or accounting services and does not engage in soft dollar arrangements. SAI does not have any disciplinary events to report.
$316,000,000 under management
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISORY 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
Business Consulting
Abel Hall, LLC
Abel Hall, LLC is a Registered Investment Adviser specializing in helping clients build, manage, and preserve their wealth to achieve their financial goals. Established in April 2019, the firm is owned by Andrew Hall and Leo Abel. They offer non-discretionary and discretionary investment management services, focusing on understanding clients' financial goals and objectives. The firm provides financial planning services, including estate planning, retirement income planning, and investment and income plans tailored to each client's unique circumstances. Abel Hall primarily allocates client assets among equities, ETFs, mutual funds, and debt securities based on investment objectives and income needs. They conduct periodic reviews and rebalance portfolios to align with client goals. The firm may engage third-party money managers for client accounts, providing services such as portfolio modeling and account trading. Abel Hall charges advisory fees up to 1.50% of assets under management, billed quarterly in advance. The firm does not charge performance-based fees or engage in side-by-side management. Clients are required to have a minimum initial account value of $2 million, with exceptions made at the firm's discretion. Abel Hall does not accept proxy authority to vote client securities and does not solicit prepayment exceeding $1,200 in fees per client. The firm does not have custody of client funds or securities, except for the authority to deduct advisory fees directly from client accounts. Clients receive account statements quarterly from the custodian and have the right to request additional reports from Abel Hall. The firm does not pay referral fees and does not have any disciplinary information to report.
$277,435,298 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Hibernia Wealth Partners, LLC
Hibernia Wealth Partners, LLC is a financial advisory firm based in Baton Rouge, Louisiana. It currently has approximately $219,194,262 of assets under management and employs about 9 people. Hibernia Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$219,194,262 under management
9 advisors
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
Advisor.investments
Diversified Investment Strategies, LLC, operating as Advisor.Investments, is a registered investment adviser firm established in Louisiana in December 2004. The firm offers investment advisory services to individuals, business entities, trusts, and estates. Clients can engage the firm for discretionary investment advisory services with fees based on a tiered percentage of assets under management. Additionally, tax preparation and enrolled agent services are available on a selective basis for an additional fee. The firm may recommend the services of other professionals for non-investment purposes, but clients have full discretion over engaging these recommendations. Clients have the option to engage the firm for tax preparation services and insurance products on a commission basis. The firm does not participate in wrap fee programs and primarily allocates client assets among various securities and investment strategies. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The firm recommends Charles Schwab as a broker-dealer/custodian and may receive support services from them. Clients are provided with written transaction confirmations and account statements directly from the custodian. The firm does not compensate entities for client referrals and does not vote client proxies. Clients can grant the firm investment discretion, allowing the firm to buy, sell, or effect transactions on their behalf.
$166,417,901 under management
5 advisors
Fee structure
A percentage of assets under your management
Commissions
Performance-based fees
FEES FOR TAX PREPARATION
Services offered
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Educational Videos/ Webinars
Asempa Wealth Advisors
Mawuena Takyi is a Certified Financial Planner (CFP®) and the Managing Partner of Asempa, LLC, with a Bachelor's degree in Economics from Louisiana State University. Takyi has been in the financial advisory industry since 2004, previously working at Dent Wealth Advisors. As a CFP® professional, Takyi is held to high ethical standards and a fiduciary duty to act in the best interests of clients. The firm's minimum initial investment and account size are not specified. Takyi is supervised by Zaheer Poptani, the Chief Compliance Officer of Asempa, LLC. Zaheer Poptani, also a CFP® professional, serves as Advisor/Chief Compliance Officer at Asempa, LLC, with a background in Business Administration, Political Science, and Law. Poptani has experience dating back to 2002, previously at Dent Wealth Advisors. Poptani is involved in other business activities as the CEO of PopRose Inc dba WealthTeamWork and as a board member of ParkZen and Max Boring. Poptani, like Takyi, operates under a fiduciary standard of care and receives no additional compensation beyond Asempa, LLC. Poptani supervises the firm's activities and is overseen by Takyi. The brochure does not specify the firm's investment strategy or level of client investment discretion.
$134,453,142 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Brian Low Financial Group, LLC
Brian Low Financial Group, LLC (BLFG) is a Registered Investment Adviser offering customized investment strategies to clients. Established in March 2025, BLFG manages advisory accounts on a non-discretionary basis, executing transactions with client consent based on individual profiles and investment plans. The firm primarily allocates assets among equities, ETFs, mutual funds, and debt securities according to client objectives and income needs. BLFG's investment philosophy focuses on purpose-driven investing, thorough research, diversification, and disciplined rebalancing to align with client goals. The firm charges advisory fees based on a tiered schedule, ranging from 1.25% to 0.75% annually, with the ability to negotiate fees. Clients are not required to have a minimum account size. BLFG may utilize sub-advisors or third-party money managers, conducting due diligence and ongoing reviews. The firm does not charge performance fees and does not engage in directed brokerage. BLFG's investment strategies include fundamental analysis, asset allocation, mutual fund/ETF analysis, and technical analysis. The firm discloses potential risks, such as market, foreign securities, and liquidity risks, emphasizing that past performance is not indicative of future results. BLFG's Code of Ethics addresses personal trading, gifts, and inside information, ensuring compliance with fiduciary duties. The firm participates in the TD Ameritrade Institutional program, receiving benefits that do not influence investment advice. BLFG reviews client accounts regularly, provides quarterly statements, and does not accept soft dollars or engage in directed brokerage.
$118,686,211 under management
7 advisors
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
Jcn Financial & Tax Advisory Group, LLC
JCN Financial & Tax Advisory Group is a limited liability company based in Louisiana, established by John Neyland, who also serves as the Managing Member. The firm offers discretionary investment management services on a wrap fee basis, requiring clients to sign agreements outlining terms and conditions. Services include periodic monitoring, financial planning, and consulting. The wrap fee program covers trade execution, custody, reporting, and maintenance, with annual fees ranging from negotiable to 2.20%. Financial planning and consulting services are available separately, with fees ranging from $500 to $5,000. The firm primarily allocates client assets among mutual funds, individual equities, Structured Notes, and debt instruments. Investment strategies include long-term purchases, short-term purchases, and trading. Clients can impose restrictions on the firm's services, and the firm does not accept performance-based fees. The firm's Chief Compliance Officer ensures compliance with regulations and addresses client inquiries. Clients receive quarterly account statements directly from the custodian and can engage the firm on a discretionary basis, allowing the firm to make investment decisions on their behalf. The firm does not vote client proxies and does not have any disciplinary history. John Neyland, the Managing Member, is also a licensed insurance agent. Clients are encouraged to review their accounts annually and are provided with detailed financial information and disclosures.
$83,247,087 under management
11 advisors
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pelican Investment Advisors, LLC
Pelican Investment Advisors, LLC is a Registered Investment Adviser based in Baton Rouge, Louisiana, established in April 2021. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Managed Accounts are available to individuals and high net worth individuals, with discretionary and non-discretionary investment advisory services provided through various managed account programs. The firm charges asset management fees quarterly based on asset size and complexity of services, with annual fees capped at 2.00%. Clients may impose restrictions on investments, and the firm does not charge performance-based fees or engage in side-by-side management. Pelican Investment Advisors, LLC does not have a minimum account size requirement and offers investment advisory services to individuals, high net worth individuals, retirement plans, and businesses. The firm's investment strategies consider client needs, objectives, time horizon, and risk tolerance, incorporating methodologies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Clients are advised to consult with a tax professional due to potential tax implications of investments. The firm's primary goal is to help clients maintain purchasing power over the long term, with a focus on appropriate risk-taking and risk mitigation strategies. Pelican Investment Advisors, LLC does not charge performance-based fees, and its Principal Executive Officers have no reportable disclosable events in the past ten years. The firm's Code of Ethics emphasizes fiduciary duties, and employees are prohibited from trading securities prior to client transactions. The firm recommends utilizing Charles Schwab & Co., Inc. for brokerage and custodial services. Clients' accounts are reviewed quarterly, and the firm does not compensate individuals for client referrals. Pelican Investment Advisors, LLC does not have physical custody of client funds and requires written authorization for trading securities on behalf of clients. Clients are responsible for voting proxies, and the firm does not vote on their behalf.
$47,700,000 under management
9 advisors
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
Bf/anderson
B.F. Anderson & Company, Inc., led by President B.F. (Andy) Anderson, was established in 1995. Mr. Anderson holds a BS in Finance from Louisiana State University and has extensive experience in the financial industry. The firm specializes in equity research and strategy, investment strategy formulation, portfolio management, and security selection. Client accounts are under continuous supervision by Mr. Anderson and the firm's investment team, with quarterly formal reviews conducted by Matthew J. Spencer. The firm recommends at least annual client meetings to discuss investment outlook, goals, policies, and performance. Mr. Anderson has no history of disciplinary events, does not engage in other business activities, and does not receive additional compensation from third parties. As the President, he is responsible for managing the firm, supervising investment professionals, and setting business strategies. Mr. Anderson has a clean record with no bankruptcy petitions or involvement in any events related to fraud, theft, or unethical practices. The firm operates with a focus on transparency, client communication, and ethical practices.
$43,018,904 under management
3 advisors
Fee structure
A percentage of assets under your management
NEGOTIABLE 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)
Goodwood Capital Management
Goodwood Capital Management, LLC, led by Josh Pesses, offers investment advisory services with a focus on aligning client portfolios with their investment objectives. Established in January 2013, Mr. Pesses brings a wealth of experience, having previously worked as a Partner and Senior Equity Research Analyst at Andreeff Equity Advisors, LLC, managing various investment partnerships. With educational background from Rhodes College, Memphis, TN, in Business Administration, Mr. Pesses ensures clients receive tailored advice. As an Investment Adviser Representative, he operates under the supervision of Ryan Thibodeaux, the Chief Compliance Officer, who oversees advisory activities to maintain alignment with client objectives and internal guidelines. Notably, Mr. Pesses has no disciplinary history, additional compensation arrangements, or other business activities to disclose. Clients can expect personalized investment strategies and periodic reviews to ensure their portfolios remain in line with their goals. For further details, the SEC's website offers additional information on Josh Pesses and Goodwood Capital Management, LLC.
$10,049,796 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Baton Rouge, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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