Top 10 advisors in Baton Rouge
We’ve curated a list of the best financial advisors in Baton Rouge, take a look at it below
Find an advisor in Baton Rouge| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,431,505,745 | 34 advisors | ||
| 2 | $316,000,000 | 21 advisors | ||
| 3 | $277,435,298 | 5 advisors | ||
| 4 | $219,194,262 | 9 advisors | ||
| 5 | $166,417,901 | 5 advisors | ||
| 6 | $134,453,142 | 3 advisors | ||
| 7 | $118,686,211 | 7 advisors | ||
| 8 | $83,247,087 | 11 advisors | ||
| 9 | $47,700,000 | 9 advisors | ||
| 10 | $43,018,904 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Baton Rouge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Baton Rouge. 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.
1. 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. The Shobe Financial Group
Assets under management
$316,000,000
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
3. Abel Hall, LLC
Assets under management
$277,435,298
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
4. Hibernia Wealth Partners, LLC
Assets under management
$219,194,262
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
5. Advisor.investments
Assets under management
$166,417,901
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
6. Asempa Wealth Advisors
Assets under management
$134,453,142
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Brian Low Financial Group, LLC
Assets under management
$118,686,211
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
8. Jcn Financial & Tax Advisory Group, LLC
Assets under management
$83,247,087
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)
9. Pelican Investment Advisors, LLC
Assets under management
$47,700,000
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
- Not sure which one to choose?Use our smart matching tool
10. Bf/anderson
Assets under management
$43,018,904
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)
Your first meeting is free.