Top financial advisors in Lafayette, LA
We've curated a list of the best financial advisors in Lafayette, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $145,059,268 Number of advisors 11 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 Lafayette, 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.
Apex Capital Management, L.l.c.
**Apex Capital Management, LLC Summary:** Established in October 1999, Apex Capital Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. The firm specializes in offering personalized investment advisory services, financial planning, consultations, and asset management. They provide comprehensive and modular financial planning services, focusing on clients' overall financial situations and specific areas of concern. Asset management services include continuous supervision and monitoring of client accounts, with discretionary authority for making trades when necessary. The firm acts as a fiduciary for retirement plan services, offering consulting to retirement plan sponsors and participants. Apex Capital Management does not have a minimum investment requirement and charges fees based on a percentage of assets under management. They utilize fundamental analysis for investment strategies and recommend a variety of investment products tailored to individual client needs. The firm does not engage in performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and participating in class-action lawsuits independently. For more information, visit www.apexcapitalmanagement.com or contact (337) 984-7010. [End of Summary]
$145,059,268 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)
Pension Consulting Services
Selection Of Other Advisers
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 Lafayette, 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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