RIA Intelligence

Investment Advisers in Louisiana

163 registered firms

Sort by: AUM Name Employees Last Updated
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
CRD #148186 MANDEVILLE, LA
SEC
AUM
$37M
Employees
3
CC PICTURES FUND ADVISORS, LLC
CRD #229786 HOUMA, LA
Private Funds
AUM
$38.3M
Employees
11
KING FINANCIAL GROUP, INC.
CRD #113939 LEAWOOD, LA
SEC
AUM
$38.9M
Employees
5
KINGDOM CAPITAL MANAGEMENT, INC.
CRD #108159 NEW ORLEANS, LA
SEC
AUM
$40M
Employees
5
PAN AMERICAN INVESTMENT ADVISERS INC
CRD #111107 NEW ORLEANS, LA
SEC
AUM
$40.3M
Employees
--
TMFS-BATON ROUGE, LLC
CRD #139865 BATON ROUGE, LA
SEC
AUM
$40.8M
Employees
1
KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
CRD #117236 METAIRIE, LA
SEC
AUM
$43.3M
Employees
1
PELICAN INVESTMENT ADVISORS, LLC
CRD #313227 BATON ROUGE, LA
SEC
AUM
$46M
Employees
8
PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #305339 METAIRIE, LA
SEC
AUM
$47.4M
Employees
2
WORLD TREE FINANCIAL, LLC
CRD #151663 LAFAYETTE, LA
SEC
AUM
$48M
Employees
1
FINANCIAL DESIGN, INC.
CRD #104174 BATON ROUGE, LA
SEC
AUM
$54.5M
Employees
--
FAMILY OFFICE OF THE SOUTH, INC.
CRD #144430 NEW ORLEANS, LA
SEC
AUM
$59.2M
Employees
5
TMFS-NEW ORLEANS-LLC
CRD #132720 METAIRIE, LA
SEC
AUM
$63.7M
Employees
5
MARLIN INVESTMENTS LLC
CRD #107910 SULPHUR, LA
SEC
AUM
$63.7M
Employees
5
DALTON, JOHN, HANSEN
CRD #120506 METAIRIE, LA
SEC
AUM
$65M
Employees
5
TWRU PRIVATE WEALTH MANAGEMENT, LLC
CRD #117222 BATON ROUGE, LA
SEC
AUM
$71.1M
Employees
6
SIEGEL GROUP INC
CRD #110875 NEW ORLEANS, LA
SEC
AUM
$86.2M
Employees
5
SUMMIT FINANCIAL OF LOUISIANA INC.
CRD #152049 LAFAYETTE, LA
SEC
AUM
$90.1M
Employees
6
EAGLE FINANCIAL MANAGEMENT SERVICES, LLC
CRD #138858 SHREVEPORT, LA
SEC
AUM
$98.6M
Employees
4
CRESCENT CITY RETIREMENT GROUP, LLC
CRD #146666 METAIRIE, LA
SEC
AUM
$109M
Employees
9
BROUSSARD FINANCIAL GROUP, LLC
CRD #123724 KAPLAN, LA
SEC
AUM
$115.4M
Employees
2
STONE WEALTH PARTNERS LLC
CRD #308429 LAFAYETTE, LA
SEC
AUM
$118.4M
Employees
5
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
CRD #174358 BATON ROUGE, LA
SEC
AUM
$121.6M
Employees
10
PERSONAL FINANCIAL ADVISORS, LLC
CRD #118477 COVINGTON, LA
SEC
AUM
$121.6M
Employees
5
HARGER AND COMPANY, INC.
CRD #10385 BATON ROUGE, LA
SEC Disclosures
AUM
$123.3M
Employees
3