Wealth management companies in Louisiana specialize in financial advisory and investment services, catering to clients ranging from individuals to business entities. These firms support clients in areas like retirement planning, estate management, and taxes, ensuring comprehensive financial health. The industry is evolving, embracing technology to enhance personalized service, while trends like sustainable investing gain traction. As the demand for wider financial literacy and customized solutions grows, companies in Louisiana are progressively adapting to meet these needs. Such adaptations often signify shifts towards more robust, client-centered strategies that reflect current market exigencies.


The selected wealth management companies, mainly operating in Louisiana, vary in size from small firms with fewer than ten employees to larger ones employing hundreds. Their headquarters span prominent cities like New Orleans and Baton Rouge, with establishments tracing back as far as 1905. Specializations include holistic financial planning, investment management, and estate planning, promoting services that align with client goals. The firms often mix traditional expertise with modern financial strategies, making them adaptable to changing economic landscapes and client expectations.


Read on to discover the top wealth management companies in Louisiana.


Top 24 Wealth Management Companies in Louisiana


1. Dorsey & Company, Inc

  • Website: dorseyco.com
  • Ownership type: Corporate
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Latest funding: December 2021
  • Founded year: 1959
  • Headcount: 11-50
  • LinkedIn: dorsey-%26-company-inc

Dorsey & Company, Inc. is a wealth management firm based in Metairie, Louisiana, with a history dating back to 1959. The firm specializes in providing investment counseling and financial services to individuals and families, emphasizing personalized strategies to help clients achieve their financial goals. Their services include retirement planning, investment management, and securities brokerage. Dorsey & Company prides itself on its commitment to sound management practices and a client-first philosophy, which has allowed them to maintain stability through various economic conditions. The firm operates with a focus on building long-term partnerships with clients, ensuring that their unique financial situations are thoroughly evaluated to determine the best solutions. While they have not reported any recent funding, their established presence and expertise in the financial services sector position them as a relevant player in wealth management.


2. BEAM / BGA Wealth


BEAM / BGA Wealth, officially known as BEAM Wealth Advisors, Inc., is a financial advisory firm based in Covington, Louisiana. Established in 1985, the company specializes in wealth management and financial planning services tailored to meet the unique needs of individuals, business owners, and specific employee groups. The firm prides itself on a holistic approach to financial advice, ensuring that clients receive comprehensive support in managing their investments and planning for retirement. BEAM Wealth operates as an independent registered investment advisor, which means they are legally obligated to act in their clients' best interests. Their team consists of CERTIFIED FINANCIAL PLANNERS and CHARTERED FINANCIAL ANALYSTS, who are committed to providing objective financial advice. The firm also emphasizes community impact and service, reflecting their values of integrity, knowledge, and client service. They offer a range of services, including investment management, retirement planning, and legacy planning, and have a notable focus on helping clients navigate the complexities of financial management. With a dedicated team and a strong commitment to client satisfaction, BEAM Wealth continues to be an active and relevant player in the wealth management industry.


3. Iron Horse Financial

  • Website: ironhorse-financial.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1958
  • Headcount: 51-200
  • LinkedIn: iron-horse-financial

Iron Horse Financial, based in Baton Rouge, Louisiana, is a private financial services firm that has been operating since 1958. The company specializes in wealth management, investment strategies, and insurance services, catering primarily to individuals and families. Their mission is to help clients build wealth and create a lasting legacy through tailored financial planning and investment advice. Iron Horse Financial emphasizes the importance of comprehensive financial strategies, which include retirement planning, estate management, and tax strategies. They are affiliated with The Guardian Life Insurance Company of America, which adds a layer of credibility to their insurance offerings. The firm also engages with the community, supporting various charitable organizations, which reflects their commitment to social responsibility. Their resources, including blogs and educational materials, further demonstrate their dedication to enhancing financial literacy among clients.


4. Darnall Sikes Wealth Partners LLC


Darnall Sikes Wealth Partners LLC, based in Lafayette, Louisiana, is a wealth management firm that specializes in providing a wide array of financial services tailored to high net worth individuals and business owners. Founded in 2007, the firm has built a reputation for its comprehensive approach to financial planning, investment management, and tax optimization. With a team of around 30 professionals, including CPAs and CERTIFIED FINANCIAL PLANNER™ professionals, Darnall Sikes Wealth Partners emphasizes a holistic view of wealth management. They have been recognized as a top-producing firm within a nationwide network of CPA wealth management firms, managing over $1 billion in assets. Their services extend beyond traditional wealth management, incorporating specialized expertise in areas such as reinsurance for auto and furniture dealers. The firm is also committed to community involvement, actively participating in local organizations and initiatives, which underscores their dedication to fostering strong relationships within their community.


5. Altus Wealth Management

  • Website: altuswealthmgt.com
  • Ownership type: Family Owned
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2012
  • Headcount: 11-50
  • LinkedIn: altus-wealth-management

Altus Wealth Management, based in Baton Rouge, Louisiana, is a family-owned financial advisory firm established in 2012. The firm specializes in a wide array of financial services, including wealth management, financial planning, insurance, and employee benefits. With a team of experienced professionals, Altus aims to provide tailored financial strategies that help clients achieve their financial security and wellness goals. They serve a variety of clients, from individuals and families to businesses and organizations, including specific services for pro athletes and retirees. The firm prides itself on its client-centric approach, emphasizing trust and long-term relationships. Altus Wealth Management operates independently, allowing them to offer a broad spectrum of services without being tied to a single investment process or company. This independence enhances their ability to adapt to the specific needs of their clients, making them a relevant player in the wealth management industry.


6. Highland Wealth

  • Website: highlandwealth.nm.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2005
  • Headcount: 11-50
  • LinkedIn: highland-wealth

Highland Wealth, based in Baton Rouge, Louisiana, is a private wealth management firm founded in 2005. The company specializes in personalized financial planning, investment management, and insurance services, aiming to help individuals and families achieve their financial goals. With a team that boasts over 100 years of combined experience, Highland Wealth focuses on creating tailored solutions that address the unique needs of their clients. Their approach is collaborative, ensuring that clients receive comprehensive support throughout their financial journey. Highland Wealth also places a strong emphasis on community involvement, reflecting their commitment to making a positive impact beyond financial services. They operate under the marketing name of Northwestern Mutual, which adds a layer of credibility and resources to their offerings. However, it is important to note that Highland Wealth itself is not a registered investment adviser or broker-dealer, but rather operates as representatives of Northwestern Mutual.


7. WFA - Plan Invest Inspire

  • Website: planinvestinspire.com
  • Ownership type: Private
  • Headquarters: Shreveport, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1997
  • Headcount: 1-10
  • LinkedIn: planinvestprosper

WFA - Plan Invest Inspire is a financial advisory firm based in Shreveport, Louisiana, founded in 1997. The firm specializes in financial planning and investment management, catering to specific client segments including athletes, women, retirees, and entrepreneurs. WFA aims to help clients navigate their financial needs and achieve their goals through personalized strategies. The firm has made notable efforts to create a welcoming environment, exemplified by their renovation of 'The Pink House', which serves as a comfortable space for discussions about finances. WFA also actively engages with the community through events like Yoga Farm Fest and initiatives to support local charities, demonstrating their commitment to both client service and social impact. With a small team of dedicated professionals, WFA focuses on building strong relationships with clients, ensuring that their financial journeys are supported with care and expertise.


8. JECohen & Co., LLC

  • Website: jecohenco.com
  • Ownership type: Private
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2015
  • Headcount: 1-10
  • LinkedIn: jecohen-holdings-llc

JECohen & Co., LLC, based in New Orleans, Louisiana, is a wealth management firm founded in 2015. The firm specializes in providing investment advisory services tailored to the unique needs of individual and institutional clients. JECohen focuses on empowering clients through personalized financial strategies, including wealth management, retirement planning, and estate planning. Their mission is to break down barriers to wealth creation and enhance financial literacy, making investing accessible to a wider audience. The firm operates without minimum investment requirements, allowing clients from various financial backgrounds to engage with their services. JECohen also emphasizes community involvement, aiming to support historically disinvested groups through their investment strategies. Their team comprises seasoned advisors dedicated to developing personalized strategies that lead to financial success. JECohen has not reported any funding, indicating a self-sustaining business model since its establishment.


9. Carson Wealth-The Shobe Financial Group

  • Website: carsonshobe.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1983
  • Headcount: 11-50
  • LinkedIn: the-shobe-financial-group

Carson Wealth-The Shobe Financial Group, based in Baton Rouge, Louisiana, is a private financial advisory firm that has been serving clients since 1983. The firm specializes in a range of services including financial planning, investment management, estate planning, and tax planning. They cater primarily to individuals and families, helping them navigate the complexities of wealth management. Carson Wealth emphasizes a personalized approach, ensuring that each client receives tailored advice that aligns with their unique financial goals. The firm is also involved in community support initiatives, reflecting their commitment to social responsibility. Their advisors have received accolades such as the Forbes Best-in-State Wealth Advisor award, underscoring their expertise and recognition in the industry. Carson Wealth operates under the umbrella of Carson Partners, which allows them to leverage a broader network of resources and expertise, enhancing their service offerings.


10. Faubourg Private Wealth

  • Website: fpwa.com
  • Ownership type: Private
  • Headquarters: Metairie, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2015
  • Headcount: 11-50
  • LinkedIn: faubourg-private-wealth-advisors

Faubourg Private Wealth is a financial advisory firm based in Metairie, Louisiana, established in 2015. With a team of experienced professionals, including former trust officers and investment analysts, the firm provides tailored wealth management and financial planning services to both individuals and businesses. They emphasize a fiduciary responsibility, ensuring that their clients' interests are always prioritized. Faubourg Private Wealth offers a comprehensive suite of services, including retirement planning, estate planning, and investment advisory, all designed to help clients achieve their financial goals. Their independent status allows them to provide unbiased advice without the pressure of proprietary products. The firm is committed to maintaining strong relationships with clients, working collaboratively with their existing advisors to create customized financial strategies. With a focus on transparency and client engagement, Faubourg Private Wealth aims to empower clients in their financial journeys.


11. Acadian Capital Group

  • Website: acadiancap.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2018
  • Headcount: 11-50
  • LinkedIn: acadiancap

Acadian Capital Group, based in Baton Rouge, Louisiana, is a private wealth management firm established in 2018. The company specializes in providing tailored financial solutions for high net-worth individuals and families. Their service offerings include Family Office Management, Mergers and Acquisitions Advisory, Investment Due Diligence, and Financial Modeling and Analysis. Acadian Capital Group aims to simplify the complexities of wealth management, allowing clients to experience freedom and peace of mind. The firm is staffed by a team of experienced professionals who bring expertise in various aspects of financial management, ensuring that clients receive personalized attention and strategic guidance. With a focus on alleviating the burdens associated with managing wealth, Acadian Capital Group positions itself as a partner in navigating the financial landscape.


12. Compass Capital Management LLC

  • Website: compasscapitalweb.com
  • Ownership type: Private
  • Headquarters: Metairie, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2001
  • Headcount: 11-50
  • LinkedIn: compass-capital-mgmt

Compass Capital Management LLC, based in Metairie, Louisiana, is a private financial advisory firm founded in 2001. The company specializes in personalized financial planning and investment advisory services tailored to the unique needs of individuals, families, and businesses. With a team of 19 employees, including Certified Financial Planners (CFP®), Compass Capital emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in all financial decisions. The firm has cultivated a reputation for its commitment to understanding clients' financial situations deeply, which allows them to craft customized strategies aimed at achieving specific financial goals. Their services extend to various client segments, including small business owners and medical professionals, showcasing their adaptability in addressing complex financial needs. Compass Capital also provides a range of resources to enhance financial literacy among clients, further solidifying their role in the wealth management industry.


13. Argent Financial Group, Inc.

  • Website: argentfinancial.com
  • Ownership type: Corporate
  • Headquarters: Ruston, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: June 2023
  • Founded year: 1990
  • Headcount: 201-500
  • LinkedIn: argent-financial-group-inc-

Argent Financial Group, Inc. is a financial services firm based in Ruston, Louisiana, established in 1990. The company specializes in wealth management, investment management, and trust services, providing tailored financial strategies to individuals, families, businesses, and institutions. Argent's approach is centered on understanding the unique goals and sources of wealth for each client, allowing them to recommend the most effective strategies for asset protection and growth. The firm operates across 38 markets in 16 states, managing over $85 billion in client assets. Their service offerings include trusts and estate planning, oil and gas management, retirement plan consulting, and philanthropic services, among others. Argent is committed to delivering unbiased advice and maintaining a high level of client service, which is reflected in their fee-based model that prioritizes client interests over proprietary product sales. The firm has grown through strategic acquisitions and expansions, enhancing its capabilities and geographic reach while remaining focused on its mission to impact legacies by serving others.


14. Summit Financial Wealth Advisors

  • Website: summit-financial.com
  • Ownership type: Private
  • Headquarters: Lafayette, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2003
  • Headcount: 11-50
  • LinkedIn: summit-financial-wealth

Summit Financial Wealth Advisors, based in Lafayette, Louisiana, is a private financial advisory firm founded in 2003. With a team of 16 professionals, the firm specializes in a wide range of financial services, including wealth management, investment advisory, retirement planning, estate planning, insurance services, and tax planning. They focus on providing personalized financial strategies to individuals and families, ensuring that their clients receive expert guidance tailored to their unique financial situations. Summit Financial Wealth Advisors operates independently and is a registered investment adviser, clearing through reputable firms like Charles Schwab & Co., Inc., and Fidelity. Their commitment to fiduciary standards underscores their dedication to acting in the best interests of their clients, which is a critical aspect of their service offering.


15. Pinnacle Asset Management Group, Inc


Pinnacle Asset Management Group, Inc., based in Shreveport, Louisiana, is a private financial advisory firm founded in 1998. With a small team of around 16 employees, the firm specializes in a range of financial services, including investment management, retirement planning, estate planning, and insurance. Their mission centers on providing expert guidance to individual clients, helping them navigate their financial futures and achieve their financial goals. The firm prides itself on its commitment to objectivity and ethical standards, ensuring that clients receive unbiased advice tailored to their unique situations. Pinnacle Asset Management Group emphasizes building long-lasting relationships with clients, offering education and support throughout the financial planning process. Their resource center provides valuable information on various financial topics, further demonstrating their engagement in the industry and commitment to client education.


16. Horizon Financial Group

  • Website: horizonfg.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 78%, Canada 22%
  • Founded year: 1999
  • Headcount: 11-50
  • LinkedIn: horizon-wealth-management

Horizon Financial Group, based in Baton Rouge, Louisiana, is a financial advisory firm that specializes in financial planning, investment management, and retirement planning services. Established in 1999, the firm has built a reputation for providing tailored financial solutions to a variety of clients, including business owners, healthcare professionals, pre-retirees, and retirees. With a team of experienced advisors, Horizon Financial Group focuses on helping clients navigate their financial journeys with clarity and confidence. They offer a range of services designed to address the unique needs of their clients, ensuring that each individual receives personalized attention and guidance. The firm has also been recognized in the industry, appearing on lists such as the NAPA Top DC Advisor Teams and the Financial Times Top 401 Investment Advisors, which underscores their commitment to excellence in wealth management. Horizon Financial Group operates with a client-centric philosophy, aiming to simplify the complexities of financial management and empower clients to achieve their financial goals.


17. Global Asset Management Group, RJFS


Global Asset Management Group, RJFS is a financial advisory firm based in Lake Charles, Louisiana, established in 2013. The firm specializes in providing a variety of financial services, including financial planning, retirement planning, tax planning, and estate planning. They focus on serving individuals and families, helping them to navigate their financial futures with tailored advice and strategies. The firm operates independently of larger financial institutions, which allows them to prioritize client needs over corporate mandates. Their advisors are committed to building long-term relationships with clients, ensuring that they receive personalized and relevant financial guidance. Global Asset Management Group is affiliated with Raymond James Financial Services, which provides them with access to a broader range of resources while maintaining their independent advisory approach.


18. JPJ Investments

  • Website: jpjinvestments.com
  • Ownership type: Private
  • Headquarters: Shreveport, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1984
  • Headcount: 1-10
  • LinkedIn: jpj-investments

JPJ Investments, based in Shreveport, Louisiana, is a financial consulting firm founded in 1984. The company specializes in investment planning, retirement planning, and estate planning, providing tailored financial strategies to individuals and families. With a focus on personalized service, JPJ Investments aims to help clients navigate their financial journeys through expert advice and ongoing consultations. The firm prides itself on its commitment to teamwork, preparation, and regular reviews of clients' financial situations. Their professionals have over a century of combined experience in the financial services industry, and they hold various professional designations, including Certified Financial Planner (CFP). JPJ Investments operates as a registered representative of LPL Financial, which allows them access to a wide range of financial products and services. They also offer complimentary portfolio reviews, emphasizing their dedication to client education and financial independence.


19. Burns Estate Planning & Wealth Advisors LLC


Burns Estate Planning & Wealth Advisors LLC, based in Hammond, Louisiana, is a financial advisory firm that has been serving clients since 1993. The firm specializes in estate planning, retirement planning, and wealth management, offering a range of services designed to help individuals secure their financial futures and leave a lasting legacy. With a team of professionals, Burns Estate Planning focuses on creating personalized strategies that cater to the unique financial needs of each client. The firm operates multiple locations across Louisiana and Florida, enhancing its accessibility to clients in these regions. Their commitment to client education is evident through various events and workshops, which aim to empower individuals with knowledge about financial planning. The firm has also gained recognition in the industry, with its CEO being named one of Louisiana's top Financial Security Professionals by Forbes, highlighting their expertise and reputation in the financial advisory space.


20. NewEdge Advisors

  • Website: newedgeadvisors.com
  • Ownership type: Private
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2015
  • Headcount: 51-200
  • LinkedIn: goss-advisors

NewEdge Advisors, founded in 2015 and based in New Orleans, Louisiana, is a financial advisory firm dedicated to providing investment advisory services specifically tailored for independent financial advisors. The firm aims to facilitate the transition of advisors to independence by offering a suite of services that includes technology solutions, compliance support, and a collaborative community. With a workforce of approximately 82 employees, NewEdge Advisors has built a network of over 285 independent advisors across the United States. Their focus on advisor success is evident in their Advisor Succession Program, which allows advisors to monetize their practices while maintaining autonomy. NewEdge Advisors has also gained recognition in the industry, recently earning spots on prestigious lists such as Forbes' Top RIA Firms and Barron’s Top 100 RIA Firms. This recognition highlights their growing influence and commitment to enhancing the advisory experience.


21. TWRU CPAs & Financial Advisors

  • Website: twru.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1948
  • Headcount: 11-50
  • LinkedIn: thomas-wilson-ragusa-uffman-co

TWRU CPAs & Financial Advisors, based in Baton Rouge, Louisiana, has been a fixture in the financial advisory sector since its founding in 1948. The firm specializes in providing a wide array of services, including accounting, auditing, financial planning, and investment advisory. TWRU caters primarily to small and medium-sized businesses as well as individual clients, helping them navigate financial challenges and achieve their goals through tailored strategies. The firm prides itself on forming strong relationships with clients, ensuring that they receive personalized attention and support throughout the year. With a team of experienced professionals, TWRU is well-equipped to assist clients with various financial needs, from tax planning to retirement strategies. Their commitment to client success and proactive approach to financial management has solidified their position in the industry, making them a relevant player in the wealth management space.


22. Goss Advisors

  • Website: gossadvisors.com
  • Ownership type: Private
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Founded year: 2015
  • Headcount: 51-200
  • LinkedIn: goss-advisors

Goss Advisors, also known as NewEdge Advisors, is a financial advisory firm based in New Orleans, Louisiana, founded in 2015. The firm is dedicated to empowering independent financial advisors by providing a range of support services designed to enhance their practices. This includes technology solutions tailored for advisors, compliance assistance, and a collaborative community that fosters idea-sharing among peers. NewEdge Advisors has successfully partnered with over 285 independent advisors across the nation, focusing on improving client experiences and advisor profitability. The firm has received accolades for its performance, including spots on Forbes' Top RIA Firms and Barron’s Top 100 RIA Firms lists, reflecting its growing influence in the wealth management industry.


23. First Bank and Trust

  • Website: fbtonline.com
  • Ownership type: Private
  • Headquarters: New Orleans, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1991
  • Headcount: 201-500
  • LinkedIn: first-bank-and-trust

First Bank and Trust, established in 1991, is a private banking institution based in New Orleans, Louisiana. With a workforce of around 198 employees, the bank serves both individual consumers and businesses, offering a variety of financial services. These services include personal and business banking, loans, and notably, wealth management. The wealth management division provides essential services such as trust and estate administration, investment management, digital advisor investing, and retirement plan consulting. This positions First Bank and Trust as a player in the wealth management industry, catering to clients looking for personalized financial solutions. The bank emphasizes community involvement and aims to support local businesses and individuals in managing their financial futures effectively.


24. American Gateway Bank

  • Website: amgb.com
  • Ownership type: Private
  • Headquarters: Baton Rouge, Louisiana, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1905
  • Headcount: 51-200
  • LinkedIn: american-gateway-bank

American Gateway Bank, also known as b1BANK, is a private banking institution based in Baton Rouge, Louisiana, founded in 1905. With a workforce of around 51-200 employees, the bank provides a comprehensive suite of financial services, including personal and commercial banking, wealth management, and private banking. They cater to individual consumers, businesses, and high-net-worth clients, offering customized financial solutions to meet specific needs. Their wealth management services include investment products, financial planning, and insurance, supported by a team that collaborates with LPL Financial to deliver a broad array of financial products. The bank emphasizes community development and economic sustainability, reflecting its commitment to serving the local area while addressing the financial goals of its clients.



Wealth Management Insights: Key Companies in Louisiana


CompanyHeadquarterSizeFoundedOwnership
Dorsey & Company, IncNew Orleans, Louisiana, United States (USA)11-501959Corporate
BEAM / BGA WealthCovington, Louisiana, United States (USA)11-501985Private
Iron Horse FinancialBaton Rouge, Louisiana, United States (USA)51-2001958Private
Darnall Sikes Wealth Partners LLCLafayette, Louisiana, United States (USA)11-502007Private
Altus Wealth ManagementBaton Rouge, Louisiana, United States (USA)11-502012Family Owned
Highland WealthBaton Rouge, Louisiana, United States (USA)11-502005Private
WFA - Plan Invest InspireShreveport, Louisiana, United States (USA)1-101997Private
JECohen & Co., LLCNew Orleans, Louisiana, United States (USA)1-102015Private
Carson Wealth-The Shobe Financial GroupBaton Rouge, Louisiana, United States (USA)11-501983Private
Faubourg Private WealthMetairie, Louisiana, United States (USA)11-502015Private
Acadian Capital GroupBaton Rouge, Louisiana, United States (USA)11-502018Private
Compass Capital Management LLCMetairie, Louisiana, United States (USA)11-502001Private
Argent Financial Group, Inc.Ruston, Louisiana, United States (USA)201-5001990Corporate
Summit Financial Wealth AdvisorsLafayette, Louisiana, United States (USA)11-502003Private
Pinnacle Asset Management Group, IncShreveport, Louisiana, United States (USA)1-101998Private
Horizon Financial GroupBaton Rouge, Louisiana, United States (USA)11-501999Private
Global Asset Management Group, RJFSLake Charles, Louisiana, United States (USA)1-102013Private
JPJ InvestmentsShreveport, Louisiana, United States (USA)1-101984Private
Burns Estate Planning & Wealth Advisors LLCHammond, Louisiana, United States (USA)11-501993Private
NewEdge AdvisorsNew Orleans, Louisiana, United States (USA)51-2002015Private
TWRU CPAs & Financial AdvisorsBaton Rouge, Louisiana, United States (USA)11-501948Private
Goss AdvisorsNew Orleans, Louisiana, United States (USA)51-2002015Private
First Bank and TrustNew Orleans, Louisiana, United States (USA)201-5001991Private
American Gateway BankBaton Rouge, Louisiana, United States (USA)51-2001905Private


Want to Find More Wealth Management Companies?

If you want to find more companies that focus on investment management, financial planning, and retirement services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.

With Inven you'll also get to know the company's:

  • Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
  • Contact data: Who are the founders and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!