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Showing 1 - 12 of 57 results
ARGENT FINANCIAL GROUP, INC.
ARGENT FINANCIAL GROUP, INC.
Ruston, Arkansas
500+ employees
Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and asset servicing. The firm is responsible for more than $85 billion in client assets. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. Argent serves clients in all 50 U.S. states from our 39 markets located across 16 states. Argent provides an array of related financial services, including: - Wealth Management, including Tax & Estate Planning and Trusts - Asset & Investment Management - Corporate Trust, Agency, Escrow & Custody - Qualified Intermediary Services, including 1031 Exchanges - Governmental Services - Funeral and Cemetery Trust Services - Retirement Plan Consulting and Administration - Employee Stock Ownership Plans - Philanthropic Services - Oil and Gas Management Today, Argent Financial Group employs 500 professionals with prior experience at banks, trust companies, brokerage firms, law firms, accounting firms, insurance agencies, investment management firms and other businesses. Argent has a presence in 38 markets across Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Wisconsin. Argent Financial Group, Inc. is the parent company of: - AmeriTrust Investment Advisors - Argent Advisors - Argent Family Wealth Services - Argent Institutional Trust Company, including Salem Trust Co. - Argent Mineral Management - Argent Trust Company - Argent Trust Oklahoma - Argent Wealth - Funeral Services, Inc. - Highland Capital Management - Orleans Capital Management - Salem Trust Company
Retirement Benefits Rank
Below Market
ADVANTAGE CAPITAL MANAGEMENT CORPORATION
ADVANTAGE CAPITAL MANAGEMENT CORPORATION
New Orleans, Louisiana
100-499 employees
Advantage Capital is an impact investment firm with an emphasis on driving capital to underserved areas – often in partnership with the public sector. We invest with intention in job-generating small businesses – along with affordable housing developments and renewable energy solutions – to grow economies and communities. The thematic thread and intended outcome are positive impact in overlooked areas. And we ensure that positive impact is accompanied by positive returns. As an industry-leading impact investment firm with more than 30 years of experience, we are purposeful in driving true growth for individuals, communities, and society. We never seek the path of least resistance. We blaze new trails to provide an advantage for entrepreneurs, policymakers, and the investment community. It is our responsibility to take on the hardest challenges with grit and tenacity to provide catalytic capital that empowers growth for those who need it and are ready to seize it. Advantage Capital: Growth Ready. Please visit www.advantagecap.com/disclosures to review our Investment Adviser Disclosures.
Retirement Benefits Rank
Top Benefits
JOHNSON RICE & COMPANY, L.L.C.
JOHNSON RICE & COMPANY, L.L.C.
New Orleans, Louisiana
25-49 employees
Johnson Rice & Company, based in New Orleans, is an independent energy brokerage and investment bank. The firm was established as an institutional sales and research firm in 1987 and added investment banking in 1991. Johnson Rice focuses on a limited number of industries and services in order to provide value-added research and ideas to our institutional and corporate clients. Driven by an emphasis on full firm relationships, Johnson Rice is nationally recognized for its breadth and depth of coverage throughout the energy complex. We believe strongly that our success is a result of remaining committed to our original goal: the diligent care of institutional and corporate relationships.
Retirement Benefits Rank
Market Competitive
ENHANCED CAPITAL HOLDINGS, INC.
ENHANCED CAPITAL HOLDINGS, INC.
New Orleans, Louisiana
25-49 employees
Enhanced Capital Group, LLC is a leading impact investing firm with over 20 years of experience investing in Small Business Lending, Impact Real Estate, and Climate Finance. From inception in 1999 through March 31, 2023, inclusive of proprietary assets and assets managed by affiliates, Enhanced Capital has raised a total of $5.6 billion. Of the total AUM, impact assets represent $3.5 billion invested in over 850 projects and businesses across 39 states, Washington DC, and Puerto Rico and does not include investments made by non-impact affiliates. Enhanced Capital is committed to investing in four main impact themes: economic growth and job creation; underserved communities; underrepresented populations; and environmental sustainability. Enhanced Capital represents the impact solution of P10, Inc. (NYSE: PX), a diversified, multi-asset investment platform.
Retirement Benefits Rank
Top Benefits
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Baton Rouge, Louisiana
25-49 employees
Bernhard Capital Partners is a services and infrastructure-focused private equity management firm established in 2013. Bernhard Capital Partners has deployed capital in three funds across five strategies, has approximately $2.5 billion of gross assets under management, and is ranked as one of Private Equity International’s 300 largest private equity firms worldwide. Bernhard Capital seeks to create sustainable value by leveraging its experience in acquiring, operating, and growing services and infrastructure businesses.
Retirement Benefits Rank
Top Benefits
BSM CONSULTING GROUP, LTD
BSM CONSULTING GROUP, LTD
Mandeville, Louisiana
1-24 employees
Financial Planning Consultants & Services
Retirement Benefits Rank
Market Laggard
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MAGNOLIA STATE BANK
MAGNOLIA STATE BANK
Bay Springs, Mississippi
50-99 employees
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Retirement Benefits Rank
Market Laggard
NEW ORLEANS EQUITY, L.L.C.
NEW ORLEANS EQUITY, L.L.C.
New Orleans, Louisiana
50-99 employees
RiseImpact Capital is a full-service tax advantaged real estate development and tax credit syndication firm with primary asset classes including historic rehabilitations, affordable housing, renewable energy and related projects. We specialize in partnering with local developers and stakeholders to deliver high impact developments that transform communities, families, and small businesses. For our tax credit investors, we offer a diversified portfolio of state and federal tax credits for investors to manage their tax liability in addition to achieving CRA, ESG and other sustainability and societal impact objectives. From pre-development to completion of a project or identifying, syndicating, and managing a portfolio of state and federal tax credit investments, our team of experienced professionals at RiseImpact Capital helps both developers and investors achieve their individual goals and objectives.
Retirement Benefits Rank
Below Market
DYATECH, LLC
DYATECH, LLC
Ridgeland, Mississippi
25-49 employees
-Since 2009, our company's name recognition and reputation grew steadily in providing quality IT Staffing Solutions to private and public companies alike. This reputation does not come at the expense of prestige—we boast particular strength in providing IT Staffing solutions to major Companies. Our IT services include the needs of your businesses, from staffing to solutions. DyaTech has gained this repute to maintain resources for all kinds of small and big jobs. This has been demonstrated in our ability to meet our client's needs, no matter how complex technology solutions they need from us. We've successfully completed their projects within the given deadline and budget. -This is not possible without a strong team. Our team members are industry leaders with the knowledge and strategic leadership in place. They're real award winners. Their key characteristics are: listening to your exact needs, providing you with the right solutions, and giving you unbiased business propositions. They're dedicated, loyal, and diligent workers who earned DyaTech repeat businesses from almost all our clients. -Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve. We didn’t get there alone. And neither will you.
Retirement Benefits Rank
Below Market
DARNALL SIKES WEALTH PARTNERS LLC
DARNALL SIKES WEALTH PARTNERS LLC
Lafayette, Louisiana
1-24 employees
At Darnall Sikes Wealth Partners, your prosperity is our priority. We provide wealth management services, and much more. We have the investment, tax, and business insights needed to advise clients on strategies for growing their income and personal wealth — no matter where they are in their financial lives. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org www.sipc.org. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Retirement Benefits Rank
Top Benefits
MASCAGNI WEALTH MANAGEMENT
MASCAGNI WEALTH MANAGEMENT
Clinton, Mississippi
1-24 employees
We are financial and investment planning professionals who can help you anticipate and navigate life changes. When facing a major change—retirement, the loss of a spouse, divorce, caring for a parent, a business sale, or other life changes—we all need guidance. Everyone’s situation is different. Which is why the financial planners at Mascagni Wealth Management get to know each of our clients and their families on a personal level. We help guide you to your personal financial goals by seeking to understand you as well as the concerns and plans you have for your money. An independent firm, we work only for our clients and no one else—which means we are not driven to sell products. We are driven by a genuine desire to help people navigate their financial futures. Let Mascagni Wealth Management get to know you.
Retirement Benefits Rank
Market Leading
HORIZON FINANCIAL GROUP
HORIZON FINANCIAL GROUP
Baton Rouge, Louisiana
1-24 employees
We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans. This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life. Learn more at: www.HorizonFG.com Keep in touch: - Facebook: https://www.facebook.com/HorizonFinGroup/ - Instagram: https://www.instagram.com/horizonfinancialgroup/ - Twitter: @HorizonWM Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820
Retirement Benefits Rank
Top Benefits