BCM Advisors, LLC is a reputable investment advisory firm headquartered in Lafayette, LA. With over 15 years of experience, they have established themselves as a trusted financial partner for over 320 individual clients. Managing a substantial portfolio of assets valued at more than $515,246,000, BCM Advisors caters to a diverse range of investment needs. While their expertise extends beyond 401K and individual accounts, these categories make up less than 30% of their extensive assets under management. BCM Advisors also possesses the necessary capabilities to effectively handle employer funds. Remarkably, they exercise full discretionary control over all the assets entrusted to their care, ensuring optimal management strategies. The firm prides itself on its comprehensive compensation structure, offering clients a variety of options. This includes a percentage-based fee structure linked to the assets under management. With a dedicated team of eight employees, including five investment advisors, BCM Advisors ensures personalized and attentive service to each client. The average assets under management per investment advisor stand at approximately $103,050,000, aligning with industry standards. BCM Advisors' success can be attributed to the expertise and dedication of their long-tenured advisors, such as Montgomery Gossen, Erin Mcmenemon, and Ernest Domingue, who have consistently provided exceptional service to their clients. By combining their local presence in Lafayette, LA with their extensive financial knowledge, BCM Advisors, LLC continues to serve as a trusted partner in helping clients achieve their financial goals.

Advisor.Investments is a small investment advisory firm based out of Baton Rouge, LA, with two offices strategically located to serve their clients. With a total of five dedicated employees, including three experienced investment advisors, Advisor.Investments is committed to providing top-notch investment advisory services. As an average-sized firm, Advisor.Investments manages an impressive average of approximately $59,710,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management, commissions, and performance-based fees. While their asset portfolio includes less than 30% from 401K and individual accounts, Advisor.Investments possesses the expertise to effectively manage employer funds. One notable characteristic of Advisor.Investments is that 93% of the assets they manage are under discretionary control, allowing them to make informed investment decisions on behalf of their clients. The majority of these assets are entrusted to them by high net worth individuals who rely on their expertise to preserve and grow their wealth. In addition to their investment advisory services, Advisor.Investments also serves as an insurance broker or agent, ensuring their clients have access to comprehensive risk management solutions. With a client base of over 110 individuals, Advisor.Investments oversees an impressive $179,118,000 in assets under management. The firm's success can be attributed, in part, to their team of seasoned advisors, including Shane Haag, David McFadden, and James Pope, who have remained loyal to the firm for many years. Advisor.Investments continues to provide exceptional service and personalized investment strategies, positioning themselves as a trusted partner for individuals seeking expert financial guidance and wealth management solutions.

Beam Wealth Advisors, Inc. is a highly reputable investment advisory firm based in Covington, LA, known for its exceptional track record and commitment to delivering tailored financial solutions. With 18 dedicated employees, all of whom specialize in investment advisory services, the company boasts a team of seasoned professionals with extensive industry knowledge. One notable aspect of Beam Wealth Advisors is their impressive average of approximately $580,410,000 in assets under management per investment advisor, surpassing the industry average. This accomplishment is a testament to their expertise and ability to generate substantial returns for their clients. The firm's compensation structure is designed to align their interests with those of their clients, incorporating various types such as a percentage of assets under management. This ensures that the advisors prioritize the long-term financial success of their clients. With over 1,210 individual clients and assets under management exceeding $499,240,000, Beam Wealth Advisors has earned the trust of a diverse client base. Their strong foothold in the employer 401Ks and individual market segment highlights their extensive experience and expertise in this realm. Beam Wealth Advisors manages approximately 96% of their clients' assets on a discretionary basis, emphasizing their ability to make informed investment decisions autonomously. This discretionary management style grants clients the peace of mind that their portfolios are actively and expertly overseen. Operating from 15 offices, Beam Wealth Advisors has established a local presence that fosters strong relationships with clients in Covington, LA, and the surrounding areas. The firm is proud to feature highly tenured advisors such as Jason Sanchez, Andrew Hoffman, and William Romeo, who bring a wealth of experience and expertise to the table.

Graham, Bordelon, Golson & Gilbert, Inc. is a highly reputable investment advisory firm based in Monroe, LA. With a team of five dedicated professionals, they specialize in providing top-notch investment advisory services to their diverse clientele. Each investment advisor at the firm has an impressive average of approximately $362,130,000 in assets under management, a figure that surpasses the industry average, demonstrating their expertise and success in the field. Their compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. With over 100 individual clients and more than $260,440,000 in assets under management, Graham, Bordelon, Golson & Gilbert, Inc. has established itself as a trusted partner for high net worth individuals seeking exceptional investment management services. While the majority of their managed assets cater to high net worth individuals, Graham, Bordelon, Golson & Gilbert, Inc. also possesses the capability to effectively manage employer funds. Notably, 100% of the assets they oversee are discretionary, reflecting their clients' confidence in the firm's decision-making abilities and expertise. Located in Monroe, LA, Graham, Bordelon, Golson & Gilbert, Inc. operates from a single office, serving as a local and accessible resource for clients in the region. The firm boasts a team of highly experienced advisors, including Jeffrey Golson, Micheal Gilbert, and Gary Graham, who have been with the company for a significant period, contributing to its long-standing success and distinguished reputation in the industry.

Asset Planning Services Inc, based out of Covington, LA, is a reputable and client-focused investment advisory firm. With over 80 individual clients and a remarkable $279,059,000 in assets under management, they offer comprehensive financial planning and investment strategies to meet their clients' unique needs. While 401K and individual accounts make up a smaller portion of their assets under management, Asset Planning Services Inc possesses the expertise and capability to effectively manage employer funds. Notably, 86% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Asset Planning Services Inc prides itself on its personalized approach and commitment to delivering exceptional financial guidance. Their compensation structure is designed to align with client goals, including a percentage of assets under management and fixed fees. With a dedicated team of six employees, including two experienced investment advisors, Asset Planning Services Inc maintains an impressive average of approximately $139,530,000 in assets under management per investment advisor, surpassing industry standards. Claude Duet and Jillian Nelson, two of the firm's longest-tenured registered advisors, bring extensive knowledge and expertise to the organization. Asset Planning Services Inc continues to be a trusted partner for their clients, offering strategic investment planning, portfolio management, and a comprehensive range of financial services. By providing customized solutions and fostering long-term relationships, they empower their clients to achieve their financial goals and secure a prosperous future.

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a small investment advisory firm headquartered in Shreveport, LA. With 1 office, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts a dedicated team of 4 highly skilled professionals, all of whom are committed to delivering personalized investment strategies. Pinnacle Asset Management Group, Corporation (Inc.) has an impressive average of approximately $25,560,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and hourly charges. Renowned for their proficiency in handling employer 401Ks and individual investments, Pinnacle Asset Management Group, Corporation (Inc.) has secured a substantial portion of their assets under management from these sources. Notably, 4% of the assets they manage are under discretionary management, illustrating their ability to make independent investment decisions on behalf of their clients. With a solid client base, Pinnacle Asset Management Group, Corporation (Inc.) serves over 180 individual clients, expertly managing assets worth over $102,237,000. The firm takes pride in the experience and tenure of its advisors, with key professionals like Christina Decharles, Michael Tucci, and Diana Decharles contributing significantly to the firm's success. As a trusted partner in the financial industry, Pinnacle Asset Management Group, Corporation (Inc.) aims to provide comprehensive and tailored investment advisory services to help their clients achieve their financial goals and secure their financial future.

Eagle Capital Management, LLC is a small investment advisory firm headquartered in Mandeville, LA, with two offices. With a team of three dedicated professionals, including Eric Maxwell and Kenneth Ross, two of the firm's longest-tenured registered advisors, they specialize in providing investment advisory services. Their impressive average of approximately $421,650,000 in assets under management per investment advisor sets them apart in the industry. Eagle Capital Management, LLC maintains a compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. This ensures a client-centric approach that aligns their interests with the success of their clients' portfolios. With over 190 individual clients, Eagle Capital Management, LLC oversees more than $375,000,000 in assets under management. Although 401K and individual accounts comprise less than 30% of their total assets, the firm possesses the capability to effectively manage employer funds. Furthermore, the firm prides itself on its discretionary management approach, as they are responsible for the full decision-making authority regarding the assets they manage. In addition to their investment advisory services, Eagle Capital Management, LLC also provides insurance brokering and agency services. This comprehensive offering allows them to serve the diverse needs of their clients, providing a holistic financial management experience. With their expertise, client-focused approach, and a track record of success, Eagle Capital Management, LLC has established themselves as a trusted partner for individuals and organizations seeking professional investment management and insurance solutions.

ENTRUST INVESTMENT MANAGEMENT LLC is a reputable local investment advisory firm located in Monroe, LA. With a team of five highly skilled professionals, they offer comprehensive investment advisory services to a diverse client base. The firm prides itself on managing assets worth an impressive average of $114,650,000 per investment advisor, which aligns with industry standards. Entrust Investment Management LLC employs a flexible compensation structure, providing clients with multiple options including a percentage of assets under management, hourly charges, and fixed fees. With over 10 individual clients, the firm oversees assets totaling more than $13,217,000. Their primary focus is on high net worth individuals, with a significant portion of their managed assets belonging to this affluent segment. While the majority of Entrust Investment Management LLC's portfolio comprises discretionary assets, they are also well-equipped to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. The firm's expertise in managing these funds demonstrates their ability to cater to the diverse needs of both individual and corporate clients. As a testament to their commitment to exceptional service, Entrust Investment Management LLC operates out of one office in Monroe, LA, ensuring that clients receive personalized attention and timely advice. With a strong track record and a client-centric approach, the firm continues to uphold its reputation as a trusted partner in wealth management and investment advisory services.

Regatta Research & Money Management L.L.C., a small investment advisory firm based in Metairie, LA, is committed to providing top-quality financial services to its clients. With a team of 6 dedicated professionals, including 4 experienced investment advisors, Regatta Research & Money Management excels in delivering expert guidance and exceptional results. The firm boasts an impressive average of approximately $224,190,000 in assets under management per investment advisor, significantly surpassing industry standards. This accomplishment reflects their deep understanding of the market and their ability to effectively manage their clients' investments. Regatta Research & Money Management utilizes a flexible compensation structure that caters to their clients' needs. This includes various options such as a percentage of assets under management, hourly charges, and fixed fees. By offering these alternatives, the firm ensures that their clients receive personalized financial solutions tailored to their specific circumstances. With over 1,340 individual clients and a staggering $153,300,000 in assets under management, Regatta Research & Money Management has established a strong presence in the industry. Notably, a significant portion of their assets comes from employer 401Ks and individuals, highlighting their expertise and success in this area. Regatta Research & Money Management operates from three offices, providing convenient access to their services for clients across the region. The firm takes pride in its team of seasoned advisors, including Rudy Blanchard, Andrew Pool, and Claudia Hayden, who bring extensive experience and expertise to their clients' investment strategies. Overall, Regatta Research & Money Management L.L.C. distinguishes itself through its exceptional track record, client-focused approach, and a team of talented professionals who are dedicated to achieving financial success for their clients.

Delta Financial Advisors, L.L.C. is a leading investment advisory firm headquartered in New Orleans, LA. With over 100 individual clients and a staggering $339,034,000 in assets under management, Delta Financial Advisors has established itself as a trusted partner in financial planning and wealth management. Operating from a single office, the firm offers a range of comprehensive services to meet the diverse needs of its clients. While the majority of their assets under management are for high net worth individuals, Delta Financial Advisors also possesses the expertise and capacity to handle employer funds. In fact, 86% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. The firm's compensation structure is flexible and tailored to each client, including a percentage of assets under management and hourly charges. This personalized approach ensures that clients receive transparent and customized financial guidance. Delta Financial Advisors prides itself on its team of highly qualified professionals. With a total of four employees, including two dedicated investment advisors, the firm maintains a favorable ratio of assets under management per investment advisor, surpassing industry standards at approximately $169,520,000 per advisor. Notably, Ainsley Bishop and Gerard Plauche are two of the firm's longest tenured registered advisors, bringing a wealth of experience and expertise to the table. As Delta Financial Advisors continues to provide exceptional financial advice and strategic investment management, clients can trust in their commitment to achieving long-term financial success.

Equitas Capital Advisors, LLC, headquartered in New Orleans, LA, is a distinguished local investment advisory firm providing comprehensive financial services to a diverse clientele. With over 20 individual clients, Equitas manages an impressive $392,963,000 in assets, demonstrating their expertise in wealth management. As a firm dedicated to delivering personalized solutions, Equitas Capital Advisors offers a range of compensation structures tailored to their clients' needs. These include a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. With 10 dedicated professionals, Equitas Capital Advisors boasts a team of experienced individuals committed to delivering exceptional investment advisory services. Eight of these professionals focus on providing comprehensive investment advice, maintaining a robust advisory presence. A key strength of Equitas lies in its discretionary management, with 35% of the assets they oversee falling under this category. This approach allows the firm to make informed decisions on behalf of their clients, leveraging their expertise and market insights. Equitas Capital Advisors' success is further exemplified by their average assets under management per investment advisor, which stands at approximately $49,120,000. This figure aligns with industry averages, showcasing their ability to efficiently manage portfolios while delivering quality results. Shepard Buckman, Derek Fossier, and David Thomas stand as some of the firm's longest tenured advisors, reflecting their commitment to cultivating lasting client relationships. Their expertise, coupled with the collective experience of the Equitas team, positions the firm as a trusted partner in achieving financial goals. Equitas Capital Advisors, LLC's dedication to client satisfaction, robust asset management capabilities, and knowledgeable team make them a leading choice for individuals seeking exceptional investment advisory services in the New Orleans area.

Lees Monsour Group, headquartered in Shreveport, LA, is a distinguished investment advisory firm providing exceptional financial services. With a single office, the firm boasts a talented team of four professionals, three of whom specialize in investment advisory services. Their remarkable expertise enables them to oversee an impressive average of $160,560,000 in assets under management per investment advisor, surpassing industry standards. Lees Monsour Group employs a versatile compensation structure, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily revolves around discretionary management, they possess the capacity to effectively handle employer funds, alongside a diverse range of accounts including 401K and individual portfolios, constituting less than 30% of their total assets under management. The firm predominantly caters to high net worth individuals, boasting an extensive client base of over 180 individuals who entrust them with more than $481,691,000 in assets under management. A testament to their commitment to excellence is reflected in the long-serving advisors, including esteemed professionals such as Vickie Chrisman, Jeffrey Monsour, and Samuel Lees. Lees Monsour Group stands apart from its peers due to its unwavering dedication to delivering unparalleled financial guidance. Clients benefit from their extensive experience, sophisticated investment strategies, and personalized solutions tailored to meet their unique financial objectives. As a small yet dynamic investment advisory firm, Lees Monsour Group continues to make a significant impact on the wealth management landscape, ensuring the prosperity and success of their valued clientele.