HMV Wealth Advisors, LLC, headquartered in Shreveport, LA, is a reputable investment advisory firm with a strong focus on providing personalized wealth management services. With over 20 individual clients and more than $113,633,000 in assets under management, they have established themselves as a trusted partner in helping clients achieve their financial goals. Operating out of two offices, HMV Wealth Advisors, LLC offers a comprehensive range of financial services to their discerning clientele. While a significant portion of their assets under management comes from high net worth individuals, they also possess the expertise to manage employer funds, even though 401K and individual accounts constitute less than 30% of their total assets under management. With a compensation structure that includes a percentage of assets under management, HMV Wealth Advisors, LLC aligns their success with that of their clients, emphasizing a client-centered approach. They exercise discretionary authority over 100% of the assets they manage, ensuring a proactive and tailored investment strategy. At HMV Wealth Advisors, LLC, three dedicated professionals drive their success, with two of them specifically providing investment advisory services. Their team of experienced advisors boasts an impressive average of approximately $56,820,000 in assets under management per investment advisor, which is on par with industry standards. Noteworthy advisors such as Nicole Karamales, Dwight Pugh, and Roderick Williams have demonstrated their commitment and longevity at the firm, further solidifying HMV Wealth Advisors, LLC's reputation as a trusted wealth management partner in the Shreveport area.

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.

Integrity RIA, LLC is a highly regarded investment advisory firm headquartered in Lafayette, LA, offering expert financial guidance and services. With its sole office located in Lafayette, the firm serves a diverse clientele, including both employer 401K plans and individual investors. Led by a team of dedicated professionals, Integrity RIA, LLC prides itself on delivering personalized investment solutions tailored to meet the unique goals and aspirations of its clients. Committed to maintaining the highest standards of integrity and professionalism, Integrity RIA, LLC has three talented employees, two of whom specialize in providing comprehensive investment advisory services. With an average of $52,810,000 in assets under management per investment advisor, the firm's performance aligns with the industry average, showcasing their competence and expertise. Integrity RIA, LLC employs a flexible compensation structure, including a percentage of assets under management. The firm primarily manages discretionary assets, which account for 100% of the total assets they oversee. Over 80% of their assets under management comprise employer 401K plans and individual investments, positioning them as a trusted partner for employers and employees seeking reliable 401K plan management. The firm boasts an impressive client base, serving over 760 individual clients with a combined asset under management value exceeding $105,623,000. The experience and knowledge of Integrity RIA, LLC's advisors are reflected in their long-standing tenure, with seasoned professionals like Kristi Pool, Wayne Nix, and Shawn Defoe contributing to the firm's success. Whether it's navigating the complexities of retirement planning or optimizing investment portfolios, Integrity RIA, LLC is dedicated to delivering exceptional service and helping clients achieve their financial objectives with unwavering integrity.

Cullen Asset Management, based out of Lafayette, LA, is a reputable investment advisory firm with a distinguished track record. With over 260 individual clients and a staggering $552,378,000 in assets under management, they have solidified their position in the industry. Boasting two offices, Cullen Asset Management provides a range of services, including insurance brokerage. While employer funds make up a significant portion of their managed assets, they also handle 401K and individual accounts. Notably, all of the assets they manage are discretionary, reflecting their expertise in making strategic investment decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Cullen Asset Management has garnered a loyal client base seeking their personalized and specialized investment solutions. Their compensation structure is diverse, encompassing various approaches such as a percentage of assets under management, hourly charges, and fixed fees. With five employees in total, four of whom are dedicated to investment advisory services, Cullen Asset Management offers a highly personalized and focused approach to wealth management. Setting them apart from their competitors, the average assets under management per investment advisor at Cullen Asset Management stands at an impressive $138,090,000, exceeding the industry average. This achievement is a testament to the firm's experienced and talented team. Noteworthy among the firm's longest-tenured advisors are David Bordes, Anne Gaiennie, and Stephen Nickel, who contribute their extensive knowledge and expertise to the firm's success. Cullen Asset Management continues to thrive as a trusted partner in managing and growing clients' assets, ensuring their financial goals are achieved.

Paradiem, LLC is a prominent investment advisory firm based out of Covington, LA. With over 150 individual clients and a staggering $337,835,000 in assets under management, Paradiem specializes in providing comprehensive financial services. The company operates from three strategically located offices, catering to a diverse clientele. In addition to investment advisory services, Paradiem also serves as an insurance broker or agent, expanding their range of offerings to meet the unique needs of their clients. While they manage a variety of accounts, 401K and individual accounts constitute less than 30% of their assets under management. However, Paradiem possesses the expertise and capacity to effectively manage employer funds, enabling them to deliver comprehensive solutions to corporate clients. The firm exclusively manages discretionary assets, and the majority of these assets belong to high net worth individuals. Paradiem's compensation structure is flexible, incorporating different methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and aligning their interests with their clients'. With a dedicated team of 12 employees, including 6 investment advisors, Paradiem offers personalized financial advice tailored to individual goals and aspirations. The average assets under management per investment advisor stand at approximately $56,310,000, which aligns with the industry average. Notably, the firm boasts a group of seasoned advisors, including Danielle Wauchope, Sandra Tackett, and Eric Dunavant, who have been integral to Paradiem's long-standing success.

Energy Opportunities Capital Management, LLC is a well-established investment advisory firm based in Mandeville, Louisiana. With two offices, they serve a diverse clientele seeking opportunities in the energy sector. The firm consists of a dedicated team of three employees, with one professional specializing in investment advisory services. On average, each investment advisor at Energy Opportunities Capital Management manages approximately $96,780,000 in assets under management, aligning with the industry average. Their compensation structure offers options such as a percentage of assets under management, ensuring a flexible approach that meets the needs of their clients. While 401K and individual accounts represent less than 30% of the firm's assets under management, Energy Opportunities Capital Management possesses the expertise and capability to effectively manage employer funds, providing comprehensive financial solutions to businesses. The firm exercises discretionary management, with 100% of the assets they oversee falling under this category. This demonstrates their ability to make independent investment decisions on behalf of their clients, leveraging their deep understanding of the energy market. Energy Opportunities Capital Management caters to a substantial number of individual clients, managing over $36,959,000 in assets. Their specialization lies in identifying investment opportunities in the energy sector, offering clients unique insights and strategies to capitalize on market trends. As a small investment advisory firm, Energy Opportunities Capital Management is dedicated to providing personalized and tailored services to meet the individual needs and goals of their clients. Their local presence in Mandeville, Louisiana, coupled with their expertise in the energy sector, positions them as a trusted partner for individuals seeking expert advice in investment opportunities within the energy industry.

Adkins Seale Capital Management LLC, based out of Shreveport, LA, is a small investment advisory firm with a solid reputation in the industry. With a total of four dedicated employees, three of whom specialize in providing top-notch investment advisory services, they deliver personalized financial guidance to a diverse clientele. The firm distinguishes itself by boasting an impressive average of approximately $708,190,000 in assets under management per investment advisor, surpassing the industry average. Adkins Seale Capital Management LLC adopts a comprehensive compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. Their client base comprises over 90 individual clients, entrusting the firm with more than $344,955,000 in assets under management. A significant portion of their managed assets caters to high-net-worth individuals, while 401K and individual accounts represent a smaller fraction, totaling less than 30% of their overall assets under management. However, the firm possesses the capability to efficiently handle employer funds. The team at Adkins Seale Capital Management LLC prides itself on their expertise in discretionary asset management, with a remarkable 80% of the assets they manage falling under this category. With one office in Shreveport, LA, the firm operates with a close-knit team of professionals, some of whom have demonstrated remarkable loyalty and longevity in their service. Notable among them are Jay Binderim, Philip Adkins, and John Seale, whose extensive experience and dedication have contributed to the firm's continued success.

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.

Hancock Whitney Investment Services Inc. is a reputable regional investment advisory firm headquartered in New Orleans, LA. With four strategically located offices, the firm boasts a team of 45 dedicated employees who exclusively provide comprehensive investment advisory services. Demonstrating their expertise, each investment advisor at Hancock Whitney averages an impressive $5,230,000 in assets under management. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management. A significant portion of their assets under management, over 80%, is comprised of employer 401K plans and individual investments. With their extensive experience and knowledge, Hancock Whitney Investment Services Inc. excels in managing both employer-sponsored 401K plans and individual portfolios, making them a trusted choice for employers and employees alike. Notably, all the assets managed by Hancock Whitney Investment Services Inc. are discretionary, ensuring a high level of trust and autonomy in their decision-making process. The firm proudly serves a diverse client base, catering to over 1,230 individual clients and managing a total of $235,159,000 in assets. The company's success can be attributed, in part, to the expertise of its longest-tenured advisors, including Richard Chauvin, Martin Sirera, and Zachary Addison. Hancock Whitney Investment Services Inc. is committed to delivering exceptional investment advisory services and assisting their clients in achieving their financial goals. With their regional presence, experienced team, and impressive track record, the firm stands out as a trusted partner in wealth management within the New Orleans area and beyond.

FREEGULLIVER, LLC is a prominent investment advisory firm based out of New Orleans, Louisiana. With over 120 individual clients and an impressive $465,250,000 in assets under management, Freegulliver, LLC has established itself as a trusted partner in the financial industry. Operating from three offices, their local presence allows them to provide personalized services to clients in the area. In addition to investment advisory services, Freegulliver, LLC also serves as an insurance broker or agent, offering comprehensive coverage options to meet their clients' needs. A notable aspect of their business is that 52% of the assets they manage are discretionary, reflecting their expertise in making strategic investment decisions on behalf of their clients. The firm employs a total of 17 highly skilled professionals, with eight dedicated to providing top-notch investment advisory services. Each advisor manages an average of approximately $58,160,000 in assets, aligning with industry standards. Notably, Freegulliver, LLC prides itself on its experienced team, with longstanding advisors such as Eric Deroche, Clifford Mintz, and Michael Kirschman contributing their expertise and knowledge to the firm's success. When it comes to compensation, Freegulliver, LLC offers various options tailored to meet their clients' preferences. Their structure includes a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees, ensuring a flexible and transparent approach to financial planning. With its impressive client base, substantial assets under management, and a team of dedicated professionals, Freegulliver, LLC is committed to providing exceptional financial services and helping clients achieve their investment goals.

Apex Capital Management, L.L.C. is a small investment advisory firm based out of Lafayette, LA, with a rich history and a team of highly experienced professionals. With a total of 11 dedicated employees, they offer a range of comprehensive financial services to individual and institutional clients. Among their staff, four professionals specialize in providing investment advisory services. Each advisor at Apex Capital Management manages an average of approximately $58,160,000 in assets, a figure that aligns with the industry average. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Apex Capital Management has established a strong client base, serving over 160 individual clients with a combined asset under management (AUM) value exceeding $170,131,000. The firm predominantly manages assets for high net worth individuals, although they also possess the capability to handle employer funds, expanding their service offerings. Out of the total AUM, less than 30% is attributed to 401K and individual accounts, with the remaining majority being discretionary managed assets. This indicates the trust placed in Apex Capital Management's expertise and decision-making abilities by their clients. With three office locations, Apex Capital Management ensures accessibility and convenience for their clients. The firm prides itself on its experienced team, which includes Jo Ellen Kearny, Robert Morella, and Charles Duchamp, among others, who have demonstrated long-standing commitment and expertise in the industry. Apex Capital Management, L.L.C. strives to provide personalized and effective financial solutions, utilizing their extensive knowledge and experience to help clients achieve their investment goals.