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.

Argent Advisors, Inc. is a highly reputable local investment advisory firm based in Monroe, LA. With over 1,140 individual clients and a staggering $1,191,716,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating from two offices, Argent Advisors, Inc. offers a comprehensive range of services, including registered municipal advising. While employer funds constitute a significant portion of their assets, representing over 70%, they also effectively manage 401K and individual accounts. All of the assets they oversee are managed on a discretionary basis, showcasing their expertise in making sound investment decisions on behalf of their clients. Argent Advisors, Inc. boasts a diverse compensation structure, enabling them to cater to the unique needs of each client. Their compensation options include a percentage of assets under management, fixed fees, and hourly charges. With a total workforce of 30 employees, 13 of whom specialize in providing investment advisory services, Argent Advisors, Inc. combines extensive knowledge and experience to deliver top-notch financial guidance. On average, each investment advisor manages approximately $91,670,000 in assets, aligning with industry standards. The firm takes pride in its long-serving advisors, including Barry Guinn, Michael Jones, and Dean Mailhes, who have built lasting relationships with clients over the years. Their commitment to personalized service, expertise in investment management, and a strong track record of success make Argent Advisors, Inc. a leading choice for individuals and institutions seeking reliable financial guidance.

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.

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.

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.

Meriwether Wealth & Planning, LLC is a small investment advisory firm based out of Minden, LA, with a team of seven dedicated professionals. With four experienced advisors providing investment advisory services, the firm is committed to delivering exceptional financial guidance to its clients. Their extensive knowledge and expertise enable them to manage an average of approximately $37,960,000 in assets per investment advisor. The firm's compensation structure is designed to align with their clients' best interests. They offer various fee arrangements, including a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored solutions that meet their unique financial needs. Meriwether Wealth & Planning, LLC serves a diverse client base, boasting over 460 individual clients with a total of $201,888,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, demonstrating the firm's expertise in this specific area. With a solid reputation in the industry, Meriwether Wealth & Planning, LLC manages 100% of their clients' assets on a discretionary basis. This discretionary authority empowers the firm to make investment decisions autonomously, providing efficient and proactive portfolio management. The company maintains two offices, ensuring accessibility and convenience for their clients. They take pride in their team's longevity, with some of the most tenured advisors, such as Andrew Pendergrass, Tracy Campbell, and Jeremy Pendergrass, contributing their expertise and dedication to the firm's success. Meriwether Wealth & Planning, LLC is committed to building lasting relationships with their clients by offering comprehensive financial planning and investment advisory services tailored to each individual's goals and aspirations.

HASSELL WEALTH MANAGEMENT is a local investment advisory firm headquartered in Houma, LA. With over 320 individual clients and a remarkable $224,779,000 in assets under management, they have established themselves as a trusted partner in financial planning. A substantial portion of their assets comes from employer 401Ks and individuals, highlighting their expertise in this area. The firm's dedication to personalized service is evident in their compensation structure, which includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have flexibility in choosing a payment method that aligns with their financial goals. HASSELL WEALTH MANAGEMENT operates from a single office and boasts a team of eight professionals, five of whom specialize in investment advisory services. The average assets under management per investment advisor amounts to approximately $44,960,000, which falls within the industry average, reflecting their ability to effectively manage client portfolios. With a rich history, HASSELL WEALTH MANAGEMENT is proud to have several long-tenured advisors, including Stephen Hassell, Alexandra Hassell, and John Hassell. Their expertise and experience contribute to the firm's stellar reputation and unwavering commitment to delivering comprehensive wealth management solutions. As a discretionary investment manager, HASSELL WEALTH MANAGEMENT assumes full responsibility for managing 100% of the assets they oversee. This approach underscores their commitment to providing proactive and strategic investment guidance to help clients achieve their financial objectives. Whether clients are planning for retirement, seeking investment opportunities, or requiring expert financial advice, HASSELL WEALTH MANAGEMENT is well-equipped to assist them on their financial journey.

Newedge Advisors, a reputable regional investment advisory firm headquartered in New Orleans, LA, boasts an extensive network of 100 offices. With a total workforce of 499 dedicated professionals, 398 of whom specialize in investment advisory services, the company ensures a client-centric approach to wealth management. Capitalizing on their seasoned expertise, Newedge Advisors maintains an impressive average of approximately $31,870,000 in assets under management per investment advisor. Distinguished by their diverse compensation structure, Newedge Advisors offers flexible options tailored to clients' needs. This includes a percentage of assets under management, hourly charges, and fixed fees. Their proficiency in managing employer 401Ks and individual portfolios has contributed significantly to their success, as nearly half of their assets under management originate from these sources. Demonstrating their prowess in discretionary asset management, an impressive 96% of the assets they oversee are under their discretionary control. With an extensive client base of over 19,440 individuals, Newedge Advisors skillfully administers more than $12,683,180,000 in assets under management. The company takes pride in its long-standing advisors, such as Alexander Goss, Gerald Goss, and George Sins, who have contributed to the firm's enduring success. These professionals bring a wealth of experience and expertise to every client engagement, ensuring tailored financial strategies to meet clients' unique goals and aspirations. Newedge Advisors' commitment to excellence, robust investment solutions, and dedication to client satisfaction have established them as a leading investment advisory firm in the region. Whether managing individual portfolios or corporate retirement plans, Newedge Advisors continues to deliver unparalleled financial guidance and personalized service to clients throughout New Orleans and beyond.

Thirtynorth Investments, LLC, a small investment advisory firm based out of New Orleans, LA, is dedicated to providing exceptional financial guidance to its clients. With a team of six highly skilled professionals, including four investment advisors, they offer expert advice tailored to each client's unique goals and objectives. Impressively, Thirtynorth Investments boasts an average of $192,430,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is comprehensive and includes various types, such as a percentage of assets under management. With over 80 individual clients and a staggering $236,280,000 in assets under management, Thirtynorth Investments demonstrates its ability to effectively handle significant portfolios. While their assets primarily consist of non-401K and individual accounts, they also possess the capability to manage employer funds. Seventy-three percent of the assets entrusted to Thirtynorth Investments are managed on a discretionary basis, highlighting the firm's expertise in making strategic investment decisions on behalf of their clients. This approach reflects their commitment to actively overseeing portfolios and pursuing optimal returns. Thirtynorth Investments operates from two offices and is known for its longevity and stability. Key members of their team include Mara Fortmayer, Moylan Gomila, and Suzanne Mestayer, who bring years of experience and knowledge to the firm. As a trusted partner, Thirtynorth Investments, LLC strives to deliver comprehensive investment advisory services, helping clients navigate the complex financial landscape and achieve their long-term financial objectives.

Hubbell Strickland Wealth Management, LLC, based out of New Orleans, LA, is a small investment advisory firm specializing in providing comprehensive wealth management services. With over 250 individual clients and assets under management totaling more than $441,776,000, the firm has established itself as a trusted partner in guiding clients towards their financial goals. Despite 401K and individual accounts comprising less than 30% of their assets under management, Hubbell Strickland Wealth Management, LLC possesses the expertise and capability to effectively manage employer funds. Notably, 93% of the assets they oversee are discretionary, emphasizing their clients' trust in the firm's investment decisions. Catering predominantly to high net worth individuals, the firm's portfolio is focused on preserving and growing substantial wealth. Their compensation structure is diversified, incorporating various models such as a percentage of assets under management and fixed fees, ensuring alignment with client objectives. Comprising a team of three dedicated professionals, all employees at Hubbell Strickland Wealth Management, LLC provide personalized investment advisory services. Their average assets under management per investment advisor, approximately $147,260,000, surpasses industry standards, reflecting the team's ability to handle substantial portfolios effectively. The firm takes pride in its experienced advisors, some of whom have been with the company for the long term. Notable among them are Todd Hubbell, Carson Strickland, and Steven Hubbell, who contribute their extensive knowledge and expertise to ensure exceptional client service. Hubbell Strickland Wealth Management, LLC is committed to delivering comprehensive wealth management solutions, leveraging their expertise, experience, and dedication to help clients achieve financial success.

Vines Capital Management, LLC is a reputable investment advisory firm headquartered in Monroe, LA. With one office, the firm specializes in offering comprehensive investment advisory services. Its team consists of two dedicated professionals who collectively manage an impressive average of $52,450,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. While Vines Capital Management primarily focuses on managing individual accounts and 401K plans, they also possess the expertise to oversee employer funds, further expanding their scope and capabilities. Notably, the firm manages all of its clients' assets on a discretionary basis, ensuring a high level of trust and confidence. Vines Capital Management has successfully built a robust client base, catering to over 90 individual clients who collectively entrust the firm with assets worth more than $104,902,000. Kenneth Vines and Dorothy Vines, both seasoned registered advisors, have been integral members of the firm for an extended period, contributing their extensive experience and knowledge to the benefit of the firm and its clients. With a commitment to providing exceptional investment advisory services, Vines Capital Management, LLC distinguishes itself through its personalized approach, attention to detail, and commitment to achieving optimal results for its valued clients.