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.

The Shobe Financial Group, headquartered in Baton Rouge, LA, is a prominent local investment advisory firm with a reputation for providing comprehensive financial services. With a team of 21 dedicated professionals, including 10 highly skilled investment advisors, they offer personalized guidance to a diverse clientele. On average, each investment advisor manages approximately $55,480,000 in assets, which aligns with industry standards. The firm's compensation structure is flexible and caters to clients' needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The Shobe Financial Group boasts an impressive track record, managing assets worth over $396,600,000 for more than 180 individual clients. While the majority of their assets under management come from discretionary accounts, the firm also has the expertise to handle employer funds. Although 401K and individual accounts represent less than 30% of their assets under management, The Shobe Financial Group possesses the capability and experience to effectively manage these types of accounts. With four offices located strategically in Baton Rouge, The Shobe Financial Group is well-positioned to serve its clients throughout the region. The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable names among the experienced team include Zainab Gandhi, Craig Kliebert, and Edward Shobe. The Shobe Financial Group is committed to delivering personalized and professional financial advice to help individuals and businesses achieve their goals and secure their financial future.

Dent Wealth Advisors, a prominent investment advisory firm headquartered in Baton Rouge, LA, caters to a diverse clientele of high net worth individuals. With over 70 individual clients and a remarkable $352,984,000 in assets under management, Dent Wealth Advisors offers comprehensive financial solutions to meet their clients' unique needs. Although 401K and individual accounts constitute less than 30% of their assets under management, Dent Wealth Advisors possesses the expertise to effectively manage employer funds. The firm's investment strategies are entirely discretionary, ensuring a hands-on approach to portfolio management. Committed to delivering exceptional service, Dent Wealth Advisors employs a team of six dedicated professionals, three of whom specialize in investment advisory services. With an average of $117,660,000 in assets under management per investment advisor, the firm's performance aligns with the industry standard. Notably, Dent Wealth Advisors takes pride in its long-serving advisors who bring extensive experience and knowledge to the table. Notable individuals among their ranks include Zaheer Poptani, Fred Dent, and Mawuena Takyi. Dent Wealth Advisors boasts a compensation structure that encompasses various models, including a percentage of assets under management. This approach aligns the firm's interests with their clients, fostering a relationship built on trust and shared success. As a small yet reputable investment advisory firm, Dent Wealth Advisors is poised to continue providing exceptional financial guidance to their discerning clientele, ensuring a prosperous future for their clients' wealth and financial goals.

Fortune 45, LLC. is a distinguished investment advisory firm based out of Gonzales, LA, with a strong reputation for excellence in the financial industry. With a team of four dedicated professionals, three of whom specialize in providing investment advisory services, they offer comprehensive and personalized financial solutions to a diverse clientele. Impressively, Fortune 45, LLC. manages an average of $189,850,000 in assets under management per investment advisor, significantly surpassing the industry average. This notable achievement is a testament to their exceptional expertise in wealth management and investment strategies. Their compensation structure is designed to align their interests with their clients' success. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring that the firm remains motivated to deliver superior results for their clients. Fortune 45, LLC. proudly serves over 470 individual clients, overseeing more than $125,555,000 in assets under management. Their extensive experience and proficiency in managing employer 401Ks and individual accounts have contributed to their impressive growth and reputation within the industry. The firm exclusively manages discretionary assets, allowing them the flexibility to make independent investment decisions based on their clients' objectives and risk tolerance. With offices in two locations, Fortune 45, LLC. provides convenient access to their exceptional services for clients in Gonzales and beyond. At Fortune 45, LLC., clients benefit from the expertise of a team that includes some of the most tenured advisors in the industry. Victoria Varisco, Scott Blessing, and Jesse Rodrigue, among others, bring a wealth of knowledge and experience to their roles, ensuring clients receive the highest level of guidance and support. Overall, Fortune 45, LLC. is a trusted and highly skilled investment advisory firm that stands out in the financial industry, providing exceptional service and delivering remarkable results for their valued clients.

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.

Evans Investment Advisors, L.L.C. is a reputable small-scale investment advisory firm headquartered in Baton Rouge, Louisiana. With a single office, the company operates with a dedicated team of four professionals who specialize in offering comprehensive investment advisory services. ChatGPT is familiar with Evans Investment Advisors, L.L.C. and shares that their average assets under management per investment advisor amount to approximately $60,110,000, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to cater to different client needs. Although 401K and individual accounts account for less than 30% of their total assets under management, Evans Investment Advisors, L.L.C. possesses the expertise and capability to effectively manage employer funds. Notably, 3% of the assets they handle are discretionary, allowing them some discretionary investment decision-making power. Specializing in serving high net worth individuals, Evans Investment Advisors, L.L.C. boasts an extensive client base, comprising over 160 individual clients who collectively entrust them with assets totaling more than $240,424,000. The firm takes pride in its experienced team, with Gregory Evans and Barton Evans being recognized as two of the longest-serving registered advisors within the organization. Evans Investment Advisors, L.L.C. maintains a strong commitment to providing personalized and tailored investment advisory services to their esteemed clients. With a solid track record and a client-centric approach, they strive to assist individuals in achieving their financial goals and securing their financial future.

Brian Low Financial Group, LLC is a small investment advisory firm based out of Baton Rouge, LA, specializing in personalized financial services. With seven dedicated employees, including two experienced investment advisors, the company focuses on managing clients' assets with utmost care and expertise. Each investment advisor at Brian Low Financial Group oversees an average of $17,600,000 in assets under management, providing tailored investment strategies to meet individual client goals. The firm's compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. With a robust client base of over 620 individuals, Brian Low Financial Group manages a substantial portfolio of assets, totaling over $125,622,000. Notably, nearly half of their assets under management come from employer 401Ks or individual accounts, highlighting their extensive experience in this area. One key aspect that sets Brian Low Financial Group apart is their commitment to discretionary asset management. Clients entrust the firm with 100% discretion over their investments, allowing the advisors to make informed decisions on their behalf. Additionally, Brian Low Financial Group extends its services beyond investment advisory, serving as a knowledgeable insurance broker or agent. Operating from three well-established offices, Brian Low Financial Group has built a solid reputation within the Baton Rouge community. Led by industry veterans Brian Low and Kevin Vidrine, the firm's longevity and expertise are evident in their impressive track record. Through their comprehensive financial services, Brian Low Financial Group aims to empower clients and guide them towards a secure and prosperous financial future.

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.

Hibernia Wealth Partners, LLC, headquartered in Baton Rouge, LA, is a distinguished local investment advisory firm. With over $219,194,000 in assets under management, the company serves a diverse client base of more than 490 individuals. Hibernia Wealth Partners, LLC operates six offices, providing personalized financial guidance to clients across the region. The firm excels in managing assets, with approximately half of their assets under management originating from employer 401Ks or individual clients. This extensive experience in the retirement space has helped them build a strong reputation. Moreover, Hibernia Wealth Partners, LLC handles all of its clients' assets on a discretionary basis, ensuring a comprehensive and proactive approach to investment management. Hibernia Wealth Partners, LLC offers a wide range of services to cater to their clients' financial needs. As a registered representative of a broker-dealer, they have access to a diverse range of investment options. Additionally, they serve as insurance brokers or agents, providing comprehensive coverage solutions. The firm comprises a team of 11 dedicated professionals, with six of them focusing on investment advisory services. With an average of $36,530,000 in assets under management per investment advisor, the team demonstrates their commitment to providing personalized attention to each client. Hibernia Wealth Partners, LLC boasts a team of seasoned advisors, including Paul Saltaformaggio, Taylor West, and Jonathan Smith, who have been with the firm for many years. Their expertise and deep understanding of the industry contribute to the firm's success in delivering exceptional financial solutions to their clients. In terms of compensation, Hibernia Wealth Partners, LLC offers various structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment method that suits their unique requirements.