Montz Harcus Wealth Management, based out of New Orleans, LA, is a local investment advisory firm with a reputation for excellence. With seven highly skilled employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. On average, each investment advisor manages approximately $61,210,000 in assets under management, which aligns with industry standards. Montz Harcus Wealth Management has built a solid client base, serving over 450 individual clients and managing assets totaling more than $450,600,000. While their portfolio includes a range of account types, such as 401K and individual accounts, these represent less than 30% of their overall assets under management. Nevertheless, they possess the expertise and capability to effectively manage employer funds. With 93% of their managed assets being discretionary, Montz Harcus Wealth Management showcases their skill in making informed investment decisions on behalf of their clients. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. In addition to investment advisory services, Montz Harcus Wealth Management offers a comprehensive suite of financial solutions. They serve as a registered representative of a broker-dealer, insurance broker or agent, and also work closely with an accountant or accounting firm when needed. The firm's success can be attributed, in part, to the expertise and dedication of their team. Notably, Mary Brown, Alexander Harcus, and Joseph Montz are among the longest tenured advisors at Montz Harcus Wealth Management, contributing to the firm's strong foundation and commitment to client satisfaction. With their New Orleans office serving as the hub of their operations, Montz Harcus Wealth Management continues to provide trusted financial guidance to their valued clients.

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.

Stokes Family Office LLC, a prominent local investment advisory firm based out of New Orleans, LA, is renowned for its exceptional financial services. With a team of eight dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse client base. Their expertise and commitment have allowed them to establish a stellar reputation in the industry. Stokes Family Office LLC stands out in the financial landscape, with each investment advisor managing an average of approximately $537,120,000 in assets under management—well above the industry average. This extraordinary success is a testament to their unwavering dedication to their clients' financial growth and security. The firm's compensation structure is designed to align their interests with their clients', incorporating various types such as a percentage of assets under management and fixed fees. With over 350 individual clients and assets under management exceeding $1,556,312,000, Stokes Family Office LLC has become a trusted partner for high-net-worth individuals seeking expert financial guidance. With 100% of the assets they manage being discretionary, clients place their trust in Stokes Family Office LLC's seasoned advisors. The firm boasts two offices strategically located in New Orleans, ensuring accessibility and convenience for their valued clients. Notably, Stokes Family Office LLC takes pride in their long-tenured advisors, including Gregory Stokes, Douglas Stokes, and David Stokes, who have played instrumental roles in the firm's growth and success. As Stokes Family Office LLC continues to provide exceptional investment advisory services, they remain dedicated to helping clients achieve their financial goals and securing their long-term prosperity.

Deane Retirement Strategies, Inc. is a reputable investment advisory firm headquartered in New Orleans, LA. With a strong presence in the financial industry, they operate six offices across the region. The company boasts a team of six highly skilled professionals, five of whom are dedicated to providing top-notch investment advisory services. With an average of approximately $37,730,000 in assets under management per investment advisor, Deane Retirement Strategies, Inc. has proven expertise in managing substantial portfolios. Their compensation structure encompasses various types, including a percentage of assets under management. While less than 30% of their assets under management come from 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. Notably, Deane Retirement Strategies, Inc. exclusively manages discretionary assets, accounting for 100% of the assets under their purview. Their focus primarily lies in catering to high-net-worth individuals, as the majority of the assets they manage come from this segment. The firm prides itself on its extensive client base, serving over 60 individual clients with a total of $188,627,000 in assets under management. At Deane Retirement Strategies, Inc., the team comprises several seasoned advisors, including Todd Tillery, Janet Hyver, and Linda Deane, who have contributed significantly to the firm's long-standing success. Their expertise, combined with a commitment to providing personalized solutions, ensures that clients receive tailored retirement strategies designed to maximize their financial well-being.

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.

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.

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.

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.

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.

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.