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.

AVANT CAPITAL, LLC: Avant Capital, LLC is a highly regarded investment advisory firm headquartered in Lafayette, LA, with an additional office location. With over 260 individual clients and an impressive $109,511,000 in assets under management, Avant Capital has firmly established itself as a trusted partner in the financial industry. Distinguished by their expertise and commitment to excellence, Avant Capital specializes in managing employer 401Ks and individual portfolios. In fact, approximately half of their assets under management stem from these areas, reflecting their extensive experience in this space. Remarkably, an overwhelming 98% of the assets they oversee are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. Avant Capital's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' needs and preferences. The firm maintains a total of four dedicated employees, with one specifically focused on providing comprehensive investment advisory services. One noteworthy asset to Avant Capital is Mark Avant, a highly tenured registered advisor who has been with the firm since 2014. His extensive experience and expertise greatly contribute to the firm's success and their ability to consistently deliver outstanding results. With an average of approximately $109,510,000 in assets under management per investment advisor, Avant Capital falls within the industry average. Through their personalized approach, financial acumen, and long-standing commitment to their clients, Avant Capital, LLC continues to serve as a trusted partner in helping individuals and businesses achieve their financial goals.

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.