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.

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.