Beam Wealth Advisors, Inc. is a highly reputable investment advisory firm based in Covington, LA, known for its exceptional track record and commitment to delivering tailored financial solutions. With 18 dedicated employees, all of whom specialize in investment advisory services, the company boasts a team of seasoned professionals with extensive industry knowledge. One notable aspect of Beam Wealth Advisors is their impressive average of approximately $580,410,000 in assets under management per investment advisor, surpassing the industry average. This accomplishment is a testament to their expertise and ability to generate substantial returns for their clients. The firm's compensation structure is designed to align their interests with those of their clients, incorporating various types such as a percentage of assets under management. This ensures that the advisors prioritize the long-term financial success of their clients. With over 1,210 individual clients and assets under management exceeding $499,240,000, Beam Wealth Advisors has earned the trust of a diverse client base. Their strong foothold in the employer 401Ks and individual market segment highlights their extensive experience and expertise in this realm. Beam Wealth Advisors manages approximately 96% of their clients' assets on a discretionary basis, emphasizing their ability to make informed investment decisions autonomously. This discretionary management style grants clients the peace of mind that their portfolios are actively and expertly overseen. Operating from 15 offices, Beam Wealth Advisors has established a local presence that fosters strong relationships with clients in Covington, LA, and the surrounding areas. The firm is proud to feature highly tenured advisors such as Jason Sanchez, Andrew Hoffman, and William Romeo, who bring a wealth of experience and expertise to the table.

Asset Planning Services Inc, based out of Covington, LA, is a reputable and client-focused investment advisory firm. With over 80 individual clients and a remarkable $279,059,000 in assets under management, they offer comprehensive financial planning and investment strategies to meet their clients' unique needs. While 401K and individual accounts make up a smaller portion of their assets under management, Asset Planning Services Inc possesses the expertise and capability to effectively manage employer funds. Notably, 86% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Asset Planning Services Inc prides itself on its personalized approach and commitment to delivering exceptional financial guidance. Their compensation structure is designed to align with client goals, including a percentage of assets under management and fixed fees. With a dedicated team of six employees, including two experienced investment advisors, Asset Planning Services Inc maintains an impressive average of approximately $139,530,000 in assets under management per investment advisor, surpassing industry standards. Claude Duet and Jillian Nelson, two of the firm's longest-tenured registered advisors, bring extensive knowledge and expertise to the organization. Asset Planning Services Inc continues to be a trusted partner for their clients, offering strategic investment planning, portfolio management, and a comprehensive range of financial services. By providing customized solutions and fostering long-term relationships, they empower their clients to achieve their financial goals and secure a prosperous future.

Eagle Capital Management, LLC is a small investment advisory firm headquartered in Mandeville, LA, with two offices. With a team of three dedicated professionals, including Eric Maxwell and Kenneth Ross, two of the firm's longest-tenured registered advisors, they specialize in providing investment advisory services. Their impressive average of approximately $421,650,000 in assets under management per investment advisor sets them apart in the industry. Eagle Capital Management, LLC maintains a compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. This ensures a client-centric approach that aligns their interests with the success of their clients' portfolios. With over 190 individual clients, Eagle Capital Management, LLC oversees more than $375,000,000 in assets under management. Although 401K and individual accounts comprise less than 30% of their total assets, the firm possesses the capability to effectively manage employer funds. Furthermore, the firm prides itself on its discretionary management approach, as they are responsible for the full decision-making authority regarding the assets they manage. In addition to their investment advisory services, Eagle Capital Management, LLC also provides insurance brokering and agency services. This comprehensive offering allows them to serve the diverse needs of their clients, providing a holistic financial management experience. With their expertise, client-focused approach, and a track record of success, Eagle Capital Management, LLC has established themselves as a trusted partner for individuals and organizations seeking professional investment management and insurance solutions.

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.

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.

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.

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.

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.

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.

Kropog Financial Group, LLC is a small investment advisory firm based out of Mandeville, LA. With six dedicated professionals, including Courtney Valentine, James Kropog, and Ryan Kropog, the company provides comprehensive financial services to its clients. Four of their skilled employees specialize in investment advisory services, collectively managing an impressive average of $22,250,000 in assets per advisor. With over 180 individual clients, Kropog Financial Group, LLC oversees a substantial $94,650,000 in assets under management. They have established themselves as experts in managing employer 401Ks and individual investments, accounting for approximately half of their total assets. Their extensive experience in this field allows them to provide tailored guidance to clients seeking long-term financial security. The firm's compensation structure offers clients flexibility, with options including a percentage of assets under management, hourly charges, and fixed fees. By accommodating diverse needs, Kropog Financial Group, LLC ensures that their services align with clients' goals and preferences. Impressively, 95% of the assets under Kropog Financial Group, LLC's management are discretionary, emphasizing their clients' trust in their expertise and decision-making abilities. This high level of discretion reflects the firm's commitment to maximizing returns while minimizing risk. Operating from two office locations, Kropog Financial Group, LLC continues to provide personalized financial advice and investment strategies to their discerning clientele. With their experienced team and proven track record, they strive to deliver exceptional financial services that align with each client's unique aspirations and objectives.

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.

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.