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.

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.

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.

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.

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.