Top 10 advisors in Baton Rouge

Top 10 advisors in Baton Rouge

We’ve curated a list of the best financial advisors in Baton Rouge, take a look at it below

Find an advisor in Baton Rouge
# Financial advisor Assets under management Number of advisors
1 $3,431,505,745 34 advisors
2 $316,000,000 21 advisors
3 $277,435,298 5 advisors
4 $219,194,262 9 advisors
5 $166,417,901 5 advisors
6 $134,453,142 3 advisors
7 $118,686,211 7 advisors
8 $83,247,087 11 advisors
9 $47,700,000 9 advisors
10 $43,018,904 3 advisors

How we came up with this list

To generate our top financial advisors list in Baton Rouge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Baton Rouge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • 1. Bernhard Capital Partners Management, Lp

    Assets under management

    $3,431,505,745

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 2. The Shobe Financial Group

    Assets under management

    $316,000,000

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    THIRD PARTY ADVISORY FEES

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Business Consulting

  • 3. Abel Hall, LLC

    Assets under management

    $277,435,298

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 4. Hibernia Wealth Partners, LLC

    Assets under management

    $219,194,262

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

  • 5. Advisor.investments

    Assets under management

    $166,417,901

    Fee structure

    A percentage of assets under your management

    Commissions

    Performance-based fees

    FEES FOR TAX PREPARATION

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

    Educational Videos/ Webinars

  • 6. Asempa Wealth Advisors

    Assets under management

    $134,453,142

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • Not sure which one to choose?
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    7. Brian Low Financial Group, LLC

    Assets under management

    $118,686,211

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 8. Jcn Financial & Tax Advisory Group, LLC

    Assets under management

    $83,247,087

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 9. Pelican Investment Advisors, LLC

    Assets under management

    $47,700,000

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • Not sure which one to choose?
    Use our smart matching tool

    10. Bf/anderson

    Assets under management

    $43,018,904

    Fee structure

    A percentage of assets under your management

    NEGOTIABLE FEES

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].