Top financial advisors in Mandeville, LA
We’ve curated a list of the best financial advisors in Mandeville, take a look at it below
Find an advisor in Mandeville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,594,350,069 | 10 advisors | ||
| 2 | $113,203,934 | 3 advisors | ||
| 3 | $46,017,080 | 2 advisors | ||
| 4 | $36,959,292 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Mandeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mandeville. 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.
Orleans Capital Management Corp
Orleans Capital Management Corp is a financial advisory firm based in Mandeville, Louisiana. It currently has approximately $1,594,350,069 of assets under management and employs about 10 people. Orleans Capital Management Corp uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,594,350,069
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-39597
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)
Spinosa Wealth Management Group
Spinosa Wealth Management Group is a financial advisory firm based in Mandeville, Louisiana. It currently has approximately $113,203,934 of assets under management and employs about 3 people. Spinosa Wealth Management Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$113,203,934
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120889
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Martin & Associates Investment Advisory Services LLC
Martin & Associates Investment Advisory Services LLC is a financial advisory firm based in Mandeville, Louisiana. It currently has approximately $46,017,080 of assets under management and employs about 2 people. Martin & Associates Investment Advisory Services LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$46,017,080
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-57034
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Energy Opportunities Capital Management, LLC
Energy Opportunities Capital Management, LLC is a financial advisory firm based in Mandeville, Louisiana. It currently has approximately $36,959,292 of assets under management and employs about 3 people. Energy Opportunities Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$36,959,292
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-69563
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)
Your first meeting is free.