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Top-notch 24 Asset Management Firms in Louisiana

3
min read
Top 24 asset management companies in Louisiana Main

Top-notch 24 Asset Management Firms in Louisiana

3
min read
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Top 24 asset management companies in Louisiana Main
Top firms trust Inven to find niche companies

Asset management is a critical facet of Louisiana's financial industry landscape. The industry comprises diverse companies offering an array of services from portfolio management to financial planning and investing. These companies cater to varying client requirements - high net worth individuals, institutional investors, and everyday individuals seeking a secure financial future. While some focus on personalized, tax-efficient solutions, others base their services on a fee-based model delivering comprehensive financial planning. The future of Louisiana's asset management sector seems poised for growth, with increasing digitization and rising demand for tailored financial solutions.


Top 24 asset management companies in Louisiana

1. PALA Interstate

  • Website: palagroup.com
  • Headquarters: Baton Rogue, Louisiana, United States
  • Founded: 1973
  • Headcount: 501-1000
  • LinkedIn

Palagroup.com is a company that offers a range of services in the finance and investment banking industry. With expertise in various financial areas, the company provides solutions and advice to clients for their investment needs. Their services include asset management, portfolio analysis, and financial consulting.


2. Villere & Co.

  • Website: villere.com
  • Headquarters: New Orleans, Louisiana, United States
  • Founded: 1911
  • Headcount: 11-50
  • LinkedIn

Villere & Co. is an investment firm that offers actively managed account solutions to high net worth individuals and institutional investors. They provide personalized service, portfolio customization, personalization, transparency, and tax efficiency. Their nimble, team-based portfolio management approach fosters an open exchange of ideas and rigorous discussion of investment opportunities.


3. Faubourg Private Wealth

  • Website: fpwa.com
  • Headquarters: Metairie, Louisiana, United States
  • Founded: 2015
  • Headcount: 11-50
  • LinkedIn

Faubourg Private Wealth is a fee-based financial planning and investment services provider. They offer independent, comprehensive financial planning, tailored to individual needs. Their advisors analyze clients' balance sheets and provide guidance on assets, liabilities, insurance, and estate planning. They do not promote proprietary products and offer unbiased advice.


4. Eagle Capital Management

  • Website: eagle-capital.com
  • Headquarters: Mandeville, Louisiana, United States
  • Headcount: 51-200

Eagle Capital Management, LLC is an investment management company that offers outstanding service for common stock, fixed income, balanced and exchange traded funds portfolios.


5. TrustBanc Financial Group

TrustBanc Group is a financial institution offering various investment products and services. They provide comprehensive solutions for managing clients' assets and investments.


6. Horizon Financial Group

  • Website: horizonfg.com
  • Headquarters: Baton Rouge, Louisiana, United States
  • Founded: 1999
  • Headcount: 11-50
  • LinkedIn

Horizon Financial Group provides comprehensive wealth planning and investment management services to clients. They offer coordination and advice for all aspects of your financial life, helping clients plan for a better financial future.


7. FreeGulliver LLC

freeGULLIVER is a purpose-driven wealth management company that helps clients achieve their financial goals. They offer personalized investment strategies and financial planning services.


8. CBD Wealth Management

  • Website: cbdwealth.com
  • Headquarters: Metairie, Louisiana, United States
  • Founded: 2004
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

CBDWealth.com is a company offering financial solutions and wealth management services to clients in the CBD industry.


9. NettWorth Financial Group

  • Website: nettworth.net
  • Headquarters: Georgia, Louisiana, United States
  • Founded: 1995
  • Headcount: 51-200
  • LinkedIn

NettWorth Financial Group is a company that offers financial services and expertise to individuals and businesses. They provide comprehensive investment solutions, wealth management, and financial planning services.


10. Regatta Research & Money Management LLC

Regatta Research & Money Management LLC provides investment advisory and estate management services to help clients achieve their financial goals.


11. Bavarian Wealth Management

Bavarian Wealth Management is a registered investment advisor that provides financial advisory services to clients, including retirees, Baby-Boomers, and Millenials looking for investment strategies and insurance solutions to meet important financial milestones in their lives.


12. Bruce Shields &a; Associates

Bruce Shields Financial is a registered investment advisor which offers securities and advisory services through LPL Financial. They provide strategies for wealth growth and financial goal pursuits.


13. Orleans Capital Management

Orleans Capital Management is a privately-held independent investment advisor providing portfolio management services for a select group of clients since 1991.


14. Serio Financial Services

SERIO Financial Services is a locally-owned investment company that provides various financial products and services, including mutual funds, annuities, life insurance, and individual/group retirement plans.


15. Sealy & Company

  • Website: sealynet.com
  • Headquarters: Shreveport, Louisiana, United States
  • Founded: 1946
  • Headcount: 51-200
  • Latest funding type: Series Unknown
  • LinkedIn

Sealy & Company is a real estate investment and operating platform that specializes in acquisitions, developments, asset management, property management, and construction management. With regional offices staffed by market experts, they identify investment opportunities and market inefficiencies quickly. Their extensive history in target markets and proven portfolio building strategies ensure access to assets for portfolio growth.


16. OPTIONS Inc

Options4u.org is a company that offers a range of financial options to individuals and businesses. With expertise in investment strategies, the company provides tailored solutions for clients looking to optimize their financial portfolio.


17. Equitas Capital Advisors, LLC

Equitas Capital Advisors, LLC was designed to blend the resources of a large corporation with the flexibility of a local, independent firm. The purpose of Equitas is to design, build, and deliver financial solutions for our investors. We are consultants with the job of engineering financial solutions for our investor’s needs. Equitas Capital Advisors has over 234 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.


18. Argent Financial Group, Inc.

Argent Financial Group offers wealth management and trust services, specializing in investment management, retirement planning, and financial legacies. They provide highly customized client experiences through committed and empowered professionals, serving individuals, families, businesses, and institutions.


19. Wealth Development Group

Wealth Development Group, LLC. provides financial planning and investment advisory services to clients. They tailor their strategies according to the client's specific needs and goals, with a focus on improving cash-flow and enhancing asset value over time.


20. Montz Harcus Wealth Management

Montz Harcus Wealth Management is a comprehensive financial services firm providing financial planning and wealth management solutions to high net worth clients.


21. Physicians Resource Group, Inc.

Physicians Resource Group is a comprehensive financial services firm providing financial planning and wealth management solutions to physicians across the country.


22. Grind Enterprises

Grind Enterprises is an industrial services company that offers agile and resilient supply chain solutions to US-based companies operating in critical industries. Using its network of external suppliers, production centers, distribution centers, demand zones, and transportation assets, the company delivers performance optimization solutions that future-proof businesses.


23. Hagen Beyer Simon Ear Nose & Throat Clinic

Hagents is a company that offers services in the field of finance and investment. They provide comprehensive solutions to individuals and corporations for various investment-related needs.


24. CivicSource

CivicSource is an investment shop that offers property-secured investments. They provide opportunities to buy properties through auctions and offer investment calendars for planning.


Want to find more asset management companies?


If you want to find more companies that provide services such as asset management, financial planning, and investment guidance you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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