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Top 24 Wealth Management Firms in Louisiana

3
min read
Top 24 wealth management companies in Louisiana Main

Top 24 Wealth Management Firms in Louisiana

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

Wealth management companies play a pivotal role in the financial sector by offering tailored guidance on wealth creation and management. These businesses work tirelessly to provide services like investment advice, retirement and estate planning, to individuals, families, and businesses in Louisiana. Their operations are aimed at strategizing financially stable futures for their clients, and consequently driving economic growth in the state. With increasing digitalization, many wealth management companies are adopting advanced technologies to deliver more personalized and effective services. This rise of digital wealth management represents the future direction of the industry in Louisiana.


Top 24 wealth management companies in Louisiana

1. 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.


2. Iron Horse Financial

Iron Horse Financial is a financial services agency affiliated with The Guardian Life Insurance Company of America®. They offer tailored strategies for every generation, providing services such as retirement planning, estate planning, investment advice, insurance solutions, and tax resources. Their team of experienced professionals aims to help clients address their current and future financial needs. Iron Horse Financial prioritizes data protection and privacy, complying with the California Consumer Privacy Act (CCPA).


3. 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.


4. 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.


5. 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.


6. 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.


7. 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.


8. 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.


9. TFG Financial, LLC

TFG Financial is a financial services company offering wealth management, financial planning, and group benefits to individuals and businesses. Founded in 1985, TFG focuses on providing outstanding client service and building personal relationships.


10. Jay Robicheaux

Robicheaux Financial is a financial advisory firm offering investment management and insurance products & services through NYLIFE Securities LLC and New York Life Insurance Company. The company also provides advisory services through Eagle Strategies LLC.


11. 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.


12. NewEdge Advisors

NewEdge Advisors is a firm built by advisors for advisors — designed from the ground up to make independence easier, more fun, and ultimately more successful. We provide cutting-edge tools and resources to help financial advisors run their practice efficiently and focus on caring for their clients.


13. Summit Financial Wealth Advisors

Summit Financial is an independent investment management firm that aims to generate acceptable returns for its clients while minimizing risk. They prioritize their clients' goals and strive to leave a lasting legacy. They offer retirement planning, investment management, estate planning, insurance services, and tax guidance.


14. Compass Capital Mgmt

Compass Capital Management is an independent investment firm that offers a range of customized financial solutions to individuals, professionals, and business owners. With a client-focused approach and a comprehensive line of products and services, we help clients achieve their financial goals and protect their wealth.


15. 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.


16. Ungarino & Eckert, LLC

Ungarino-Eckert is an investment banking company offering a wide range of financial services to its clients.


17. TruWealth Advisors, LLC

twadvisor.com is a company that offers wealth advisory services and specializes in estate planning. They work with clients to design estate plans that ensure tax efficiency and help safeguard their values and ideals for future generations.


18. BEAM Wealth Advisors, Inc.

BEAM Wealth Advisors, Inc. is a financial planning and investment management firm that provides personal, comprehensive financial planning and unbiased guidance from experienced independent advisors.


19. 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.


20. Triche/Doverspike Financial Group

Triche/Doverspike Financial Group is a three-generation financial services provider helping clients develop and implement personalized financial strategies. With a focus on understanding each client's unique financial situation and goals, Triche/Doverspike Financial Group provides a range of expertise, personal and business solutions, and financial products.


21. 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.


22. 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.


23. 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.


24. Progressive Bank

Progressive Bank is a financial institution that offers a wide range of personal and business banking services. They provide deposit solutions, lending solutions, insurance products, wealth management, and investment services. With a focus on customer satisfaction and financial security, Progressive Bank aims to help individuals and businesses achieve their financial goals.


Want to find more wealth management companies?


If you want to find more companies that offer tailored investment advice, financial planning, retirement solutions, and estate management services 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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