Top Financial Advisors in Baton Rouge, Louisiana
Finding the right financial advisor in Baton Rouge is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Baton Rouge, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Baton Rouge, LA.
Find the Best Financial Advisor Firms in Baton Rouge:
ABEL HALL, LLC
CRD#: 302076
Address: 9270 Siegen Lane Suite 202, Baton Rouge, LA 70810
Clients: 104
Average Clients per Advisor: 17
AUM: $ 400M
HIBERNIA WEALTH PARTNERS, LLC
CRD#: 319509
Address: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
Clients: 446
Average Clients per Advisor: 74
AUM: $ 347M
EVANS INVESTMENT ADVISORS, L.L.C.
CRD#: 147000
Address: 6713 Perkins Road, Baton Rouge, LA 70808
Clients: 178
Average Clients per Advisor: 44
AUM: $ 326M
DENT WEALTH ADVISORS
CRD#: 151943
Address: 301 Main Street, Ste. 1502, Baton Rouge, LA 70801
Clients: 63
Average Clients per Advisor: 15
AUM: $ 299M
BRIAN LOW FINANCIAL GROUP, LLC
CRD#: 306346
Address: 4463 Bluebonnet Boulevard Suite B, Baton Rouge, LA 70809
Clients: 777
Average Clients per Advisor: 194
AUM: $ 184M
ASEMPA WEALTH ADVISORS
CRD#: 328609
Address: 8440 Jefferson Hwy Suite 401, Baton Rouge, LA 70809
Clients: 1
Average Clients per Advisor: 0
AUM: $ 176M
How We Chose the Top Financial Advisors in Baton Rouge, Louisiana
To create this list of top financial advisor firms in Baton Rouge, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Baton Rouge has to offer.
Search Financial Advisors in Baton Rouge, Louisiana
Steven Allen Billings
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dorothy Ann Gilbert
Registered Affiliation(s):OSAIC SERVICES, INC.
Gregory Wade Evans
Registered Affiliation(s):EVANS INVESTMENT ADVISORS, L.L.C.
William Logan Hardie
Registered Affiliation(s):LPL FINANCIAL LLC
Stephen Clark Taylor
Registered Affiliation(s):MORGAN STANLEY
Joseph Robert Brown
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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