Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Lafayette is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lafayette & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lafayette, Louisiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 6 non-vetted financial advisors in Lafayette, Louisiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lafayette, Louisiana have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | 171278 | $1,243,129,187 | 2290 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS) |
CULLEN ASSET MANAGEMENT 1404 S. College Rd., Lafayette, LA, 70503 | 18266 | $552,378,096 | 1129 | A Percentage of AUM, Hourly charges, Fixed Fees |
BCM ADVISORS, LLC 1018 Harding St., Suite 104, Lafayette, LA, 70503 | 107946 | $515,245,865 | 512 | A Percentage of AUM |
APEX CAPITAL MANAGEMENT, L.L.C. 701 Robley Dr., Suite 200 Lafayette, LA, 70503 | 117059 | $170,131,115 | 432 | A Percentage of AUM, Hourly charges, Fixed Fees |
AVANT CAPITAL, LLC 500 Richland Avenue, Lafayette, LA, 70508 | 167961 | $109,511,408 | 300 | A Percentage of AUM, Fixed Fees |
INTEGRITY RIA, LLC 221 Southpark Rd Suite A3, Lafayette, LA, 70508 | 150415 | $105,622,520 | 1947 | A Percentage of AUM |
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