{ "path": "/advisors/la", "url": "https://advisorcensus.com/advisors/la", "page_type": "state", "title": "Financial advisors in Louisiana", "filters": {}, "scope_total": 206, "faq": [ { "q": "How many financial advisory firms are there in Louisiana?", "a": "AdvisorCensus lists 206 investment advisory firms with a principal office in Louisiana, from Form ADV filings as of October 2026: 83 SEC-registered, 115 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Louisiana?", "a": "50 of the 206 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Louisiana offer financial planning?", "a": "128 of the 198 firms in Louisiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Louisiana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 50 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 206 investment advisory firms with a principal office in Louisiana, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Louisiana: 206 firms from Form ADV filings as of October 2026.", "total_firms": 206, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 83, "state": 115, "exempt": 8 }, "fee_model_mix": [ { "code": "fee-only", "count": 50 }, { "code": "percentage_of_aum", "count": 175 }, { "code": "hourly", "count": 88 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 121 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 19 }, { "code": "other", "count": 53 }, { "code": "not_reported", "count": 8 } ], "years_registered_distribution": [ { "code": "under_5", "count": 67 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 52 }, { "code": "20_plus", "count": 39 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 52 }, { "code": "25m_100m", "count": 43 }, { "code": "100m_500m", "count": 53 }, { "code": "500m_1b", "count": 13 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 165950, "name": "3rd Street Capital Management L.L.C.", "name_as_filed": "3RD STREET CAPITAL MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/3rd-street-capital-management-l-l-c-baton-rouge-la-165950", "city": "Baton Rouge", "state": "LA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 317497, "name": "A More Certain Path", "name_as_filed": "A MORE CERTAIN PATH", "url": "https://advisorcensus.com/firm/a-more-certain-path-metairie-la-317497", "city": "Metairie", "state": "LA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142599, "name": "A-V Capital Management, LLC", "name_as_filed": "A-V CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/a-v-capital-management-llc-metairie-la-142599", "city": "Metairie", "state": "LA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 311286, "name": "A.B. Ridgeway Wealth Management LLC", "name_as_filed": "A.B. RIDGEWAY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/a-b-ridgeway-wealth-management-llc-311286", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 302076, "name": "Abel Hall, LLC", "name_as_filed": "ABEL HALL, LLC", "url": "https://advisorcensus.com/firm/abel-hall-llc-baton-rouge-la-302076", "city": "Baton Rouge", "state": "LA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132341, "name": "ADG Wealth Management Group, LLC", "name_as_filed": "ADG WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341", "city": "Metairie", "state": "LA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 166749, "name": "Adkins Seale Capital Management LLC", "name_as_filed": "ADKINS SEALE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adkins-seale-capital-management-llc-shreveport-la-166749", "city": "Shreveport", "state": "LA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171365, "name": "Advantage Capital", "name_as_filed": "ADVANTAGE CAPITAL", "url": "https://advisorcensus.com/firm/advantage-capital-new-orleans-la-171365", "city": "New Orleans", "state": "LA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 135092, "name": "Advantage Wealth Management, L.L.C.", "name_as_filed": "ADVANTAGE WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/advantage-wealth-management-l-l-c-lafayette-la-135092", "city": "Lafayette", "state": "LA", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 142202, "name": "Advisor.investments", "name_as_filed": "ADVISOR.INVESTMENTS", "url": "https://advisorcensus.com/firm/advisor-investments-baton-rouge-la-142202", "city": "Baton Rouge", "state": "LA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 305954, "name": "Advocacy Financial LLC", "name_as_filed": "ADVOCACY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/advocacy-financial-llc-covington-la-305954", "city": "Covington", "state": "LA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309718, "name": "Agular Asset Management LLC", "name_as_filed": "AGULAR ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agular-asset-management-llc-309718", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117139, "name": "Andre Caubarreaux", "name_as_filed": "ANDRE CAUBARREAUX", "url": "https://advisorcensus.com/firm/andre-caubarreaux-mansura-la-117139", "city": "Mansura", "state": "LA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117059, "name": "Apex Capital Management, L.L.C.", "name_as_filed": "APEX CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/apex-capital-management-l-l-c-lafayette-la-117059", "city": "Lafayette", "state": "LA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112028, "name": "Argent Advisors, Inc.", "name_as_filed": "ARGENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/argent-advisors-inc-ruston-la-112028", "city": "Ruston", "state": "LA", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165031, "name": "Argent Retirement Plan Advisors, LLC", "name_as_filed": "ARGENT RETIREMENT PLAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031", "city": "New Orleans", "state": "LA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328609, "name": "Asempa Wealth Advisors", "name_as_filed": "ASEMPA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/asempa-wealth-advisors-baton-rouge-la-328609", "city": "Baton Rouge", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104715, "name": "Asset Planning Services Inc", "name_as_filed": "ASSET PLANNING SERVICES INC", "url": "https://advisorcensus.com/firm/asset-planning-services-inc-covington-la-104715", "city": "Covington", "state": "LA", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167961, "name": "Avant Capital, LLC", "name_as_filed": "AVANT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/avant-capital-llc-lafayette-la-167961", "city": "Lafayette", "state": "LA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137694, "name": "Barton Advisory Services, L.L.C.", "name_as_filed": "BARTON ADVISORY SERVICES, L.L.C.", "url": "https://advisorcensus.com/firm/barton-advisory-services-l-l-c-lafayette-la-137694", "city": "Lafayette", "state": "LA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135035, "name": "Bavarian Wealth Management, Inc.", "name_as_filed": "BAVARIAN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bavarian-wealth-management-inc-new-orleans-la-135035", "city": "New Orleans", "state": "LA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107946, "name": "BCM Advisors, LLC", "name_as_filed": "BCM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bcm-advisors-llc-lafayette-la-107946", "city": "Lafayette", "state": "LA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109867, "name": "Beam Wealth Advisors, Inc.", "name_as_filed": "BEAM WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/beam-wealth-advisors-inc-covington-la-109867", "city": "Covington", "state": "LA", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336024, "name": "Bellingrath Wealth Management, L.L.C.", "name_as_filed": "BELLINGRATH WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/bellingrath-wealth-management-l-l-c-new-orleans-la-336024", "city": "New Orleans", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325734, "name": "Benson Capital Partners", "name_as_filed": "BENSON CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/benson-capital-partners-new-orleans-la-325734", "city": "New Orleans", "state": "LA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168155, "name": "Bernhard Capital Partners Management, LP", "name_as_filed": "BERNHARD CAPITAL PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/bernhard-capital-partners-management-lp-baton-rouge-la-168155", "city": "Baton Rouge", "state": "LA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109050, "name": "BF/ANDERSON", "name_as_filed": "BF/ANDERSON", "url": "https://advisorcensus.com/firm/bf-anderson-baton-rouge-la-109050", "city": "Baton Rouge", "state": "LA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 153313, "name": "Bienvenue Wealth LLC", "name_as_filed": "BIENVENUE WEALTH LLC", "url": "https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313", "city": "New Orleans", "state": "LA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288799, "name": "Big Ventures Management Company, LLC", "name_as_filed": "BIG VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/big-ventures-management-company-llc-shreveport-la-288799", "city": "Shreveport", "state": "LA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284945, "name": "Black Bay Partners, LLC", "name_as_filed": "BLACK BAY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/black-bay-partners-llc-new-orleans-la-284945", "city": "New Orleans", "state": "LA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304657, "name": "Blue Cypress Wealth Management, LLC", "name_as_filed": "BLUE CYPRESS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-cypress-wealth-management-llc-304657", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284395, "name": "Bonfanti Investment Services, LLC", "name_as_filed": "BONFANTI INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/bonfanti-investment-services-llc-prairieville-la-284395", "city": "Prairieville", "state": "LA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 326944, "name": "BOOT64 Ventures LLC", "name_as_filed": "BOOT64 VENTURES LLC", "url": "https://advisorcensus.com/firm/boot64-ventures-llc-metairie-la-326944", "city": "Metairie", "state": "LA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165010, "name": "Booth-Laird Capital Management, LLC", "name_as_filed": "BOOTH-LAIRD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/booth-laird-capital-management-llc-165010", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306346, "name": "Brian LOW Financial Group, LLC", "name_as_filed": "BRIAN LOW FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/brian-low-financial-group-llc-baton-rouge-la-306346", "city": "Baton Rouge", "state": "LA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123724, "name": "Broussard Financial Group, LLC", "name_as_filed": "BROUSSARD FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/broussard-financial-group-llc-kaplan-la-123724", "city": "Kaplan", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226511, "name": "Callais Capital Management, LLC", "name_as_filed": "CALLAIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/callais-capital-management-llc-thibodaux-la-226511", "city": "Thibodaux", "state": "LA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337468, "name": "Cane Capital Partners, LLC", "name_as_filed": "CANE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cane-capital-partners-llc-saint-francisville-la-337468", "city": "Saint Francisville", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159021, "name": "Capital Financial Planners, LLC", "name_as_filed": "CAPITAL FINANCIAL PLANNERS, LLC", "url": "https://advisorcensus.com/firm/capital-financial-planners-llc-youngsville-la-159021", "city": "Youngsville", "state": "LA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304838, "name": "Capital South Wealth Management, LLC", "name_as_filed": "CAPITAL SOUTH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/capital-south-wealth-management-llc-baton-rouge-la-304838", "city": "Baton Rouge", "state": "LA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342791, "name": "Carazo Wealth Management", "name_as_filed": "CARAZO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/carazo-wealth-management-metairie-la-342791", "city": "Metairie", "state": "LA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305205, "name": "Carr's Hill Partners", "name_as_filed": "CARR'S HILL PARTNERS", "url": "https://advisorcensus.com/firm/carr-s-hill-partners-new-orleans-la-305205", "city": "New Orleans", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 117369, "name": "Castellano & Associates", "name_as_filed": "CASTELLANO & ASSOCIATES", "url": "https://advisorcensus.com/firm/castellano-and-associates-shreveport-la-117369", "city": "Shreveport", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299741, "name": "CDS James Investments, LLC", "name_as_filed": "CDS JAMES INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/cds-james-investments-llc-new-orleans-la-299741", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139331, "name": "CHF Wealth Management, LLC", "name_as_filed": "CHF WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chf-wealth-management-llc-lafayette-la-139331", "city": "Lafayette", "state": "LA", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 154555, "name": "Clear Net Worth, L.L.C.", "name_as_filed": "CLEAR NET WORTH, L.L.C.", "url": "https://advisorcensus.com/firm/clear-net-worth-l-l-c-baton-rouge-la-154555", "city": "Baton Rouge", "state": "LA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140088, "name": "Colomb Investment Management Company, LLC", "name_as_filed": "COLOMB INVESTMENT MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/colomb-investment-management-company-llc-metairie-la-140088", "city": "Metairie", "state": "LA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332105, "name": "Common Cents Financial Planning", "name_as_filed": "COMMON CENTS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/common-cents-financial-planning-abita-springs-la-332105", "city": "Abita Springs", "state": "LA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 325038, "name": "Consortium Private Wealth LLC", "name_as_filed": "CONSORTIUM PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/consortium-private-wealth-llc-slidell-la-325038", "city": "Slidell", "state": "LA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117036, "name": "Cooper, Clay Stephen", "name_as_filed": "COOPER, CLAY STEPHEN", "url": "https://advisorcensus.com/firm/cooper-clay-stephen-pineville-la-117036", "city": "Pineville", "state": "LA", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/la/new-orleans", "name": "New Orleans", "msa_name": "New Orleans-Metairie, LA", "state_code": "LA", "firm_count": 67 }, { "path": "/advisors/la/baton-rouge", "name": "Baton Rouge", "msa_name": "Baton Rouge, LA", "state_code": "LA", "firm_count": 36 }, { "path": "/advisors/la/slidell", "name": "Slidell", "msa_name": "Slidell-Mandeville-Covington, LA", "state_code": "LA", "firm_count": 21 }, { "path": "/advisors/la/lafayette", "name": "Lafayette", "msa_name": "Lafayette, LA", "state_code": "LA", "firm_count": 19 }, { "path": "/advisors/la/shreveport", "name": "Shreveport", "msa_name": "Shreveport-Bossier City, LA", "state_code": "LA", "firm_count": 14 }, { "path": "/advisors/la/houma", "name": "Houma", "msa_name": "Houma-Bayou Cane-Thibodaux, LA", "state_code": "LA", "firm_count": 5 }, { "path": "/advisors/la/monroe", "name": "Monroe", "msa_name": "Monroe, LA", "state_code": "LA", "firm_count": 5 }, { "path": "/advisors/la/alexandria", "name": "Alexandria", "msa_name": "Alexandria, LA", "state_code": "LA", "firm_count": 2 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/la", "label": "Financial advisors in Louisiana" }, "fee_pages": [ { "path": "/advisors/la/fee-only", "label": "Fee-only financial advisors in Louisiana", "firm_count": 50 }, { "path": "/advisors/la/flat-fee", "label": "Flat-fee financial advisors in Louisiana", "firm_count": 121 }, { "path": "/advisors/la/hourly", "label": "Hourly financial advisors in Louisiana", "firm_count": 88 } ] }, "csv": "https://advisorcensus.com/advisors/la.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }