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AdvisorCensus / Financial advisors / Louisiana / Baton Rouge, LA / Branch offices

Advisory firms with an office in Baton Rouge, LA, headquartered elsewhere

30 investment advisory firms with a principal office outside the Baton Rouge, LA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Baton Rouge, LA ยท How this list is built

FirmOfficeHeadquartersRegistration
Almanack Investment PartnersBaton Rouge, LANewtown Square, PASEC-registered investment adviser
Apex Capital Management, L.L.C.Baton Rouge, LALafayette, LASEC-registered investment adviser
AWM Capital, LLCBaton Rouge, LAPhoenix, AZSEC-registered investment adviser
Axxcess Wealth Management, LLCBaton Rouge, LACarlsbad, CASEC-registered investment adviser
Centaurus Financial, Inc.Baton Rouge, LAAnaheim, CASEC-registered investment adviser
Copper FinancialZachary, LALenexa, KSSEC-registered investment adviser
CWM, LLCBaton Rouge, LAOmaha, NESEC-registered investment adviser
Ethos Financial Group, LLCBaton Rouge, LAKing of Prussia, PASEC-registered investment adviser
Gallagher Fiduciary Advisors, LLCBaton Rouge, LARolling Meadows, ILSEC-registered investment adviser
Gibbs Wealth Management, LLCBaton Rouge, LAAlpharetta, GASEC-registered investment adviser
Global Assets Advisory, LLCBaton Rouge, LAOrlando, FLSEC-registered investment adviser
Hancock Whitney Investment Services Inc.Baton Rouge, LANew Orleans, LASEC-registered investment adviser
Hassell Wealth ManagementBaton Rouge, LAHouma, LASEC-registered investment adviser
Hightower Advisors, LLCBaton Rouge, LAChicago, ILSEC-registered investment adviser
Kestra Advisory Services, LLCBaton Rouge, LAAustin, TXSEC-registered investment adviser
Lifeworks Advisors, LLCSt. Francisville, LAGrand Rapids, MISEC-registered investment adviser
Mariner IndependentBaton Rouge, LAOverland Park, KSSEC-registered investment adviser
Newedge AdvisorsBaton Rouge, LANew Orleans, LASEC-registered investment adviser
Prime Capital FinancialBaton Rouge, LAOverland Park, KSSEC-registered investment adviser
Private Client Services, LLCBaton Rouge, LALouisville, KYSEC-registered investment adviser
Prostatis Financial Advisors GroupBaton Rogue, LAHanover, MDSEC-registered investment adviser
Regatta Research & Money Management L.L.C.Baton Rouge, LAMetairie, LASEC-registered investment adviser
Signal Advisors Wealth, LLCBaton Rouge, LADetroit, MISEC-registered investment adviser
Stenger Family Office, LLCBaton Rouge, LANaperville, ILSEC-registered investment adviser
Stonex Advisors Inc.Baton Rouge, LABirmingham, ALSEC-registered investment adviser
Stratos Wealth Partners, LtdBaton Rouge, LABeachwood, OHSEC-registered investment adviser
The Mather Group, LLCBaton Rouge, LAChicago, ILSEC-registered investment adviser
TLG Advisors, Inc.Baton Rouge, LASummit, NJSEC-registered investment adviser
W&S Brokerage Services, Inc.Baton Rouge, LACincinnati, OHSEC-registered investment adviser
Wealth Enhancement Advisory Services, LLCBaton Rouge, LAPlymouth, MNSEC-registered investment adviser

Firms with an office here that publish no principal office location

This firm lists an office in Baton Rouge, LA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.

FirmOfficeRegistration
FmsaFrench Settlement, LASEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

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AdvisorCensus. Advisory firms with an office in Baton Rouge, LA, headquartered elsewhere. https://advisorcensus.com/advisors/la/baton-rouge/branch-offices
https://advisorcensus.com/advisors/la/baton-rouge/branch-offices