{ "path": "/advisors/la", "url": "https://advisorcensus.com/advisors/la/page/3", "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": 3, "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": 319509, "name": "Hibernia Wealth Partners, LLC", "name_as_filed": "HIBERNIA WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hibernia-wealth-partners-llc-baton-rouge-la-319509", "city": "Baton Rouge", "state": "LA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297747, "name": "HMV Wealth Advisors, LLC", "name_as_filed": "HMV WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hmv-wealth-advisors-llc-shreveport-la-297747", "city": "Shreveport", "state": "LA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110400, "name": "Horizon Capital Management, Inc.", "name_as_filed": "HORIZON CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/horizon-capital-management-inc-110400", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330312, "name": "HTB Wealth Advisors, LLC", "name_as_filed": "HTB WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/htb-wealth-advisors-llc-baton-rouge-la-330312", "city": "Baton Rouge", "state": "LA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301715, "name": "Hubbell Strickland Wealth Management, LLC", "name_as_filed": "HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hubbell-strickland-wealth-management-llc-new-orleans-la-301715", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156386, "name": "Icom Advisors, LLC", "name_as_filed": "ICOM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/icom-advisors-llc-madisonville-la-156386", "city": "Madisonville", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 143716, "name": "Integrity Wealth Management, Inc", "name_as_filed": "INTEGRITY WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/integrity-wealth-management-inc-baton-rouge-la-143716", "city": "Baton Rouge", "state": "LA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 286591, "name": "Ironwood Investment Advisers, LLC", "name_as_filed": "IRONWOOD INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/ironwood-investment-advisers-llc-brusly-la-286591", "city": "Brusly", "state": "LA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117777, "name": "JAN S. Glade, CPA (APC)", "name_as_filed": "JAN S. GLADE, CPA (APC)", "url": "https://advisorcensus.com/firm/jan-s-glade-cpa-apc-117777", "city": null, "state": null, "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 174358, "name": "JCN Financial & Tax Advisory Group, LLC", "name_as_filed": "JCN FINANCIAL & TAX ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/jcn-financial-and-tax-advisory-group-llc-baton-rouge-la-174358", "city": "Baton Rouge", "state": "LA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173878, "name": "Jecohen & Co., LLC", "name_as_filed": "JECOHEN & CO., LLC", "url": "https://advisorcensus.com/firm/jecohen-and-co-llc-new-orleans-la-173878", "city": "New Orleans", "state": "LA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164500, "name": "KG Capital Management, LLC", "name_as_filed": "KG CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kg-capital-management-llc-saint-francisville-la-164500", "city": "Saint Francisville", "state": "LA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319401, "name": "Kidd Vision Capital LLC", "name_as_filed": "KIDD VISION CAPITAL LLC", "url": "https://advisorcensus.com/firm/kidd-vision-capital-llc-lafayette-la-319401", "city": "Lafayette", "state": "LA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310711, "name": "KLK Capital Wealth Advisors LLC", "name_as_filed": "KLK CAPITAL WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/klk-capital-wealth-advisors-llc-310711", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282747, "name": "Kropog Financial Group, LLC", "name_as_filed": "KROPOG FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/kropog-financial-group-llc-mandeville-la-282747", "city": "Mandeville", "state": "LA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281628, "name": "Lailaps Capital, L.L.C.", "name_as_filed": "LAILAPS CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/lailaps-capital-l-l-c-abbeville-la-281628", "city": "Abbeville", "state": "LA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316290, "name": "Latticework Investments, LLC", "name_as_filed": "LATTICEWORK INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/latticework-investments-llc-lafayette-la-316290", "city": "Lafayette", "state": "LA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318023, "name": "Lees Monsour Group", "name_as_filed": "LEES MONSOUR GROUP", "url": "https://advisorcensus.com/firm/lees-monsour-group-shreveport-la-318023", "city": "Shreveport", "state": "LA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117423, "name": "Legacy Investment Strategies, LLC", "name_as_filed": "LEGACY INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/legacy-investment-strategies-llc-metairie-la-117423", "city": "Metairie", "state": "LA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117422, "name": "Legacy Wealth Concepts", "name_as_filed": "LEGACY WEALTH CONCEPTS", "url": "https://advisorcensus.com/firm/legacy-wealth-concepts-baton-rouge-la-117422", "city": "Baton Rouge", "state": "LA", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 306225, "name": "Live Oak Wealth Management, LLC", "name_as_filed": "LIVE OAK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/live-oak-wealth-management-llc-covington-la-306225", "city": "Covington", "state": "LA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155428, "name": "Logical Investments, LLC", "name_as_filed": "LOGICAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/logical-investments-llc-baton-rouge-la-155428", "city": "Baton Rouge", "state": "LA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330117, "name": "Longuevue Management Company LLC", "name_as_filed": "LONGUEVUE MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/longuevue-management-company-llc-metairie-la-330117", "city": "Metairie", "state": "LA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164678, "name": "Lord Wellington Investments, LLC", "name_as_filed": "LORD WELLINGTON INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/lord-wellington-investments-llc-baton-rouge-la-164678", "city": "Baton Rouge", "state": "LA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 335733, "name": "Lyons Capital Group", "name_as_filed": "LYONS CAPITAL GROUP", "url": "https://advisorcensus.com/firm/lyons-capital-group-shreveport-la-335733", "city": "Shreveport", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332071, "name": "Main Street Advisors LLC", "name_as_filed": "MAIN STREET ADVISORS LLC", "url": "https://advisorcensus.com/firm/main-street-advisors-llc-pineville-la-332071", "city": "Pineville", "state": "LA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319216, "name": "Marcantel Wealth Management", "name_as_filed": "MARCANTEL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/marcantel-wealth-management-319216", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300186, "name": "Maritime Partners, LLC", "name_as_filed": "MARITIME PARTNERS, LLC", "url": "https://advisorcensus.com/firm/maritime-partners-llc-metairie-la-300186", "city": "Metairie", "state": "LA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 110644, "name": "Martin & Associates Investment Advisory Services LLC", "name_as_filed": "MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/martin-and-associates-investment-advisory-services-llc-mandeville-la-110644", "city": "Mandeville", "state": "LA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288377, "name": "Maven Royalty Management, LLC", "name_as_filed": "MAVEN ROYALTY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/maven-royalty-management-llc-shreveport-la-288377", "city": "Shreveport", "state": "LA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323419, "name": "Meche and Associates LLC", "name_as_filed": "MECHE AND ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/meche-and-associates-llc-lafayette-la-323419", "city": "Lafayette", "state": "LA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310713, "name": "Meriwether Wealth & Planning, LLC", "name_as_filed": "MERIWETHER WEALTH & PLANNING, LLC", "url": "https://advisorcensus.com/firm/meriwether-wealth-and-planning-llc-minden-la-310713", "city": "Minden", "state": "LA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269932, "name": "Montgomery Wealth Advisors", "name_as_filed": "MONTGOMERY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/montgomery-wealth-advisors-shreveport-la-269932", "city": "Shreveport", "state": "LA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301963, "name": "Montz Harcus Wealth Management", "name_as_filed": "MONTZ HARCUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/montz-harcus-wealth-management-new-orleans-la-301963", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164618, "name": "Mort Kelly Financial Services, LLC", "name_as_filed": "MORT KELLY FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/mort-kelly-financial-services-llc-164618", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 141290, "name": "Mètis Financial LLC", "name_as_filed": "MÈTIS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/metis-financial-llc-141290", "city": null, "state": null, "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 171351, "name": "Newedge Advisors", "name_as_filed": "NEWEDGE ADVISORS", "url": "https://advisorcensus.com/firm/newedge-advisors-new-orleans-la-171351", "city": "New Orleans", "state": "LA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300614, "name": "Ninety West Global Wealth", "name_as_filed": "NINETY WEST GLOBAL WEALTH", "url": "https://advisorcensus.com/firm/ninety-west-global-wealth-new-orleans-la-300614", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169001, "name": "Northstar Financial, Inc.", "name_as_filed": "NORTHSTAR FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/northstar-financial-inc-169001", "city": null, "state": null, "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 325181, "name": "Oakwater Financial", "name_as_filed": "OAKWATER FINANCIAL", "url": "https://advisorcensus.com/firm/oakwater-financial-ruston-la-325181", "city": "Ruston", "state": "LA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111359, "name": "Orleans Capital Management Corp", "name_as_filed": "ORLEANS CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/orleans-capital-management-corp-mandeville-la-111359", "city": "Mandeville", "state": "LA", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286692, "name": "Palmer Wealth Management LLC", "name_as_filed": "PALMER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/palmer-wealth-management-llc-prairieville-la-286692", "city": "Prairieville", "state": "LA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158200, "name": "Paradiem, LLC", "name_as_filed": "PARADIEM, LLC", "url": "https://advisorcensus.com/firm/paradiem-llc-covington-la-158200", "city": "Covington", "state": "LA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284770, "name": "Parish Investment Advisors LLC", "name_as_filed": "PARISH INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/parish-investment-advisors-llc-lafayette-la-284770", "city": "Lafayette", "state": "LA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151255, "name": "Pebble Management Group", "name_as_filed": "PEBBLE MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pebble-management-group-harahan-la-151255", "city": "Harahan", "state": "LA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330658, "name": "Pelican Advisory LLC", "name_as_filed": "PELICAN ADVISORY LLC", "url": "https://advisorcensus.com/firm/pelican-advisory-llc-covington-la-330658", "city": "Covington", "state": "LA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313227, "name": "Pelican Investment Advisors, LLC", "name_as_filed": "PELICAN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pelican-investment-advisors-llc-baton-rouge-la-313227", "city": "Baton Rouge", "state": "LA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 289549, "name": "Pelican Wealth Management", "name_as_filed": "PELICAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pelican-wealth-management-monroe-la-289549", "city": "Monroe", "state": "LA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140497, "name": "Pendex Advisors, LLC", "name_as_filed": "PENDEX ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pendex-advisors-llc-140497", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 109965, "name": "Pinnacle Asset Management Group, Corporation (Inc.)", "name_as_filed": "PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)", "url": "https://advisorcensus.com/firm/pinnacle-asset-management-group-corporation-inc-shreveport-la-109965", "city": "Shreveport", "state": "LA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "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" } }