Financial advisers in Lafayette, LA
6 registered investment adviser firms in Lafayette managing $4.0B in assets, based on public SEC Form ADV filings.
Summit Financial Wealth Advisors
Lafayette, LA · Est. 2014
Regional
- AUM
- $1.8B
- Per adviser
- $106M
- Advisers
- 17
No reported disclosures
Cullen Investment Group
Lafayette, LA · Est. 2002
LocalInternational
- AUM
- $910M
- Per adviser
- $182M
- Advisers
- 5
No reported disclosures
Bcm Advisors, LLC
Lafayette, LA · Est. 1998
Local
- AUM
- $776M
- Per adviser
- $129M
- Advisers
- 6
No reported disclosures
Apex Capital Management, L.L.C.
Lafayette, LA · Est. 2022
Local
- AUM
- $225M
- Per adviser
- $113M
- Advisers
- 2
No reported disclosures
Avant Capital, LLC
Lafayette, LA · Est. 2022
Local
- AUM
- $176M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Stone Wealth Partners LLC
Lafayette, LA · Est. 2024
Local
- AUM
- $143M
- Per adviser
- $24M
- Advisers
- 6
No reported disclosures