AdvisorGrade

Financial advisers in Mandeville, LA

4 registered investment adviser firms in Mandeville managing $2.9B in assets, based on public SEC Form ADV filings.

Orleans Capital Management Corp

Mandeville, LA · Est. 1991

Regional
Fee-based
AUM
$2.1B
Per adviser
$354M
Advisers
6

No reported disclosures

Eagle Capital Management, LLC

Mandeville, LA · Est. 2000

Local
Fee-only
AUM
$455M
Per adviser
$228M
Advisers
2

No reported disclosures

Spinosa Wealth Management Group

Mandeville, LA · Est. 2021

Local
Fee-based
AUM
$191M
Per adviser
$96M
Advisers
2

No reported disclosures

Kropog Financial Group, LLC

Mandeville, LA · Est. 2022

Local
Fee-based
AUM
$160M
Per adviser
$40M
Advisers
4

No reported disclosures