ADVISOR.INVESTMENTS - Financial Advisor in Louisiana, Baton Rouge

Tel: 225-292-0687 4870 Bluebonnet Blvd. Suite B Baton Rouge, Louisiana 70809

About ADVISOR.INVESTMENTS

ADVISOR.INVESTMENTS is a Baton Rouge, Louisiana based financial advisory firm with nearly $195,496,218 in assets under management and provides investment advisory services for 306 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

142202

Firm SEC#:

801-67260

Assets Under Management:

$195,496,218

No. of Clients:

306

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (EDUCATIONAL VIDEOS/ WEBINARS)

Fee Structure:

A percentage of AUM, Commission Based, Performance Based, Other (FEES FOR TAX PREPARATION)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Louisiana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Louisiana, Baton Rouge

FirmCRD#:168155

SEC#:801-80105

No. of Advisors:38

No. of Clients:10

AUM:$3,964,828,037

FirmCRD#:302076

SEC#:801-116674

No. of Advisors:7

No. of Clients:571

AUM:$400,117,820

FirmCRD#:151943

SEC#:801-70786

No. of Advisors:5

No. of Clients:490

AUM:$298,809,287

FirmCRD#:147000

SEC#:801-69405

No. of Advisors:4

No. of Clients:708

AUM:$289,717,637

FirmCRD#:319509

SEC#:801-124947

No. of Advisors:12

No. of Clients:1074

AUM:$289,034,883

FirmCRD#:328609

SEC#:801-129040

No. of Advisors:4

No. of Clients:300

AUM:$176,029,115

FirmCRD#:306346

SEC#:801-126895

No. of Advisors:7

No. of Clients:1061

AUM:$149,487,835

FirmCRD#:10385

SEC#:801-129739

No. of Advisors:3

No. of Clients:440

AUM:$101,861,032

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

168155

801-80105

$3,964,828,037

ABEL HALL, LLC

302076

801-116674

571

$400,117,820

DENT WEALTH ADVISORS

151943

801-70786

490

$298,809,287

EVANS INVESTMENT ADVISORS, L.L.C.

147000

801-69405

708

$289,717,637

HIBERNIA WEALTH PARTNERS, LLC

319509

801-124947

1074

$289,034,883

ASEMPA WEALTH ADVISORS

328609

801-129040

300

$176,029,115

BRIAN LOW FINANCIAL GROUP, LLC

306346

801-126895

1061

$149,487,835

HARGER AND COMPANY, INC.

10385

801-129739

440

$101,861,032

Explore More Financial Advisor Firms in Baton Rouge, Louisiana >>