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Find Top Financial Advisors in Lafayette, Louisiana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lafayette, Louisiana
Last Updated - 06-Aug-2022

Lafayette has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 67 non-vetted advisors in your local area. These financial advisors in Lafayette, Louisiana have an average of 28 years of experience.

NOTE: The list of financial advisors in Lafayette, Louisiana mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Lafayette, Louisiana.

Qualified Financial Advisors in Lafayette, Louisiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Craig Thompson
ChFC®
ASSETS SOLUTIONS
4400-A Ambassador Caffery Pkwy., #318,
Lafayette, LA 70508
31 20,824,000 $100,000 Fee-Only
Olivier Group, LLC
CFP®
OLIVIER GROUP
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809
25 $220 million Not Specified Fee-Based

Information on Qualified Financial Advisors in Lafayette

Qualifications CRD# 1667257
Firm CRD# 120017

Compensation/Fee Fee-Only


Office Location 4400-A Ambassador Caffery Pkwy., #318,
Lafayette,
LA
70508
Phone Number 619-709-0066

After having lived in San Diego, California since 1988, Craig recently moved to Lafayette, Louisiana to be closer to family. A runner in his spare time, he competes regularly in races that range from 5k's to Ultra-marathons.

About Assets Solutions

Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other investors with similar investment goals. We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 13572
Series 7, 24, 31, 52, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
LA
70809
Phone Number 225-757-9484

About Olivier Group

As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you.
Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Top Financial Advisor Firms in Lafayette, Louisiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Summit Financial Wealth Advisors
1021 E. St. Mary Blvd.,
Lafayette, LA 70503
$1,291,846,803 2042 A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS)
Ahrens Investment Partners, Llc
412 Settlers Trace Boulevard,
Lafayette, LA 70508
$776,802,052 1135 A percentage of AUM
Fixed fees
Cullen Asset Management
1404 S. College Rd.,
Lafayette, LA 70503
$595,527,206 1156 A percentage of AUM
Fixed fees
Bcm Advisors, Llc
1018 Harding St., Suite 104,
Lafayette, LA 70503
$594,735,678 510 A percentage of AUM
Hourly charges
Avant Capital, Llc
500 Richland Avenue,
Lafayette, LA 70508
$114,557,063 674 A percentage of AUM
Fixed fees

    List of Additional Advisors in Lafayette, Louisiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Allison LeBlanc
    Inquire with Allison
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
    Broussard
    Inquire with Broussard-Kelly
    106 Oil Center Drive, Suite 250, Lafayette, LA  70503 337-266-5574
    Austin Green
    Inquire with Austin
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2529
    Beau J. Miller
    Inquire with Beau
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2503
    Brett Broussard
    Inquire with Brett
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
    André P. Fontenot
    Inquire with André
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2539
    Apex Capital Management, Llc
    Inquire with Apex
    701 Robley Dr., Suite 200, Lafayette, LA  70503 337-984-7433
    Broussard, LeBlanc & Associates
    Inquire with Broussard,
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
    Curtis Hunter Roy II
    Inquire with Curtis
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-232-7160
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?