EQUITAS CAPITAL ADVISORS,LLC - Financial Advisor in Louisiana, New Orleans

Tel: 504-569-9600 365 Canal Street Suite 3050 New Orleans, Louisiana 70130

About EQUITAS CAPITAL ADVISORS,LLC

EQUITAS CAPITAL ADVISORS,LLC is a New Orleans, Louisiana based financial advisory firm with nearly $217,124,577 in assets under management and provides investment advisory services for 55 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

124471

Firm SEC#:

801-61979

Assets Under Management:

$217,124,577

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (WRAP FEE PROGRAM)

Fee Structure:

A percentage of AUM, Fixed fees

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, New Orleans

FirmCRD#:3711

SEC#:801-8754

No. of Advisors:12

No. of Clients:1855

AUM:$2,489,088,707

FirmCRD#:105159

SEC#:801-702

No. of Advisors:4

No. of Clients:568

AUM:$1,646,093,931

FirmCRD#:170236

SEC#:801-79137

No. of Advisors:36

No. of Clients:31

AUM:$969,071,339

FirmCRD#:165031

SEC#:801-78568

No. of Advisors:5

No. of Clients:54

AUM:$947,688,692

FirmCRD#:171365

SEC#:801-80355

No. of Advisors:180

No. of Clients:10

AUM:$824,796,567

FirmCRD#:301963

SEC#:801-115292

No. of Advisors:7

No. of Clients:1186

AUM:$563,831,182

FirmCRD#:117040

SEC#:801-65870

No. of Advisors:17

No. of Clients:716

AUM:$548,274,370

FirmCRD#:304638

SEC#:801-117295

No. of Advisors:3

No. of Clients:105

AUM:$505,000,000

FirmCRD#:301715

SEC#:801-115250

No. of Advisors:3

No. of Clients:1109

AUM:$503,997,302

FirmCRD#:284945

SEC#:801-113036

No. of Advisors:10

No. of Clients:6

AUM:$488,972,673

FirmCRD#:122092

SEC#:801-61891

No. of Advisors:4

No. of Clients:447

AUM:$381,076,526

FirmCRD#:155355

SEC#:801-71921

No. of Advisors:6

No. of Clients:360

AUM:$311,005,000

FirmCRD#:281491

SEC#:801-126419

No. of Advisors:6

No. of Clients:109

AUM:$234,540,693

FirmCRD#:40637

SEC#:801-68420

No. of Advisors:45

No. of Clients:1125

AUM:$218,797,292

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

WATERS, PARKERSON & CO., LLC

3711

801-8754

1855

$2,489,088,707

ST. DENIS J. VILLERE & CO., LLC

105159

801-702

568

$1,646,093,931

ENHANCED CAPITAL PARTNERS, LLC

170236

801-79137

$969,071,339

ARGENT RETIREMENT PLAN ADVISORS, LLC

165031

801-78568

$947,688,692

ADVANTAGE CAPITAL

171365

801-80355

180

$824,796,567

MONTZ HARCUS WEALTH MANAGEMENT

301963

801-115292

1186

$563,831,182

FREEGULLIVER, LLC

117040

801-65870

716

$548,274,370

HACKETT ROBERTSON TOBE GROUP

304638

801-117295

105

$505,000,000

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

301715

801-115250

1109

$503,997,302

BLACK BAY PARTNERS, LLC

284945

801-113036

$488,972,673

DELTA FINANCIAL ADVISORS, L.L.C.

122092

801-61891

447

$381,076,526

THIRTYNORTH INVESTMENTS, LLC

155355

801-71921

360

$311,005,000

SEARCH FUND ACCELERATOR, LLC

281491

801-126419

109

$234,540,693

HANCOCK WHITNEY INVESTMENT SERVICES INC.

40637

801-68420

1125

$218,797,292

Explore More Financial Advisor Firms in New Orleans, Louisiana >>