Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Baton Rouge has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Baton Rouge, Louisiana have an average of 25 years of experience.
Olivier Group
CFP®
Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63
Minimum Assets Required
Not Specified
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 | A percentage of AUM, Performance Based |
2 | 9270 Siegen Lane, Suite 202 Baton Rouge, LA, 70810 | $400,117,820 | 571 | 7 | A percentage of AUM, Fixed fees |
3 | 301 Main Street, Ste. 1502, Baton Rouge, LA, 70801 | $298,809,287 | 490 | 5 | A percentage of AUM, Fixed fees |
4 | 6713 Perkins Road, Baton Rouge, LA, 70808 | $289,717,637 | 708 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 6700 Jefferson Hwy., Building 4, Suite B Baton Rouge, LA, 70806 | $289,034,883 | 1074 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 4870 Bluebonnet Blvd., Suite B Baton Rouge, LA, 70809 | $195,496,218 | 306 | 6 | A percentage of AUM, Commission Based, Performance Based, Other (FEES FOR TAX PREPARATION) |
7 | 8440 Jefferson Hwy, Suite 401 Baton Rouge, LA, 70809 | $176,029,115 | 300 | 4 | A percentage of AUM |
8 | 4463 Bluebonnet Boulevard, Suite B Baton Rouge, LA, 70809 | $149,487,835 | 1061 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
9 | 8048 One Calais Ave, Suite D Baton Rouge, LA, 70809 | $101,861,032 | 440 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (NEGOTIABLE FEES) |
QualificationsFirm CRD# 168155
Assets Under Management $3,964,828,037
No. Of Clients10
Clients Per Financial Advisor0
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 302076
Assets Under Management $400,117,820
No. Of Clients571
Clients Per Financial Advisor82
ABEL HALL, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 571 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151943
Assets Under Management $298,809,287
No. Of Clients490
Clients Per Financial Advisor98
DENT WEALTH ADVISORS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 490 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147000
Assets Under Management $289,717,637
No. Of Clients708
Clients Per Financial Advisor177
EVANS INVESTMENT ADVISORS, L.L.C. is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319509
Assets Under Management $289,034,883
No. Of Clients1074
Clients Per Financial Advisor90
HIBERNIA WEALTH PARTNERS, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1074 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142202
Assets Under Management $195,496,218
No. Of Clients306
Clients Per Financial Advisor51
ADVISOR.INVESTMENTS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 306 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328609
Assets Under Management $176,029,115
No. Of Clients300
Clients Per Financial Advisor75
ASEMPA WEALTH ADVISORS is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306346
Assets Under Management $149,487,835
No. Of Clients1061
Clients Per Financial Advisor152
BRIAN LOW FINANCIAL GROUP, LLC is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1061 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 10385
Assets Under Management $101,861,032
No. Of Clients440
Clients Per Financial Advisor147
HARGER AND COMPANY, INC. is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 440 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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