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.
Lafayette has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Lafayette, 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 | 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | $1,430,463,689 | 2455 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1404 S. College Rd., Lafayette, LA, 70503 | $795,470,355 | 1424 | 9 | A percentage of AUM |
3 | 1018 Harding St., Suite 104, Lafayette, LA, 70503 | $666,235,191 | 493 | 9 | A percentage of AUM |
4 | 2901 Johnston St., Suite 401, Lafayette, LA, 70503 | $205,145,366 | 476 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 500 Richland Avenue, Lafayette, LA, 70508 | $126,085,281 | 760 | 4 | A percentage of AUM, Fixed fees |
6 | 221 Southpark Rd Suite C1, Lafayette, LA, 70508 | $110,333,830 | 1840 | 3 | A percentage of AUM |
7 | 1200 Camellia, Suite 101 Lafayette, LA, 70508 | $102,110,461 | 652 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 171278
Assets Under Management $1,430,463,689
No. Of Clients2455
Clients Per Financial Advisor123
SUMMIT FINANCIAL WEALTH ADVISORS is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2455 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 18266
Assets Under Management $795,470,355
No. Of Clients1424
Clients Per Financial Advisor158
CULLEN INVESTMENT GROUP is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $795M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1424 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107946
Assets Under Management $666,235,191
No. Of Clients493
Clients Per Financial Advisor55
BCM ADVISORS, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 493 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117059
Assets Under Management $205,145,366
No. Of Clients476
Clients Per Financial Advisor40
APEX CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167961
Assets Under Management $126,085,281
No. Of Clients760
Clients Per Financial Advisor190
AVANT CAPITAL, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 760 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150415
Assets Under Management $110,333,830
No. Of Clients1840
Clients Per Financial Advisor613
INTEGRITY RIA, LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1840 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 308429
Assets Under Management $102,110,461
No. Of Clients652
Clients Per Financial Advisor130
STONE WEALTH PARTNERS LLC is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.