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Top Financial Advisors in Baton Rouge, Louisiana

Finding the right financial advisor in Baton Rouge is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Baton Rouge, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Baton Rouge, LA.


Find the Best Financial Advisor Firms in Baton Rouge:

ABEL HALL, LLC

CRD#: 302076

RIA

Address: 9270 Siegen Lane Suite 202, Baton Rouge, LA 70810

Clients: 104

Average Clients per Advisor: 17

AUM: $ 400M

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HIBERNIA WEALTH PARTNERS, LLC

CRD#: 319509

RIA

Address: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806

Clients: 446

Average Clients per Advisor: 74

AUM: $ 347M

DENT WEALTH ADVISORS

CRD#: 151943

RIA

Address: 301 Main Street, Ste. 1502, Baton Rouge, LA 70801

Clients: 68

Average Clients per Advisor: 22

AUM: $ 338M

EVANS INVESTMENT ADVISORS, L.L.C.

CRD#: 147000

RIA

Address: 6713 Perkins Road, Baton Rouge, LA 70808

Clients: 178

Average Clients per Advisor: 44

AUM: $ 326M

ASEMPA WEALTH ADVISORS

CRD#: 328609

RIA

Address: 8440 Jefferson Hwy Suite 401, Baton Rouge, LA 70809

Clients: 1

Average Clients per Advisor: 0

AUM: $ 203M

BRIAN LOW FINANCIAL GROUP, LLC

CRD#: 306346

RIA

Address: 4463 Bluebonnet Boulevard Suite B, Baton Rouge, LA 70809

Clients: 777

Average Clients per Advisor: 194

AUM: $ 184M

How We Chose the Top Financial Advisors in Baton Rouge, Louisiana

To create this list of top financial advisor firms in Baton Rouge, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Baton Rouge has to offer.

Search Financial Advisors in Baton Rouge, Louisiana


Name or CRD#
Location:
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Frederick K Sharbaugh
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Frederick K Sharbaugh

Frederick Kyle Sharbaugh
IAR
RR
CRD#: 3021778
Location:
Baton Rouge, LA 70810
Company:
PARK AVENUE SECURITIES LLC
Disclosures:
Experience:
27 years
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Michael Paul Dugas

Michael Paul Dugas

IAR
RR
CRD#: 4534924
Location:
Baton Rouge, LA 70806
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
23 years
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Donald Laskey Newton

Donald Laskey Newton

IAR
RR
CRD#: 2183915
Location:
Baton Rouge, LA 70802
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
34 years
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Brett Stephen May

Brett Stephen May

Brett S May
IAR
RR
CRD#: 5543865
Location:
Baton Rouge, LA 70810
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
16 years
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Todd Andrew Hymel

Todd Andrew Hymel

Todd Hymel
IAR
RR
CRD#: 5452500
CFP®: Certified Financial Planner
Location:
Baton Rouge, LA 70809
Company:
EDWARD JONES
Disclosures:
Experience:
18 years
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Lee Anne Starnes

Lee Anne Starnes

Lee A Starnes, Lee Anne White
IAR
RR
CRD#: 5770452
CFP®: Certified Financial Planner
Location:
Baton Rouge, LA 70810
Company:
EDWARD JONES
Disclosures:
Experience:
15 years
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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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