AUM per client for Team firms serving clients in Louisiana

Team firms active in Louisiana 315 firms

Very Low $180K-$390K

Low $390K-$630K

Typical $630K-$1.1M

High $1.1M-$1.9M

Very High $1.9M-$3.8M

5th 20th 40th 60th 80th 95th

Median: $790K

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Firm	AUM/client	AUM	Clients	HNW client %
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
Shelter Wealth Strategies, LLC	Very High $3.9M	$140M	36	75%
Better Pockets Financial	Very Low $200K	$7.4M	36	0%
Crescent Wealth Advisory, LLC	Very High $2M	$90M	46	52%
Hurley Investments, LLC	Low $540K	$30M	56	25%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Xenith Financial Advisory Services, LLC	Very Low $130K	$6.9M	52	6%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Cornerstone Advisors LLC	Very High $4.8M	$280M	58	29%
57 West Capital Advisors, Inc.	Low $390K	$30M	78	14%
EPI Financial Group	Very Low $130K	$8.6M	65	0%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AMC Wealth Management, LLC	Typical $740K	$75M	101	0%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
View Capital RIA, LP	Very High $13M	$1.7B	135	93%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Canton Hathaway LLC	Very High $7.3M	$610M	84	80%
GAP Financial Services or GAP Financial	High $1.2M	$100M	85	72%
Goodman Financial Corporation	Very High $3.1M	$860M	274	76%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Intelligent Capitalworks	Very High $3.8M	$360M	96	82%
Life Line Wealth Management LLC	Very High $5.7M	$560M	97	52%
Sparta Wealth Partners	High $1.8M	$280M	156	75%
Financial Management, Inc.	Typical $690K	$97M	140	19%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Legacy Investment Strategies, LLC	Typical $660K	$110M	167	25%
freeGulliver, LLC	Very High $3.1M	$530M	170	51%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
Moss, Luse & Womble, LLC	Typical $950K	$450M	475	23%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
11 Financial	Very Low $250K	$33M	133	10%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Solyco Wealth LLC	Typical $740K	$120M	158	21%
MDRN Capital	Low $600K	$340M	569	75%
Paradiem, LLC	Very High $3.4M	$470M	140	21%
Jeffrey Matthews Wealth Management, LLC	Low $430K	$150M	352	27%
Wealthharbor Capital Group, LLC	Typical $730K	$140M	188	31%
Amuni Financial, Inc.	Typical $680K	$190M	283	21%
Ash Matson Wealth Partners, Inc.	—	—	142	0%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Navigo Wealth Management, LLC	Typical $830K	$130M	155	53%
Global Investment Advisory	Low $390K	$72M	182	12%
Abel Hall, LLC	Very High $3.2M	$580M	183	38%
Howard Financial Services, Ltd.	Very High $2.8M	$1.2B	410	63%
Proverbi Capital Advisors, LLC	Very Low $130K	$14M	110	0%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Indivisible Partners	Very High $3M	$1.4B	460	58%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Adaptive Financial Consulting, LLC	High $1.6M	$280M	176	47%
Ballast Rock Private Wealth	High $1.6M	$380M	235	40%
The Sum	Very High $2.6M	$550M	209	76%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Coker & Palmer	Low $520K	$110M	213	19%
Eastsound Capital Advisors, LLC	Typical $830K	$200M	244	20%
Foundry Financial LLC	High $1.3M	$230M	184	44%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
Childress Capital Advisors, LLC	Very High $7.3M	$940M	128	95%
JECohen & CO., LLC	Very Low $290K	$65M	224	14%
Alaethes Wealth, LLC	Very High $5.2M	$510M	97	84%
Sensible Money, LLC	Very High $2.3M	$740M	324	68%
Morris Financial Concepts, Inc.	High $1.8M	$530M	293	40%
Masonboro Advisors	Typical $900K	$210M	228	30%
Worth Asset Management	Typical $880K	$290M	329	25%
Aurelius Family Office, LLC	High $1.8M	$300M	165	51%
Innovative Advisory Group	Typical $640K	$190M	298	9%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
TIP Group LLC	Very Low $160K	$59M	372	3%
ShankerValleau Wealth Advisors, Inc.	Very High $3.1M	$630M	203	64%
Black Knight Wealth Management, LLC	High $1.2M	$540M	444	19%
Analog Capital Partners LLC	Low $540K	$93M	173	12%
HDQ Wealth	Very Low $230K	$39M	173	12%
E. A. Horwitz LLC	Typical $760K	$260M	347	0%
Tranquility Partners, LLC	Very High $3.6M	$880M	243	41%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
Almanack Investment Partners	High $1.8M	$710M	386	30%
The L. Warner Companies, Inc	Very High $2.1M	$750M	352	51%
Keenan Financial	Very Low $270K	$200M	751	6%
Going CPAs and Wealth Advisors	Low $440K	$140M	324	12%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Burford Brothers, Inc.	Very High $2M	$430M	222	28%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Concentus Wealth Advisors	Very High $3.1M	$1.1B	341	54%
Elwood & Goetz	High $1.6M	$1.1B	682	51%
Wealthview Capital, LLC	High $1.7M	$320M	191	41%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Pelican Investment Advisors, LLC	Low $400K	$91M	230	17%
CHF Wealth Management, LLC	—	—	195	0%
Financial Consultants Group Inc	Typical $790K	$180M	235	27%
Managed Financial Services Corp Inc	Very Low $200K	$55M	275	7%
Highbrook Capital Partners	Very High $2.5M	$400M	158	61%
Womack Wealth Management, Inc.	Very High $2M	$400M	198	53%
Elevate Capital Advisors	Typical $900K	$180M	200	41%
Pennsylvania Capital Management Inc.	Very High $4.1M	$820M	200	55%
Diamond Client Group, LLC	Very Low $370K	$140M	367	49%
RHP Wealth Management	High $1.6M	$330M	205	57%
Charter Advisory Corporation	Low $470K	$270M	575	35%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Nilsine Partners, LLC	Very High $2.8M	$1.5B	540	51%
Foundation Resource Management, Inc.	Very High $3.7M	$780M	211	74%
Lifecycle Financial Planners Inc.	Very High $3.9M	$660M	169	31%
ThirtyNorth Investments, LLC	High $1.1M	$240M	214	33%
Invicta Financial Group	Typical $780K	$370M	477	38%
Kelman Lazarov Inc	High $1.5M	$890M	574	56%
Collective Wealth Advisors LLC	Typical $700K	$160M	222	18%
Eubel Brady & Suttman	High $1.6M	$1.2B	755	42%
Sovereign Wealth Advisors LLC	Low $420K	$520M	1,252	33%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Virtus Financial Group	Low $520K	$120M	230	20%
4Wealth Advisors, Inc.	Low $410K	$210M	508	12%
Point Windward Advisors, Inc.	High $1.3M	$360M	278	17%
Second Line Capital, LLC	Low $590K	$670M	1,127	25%
Bastion Fiduciary	Low $390K	$93M	235	0%
Ferguson Shapiro LLC	High $1.2M	$410M	332	42%
Visionary Horizons, LLC	Low $550K	$370M	666	15%
Willow Creek Financial	Very High $2.2M	$520M	238	65%
Elser Financial Planning, Inc.	Very High $3.5M	$2B	578	73%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
BankPlus Wealth Advisors	Low $410K	$260M	633	8%
Gilbert & Cook, Inc.	High $1.8M	$1.6B	879	48%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Pin Oak Investment Advisors Inc	High $1.4M	$410M	298	59%
Beck Capital Management LLC	High $1.2M	$560M	449	43%
Blue Chip Partners, LLC	High $1.9M	$1.9B	1,001	52%
The Investment Counsel Company	Very High $5.2M	$2.1B	401	96%
WealthStar Advisors, LLC	High $1.6M	$720M	453	51%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Condor Capital Wealth Management	Very High $2.4M	$2.1B	869	49%
Curbstone Financial Management Corp.	High $1.3M	$340M	256	50%
Mckinley Carter Wealth Services, Inc.	High $1.8M	$2.2B	1,231	54%
Atlantic Private Wealth, LLC	Very High $3.8M	$790M	206	62%
Prota Financial	Low $400K	$270M	673	13%
The Watchman Group, Inc.	Very High $2.4M	$630M	261	55%
Turning Point Financial	Low $430K	$340M	784	13%
Act Wealth Management, LLC	Very High $2.2M	$570M	264	86%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
LifeGoal Investments, LLC	High $1.2M	$320M	270	85%
Element Wealth, LLC	Typical $820K	$530M	652	19%
BCU Wealth Advisors, LLC	Typical $750K	$650M	870	15%
Mosley Wealth Management, Inc.	Low $400K	$280M	707	12%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
Cimarron Wealth Management, Inc.	Low $550K	$300M	552	13%
Transcendent Capital Group	Typical $710K	$360M	506	14%
BCM Advisors, LLC	High $1.4M	$570M	396	42%
CAP Partners, LLC	Typical $640K	$250M	399	15%
Range Financial Group, LLC	Typical $1M	$400M	400	33%
Rock Point Advisors, LLC	Very High $2.6M	$610M	232	65%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Investor FAN	Typical $900K	$790M	874	27%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
FMP Wealth Advisers	High $1.7M	$1.2B	721	45%
Preston Wealth Advisors, LLC.	Typical $810K	$240M	301	21%
Peak Retirement Planning, Inc.	Typical $690K	$630M	910	38%
Murphy & Sylvest	Typical $1M	$430M	427	36%
Bedel Financial Consulting Inc	Very High $2.5M	$2.9B	1,162	64%
Stone Wealth Partners LLC	Very Low $380K	$140M	375	7%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Atlas Brown	High $1.3M	$550M	440	12%
Fmsa	Very Low $140K	$180M	1,264	17%
Arcus Capital Partners, LLC	Very High $4.1M	$1.8B	447	90%
Capital Square, LLC	Low $610K	$430M	704	17%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Insight Folios	Very Low $270K	$330M	1,228	6%
CMG Wealth Management	High $1.1M	$370M	325	38%
Liberty Asset Management	Low $420K	$140M	328	8%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Access Financial Resources Inc.	Low $470K	$220M	472	19%
Ethos Financial Group, LLC	Typical $970K	$1.7B	1,709	22%
Nadler Financial Group, Inc.	Very High $2M	$2B	1,026	43%
Bellwether Wealth	High $1.4M	$690M	482	28%
The High Net Worth Advisory Group, LLC	Very High $2M	$830M	418	21%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Delta Financial Advisors, L.L.C.	Very High $2.4M	$510M	211	46%
Summit Financial Wealth Advisors	High $1.3M	$1.6B	1,208	22%
CJM Wealth Advisers, LTD.	High $1.7M	$1.4B	860	28%
JSF Financial, LLC	Very High $2.1M	$1.7B	791	44%
Frazier Financial Advisors, LLC	High $1.5M	$1.1B	724	41%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
Cypress Capital, LLC	Typical $640K	$420M	657	16%
Laurel Wealth Advisors, LLC	Very High $2M	$1B	520	47%
Mills Wealth Advisors, LLC	Typical $1.1M	$490M	446	38%
Vista Investment Partners LLC	High $1.2M	$560M	452	26%
Mustard Seed Wealth Management	Low $620K	$420M	679	22%
TBH Global Asset Management, LLC	High $1.4M	$1.4B	1,002	43%
CHJ Wealth Management	Very High $1.9M	$600M	309	40%
Onyx Bridge Wealth Group LLC	Typical $740K	$1.3B	1,794	19%
Portfolio Advisory Council,L.L.C.	Typical $720K	$390M	550	24%
Mirador Capital Partners	High $1.4M	$880M	629	35%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
The Patriot Financial Group, LLC	Low $600K	$1.4B	2,361	16%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Cornerstone Wealth	Typical $1M	$2.4B	2,373	13%
Boldin Advisors	Very Low $0	$0	821	63%
Wealthshield Partners, LLC	Typical $1.1M	$1.2B	1,156	25%
New Wave Wealth Advisors	Typical $770K	$380M	496	22%
Wedgewood Partners, Inc.	High $1.2M	$390M	331	44%
Hassell Wealth Management	Typical $940K	$390M	414	23%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
Rainey & Randall Wealth Advisors, Inc.	Very High $2.8M	$920M	332	59%
Beam Wealth Advisors, Inc.	Typical $630K	$1.4B	2,207	20%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Apex Strategic Wealth, LLC	Low $480K	$290M	597	20%
Waypoint Wealth Counsel LLC	Very High $3.1M	$800M	256	60%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
HFG Wealth Management, LLC	Typical $1.1M	$450M	429	41%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Dean, Jacobson Financial Services	Typical $810K	$430M	532	32%
Hibernia Wealth Partners, LLC	Low $560K	$350M	623	37%
RDA Financial network	Low $440K	$670M	1,514	2%
FPL Capital Management, LLC	Very High $3.1M	$840M	268	67%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
Tandem Financial, LLC	Typical $1.1M	$500M	447	30%
Cornerstone Advisory	Very High $2.5M	$2B	808	56%
Managed Asset Portfolios, LLC	Low $560K	$910M	1,620	14%
Delta Asset Management, LLC	Very High $2.6M	$1.4B	543	44%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Financial Action, Inc.	Very Low $220K	$100M	464	7%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
RIA Advisors	High $1.4M	$1.8B	1,235	35%
Keudell Morrison Wealth Management, LLC	Typical $1M	$800M	766	23%
Financial Insights Wealth Management	Typical $970K	$740M	768	31%
Longview Wealth Management	Typical $980K	$1.1B	1,173	25%
Prostatis Financial Advisors Group	Low $390K	$600M	1,568	8%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Madison Advisory Services, Inc.	Low $470K	$500M	1,080	19%
Pinney & Scofield, Inc.	Very High $2.9M	$860M	295	75%
3Edge Asset Management, LP	Typical $750K	$1.1B	1,489	24%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
The Planning Center, Inc.	High $1.5M	$1.3B	895	36%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
Northwest Financial Advisors LLC	Typical $640K	$1.2B	1,908	17%
Pinnacle Family Advisors, LLC	Very Low $330K	$290M	907	12%
Cullen Investment Group	High $1.4M	$870M	605	39%
Simplified Wealth Management	Very Low $310K	$220M	707	13%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Sims Investment Management LLC	Low $580K	$300M	517	13%
Mitchell, Mcleod, Pugh & Williams, Inc.	Very High $1.9M	$1.7B	935	42%
Torray Investment Partners LLC	Typical $700K	$370M	526	12%
Freedom Day Solutions, LLC	High $1.5M	$620M	421	40%
Fitzwilliams Wealth Management Inc.	Very Low $190K	$120M	634	13%
Vantage Wealth Management, LLC	High $1.8M	$1.1B	635	42%
St. Denis J. Villere & Co., LLC	Very High $2.8M	$900M	323	59%
Hancock Whitney Investment Services Inc.	Very Low $330K	$280M	865	0%
Lees Monsour Group	High $1.8M	$610M	330	32%
Flaharty Asset Management, LLC	Typical $790K	$870M	1,104	50%
Montz Harcus Wealth Management	High $1.2M	$790M	667	33%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
MFA Wealth Advisors, LLC	Typical $750K	$600M	801	17%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
Sequoia Wealth Management, LLC	Very Low $370K	$600M	1,640	6%
Argent Advisors, Inc.	Typical $710K	$1B	1,410	19%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Meriwether Wealth & Planning, LLC	Low $480K	$290M	597	12%
Physician Wealth Advisors, Inc.	High $1.2M	$1.3B	1,088	34%
United Advisors America	Very Low $160K	$450M	2,809	2%
Waters, Parkerson & Co., LLC	Very High $3.2M	$2.4B	741	64%
Jay A. Fishman, Ltd	Very High $2.2M	$1.1B	501	49%
Silver Grove Advisory Services	Very Low $210K	$450M	2,146	3%
Patriot Investment Management Group Inc	Typical $1.1M	$1.6B	1,518	22%
Croak Capital	Low $440K	$340M	780	12%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
J. Hagan Capital, Inc.	Very Low $380K	$300M	785	9%
TRUE Private Wealth Advisors, LLC	Typical $890K	$1.4B	1,576	23%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Rezny Wealth Management, Inc.	High $1.8M	$510M	275	73%
Planned Solutions, Inc.	Typical $810K	$670M	827	28%
J. L. Bainbridge & Co., Inc.	High $1.6M	$1.3B	828	42%
Wallace Capital Management, Inc.	Very High $2.4M	$980M	415	63%
Wealth Management Advisors, LLC	Typical $740K	$510M	698	29%
Robertson Investment Management	Low $430K	$490M	1,138	67%
Acorn Financial Advisory Services, Inc.	Low $460K	$1.2B	2,584	21%
Strategic Wealth Group	Low $430K	$1.5B	3,524	33%
Hubbell Strickland Wealth Management, LLC	High $1.3M	$560M	444	36%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
KPP Advisory Services LLC	Very Low $310K	$1.2B	3,995	8%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Key Capital Management, Inc.	Very Low $190K	$390M	2,006	3%
Clarity Wealth Advisors	Very High $2.1M	$710M	336	66%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
The Lloyd Advisory Group	Very Low $350K	$430M	1,202	5%
MCCAY WEALTH ADVISORY LLC	Low $500K	$430M	859	39%
CPS Investment Advisors	Typical $760K	$2.4B	3,107	21%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
West Wealth Group, LLC	Very Low $220K	$620M	2,736	3%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
Googins Advisors, Inc.	Typical $640K	$500M	778	31%
Strategic Planning Group	Low $560K	$880M	1,582	22%
Whitaker-Myers Wealth Managers, Ltd.	Very Low $230K	$790M	3,422	5%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Storehouse Financial LLC	Very Low $180K	$240M	1,330	3%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
DT Investment Partners, LLC	High $1.3M	$1.7B	1,296	24%
The Capital Advisory Group Advisory Services, LLC	Very Low $360K	$520M	1,424	72%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
N.E.W. Advisory Services, LLC	Very Low $330K	$1.6B	4,842	11%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Allen Wealth Management, LLC	Low $600K	$660M	1,099	18%
Barnes Pettey Financial Advisors, LLC	Very Low $330K	$990M	3,024	31%
Southern Financial Group, LLC	Typical $920K	$1B	1,140	31%
American Financial Advisors, LLC.	High $1.1M	$940M	816	37%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

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Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

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We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

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We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

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