Clients per advisor for Independent firms serving clients in Louisiana

In Louisiana, independent financial advisors tend to serve significantly more clients than the typical national independent advisor. With a median of 45 clients per advisor—nearly double the national median of 25—Louisiana’s independent advisors appear to manage larger client bases, suggesting a balance between personalized service and scalable practice models. This higher client load may indicate that many advisors in the state have moved beyond the early growth phase or have chosen to serve a broader clientele rather than focusing exclusively on a small, high-net-worth segment. For consumers, this means Louisiana’s independent advisors might offer a mix of relationship depth and operational efficiency.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

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

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Sporl & Company	Very Low 1	1	1	1
Shared Prosperity Group	Very Low 1	1	1	2
A More Certain Path	Very Low 1	0	1	1
J D Atkinson	Very Low 3	0	1	1
Union Capital Management Corp	Very Low 3	3	1	1
Fred Miller & Assoc.	Very Low 3	3	1	1
Euclid Harding, LLC	Very Low 4	4	1	1
Map to Your Wealth LLC	Very Low 4	4	1	1
Graham Financial	Very Low 5	5	1	1
Cavanaugh Wealth Management LLC	Very Low 5	5	1	1
Dirigo Investment Advisors, LLC	Very Low 5	5	1	1
DBA/Rankin Capital Investment Management	Very Low 6	6	1	1
JW Hall Financial LLC	Very Low 6	6	1	1
Skipjack Financial	Very Low 6	6	1	1
Post Oak Financial, LLC	Very Low 6	6	1	1
Zion Capital LLC	Very Low 6	6	1	1
Harvest Capital Management	Very Low 7	7	1	1
Mort Kelly Financial Services, LLC	Very Low 7	7	1	1
Edna J. Thompsen, CFP	Very Low 7	7	1	1
Psalm Capital	Very Low 7	7	1	1
Nytrx LLC	Very Low 8	8	1	1
DW Huff Advisory	Very Low 8	8	1	1
Luma Financial	Very Low 8	8	1	1
Future Path Financial Planning	Very Low 9	9	1	1
Roland, Criss Investment Research, LLC	Very Low 9	9	1	1
Agular Asset Management LLC	Very Low 9	9	1	1
Full Court Strategic Wealth, LLC	Low 10	10	1	1
Aragon Advisors	Low 11	11	1	1
Noto Financial Planning	Low 11	11	1	1
JI Financial Services, LLC	Low 12	12	1	1
Future U Financial Inc.	Low 12	12	1	1
DFW Wealthcare Advisors, LLC	Low 12	12	1	1
Cove Street Capital, LLC	Low 13	13	1	2
Equilibrium Financial Planning	Low 13	13	1	2
Faithful Financial LLC	Low 13	13	1	1
Tiburon Financial Advisors, Inc.	Low 14	14	1	2
Vermilion Asset Management, LLC	Low 15	15	1	1
Elemental Wealth Advisors, LLC	Low 15	15	1	1
Clearview Financial Planning, Inc.	Low 15	15	1	1
Rockside Investments LLC	Low 15	15	1	1
A.B. Ridgeway Wealth Management LLC	Low 15	15	1	1
Compendium Wealth Advisors, LLC	Low 16	16	1	1
Senior Advisory Group, LLC	Low 16	16	1	1
Core Asset Management Company	Low 16	16	1	1
CreativeVest Inc	Low 16	16	1	1
Lionsight Capital, LLC	Low 16	16	1	1
RINAUDO CAPITAL, LLC	Low 17	17	1	1
Lindisfarne Investments, LLC	Low 17	17	1	2
1st & 3rd Investments LLC	Low 18	18	1	2
Valendo Private Asset Management, Inc.	Low 18	18	1	1
Legacy Wealth Planning Group	Low 18	18	1	1
Lailaps Capital, L.L.C.	Low 18	18	1	1
Pindex Advisors, LLC	Low 18	18	1	1
J. Mangone Capital Management LLC	Low 19	19	1	1
Martin W. Rosenzveig & Co., LLC	Low 19	19	1	1
R.S. Mattei & Company, Inc.	Low 20	20	1	1
CME Strategic Wealth Management	Low 20	20	1	1
Weston Wealth Advisors, LLC	Low 20	20	1	1
Worthview Capital Management LLC	Low 20	20	1	1
True Financial, LLC	Low 20	20	1	1
Northwood Investment Partners, LLC	Low 20	20	1	1
Resonance Financial, LLC	Low 20	20	1	1
BAS Capital	Low 20	20	1	1
Quarterpoint	Typical 21	21	1	1
PieCapital	Typical 22	22	1	2
Fullington & Associates, LLC	Typical 22	22	1	1
Kairos Asset Advisory, LLC	Typical 23	23	1	1
RB Investment Management Inc.	Typical 24	24	1	1
Montgomery Wealth Advisors	Typical 24	24	1	1
Bluepoint Wealth Advisors	Typical 24	24	1	1
GT Financial, Ltd., L.L.C.	Typical 24	24	1	1
Zia Investment Advisors	Typical 24	24	1	1
Continuum Financial, LLC	Typical 24	24	1	1
Horizon Financial Planning LLC	Typical 25	25	1	1
Chalk Creek Partners, LLC	Typical 25	25	1	1
Creole Wealth Solutions, LLC	Typical 25	25	1	1
Hodos Wealth Group, LLC	Typical 25	25	1	1
Artifex Advisory Group, Inc.	Typical 26	26	1	1
3A Financial Group, LLC	Typical 26	26	1	1
Stillforest Wealth Management	Typical 26	26	1	1
Alpha-Tech Investments, LLC	Typical 26	26	1	1
Rizzutto Financial Advisors	Typical 27	27	1	1
Miles Wealth Management, L.L.C.	Typical 27	27	1	1
Golden Guidance LLC	Typical 27	27	1	1
Two Trails Financial Planning	Typical 28	28	1	1
KGL Financial Advisors, LLC	Typical 28	28	1	1
Clear Net Worth, L.L.C.	Typical 28	28	1	1
Differential Planning LLC	Typical 28	28	1	1
Gustafsson Wealth Management, Inc.	Typical 28	28	1	1
Renovate Financial Planning	Typical 28	0	1	1
Heinz Global Asset Management, Inc.	Typical 28	28	1	1
Rock One Advisors, LLC	Typical 29	29	1	1
GEM Street Capital Management	Typical 29	29	1	1
One Day Wealth Management	Typical 29	29	1	1
Green Musa Capital, LLC	Typical 29	29	1	1
Comprehensive Financial Planning Inc	Typical 30	30	1	1
Cornerstone Investment Advisors Group, LLC	Typical 30	30	1	1
Collaborative Advice	Typical 30	30	1	1
KD Wealth Management LLC	Typical 30	30	1	1
Just Wealth LLC	Typical 30	30	1	1
Carrington Financial Planning, LLC	Typical 30	30	1	1
Versai Wealth Management LLC	Typical 30	30	1	1
Kidd Vision Capital LLC	Typical 31	31	1	1
Marian Financial Services, Inc.	Typical 31	31	1	1
Sterling Financial Planning	Typical 31	31	1	1
AIKAPA	Typical 31	31	1	1
Porter Investments	Typical 31	31	1	1
Yongchang Company Inc	Typical 31	31	1	1
New Heights Planning	Typical 32	32	1	1
Impact Wealth Group	Typical 32	32	1	1
Stonehenge Private Client Group, LLC	Typical 33	33	1	1
Assurity Wealth Management	Typical 33	33	1	2
Francis Capital Management, Inc.	Typical 34	34	1	1
Wonder Wealth LLC	Typical 34	34	1	2
JME Wealth Management	Typical 34	34	1	1
Junkin & Company, Inc.	Typical 34	34	1	1
Plan Simple Financial Partners, LLC	Typical 35	35	1	1
Tubreauxs Wealth & Legacy Solutions	Typical 35	35	1	2
Whitewater Wealth	Typical 35	35	1	1
Reiber Wealth	Typical 35	35	1	1
AVA Wealth Management LLC	Typical 35	35	1	1
Svane Capital, LLC	Typical 35	35	1	1
Thetford Investment Management, Inc.	Typical 35	35	1	2
Aquila Wealth Advisors	High 36	36	1	1
Dirigo Private Wealth	High 36	36	1	1
Styled Wealth	High 36	36	1	1
Starkey & Associates, Inc.	High 36	36	1	1
Wealthy Doctor Institute LLC	High 36	36	1	1
Optimum Retirement Planning LLC	High 37	37	1	1
First Fidelity Group LLC	High 37	37	1	1
Booth Financial	High 37	37	1	1
Prospect Trading LLC	High 38	38	1	1
Drach Advisors LLC	High 39	39	1	1
Hankinson Wealth Advisors LLC	High 39	39	1	1
Ironwood Investment Advisers, LLC	High 39	39	1	2
Windward Partners, L.L.C.	High 39	39	1	1
Capital Asset Management Group, Inc.	High 39	39	1	1
StoneBridge Wealth Management, LLC	High 40	40	1	1
Prometheus Investment Advisors LLC	High 40	40	1	1
Buff Your Finances	High 41	41	1	1
Comal Wealth Management	High 41	41	1	1
Advanced Retirement Solutions, Inc.	High 41	41	1	2
Stillwater Financial	High 42	42	1	1
Kucharo Wealth	High 42	42	1	2
Vermillion Private Wealth	High 42	42	1	1
Sego Wealth Management, LLC	High 43	43	1	1
Dyken Wealth Strategies, Inc.	High 44	44	1	1
Estep Capital Management	High 44	44	1	1
Synergy Wealth Advisors, LLC	High 45	45	1	1
Plan For Your Goals, LLC	High 45	45	1	1
Forward Wealth Management, LLC	High 45	45	1	1
Blue Rock Capital	High 45	45	1	1
Scenic Wealth Management, LLC	High 45	45	1	1
Box Hill Private Wealth	High 45	45	1	1
Progeny Wealth Management LLC	High 45	45	1	2
Sawyer Capital Management	High 45	45	1	1
Atlantes Financial Advisors	High 46	46	1	1
Integrity Wealth Management, Inc	High 46	46	1	1
Portolan Financial Planning LLC	High 46	46	1	1
Cardinal Advisers LLC	High 46	46	1	1
Clio Asset Management LLC	High 47	47	1	1
Old Oak Advisors, LLC	High 47	47	1	1
Pelican Wealth Management	High 49	49	1	1
Silvis Financial	High 49	49	1	2
Legacy Financial Designs	High 49	49	1	2
Trella Wealth	High 49	49	1	1
Gallatin & Company, LLC	High 50	50	1	1
Manna Wealth Strategies, LLC	High 50	50	1	1
Darkhorse Advisor	High 50	50	1	1
Athletes Financial Advisers, LLC	High 50	50	1	1
Shorepine Wealth Management, LLC	High 51	51	1	1
Sage Capital Advisors, LLC	High 51	51	1	1
Poydras Capital Partners	High 51	51	1	1
Andre Caubarreaux	High 51	51	1	1
Epiphany Wealth Management	High 53	53	1	1
Oak Capital Advisors	High 53	53	1	1
Potomac Wealth Strategies, LLC	High 53	53	1	1
Devil Mountain Investment Management	High 54	54	1	1
Tooth & Coin Wealth	High 54	54	1	1
ADS Wealth Management LLC	High 55	55	1	1
Datapoint Financial Planning, LLC	High 55	55	1	1
Dreamwork Financial Group	High 55	55	1	1
21:5 Advisors, LLC	High 56	56	1	1
Right Tail Capital LLC	High 57	57	1	1
Dogwood Financial Planning	High 57	57	1	1
Registered Investment Advisors, LLC	High 58	58	1	1
Asset Solutions	High 58	58	1	1
Fitzpatrick Financial Solutions, LLC	High 58	58	1	1
Bergland Wealth Management, Inc.	High 59	59	1	1
Simmons Asset Management, LLC	High 59	59	1	1
Deliberate Finances	High 59	59	1	1
Seren Wealth Advisors, LLC	High 61	61	1	1
NXT:GEN Financial Planning	High 62	62	1	1
SJ Capital Management LLC	High 62	62	1	1
Ridgeback Financial LLC	High 62	62	1	1
Association Financial Services, LLC	High 64	64	1	2
Fairview Financial LLC	High 64	64	1	1
Belle River Capital Management LLC	High 64	64	1	1
Fire Wealth Management, LLC	High 65	65	1	1
AP Investment Management	High 65	65	1	1
Kessler Planning Group	High 66	66	1	1
The Fiscal Fitness Company, Inc.	High 66	66	1	1
Financial Cornerstones, LLC	Very High 67	67	1	2
Willamette Valley Wealth Management, LLC	Very High 67	67	1	1
Focused Finances, LLC	Very High 68	68	1	1
Objective Wealth, LLC	Very High 68	68	1	1
Heights Investment Partners, LLC	Very High 69	69	1	2
Henley Advisors, LLC	Very High 69	69	1	1
EDM Capital, LLC	Very High 69	69	1	1
Checkpoint Financial Planning	Very High 70	70	1	1
Alliant Capital Management LLC	Very High 70	70	1	1
Brown Advisory Group, LLC	Very High 71	71	1	1
Jardine Financial Group	Very High 71	71	1	1
Aton Advisors, LLC	Very High 72	72	1	2
Tao Financial	Very High 73	73	1	1
Oakwater Financial	Very High 73	73	1	1
Peters Financial LLC	Very High 74	74	1	1
First Security Financial Wealth Manager, Inc.	Very High 74	74	1	1
NTACT Retirement Solutions	Very High 75	75	1	2
Conklin Shure Financial	Very High 75	75	1	1
Lord Wellington Investments, LLC	Very High 75	75	1	1
Graf Financial, L.L.C.	Very High 75	75	1	1
William B. Larson, CPA, LLC	Very High 75	75	1	1
CDS James Investments, LLC	Very High 75	75	1	1
Matthews Advisors, LLC	Very High 76	76	1	1
Financial Planning Professionals, Inc.	Very High 77	77	1	1
Logical Investments, LLC	Very High 77	77	1	2
Rutherford Asset Planning, Inc.	Very High 77	77	1	2
Vision Tech Financial Advisors	Very High 78	78	1	1
3 Rd Street Capital Management L.L.C.	Very High 78	78	1	2
Southwestern Advisory Group LLC	Very High 78	78	1	1
Drew Wealth Management	Very High 78	78	1	1
Plentiful Wealth, LLC	Very High 79	79	1	2
Cabildo Capital LLC	Very High 80	80	1	1
LTS Financial Group	Very High 80	80	1	1
Prakash Investment Advisors LLC	Very High 80	80	1	1
Cypress Wealth Advisors, LLC	Very High 82	82	1	2
Investor's Advantage	Very High 82	82	1	2
Financial Pathway LLC	Very High 82	82	1	2
Melby Wealth Management	Very High 87	87	1	1
MDRN Wealth	Very High 87	87	1	2
Runnymede Capital Management Inc	Very High 88	88	1	2
Capital Financial Planners, LLC	Very High 89	89	1	1
uVest Advisory Group, LLC	Very High 90	90	1	1
GAMSG Financial Advisors LLC	Very High 90	90	1	1
Momentum Financial and Insurance Services LLC	Very High 91	91	1	1
Winchester Capital Services, LLC	Very High 92	92	1	1
Wealth Mode	Very High 95	95	1	2
Patriot Wealth Planners LLC	Very High 95	95	1	1
Diamond Equity Advisors	Very High 95	95	1	1
Coordinated Wealth Management, L.L.C.	Very High 95	95	1	2
Wells Financial Management, LLC	Very High 96	96	1	2
Kilcullin Financial Life Planning, LLC	Very High 96	96	1	1
Tri-Quest Investment Advisors	Very High 97	97	1	1
Wessel Investment Counsel, L.L.C.	Very High 97	97	1	2
Elevated Retirement Financial Services	Very High 98	98	1	1
First Look Capital Management, LLC	Very High 98	98	1	1
Safran Wealth Advisors, LLC	Very High 98	98	1	2
Troutman Wealth	Very High 100	100	1	2
JLJ Capital Management, LLC	Very High 100	100	1	1
Stkeros Financial Planning, LLC	Very High 100	100	1	2
Lee-Way Financial Services, Inc	Very High 103	103	1	2
KLK Capital Wealth Advisors LLC	Very High 105	105	1	1
Ridinger Wealth Management, LLC	Very High 105	105	1	1
Blueprint Wealth Management	Very High 106	106	1	1
Based Capital Wealth LLC	Very High 107	107	1	2
Kansas City Private Wealth Management, LLC	Very High 107	107	1	1
Rock Ridge Wealth LLC	Very High 110	110	1	1
Bavarian Wealth Management, Inc.	Very High 113	113	1	1
Lasting Legacy Wealth Management, LLC	Very High 113	113	1	2
Schayot Financial LLC	Very High 114	114	1	1
Lotus Asset Management Limited Liability Company	Very High 116	116	1	1
Blueprint 360 LLC	Very High 117	117	1	1
Eastlake Planning LLC	Very High 118	118	1	1
Rich Dewitt Wealth Management LLC	Very High 123	123	1	1
TruNorth Financial LLC	Very High 123	123	1	1
Isgrig Capital Asset Management, LLC	Very High 124	124	1	1
Timewealth Advisors Inc.	Very High 127	127	1	1
Mann Financial Consulting Services	Very High 132	132	1	1
Domo Capital Management, LLC	Very High 137	137	1	1
Sierra Madre Partners LLC	Very High 139	139	1	1
Nine30 Advisors LLC	Very High 140	140	1	2
Mission Retirement	Very High 143	143	1	2
Burne Financial Concepts, LLC	Very High 144	144	1	1
Fogarty Wealth Management, Inc.	Very High 146	146	1	1
Arrow Investment Management LLC	Very High 149	149	1	1
Stability Financial, LLC	Very High 150	150	1	2
Kingdom Wealth Development, LLC	Very High 150	150	1	1
Omega Advisory LLC	Very High 154	154	1	1
Vertical Wealth Management	Very High 156	156	1	1
Terrell Financial Group	Very High 157	157	1	2
Sustainvest Asset Management, LLC	Very High 158	158	1	1
Glover Park Wealth Management, LLC	Very High 162	162	1	2
FinancialMD, LLC	Very High 164	164	1	1
Davis Financial Services	Very High 177	177	1	1
Maxout Savings Advisors LLC	Very High 180	180	1	2
Stonefield Investment Advisory, Inc.	Very High 181	181	1	2
Proficient Wealth Counselors, LLC	Very High 182	182	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Broussard Financial Group, LLC	Very High 191	191	1	2
Parco Wealth Management LLC	Very High 191	191	1	2
Texas Capital Management	Very High 195	195	1	1
Cook Financial Designs, Inc.	Very High 195	195	1	1
Wright Wealth Strategies, LLC	Very High 196	196	1	2
Fulkerson Financial Services, LLC	Very High 200	200	1	1
Castellano Wealth Planning	Very High 200	200	1	2
Lane Family Wealth Management	Very High 202	202	1	2
Hogan Investment Counsel, LLC	Very High 207	207	1	2
deMauriac LLC	Very High 212	212	1	1
Atlas Investment Advisory LLC	Very High 227	227	1	1
Legacy Group	Very High 228	228	1	1
Eisenhiler Capital LLC	Very High 230	230	1	1
BFI Wealth Solutions, LLC	Very High 230	230	1	1
Global Planning Stewards LLC	Very High 232	232	1	1
The Retirement Planners, USA, LLC	Very High 234	234	1	2
Cortez Wealth Advisors LLC	Very High 248	248	1	1
Allen Financial Management	Very High 288	288	1	1
Waller Wealth Management, LLC	Very High 290	290	1	1
The W & W Group LLC	Very High 300	300	1	2
Bonfanti Investment Services, LLC	Very High 301	301	1	1
Shankland Financial Advisors, LLC	Very High 308	308	1	2
Honor Wealth Management, LLC	Very High 351	351	1	2
Investment Capital Advisors	Very High 373	373	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
Hart Financial, LLC	Very High 418	418	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

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