Investment advisers in Lafayette, LA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Summit Financial Wealth Advisors | $1.80 billion | 22 | 0 |
| Cullen Investment Group | $910.0 million | 11 | 0 |
| Bcm Advisors, LLC | $775.7 million | 9 | 0 |
| Apex Capital Management, L.L.C. | $225.2 million | 7 | 0 |
| Avant Capital, LLC | $176.2 million | 5 | 0 |
| Stone Wealth Partners LLC | $142.9 million | 6 | 0 |
| Matthew James Tax & Wealth Management L.L.C. | $0 | 7 | 0 |