City
Wealth management firms in Lafayette, Louisiana
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Lafayette, Louisiana reported $4.4 billion in regulatory assets under management; the largest by assets was Summit Financial Wealth Advisors, with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $4.4 billion
- Average per firm
- $259.9 million
- SEC-registered, of those listed
- 6 of 17 (35.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Summit Financial Wealth Advisors | SEC | $1.8 billion | 3,011 |
| 2 | Cullen Investment Group | SEC | $910.0 million | 1,499 |
| 3 | BCM Advisors, LLC | SEC | $775.7 million | 486 |
| 4 | Apex Capital Management, L.L.C. | SEC | $225.2 million | 611 |
| 5 | Avant Capital, LLC | SEC | $176.2 million | 855 |
| 6 | Stone Wealth Partners LLC | SEC | $142.9 million | 750 |
| 7 | Barton Advisory Services, L.L.C. | State | $98.8 million | 125 |
| 8 | Parish Investment Advisors LLC | State | $88.9 million | 267 |
| 9 | Final Ascent Wealth Advisors, LLC | State | $65.1 million | 39 |
| 10 | Vermilion Asset Management, LLC | State | $63.7 million | 15 |
| 11 | Kidd Vision Capital LLC | State | $27.0 million | 74 |
| 12 | Meche and Associates LLC | State | $17.0 million | 192 |
| 13 | Marcantel Wealth Management | State | $16.9 million | 176 |
| 14 | Advantage Wealth Management, L.L.C. | State | $4.9 million | 39 |
| 15 | A.B. Ridgeway Wealth Management LLC | State | $4.0 million | 15 |
| 16 | Horizon Capital Management, Inc. | State | $2.6 million | 35 |
| 17 | CHF Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in Louisiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.