City
Wealth management firms in Mandeville, Louisiana
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Mandeville, Louisiana reported $1.1 billion in regulatory assets under management; the largest by assets was Eagle Capital Management, LLC, with $455.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $124.3 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Eagle Capital Management, LLC | SEC | $455.2 million | 804 |
| 2 | Spinosa Wealth Management Group | SEC | $191.4 million | 334 |
| 3 | Kropog Financial Group, LLC | SEC | $160.5 million | 522 |
| 4 | Open Source Investments, LLC | SEC | $130.7 million | 612 |
| 5 | Martin & Associates Investment Advisory Services LLC | State | $68.8 million | 224 |
| 6 | GT Financial, Ltd., L.L.C. | State | $49.7 million | 35 |
| 7 | Cornerstone Advisory | State | $25.0 million | 300 |
| 8 | Toce Financial Group LLC | State | $19.2 million | 129 |
| 9 | The Fiscal Fitness Company, Inc. | State | $18.7 million | 74 |
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.