RIAs in New Orleans, LA
33 RIAs based in New Orleans, Louisiana managing a combined $60.2B.
CDS James Investments, LLC
RIANew Orleans, LA
AUM $48.6MTEAM 1REPS 1
Demauriac LLC
RIANew Orleans, LA
AUM $40MTEAM 1REPS 1
Royal Road Wealth Partners, LLC
RIANew Orleans, LA
AUM $26.2MTEAM 2REPS 2
Bavarian Wealth Management, Inc.
RIANew Orleans, LA
AUM $20.1MTEAM 1REPS 1
Green Turtle Capital Management, LLC
RIANew Orleans, LA
AUM $16MTEAM 4REPS 5
Upbeat Wealth
RIANew Orleans, LA
AUM $14.6MTEAM 2REPS 2
Covington Investment Management, LLC
RIANew Orleans, LA
AUM $8.9MTEAM 3REPS 3
Ninety West Global Wealth
RIANew Orleans, LA
AUM $6.6MTEAM 1REPS 1
Synergist Private Wealth LLC
RIANew Orleans, LA
AUM —TEAM 1REPS 1
Ridge Road Wealth Management, LLC
RIANew Orleans, LA
AUM —TEAM 3REPS 3
Other cities in Louisiana
FINTRX platform
Need contacts and allocation intelligence for these firms?