Firms by city
Registered investment advisers in Lafayette, LA
6 SEC-registered advisers headquartered in Lafayette, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Summit Financial Wealth Advisors | Lafayette, LA | $1.8B |
| Cullen Investment Group | Lafayette, LA | $910M |
| BCM Advisors | Lafayette, LA | $776M |
| Apex Capital Management | Lafayette, LA | $225M |
| Avant Capital | Lafayette, LA | $176M |
| Stone Wealth Partners | Lafayette, LA | $143M |
- Headquarters
- Lafayette, LA
- Regulatory AUM
- $1.8B
- Headquarters
- Lafayette, LA
- Regulatory AUM
- $910M
- Headquarters
- Lafayette, LA
- Regulatory AUM
- $776M
- Headquarters
- Lafayette, LA
- Regulatory AUM
- $225M
- Headquarters
- Lafayette, LA
- Regulatory AUM
- $176M
- Headquarters
- Lafayette, LA
- Regulatory AUM
- $143M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lafayette on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Louisiana.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.