Top 9 financial advisor firms in Baton Rouge

9 SEC-registered financial advisor firms are headquartered in Baton Rouge, LA, with $2.66B in combined regulatory assets under management. The largest by assets are Abel Hall ($819M), Evans Investment Advisors ($391M) and Hibernia Wealth Partners ($373M).

9
Financial advisor firms: $2.66B
Their combined AUM: $239M
Median firm AUM: 3,303
Clients of the top 9

The 9 largest by assets

1
Abel Hall
RIA
$819M
Up to 1.50%
2
Evans Investment Advisors
RIA
$391M
0.45% to 1.25% a year
3
Hibernia Wealth Partners
RIA
$373M
Up to 3.00% a year
4
Asempa
RIA
$246M
0.50% to 1.00% a year
5
Brian Low Financial Group
RIA
$239M
0.75% to 1.25% a year
6
Diversified Investment Strategies
RIA
$199M
0.35% to 1.35% a year
7
Harger and Company
RIA
$137M
Up to 2.00% a year
8
JCN Financial & Tax Advisory Group
RIA
$130M
1.90% to 2.20% a year
9
Pelican Investment Advisors
RIA
$129M
Up to 2.00% a year

Profiles of the top 9

No. 1 · RIA

Abel Hall

Abel Hall is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $819 million, as filed on 27 February 2026.

Abel Hall charges up to 1.50% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $819M
Clients: 199
Advisory staff: 7
Fee schedule: Up to 1.50%
Minimum account: $2,000,000
Custodians: Fidelity
Headquarters: 9270 Siegen Lane, Suite 202, Baton Rouge, LA 70810
Phone: 225-408-4000
Website: abelhall.com

No. 2 · RIA

Evans Investment Advisors

Evans Investment Advisors is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $391 million, as filed on 26 March 2026.

Evans Investment Advisors charges 0.45%–1.25% a year for its Investment advisory fees.

Regulatory AUM: $391M
Clients: 508
Advisory staff: 5
Founded: 2008
Fee schedule: 0.45% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 6713 Perkins Road, Baton Rouge, LA 70808
Phone: 225-761-7870
Website: evansinvestmentadvisors.com

No. 3 · RIA

Hibernia Wealth Partners

Hibernia Wealth Partners is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $373 million, as filed on 4 March 2026.

Hibernia Wealth Partners charges up to 3.00% a year for its Investment Advisory Services.

Regulatory AUM: $373M
Clients: 653
Advisory staff: 5
Fee schedule: Up to 3.00% a year
Custodians: LPL Financial
Headquarters: 6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA 70806
Phone: 225-778-7972
Website: hiberniawealth.com

No. 4 · RIA

Asempa

Asempa is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $246 million, as filed on 12 May 2026.

Asempa charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $246M
Clients: 88
Advisory staff: 3
Founded: 2023
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 8440 Jefferson Hwy, Suite 401, Baton Rouge, LA 70809
Phone: 225-529-9329
Website: asempawealth.com

No. 5 · RIA

Brian Low Financial Group

Brian Low Financial Group is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $239 million, as filed on 31 March 2026.

Brian Low Financial Group charges 0.75%–1.25% a year for its Investment Management Services.

Regulatory AUM: $239M
Clients: 874
Advisory staff: 4
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA 70809
Phone: 225-292-4225
Website: brianlowfinancial.com

No. 6 · RIA

Diversified Investment Strategies

Diversified Investment Strategies is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $199 million, as filed on 20 February 2026.

Diversified Investment Strategies charges 0.35%–1.35% a year for its Investment Advisory Services.

Regulatory AUM: $199M
Clients: 168
Advisory staff: 3
Fee schedule: 0.35% to 1.35% a year
Custodians: Charles Schwab
Headquarters: 4870 Bluebonnet BLVD., Suite B, Baton Rouge, LA 70809
Phone: 225-292-0687
Website: advisor.investments

No. 7 · RIA

Harger and Company

Harger and Company is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individuals. Its regulatory assets under management total $137 million, as filed on 27 March 2026.

Harger and Company charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $137M
Clients: 280
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Headquarters: 8048 One Calais Ave, Suite D, Baton Rouge, LA 70809
Phone: 225-767-7228

No. 8 · RIA

JCN Financial & Tax Advisory Group

JCN Financial & Tax Advisory Group is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $130 million, as filed on 9 June 2026.

JCN Financial & Tax Advisory Group charges 1.90%–2.20% a year for its JCN Financial & Tax Advisory Group Wrap Program.

Regulatory AUM: $130M
Clients: 263
Advisory staff: 2
Fee schedule: 1.90% to 2.20% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA 70809
Phone: 225-755-0488

No. 9 · RIA

Pelican Investment Advisors

Pelican Investment Advisors is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $129 million, as filed on 30 June 2026.

Pelican Investment Advisors charges up to 2.00% a year for its Asset Management.

Regulatory AUM: $129M
Clients: 270
Advisory staff: 10
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 10307 Jefferson Highway, Suite A, Baton Rouge, LA 70809
Phone: 225-293-9283
Website: piawealth.com

Questions about financial advisors in Baton Rouge

How many financial advisor firms are headquartered in Baton Rouge?

9 SEC-registered financial advisor firms report their principal office in Baton Rouge, LA, managing $2.66B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Baton Rouge?

Abel Hall, with $819M in regulatory assets under management on its latest Form ADV. The next largest are Evans Investment Advisors ($391M) and Hibernia Wealth Partners ($373M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Baton Rouge?

The median firm manages $239M in regulatory assets. That is the midpoint of the 9 firms headquartered in Baton Rouge.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Baton Rouge charge?

Of the 9 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 3.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Baton Rouge?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Baton Rouge has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Baton Rouge

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