Top 6 financial advisor firms in Lafayette

6 SEC-registered financial advisor firms are headquartered in Lafayette, LA, with $4.03B in combined regulatory assets under management. The largest by assets are Summit Financial Wealth Advisors ($1.8B), Cullen Investment Group ($910M) and BCM Advisors ($776M).

6
Financial advisor firms: $4.03B
Their combined AUM: $500M
Median firm AUM: 3,433
Clients of the top 6

The 6 largest by assets

1
Summit Financial Wealth Advisors
RIA
$1.8B
Regulatory AUM
2
Cullen Investment Group
RIA
$910M
0.50% to 1.00% a year
3
BCM Advisors
RIA
$776M
0.50% to 1.00% a year
4
Apex Capital Management
RIA
$225M
0.75% to 1.50% a year
5
Avant Capital
RIA
$176M
Regulatory AUM
6
Stone Wealth Partners
RIA
$143M
2.00% to 2.00% a year

Profiles of the top 6

No. 1 · RIA

Summit Financial Wealth Advisors

Summit Financial Wealth Advisors is an investment adviser based in Lafayette, LA, registered with the SEC since 2014. 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 $1.8 billion, as filed on 29 July 2026.

Regulatory AUM: $1.8B
Clients: 1,265
Advisory staff: 17
Founded: 2010
Custodians: Charles Schwab
Headquarters: 1021 E. St. Mary BLVD., Lafayette, LA 70503
Phone: 337-232-1141
Website: summit-financial.com

No. 2 · RIA

Cullen Investment Group

Cullen Investment Group is an investment adviser based in Lafayette, LA, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $910 million, as filed on 24 March 2026.

Cullen Investment Group charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $910M
Clients: 611
Advisory staff: 5
Founded: 1986
Fee schedule: 0.50% to 1.00% a year
Custodians: Raymond James
Headquarters: 1404 S. College RD., Lafayette, LA 70503
Phone: 337-237-8000
Website: cullenonline.com

No. 3 · RIA

BCM Advisors

BCM Advisors is an investment adviser based in Lafayette, LA, registered with the SEC since 1998. 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 $776 million, as filed on 19 February 2026.

BCM Advisors charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $776M
Clients: 486
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1018 Harding St., Suite 104, Lafayette, LA 70503
Phone: 337-233-7758
Website: bcm-advisors.com

No. 4 · RIA

Apex Capital Management

Apex Capital Management is an investment adviser based in Lafayette, LA, registered with the SEC since 2022. 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 $225 million, as filed on 29 September 2026.

Apex Capital Management charges 0.75%–1.50% a year for its Asset Management Services.

Regulatory AUM: $225M
Clients: 357
Advisory staff: 2
Fee schedule: 0.75% to 1.50% a year
Custodians: SEI Investment Management
Headquarters: 2901 Johnston St., Suite 401, Lafayette, LA 70503
Phone: 337-895-0800
Website: apexcapitalmanagement.com

No. 5 · RIA

Avant Capital

Avant Capital is an investment adviser based in Lafayette, 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 $176 million, as filed on 7 April 2026.

Regulatory AUM: $176M
Clients: 339
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 500 Richland Avenue, Lafayette, LA 70508
Phone: 337-504-2221
Website: avantcapitalllc.com

No. 6 · RIA

Stone Wealth Partners

Stone Wealth Partners is an investment adviser based in Lafayette, LA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $143 million, as filed on 24 September 2026.

Stone Wealth Partners charges 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $143M
Clients: 375
Advisory staff: 6
Fee schedule: 2.00% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 1200 Camellia, Suite 101, Lafayette, LA 70508
Phone: 337-660-2334
Website: stone-wealth.com

Questions about financial advisors in Lafayette

How many financial advisor firms are headquartered in Lafayette?

6 SEC-registered financial advisor firms report their principal office in Lafayette, LA, managing $4.03B in regulatory assets between them.

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

What is the largest financial advisor firm in Lafayette?

Summit Financial Wealth Advisors, with $1.8B in regulatory assets under management on its latest Form ADV. The next largest are Cullen Investment Group ($910M) and BCM Advisors ($776M).

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

How large is a typical financial advisor firm in Lafayette?

The median firm manages $500M in regulatory assets. That is the midpoint of the 6 firms headquartered in Lafayette.

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

How much do financial advisors in Lafayette charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Lafayette?

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

Lafayette has 6 financial advisor firms; see every adviser in the city →