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Top 3 financial advisor firms in Mandeville

3 SEC-registered financial advisor firms are headquartered in Mandeville, LA, with $807M in combined regulatory assets under management. The largest by assets are Eagle Capital Management ($455M), Spinosa Wealth Management Group ($191M) and Kropog Financial Group ($160M).

3
Financial advisor firms
$807M
Their combined AUM
$191M
Median firm AUM
685
Clients of the top 3

The 3 largest by assets

  1. 1
    Eagle Capital Management

    RIA

    $455M

  2. 2
    Spinosa Wealth Management Group

    RIA

    $191M

  3. 3
    Kropog Financial Group

    RIA

    $160M

Profiles of the top 3

No. 1 · RIA

Eagle Capital Management

Eagle Capital Management is an investment adviser based in Mandeville, LA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, banking or thrift institutions and individual clients. Its regulatory assets under management total $455 million, as filed on 14 February 2026.

Regulatory AUM
$455M
Clients
312
Advisory staff
2
Custodians
Charles Schwab, Gulf Coast Bank & Trust
Headquarters
1417 West Causeway Approach, Mandeville, LA 70471
Phone
985-778-0987
Website
eagle-capital.com

No. 2 · RIA

Spinosa Wealth Management Group

Spinosa Wealth Management Group is an investment adviser based in Mandeville, LA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $191 million, as filed on 5 March 2026.

Spinosa Wealth Management Group charges 0.75%–1.25% a year for its Wrap Portfolio Management.

Regulatory AUM
$191M
Clients
152
Advisory staff
2
Fee schedule
0.75% to 1.25% a year
Minimum account
$500,000
Custodians
LPL Financial
Headquarters
4565 Lasalle Street, Suite 201, Mandeville, LA 70471
Phone
985-674-6722
Website
spinosawmg.com

No. 3 · RIA

Kropog Financial Group

Kropog Financial Group is an investment adviser based in Mandeville, 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 $160 million, as filed on 3 September 2026.

Regulatory AUM
$160M
Clients
221
Advisory staff
4
Custodians
LPL Financial
Headquarters
2895 Highway 190 Ste 205, Mandeville, LA 70471
Phone
985-727-6724
Website
kropogfinancial.com

Questions about financial advisors in Mandeville

How many financial advisor firms are headquartered in Mandeville?

3 SEC-registered financial advisor firms report their principal office in Mandeville, LA, managing $807M 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 Mandeville?

Eagle Capital Management, with $455M in regulatory assets under management on its latest Form ADV. The next largest are Spinosa Wealth Management Group ($191M) and Kropog Financial Group ($160M).

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

How large is a typical financial advisor firm in Mandeville?

The median firm manages $191M in regulatory assets. That is the midpoint of the 3 firms headquartered in Mandeville.

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

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

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

Mandeville has 3 financial advisor firms; see every adviser in the city →

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