Best Financial Advisors in LAFAYETTE, Louisiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$776M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in LAFAYETTE
#1
100
CULLEN INVESTMENT GROUP
LAFAYETTE, LA · Since 2002
$910M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
APEX CAPITAL MANAGEMENT, L.L.C.
LAFAYETTE, LA · Since 2022
$225M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
STONE WEALTH PARTNERS LLC
LAFAYETTE, LA · Since 2024
$143M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
BCM ADVISORS, LLC
LAFAYETTE, LA · Since 1998
$776M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
AVANT CAPITAL, LLC
LAFAYETTE, LA · Since 2022
$176M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
95
SUMMIT FINANCIAL WEALTH ADVISORS
LAFAYETTE, LA · Since 2014
$1.8B AUM17 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LAFAYETTE?
The median advisory fee in LAFAYETTE, LA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.