Lafayette, LA

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Lafayette, LA
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Best Financial Advisors in Lafayette, LA

24 firms listed · all 24 in Lafayette · 1 open weekends · 9 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

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Integrity RIA

Integrity RIA

(40)
  • Home
  • Kids
  • Call
“Shawn and his team came to see us at our home on a Sunday morning 8 am during daylight savings (spring forward) to help me and my sister with our investments.”
In Business Since 2013
221 Southpark Rd Suite A3, Lafayette, LA
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Summit Financial Wealth Advisors

Summit Financial Wealth Advisors

In Business Since 2018
BBB Rating: A+
1021 E St Mary Blvd, Lafayette, LA
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Eleser Financial

Eleser Financial

(19)
  • Health Insurance
  • Questions
  • Prices
“I've used Jonathan's assistance in getting my health plan coverage two years in a row now, and he has gotten me a plan with better coverage, a lower deductible, and a lower premium than I was able to find on my own.”
In Business Since 2018
412 W University Ave ste 103, Lafayette, LA
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Broussard Poche

Broussard Poche

(1)
“Jamie Rutherford at Broussard, Pocheis our go to accountant.”
In Business Since 1956
BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
4112 W Congress St, Lafayette, LA
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Hux Capital Management

Hux Capital Management

(18)
  • Individual
  • Income
  • Conversation
“Randy will sit with you and talk about whatever for as long as you want, but if you have a question about your financial well-being, he will focus in like a Lazer and find a way to give you peace of mind about your future.”
In Business Since 2022
4023 Ambassador Caffery Pkwy Suite 201, Lafayette, LA
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Broussard Financial Group

Broussard Financial Group

In Business Since 2000
Transparent Fees & Pricing
3 Flagg Pl Suite B-2, Lafayette, LA
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The 24 firms listed for Lafayette, LA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Lafayette, LA

All 24 firms we list here are in Lafayette itself. We have 31 firms in Lafayette on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 3.8 to 5.0 across 110 reviews; 9 are rated 4.5 or higher. 1 is open on weekends. 1 shows a license on its website and 7 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 70 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Lafayette take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Cullen Investment Group

Cullen Investment Group

In Business Since 1990
BBB Rating: A+
Accepts Cash
Locally Owned & Operated
1404 S College Rd, Lafayette, LA
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Godley Wealth Management

Godley Wealth Management

(3)
“I've had the pleasure of working with Godley Wealth Management for a few years now and they deserve nothing less than five stars!”
In Business Since 2017
312 Doucet Rd, Lafayette, LA
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The Rock Financial Group

The Rock Financial Group

In Business Since 2007
106 Sears Dr, Lafayette, LA
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HB Financial Wealth Management

HB Financial Wealth Management

In Business Since 2022
2810 Johnston St, Lafayette, LA
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Advantage Wealth Management

Advantage Wealth Management

In Business Since 2006
BBB Rating: A+
100 Asma Blvd, Lafayette, LA
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Bentley & Co Wealth Management

Bentley & Co Wealth Management

(6)
  • Team
“They are reassuring and confident, but also offer their time and patience to explain investment decisions so that you are able to engage in account decision-making at whatever level you feel most comfortable.”
In Business Since 2011
714 E Kaliste Saloom Rd Ste D2, Lafayette, LA
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Heggie Investment Partners / Raymond James

Heggie Investment Partners / Raymond James

In Business Since 2012
BBB Rating: A+
140B Rue Beauregard, Lafayette, LA
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Investment Partners of Acadiana - Raymond James

Investment Partners of Acadiana - Raymond James

In Business Since 2012
BBB Rating: A+
300 Rue Beauregard building e, Lafayette, LA
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Matthew James Tax & Wealth Management

Matthew James Tax & Wealth Management

(2)
  • Retirement
“While I am not quite ready to retire, now I have a plan in place to help make the most of my savings when I get to that point in my life.”
In Business Since 1999
1011 Coolidge St, Lafayette, LA
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Broussard-Kelly Financial Group

Broussard-Kelly Financial Group

In Business Since 1974
Licensed
Accepts All Major Credit Cards
106 Oil Center Dr, Lafayette, LA
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Barry Levie Financial

Barry Levie Financial

In Business Since 2018
106 Oil Center Dr #220, Lafayette, LA
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Pinnacle Group Insurance & Financial Services

Pinnacle Group Insurance & Financial Services

In Business Since 2000
500 Dover Blvd, Lafayette, LA
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Parish Investment Advisors

Parish Investment Advisors

In Business Since 2016
Free Initial Consultation
2701 Johnston St Suite 211, Lafayette, LA
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Carrier Wealth Management

Carrier Wealth Management

In Business Since 2020
2900 Moss St Suite C, Lafayette, LA
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Southern Financial Credit Services

Southern Financial Credit Services

(1)
“Great all of the time”
2001 Moss St, Lafayette, LA
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My TNT Wealth

My TNT Wealth

In Business Since 2019
412 W University Ave STE 102, Lafayette, LA
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Trace Partners Wealth Management

Trace Partners Wealth Management

In Business Since 2016
1201 Camellia Blvd #213, Lafayette, LA
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Capital Investment Advisors

Capital Investment Advisors

In Business Since 2018
1318 Camellia Blvd Ste. 301, Lafayette, LA
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HomeWealth Management AdvisorsLouisianaLafayette, LA

Retirement Planning and Investment Management Services in Lafayette, LA Cost Estimates

Minimum cost
$1190
Maximum cost
$10115
National Average
$3570
Avg Per Hour Rates
$357
$2380
$6545
Fair price range is based on 402 cost profiles
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Average Cost $3570
Minimum cost $1190
Maximum cost $10115
Avg Per Hour Rates $357

Fair range $2380 to $6545 is based on 402 cost profiles.

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