RIA Intel›Advisers›Louisiana›BARTON ADVISORY SERVICES, L.L.C.

BARTON ADVISORY SERVICES, L.L.C.

Advisory

LAFAYETTE, LA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in LA
#100
of 142 advisers by AUM
Average account
$791K
across 125 accounts
AUM per adviser
$49M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$99M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$99M
Discretionary AUM$99M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients42
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

BIENVENUE WEALTH LLC
NEW ORLEANS, LA
$99M
EQUITAS PARTNERS, LLC
NEW ORLEANS, LA
$97M
-11.8% 1Y
WINGO ASSET MANAGEMENT, LLC
SHREVEPORT, LA
$96M
ADVOCACY FINANCIAL LLC
COVINGTON, LA
$103M
PARISH INVESTMENT ADVISORS LLC
LAFAYETTE, LA
$89M
LEGACY INVESTMENT STRATEGIES, LLC
METAIRIE, LA
$111M

Get the full picture on BARTON ADVISORY SERVICES, L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BARTON ADVISORY SERVICES, L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans