#1Stone Wealth Partners LLC
STONE WEALTH PARTNERS LLC
Serves this area from Lafayette, LA (41 mi)
Retirement Plan Advisors in Iberia Parish, LA
The top-ranked retirement plan advisors serving Iberia Parish, LA are Stone Wealth Partners LLC, Avant Capital, LLC and Summit Financial Wealth Advisors. We list 4 retirement plan advisors serving Iberia Parish, LA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Iberia Parish, LA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Iberia Parish
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Stone Wealth Partners LLC | SEC-registered investment adviser (CRD)#308429 | Lafayette, LA (41 mi) | (337) 660-2334 |
| 2 | Avant Capital, LLC | SEC-registered investment adviser (CRD)#167961 | Lafayette, LA (41 mi) | (337) 504-2221 |
| 3 | Summit Financial Wealth Advisors | SEC-registered investment adviser (CRD)#171278 | Lafayette, LA (43 mi) | (337) 232-1141 |
| 4 | Apex Capital Management, L.L.C. | SEC-registered investment adviser (CRD)#117059 | Lafayette, LA (43 mi) | (337) 895-0800 |
#2Avant Capital, LLC
AVANT CAPITAL, LLCServes this area from Lafayette, LA (41 mi)#3Summit Financial Wealth Advisors
SUMMIT FINANCIAL WEALTH ADVISORS, LLCServes this area from Lafayette, LA (43 mi)#4Apex Capital Management, L.L.C.
APEX CAPITAL MANAGEMENT, L.L.C.Serves this area from Lafayette, LA (43 mi)
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Frequently asked questions
How many retirement plan advisors serve Iberia Parish?
We list 4 retirement plan advisors serving Iberia Parish, LA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Iberia Parish?
The top-ranked retirement plan advisors serving Iberia Parish, LA are Stone Wealth Partners LLC, Avant Capital, LLC, Summit Financial Wealth Advisors and Apex Capital Management, L.L.C.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Iberia Parish are verified against official records?
4 of the top 4 match an active official record: Stone Wealth Partners LLC (U.S. Securities and Exchange Commission), Avant Capital, LLC (U.S. Securities and Exchange Commission), Summit Financial Wealth Advisors (U.S. Securities and Exchange Commission) and Apex Capital Management, L.L.C. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
New Iberia, Jeanerette, Lydia, Loreauville