#1Apex Capital Management, L.L.C.
APEX CAPITAL MANAGEMENT, L.L.C.
Based in Lafayette, LA
Retirement Plan Advisors in Lafayette, LA
The top-ranked retirement plan advisors serving Lafayette, LA are Apex Capital Management, L.L.C., Avant Capital, LLC and Stone Wealth Partners LLC. We list 5 retirement plan advisors serving Lafayette, LA. 5 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 Lafayette, LA (Lafayette Parish). 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Lafayette
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Apex Capital Management, L.L.C. | SEC-registered investment adviser (CRD)#117059 | Lafayette, LA | (337) 895-0800 |
| 2 | Avant Capital, LLC | SEC-registered investment adviser (CRD)#167961 | Lafayette, LA | (337) 504-2221 |
| 3 | Stone Wealth Partners LLC | SEC-registered investment adviser (CRD)#308429 | Lafayette, LA | (337) 660-2334 |
| 4 | Summit Financial Wealth Advisors | SEC-registered investment adviser (CRD)#171278 | Lafayette, LA | (337) 232-1141 |
| 5 | Going CPAS & Wealth Advisors, LLP | SEC-registered investment adviser (CRD)#117104 | Opelousas, LA (21 mi) | (337) 942-3041 |
#2Avant Capital, LLC
AVANT CAPITAL, LLCBased in Lafayette, LA#3Stone Wealth Partners LLC
STONE WEALTH PARTNERS LLCBased in Lafayette, LA#4Summit Financial Wealth Advisors
SUMMIT FINANCIAL WEALTH ADVISORS, LLCBased in Lafayette, LA#5Going CPAS & Wealth Advisors, LLP
GOING CPAS & WEALTH ADVISORS, LLPServes this area from Opelousas, LA (21 mi)
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Frequently asked questions
How many retirement plan advisors serve Lafayette?
We list 5 retirement plan advisors serving Lafayette, LA: 4 based there and 1 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lafayette?
The top-ranked retirement plan advisors serving Lafayette, LA are Apex Capital Management, L.L.C., Avant Capital, LLC, Stone Wealth Partners LLC, Summit Financial Wealth Advisors and Going CPAS & Wealth Advisors, LLP. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lafayette are verified against official records?
5 of the top 5 match an active official record: Apex Capital Management, L.L.C. (U.S. Securities and Exchange Commission), Avant Capital, LLC (U.S. Securities and Exchange Commission), Stone Wealth Partners LLC (U.S. Securities and Exchange Commission), Summit Financial Wealth Advisors (U.S. Securities and Exchange Commission) and Going CPAS & Wealth Advisors, LLP (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 .