Argent Retirement Plan Advisors, LLC
Argent Retirement Plan Advisors, LLC is an SEC-registered ria in New Orleans, LA with $683.1M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Argent Retirement Plan Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165031, SEC 801-78568, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $683.1M (2026-03-23)
- Firm type
- Ria
- Location
- New Orleans, LA
- Employees
- 7
- Clients
- 53
- CRD
- 165031
- Ownership
- ARGENT FINANCIAL GROUP, INC.; BROWN, CARRIE, ALANA; MILTON, MARK; MCGUIRE, MATTHEW, ROBERT; McGehee, Lucius, deYampert
How much AUM does Argent Retirement Plan Advisors, LLC have?
Argent Retirement Plan Advisors, LLC reported $683.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Argent Retirement Plan Advisors, LLC?
Disclosed owners and executives of Argent Retirement Plan Advisors, LLC include ARGENT FINANCIAL GROUP, INC., BROWN, CARRIE, ALANA, MILTON, MARK, MCGUIRE, MATTHEW, ROBERT, McGehee, Lucius, deYampert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.