Terrell and Associates
- Company typePrivate
- Founded1983
- HeadquartersLake Charles, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Terrell and Associates firmographics
Firmographics- Name
- Terrell and Associates
- Legal name
- Terrell & Associates, LLC
- Website
- https://terrellandassociates.com
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Terrell and Associates industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Terrell and Associates is headquartered
LocationHeadquarters
- HQ city
- Lake Charles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Terrell and Associates business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Financial Advisory Services: Revenue generated through securities and advisory services offered through Centaurus Financial, Inc., a registered investment advisor and broker dealer. Services include Investment Management, Retirement Planning, Life Insurance, and Tax Strategies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Terrell and Associates product offering
Product offeringCore offering
Terrell and Associates is an independent financial advisory practice that designs and delivers personalized investment, retirement, risk management, tax, and estate strategies to individuals, families, and business owners in Louisiana. The firm coordinates these capabilities under a Personal CFO Platform and supplements them with Business Planning Solutions covering retirement plans, key person protection, and succession planning. Securities and advisory services are executed through Centaurus Financial, Inc., a registered investment advisor and broker-dealer.
Product overview
Terrell and Associates is a full-service independent financial planning firm offering a unified suite of advisory services rather than a modular software platform. The core offering comprises Business Planning Solutions, Investments, Retirement Planning, Risk Management, and the Personal CFO Platform, which serves as the comprehensive umbrella service integrating all financial advisory capabilities. Supporting these services are educational tools including Financial Calculators and a Learning Center with videos, articles, newsletters, flipbooks, and tax resources. Securities and advisory services are offered through Centaurus Financial, Inc., a registered investment advisor and broker dealer.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Planning Solutions Strategic advisory services for business owners addressing threats and opportunities facing their companies, employee concerns, retirement plans, key person protection, business succession planning, and employee benefits. Designed for closely held business owners who need integrated business and personal financial planning.
- Investments Design and management of investment strategies tailored to each client's specific goals, risk tolerance levels, and short- and long-term objectives. Securities are offered through Centaurus Financial, Inc., a registered broker-dealer and registered investment advisor.
- Retirement Planning Comprehensive retirement planning including income structuring, Social Security optimization, pension planning, and wealth transfer strategies. Targeted at individuals and families approaching or entering retirement.
- Risk Management Insurance-based protection services covering life insurance, long-term care insurance, and disability income coverage to manage mortality, longevity, and income interruption risks for clients and their families.
- Personal CFO Platform Comprehensive financial management platform providing coordinated advice across cash flow planning, wealth accumulation, risk management, and wealth transfer, with additional strategies including asset protection and business consulting. Functions as the firm's flagship integrated offering.
Companies that use Terrell and Associates
Customer profileSegments2 records
Ideal customer profiles2 records
Terrell and Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Terrell and Associates partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Terrell and Associates competitors and assessment
Company assessmentDirect peers
- Commonwealth Financial Network: An independent broker-dealer/RIA supporting thousands of independent financial advisors with comprehensive planning tools, directly comparable to the role Centaurus Financial plays for Terrell and Associates.
- Northwestern Mutual: Combines wealth management, retirement planning, and life insurance under an advisor-led model, closely paralleling Terrell's bundled service offering that prominently features life insurance alongside investment management.
- Ameriprise Financial: Operates an independent advisor franchise model delivering comprehensive financial planning and investment management to individuals, closely mirroring Terrell's Personal CFO approach and AUM-based fee structure.
- Edward Jones: A national independent financial advisory firm operating through a similar advisor-led, relationship-based model serving individuals and families; one of Terrell's own advisors (Ashley Navarre) joined from Edward Jones, highlighting direct labor-market and operating-model overlap.
- Waddell & Reed Financial: An independent financial advisory firm serving individuals and families through a network of financial advisors offering investment, retirement, and insurance planning — a close analog to Terrell's advisor-led, multi-product model.
- Raymond James Financial: Supports independent financial advisors through a hybrid broker-dealer/RIA platform providing comprehensive wealth planning services to individuals and families, comparable to Terrell's Centaurus-supported model.
Broad incumbents
- Cetera Financial Group: A large independent broker-dealer/RIA network hosting thousands of independent advisors — analogous to Centaurus Financial at a much larger scale, making it a comparable institutional layer rather than a direct competitor for clients.
- LPL Financial: The largest independent broker-dealer in the U.S., supporting a vast network of independent financial advisors with similar technology, compliance, and product infrastructure as Terrell accesses through Centaurus.
- Stifel Financial: A diversified wealth management and investment banking firm with a private client group serving individuals and families through advisor-led relationships, operating at significantly larger scale than Terrell but with overlapping service scope.
- Robert W. Baird: A regional wealth management firm with a private wealth management group providing comprehensive financial advisory services, broadly comparable in service mix but operating at materially greater scale and geographic reach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Terrell and Associates social profiles
Digital presenceTerrell and Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Terrell and Associates leadership team
Management profileNumber of profiles
Profiles6 records
Terrell and Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Terrell and Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Terrell and Associates
What does Terrell and Associates do?
Terrell and Associates is an independent financial advisory practice that designs and delivers personalized investment, retirement, risk management, tax, and estate strategies to individuals, families, and business owners in Louisiana. The firm coordinates these capabilities under a Personal CFO Platform and supplements them with Business Planning Solutions covering retirement plans, key person protection, and succession planning. Securities and advisory services are executed through Centaurus Financial, Inc., a registered investment advisor and broker-dealer.
Is Terrell and Associates a public or private company?
Terrell and Associates is a private company. It is classified as family owned and is currently operating.
When was Terrell and Associates founded?
Terrell and Associates was founded in 1983. It employs 11 to 50 people.
Where is Terrell and Associates based?
Terrell and Associates is headquartered in Lake Charles, United States, in the North America region.
How does Terrell and Associates make money?
One revenue line is on record: financial Advisory Services.
Who are Terrell and Associates's main competitors?
Direct peers on record are Commonwealth Financial Network, Northwestern Mutual, Ameriprise Financial, Edward Jones, Waddell & Reed Financial and Raymond James Financial. Broad incumbents are Cetera Financial Group, LPL Financial, Stifel Financial and Robert W. Baird.
Does Terrell and Associates have an API?
No public API is recorded for Terrell and Associates.
What industry is Terrell and Associates in?
Terrell and Associates's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.