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Find The Best Financial Advisors in Louisiana

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Louisiana involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Louisiana

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Louisiana that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Louisiana. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Louisiana

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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge, LA 70810

225-292-4225

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George Popov

Diversified Financial Strategies

4911 S. Sherwood Forest Blvd
Suite A

Baton Rouge, LA 70816

225-778-5892

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Marc Clark

Goss Wealth Management

858 Camp Street New Orleans, LA 70130

New Orleans, LA 70115

504-609-3694

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Craig Thompson

Assets Solutions

4400-A Ambassador Caffery Pkwy., #318

Lafayette, LA 70508

619-709-0066

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Olivier Group, LLC

Olivier Group

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809

225-757-9484

Top Financial Advisor Firms in Louisiana (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010 Baton Rouge, LA 70802-5628
168155 $2,856,700,000 7 A percentage of AUM
Performance Based
ST. DENIS J. VILLERE & CO., LLC
601 Poydras Street, Suite 1808, New Orleans, LA 70130-6308
105159 $2,203,735,946 609 A percentage of AUM
ORLEANS CAPITAL MANAGEMENT CORP
830 West Causeway Approach, Suite 1200 Mandeville, LA 70471
111359 $1,637,636,324 197 A percentage of AUM
Fixed fees
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
201 St. Charles Avenue, Suite 4240 New Orleans, LA 70170-1048
107318 $1,597,603,745 13 A percentage of AUM
Other (1 QIB REQUEST FEE BASED ON THEIR OWN SALE AWAY FROM SIMS)
ARGENT ADVISORS, INC.
1609 Stubbs Avenue, Monroe, LA 71201
112028 $1,017,413,137 2106 A percentage of AUM
Hourly charges
Fixed fees
FPL CAPITAL MANAGEMENT, LLC
3525 North Causeway Boulevard, Suite 633 Metairie, LA 70002
117499 $582,055,320 761 A percentage of AUM
Hourly charges
Fixed fees
EQUITAS CAPITAL ADVISORS,LLC
365 Canal Street, Suite 3050 New Orleans, LA 70130
124471 $459,296,476 55 A percentage of AUM
Fixed fees
FREEGULLIVER, LLC
5500 Laurel Street, New Orleans, LA 70115
117040 $421,858,529 747 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Performance Based
ADG WEALTH MANAGEMENT GROUP, LLC
433 Metairie Road, Suite 500, Metairie, LA 70005
132341 $341,395,704 1316 A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
ADKINS SEALE CAPITAL MANAGEMENT LLC
333 Texas Street, Suite 2235, Shreveport, LA 71101
166749 $334,390,591 381 A percentage of AUM
Hourly charges
Fixed fees
EVANS INVESTMENT ADVISORS, L.L.C.
6713 Perkins Road, Baton Rouge, LA 70808
147000 $240,573,816 635 A percentage of AUM
Hourly charges
Fixed fees
SPINOSA WEALTH MANAGEMENT GROUP
4565 Lasalle Street, Suite 201 Mandeville, LA 70471
170903 $146,843,889 233 A percentage of AUM
Hourly charges
Fixed fees
INTEGRITY RIA, LLC
221 Southpark Rd Suite A3, Lafayette, LA 70508
150415 $117,224,379 969 A percentage of AUM
ENTRUST INVESTMENT MANAGEMENT LLC
2401 Tower Drive, Monroe, LA 71201
111283 $16,598,566 26 A percentage of AUM
Hourly charges
Fixed fees
GOODWOOD CAPITAL MANAGEMENT
4750 Bluebonnet Blvd, Suite B Baton Rouge, LA 70809
163595 $10,049,796 84 A percentage of AUM

Additional Financial Advisors in Louisiana

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Ashley Thayer
Inquire with Ashley
400 Convention St, Ste 400 Baton Rouge, LA 70802 225-237-3103
Allison LeBlanc
Inquire with Allison
3909 Ambassador Caffery Pkwy, Ste I Lafayette, LA 70503 337-216-9330
Belinda Lewis Batiste
Inquire with Belinda
1100 Poydras St, Ste 1000 New Orleans, LA 70163 504-679-0045
Brian Lawrence
Inquire with Brian
1100 Poydras St, Ste 1900 New Orleans, LA 70163 504-587-9631
Altus Wealth Management, LLC
Inquire with Altus
4208 Bluebonnet Blvd., Baton Rouge, LA 70809 225-201-9300
Bob Rivas
Inquire with Bob
6719 Perkins Rd, Baton Rouge, LA 70808 225-215-1608
Broussard
Inquire with Broussard-Kelly
106 Oil Center Drive, Suite 250 Lafayette, LA 70503 337-266-5574
Austin Green
Inquire with Austin
400 E Kaliste Saloom Rd, Ste 1200 Lafayette, LA 70508 337-267-2529
Beau J. Miller
Inquire with Beau
400 E Kaliste Saloom Rd, Ste 1200 Lafayette, LA 70508 337-267-2503
Brett Broussard
Inquire with Brett
3909 Ambassador Caffery Pkwy, Ste I Lafayette, LA 70503 337-216-9330

Select other cities around Louisiana to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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