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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 Alabama 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 in Louisiana
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Louisiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 752 non-vetted financial advisors in Louisiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Louisiana have an average of 22 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Louisiana
225-292-4225
Top Financial Advisor Firms in Louisiana (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| NEWEDGE ADVISORS 858 Camp Street, New Orleans, LA, 70130 | 171351 | $12,578,051,454 | 40039 | A percentage of AUM, Hourly charges, Fixed fees |
| 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 |
| WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | 3711 | $2,593,356,993 | 1765 | A percentage of AUM, Fixed fees |
| 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 |
| TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | 306876 | $1,697,533,238 | 5290 | A percentage of AUM, Fixed fees |
| STOKES FAMILY OFFICE LLC 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163 | 300899 | $1,644,236,484 | 1544 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 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) |
| SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | 171278 | $1,291,846,803 | 2042 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS) |
| MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | 300186 | $1,124,576,814 | 9 | A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT) |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. 701 Poydras St., Suite 3100 New Orleans, LA, 70139 | 40637 | $1,049,235,903 | 3748 | A percentage of AUM |
| ARGENT ADVISORS, INC. 1609 Stubbs Avenue, Monroe, LA, 71201 | 112028 | $1,017,413,137 | 2106 | A percentage of AUM, Hourly charges, Fixed fees |
| AHRENS INVESTMENT PARTNERS, LLC 412 Settlers Trace Boulevard, Lafayette, LA, 70508 | 222517 | $776,802,052 | 1135 | A percentage of AUM, Hourly charges, Fixed fees |
| ARGENT RETIREMENT PLAN ADVISORS, LLC 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | 165031 | $656,159,203 | 36 | A percentage of AUM, Hourly charges, Fixed fees |
| CULLEN ASSET MANAGEMENT 1404 S. College Rd., Lafayette, LA, 70503 | 18266 | $595,527,206 | 1156 | A percentage of AUM, Hourly charges, Fixed fees |
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 |
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