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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 2 vetted financial advisors and 67 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 28 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
619-709-0066
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 | $3,964,828,037 | 10 | A percentage of AUM, Performance Based |
| MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | 300186 | $2,952,693,844 | 5 | A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT) |
| TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | 306876 | $2,535,697,292 | 7157 | A percentage of AUM, Fixed fees |
| WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | 3711 | $2,489,088,707 | 1855 | A percentage of AUM, Fixed fees |
| SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002 | 107318 | $2,000,884,017 | 12 | A percentage of AUM |
| ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | 105159 | $1,646,093,931 | 568 | A percentage of AUM |
| ORLEANS CAPITAL MANAGEMENT CORP 830 West Causeway Approach, Suite 1200 Mandeville, LA, 70471 | 111359 | $1,594,350,069 | 208 | A percentage of AUM, Fixed fees |
| SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | 171278 | $1,430,463,689 | 2455 | A percentage of AUM, Hourly charges, Fixed fees |
| ENHANCED CAPITAL PARTNERS, LLC 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | 170236 | $969,071,339 | 31 | A percentage of AUM, Performance Based |
| ARGENT RETIREMENT PLAN ADVISORS, LLC 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | 165031 | $947,688,692 | 54 | A percentage of AUM, Hourly charges, Fixed fees |
| ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | 171365 | $824,796,567 | 10 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
| CULLEN INVESTMENT GROUP 1404 S. College Rd., Lafayette, LA, 70503 | 18266 | $795,470,355 | 1424 | A percentage of AUM |
| BCM ADVISORS, LLC 1018 Harding St., Suite 104, Lafayette, LA, 70503 | 107946 | $666,235,191 | 493 | A percentage of AUM |
| LEES MONSOUR GROUP 9335 Ellerbe Road, Shreveport, LA, 71106 | 318023 | $612,190,360 | 1199 | A percentage of AUM, Hourly charges, Fixed fees |
| BEAM WEALTH ADVISORS, INC. 72096 Ramos Avenue, Suite D Covington, LA, 70433 | 109867 | $577,438,797 | 2656 | A percentage of AUM, Hourly charges, Fixed fees |
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