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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

advisor-photo

Brian Low

Brian Low Financial Group

4463 Bluebonnet Blvd
Suite B

Baton Rouge, LA 70809

225-292-4225

advisor-photo

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 NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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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