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 you 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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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 72 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

Craig Thompson

Assets Solutions

619-709-0066

Address

4400-A Ambassador Caffery Pkwy., #318,
Lafayette, LA 70508 See Details

Olivier Group

225-757-9484

Address

4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809 See Details

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	$18,432,430,824	62249	A percentage of AUM, Hourly charges, Fixed fees
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
STOKES FAMILY OFFICE LLC 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163	300899	$1,873,797,661	1972	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
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
ARGENT ADVISORS, INC. 1609 Stubbs Avenue, Monroe, LA, 71201	112028	$1,365,398,340	2432	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
FPL CAPITAL MANAGEMENT, LLC 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002	117499	$885,155,184	1019	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)

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Find The Best Financial Advisors in Louisiana

How To Find The Best Financial Advisors in LouisianaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Louisiana

Craig Thompson

Assets Solutions

Address

Olivier Group

Address

Top Financial Advisor Firms in Louisiana (Ranked by AUM)

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Louisiana
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy