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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.
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.
8414 Bluebonnet Blvd.
Suite 100
Baton Rouge, LA
70810
225-292-4225
4911 S. Sherwood Forest Blvd
Suite A
Baton Rouge, LA
70816
225-778-5892
858 Camp Street New Orleans, LA 70130
New Orleans, LA
70115
504-609-3694
4400-A Ambassador Caffery Pkwy., #318
Lafayette, LA
70508
619-709-0066
| 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 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 |
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.
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.
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.
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.
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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