Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in New Orleans is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in New Orleans & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in New Orleans, Louisiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 21 non-vetted financial advisors in New Orleans, Louisiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New Orleans, Louisiana have an average of 25 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
NEWEDGE ADVISORS 858 Camp Street, New Orleans, LA, 70130 | 171351 | $12,683,180,123 | 48067 | A Percentage of AUM, Hourly charges, Fixed Fees |
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | 3711 | $2,302,559,870 | 1808 | A Percentage of AUM, Fixed Fees |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | 107318 | $1,954,920,079 | 12 | A Percentage of AUM |
ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | 105159 | $1,673,206,759 | 594 | A Percentage of AUM |
STOKES FAMILY OFFICE LLC 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163 | 300899 | $1,556,312,226 | 1820 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
ENHANCED CAPITAL PARTNERS, LLC 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | 170236 | $722,103,715 | 27 | A Percentage of AUM, Performance Based |
ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | 171365 | $570,040,744 | 9 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
HACKETT ROBERTSON TOBE GROUP 2021 Lakeshore Drive, Suite 200 New Orleans, LA, 70122 | 304638 | $538,000,000 | 101 | A Percentage of AUM, Hourly charges, Fixed Fees |
BLACK BAY ENERGY CAPITAL, LLC 1100 Poydras Street, Suite 1480 New Orleans, LA, 70163 | 284945 | $534,524,143 | 5 | A Percentage of AUM, Performance Based |
FREEGULLIVER, LLC 5500 Laurel Street, New Orleans, LA, 70115 | 117040 | $465,250,043 | 766 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
MONTZ HARCUS WEALTH MANAGEMENT 610 City Park Avenue, New Orleans, LA, 70119 | 301963 | $450,600,120 | 1102 | A Percentage of AUM, Hourly charges, Fixed Fees |
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC 1100 Poydras Street, Suite 1150 New Orleans, LA, 70163 | 301715 | $441,776,459 | 1065 | A Percentage of AUM, Fixed Fees |
ARGENT RETIREMENT PLAN ADVISORS, LLC 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | 165031 | $393,789,677 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
EQUITAS CAPITAL ADVISORS,LLC 365 Canal Street, Suite 3050 New Orleans, LA, 70130 | 124471 | $392,963,144 | 70 | A Percentage of AUM, Fixed Fees |
DELTA FINANCIAL ADVISORS, L.L.C. 701 Poydras Street, Suite 350 New Orleans, LA, 70139 | 122092 | $339,033,824 | 456 | A Percentage of AUM, Hourly charges |
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