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Find Best Financial Advisors in New Orleans, Louisiana

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

How To Find Best Financial Advisors & Planners in New Orleans?

Looking for a qualified financial advisor in New Orleans? We can help you by narrowing down your options & listing the best financial advisors in New Orleans as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in New Orleans near you with the list of certified and vetted New Orleans financial advisors.

List of Qualified Financial Advisors in New Orleans, Louisiana

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Marc Clark

Goss Wealth Management

858 Camp Street New Orleans, LA 70130

New Orleans, LA 70115

504-609-3694

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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 Name Firm CRD# Total AUM No. of Clients Fee Structure
Newedge Advisors
858 Camp Street, New Orleans, LA 70130
171351 $12,578,051,454 40039 A percentage of AUM
Fixed fees
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
Stokes Family Office Llc
1100 Poydras St, Ste. 2775 New Orleans, LA 70163
300899 $1,644,236,484 1544 A percentage of AUM
Fixed fees
Performance Based
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
Hourly charges
Other (1 QIB REQUEST FEE BASED ON THEIR OWN SALE AWAY FROM SIMS)
Montz Harcus Wealth Management
610 City Park Avenue, New Orleans, LA 70119
301963 $537,668,729 971 A percentage of AUM
Fixed fees
Hackett Robertson Tobe Group
650 Poydras Street, Suite 1400 New Orleans, LA 70130
304638 $500,000,000 73 A percentage of AUM
Hourly charges
Fixed fees
Hubbell Strickland Wealth Management, Llc
1100 Poydras Street, Suite 1150 New Orleans, LA 70163
301715 $497,475,838 1003 A percentage of AUM
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
Walter C. Flower & Co., Inc
408 Magazine Street, New Orleans, LA 70130-2435
110775 $407,951,411 39 A percentage of AUM
Delta Financial Advisors
701 Poydras Street, Suite 350 New Orleans, LA 70139
122092 $402,858,900 467 A percentage of AUM
Thirtynorth Investments, Llc
1460 Energy Centre, 1100 Poydras Street New Orleans, LA 70163
155355 $287,711,000 321 A percentage of AUM
Hourly charges
Fixed fees
Dumaine Investments Llc
650 Poydras Street, Suite 1010 New Orleans, LA 70130-6101
306481 $205,175,450 278 A percentage of AUM
Hourly charges
Fixed fees
Deane Retirement Strategies, Inc.
2065 Energy Centre, 1100 Poydras Street New Orleans, LA 70163
127096 $202,456,645 309 A percentage of AUM

Additional Financial Advisors in Louisiana

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
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
Blake Culpepper
Inquire with Blake
1100 Poydras St, Ste 1900 New Orleans, LA 70163 504-582-2734
Alexander Failla
Inquire with Alexander
1100 Poydras St, Ste 1900 New Orleans, LA 70163 504-585-3971
Albert "Chip" Carpenter
Inquire with Albert
1100 Poydras St, Ste 1900 New Orleans, LA 70163 504-582-2749
Beth Colón
Inquire with Beth
1100 Poydras St, Ste 1900 New Orleans, LA 70163 504-587-9646
Bezou Financial Planning Group
Inquire with Bezou
422 Harrison Avenue, New Orleans, LA 70124 504-598-5388
Chris King
Inquire with Chris
1100 Poydras St, Ste 1000 New Orleans, LA 70163 504-679-0021
Thomas Linn
Inquire with Thomas
1100 Poydras St, Ste 1000 New Orleans, LA 70163 504-679-0025
Nathan Foret
Inquire with Nathan
1100 Poydras St, Ste 1000 New Orleans, LA 70163 504-679-0026

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

Frequently Asked Questions

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 I 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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