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Find The Best Financial Advisors in Louisiana

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 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

Brian Low

Brian Low Financial Group

225-292-4225

Address

4463 Bluebonnet Blvd,
Suite B,
Baton Rouge, LA 70809 See Details

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	$12,683,180,123	48067	A Percentage of AUM, Hourly charges, Fixed Fees
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	168155	$3,431,505,745	10	A Percentage of AUM, Performance Based
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
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	306876	$1,673,599,482	6108	A Percentage of AUM, Fixed Fees
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
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	300186	$1,476,273,056	7	A Percentage of AUM, Fixed Fees, Performance Based, Other (EQUITY INVESTMENT)
ORLEANS CAPITAL MANAGEMENT CORP 830 West Causeway Approach, Suite 1200 Mandeville, LA, 70471	111359	$1,326,186,437	203	A Percentage of AUM, Fixed Fees
SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503	171278	$1,243,129,187	2290	A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS)
ARGENT ADVISORS, INC. 1609 Stubbs Avenue, Monroe, LA, 71201	112028	$1,191,715,999	2288	A Percentage of AUM, Hourly charges, Fixed Fees
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)
FPL CAPITAL MANAGEMENT, LLC 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002	117499	$562,959,408	813	A Percentage of AUM, Hourly charges, Fixed Fees
CULLEN ASSET MANAGEMENT 1404 S. College Rd., Lafayette, LA, 70503	18266	$552,378,096	1129	A Percentage of AUM, Hourly charges, Fixed Fees

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?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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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

Brian Low

Brian Low Financial Group

Address

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