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Find The 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!

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How To Find The Best Financial Advisors in New Orleans, Louisiana

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 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.

List of Qualified Financial Advisors in New Orleans, Louisiana

Top Financial Advisor Firms in New Orleans, Louisiana (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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