AdvisorRanked

Best Financial Advisors in NEW ORLEANS, Louisiana

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

23
Registered Firms
0.95%
Median Fee
of assets/year
$591M
Median AUM
23
Firms Listed
in our database

Top-Ranked Advisors in NEW ORLEANS

#1
100

WATERS, PARKERSON & CO., LLC

NEW ORLEANS, LA · Since 1972

$2.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100

DOUCET ASSET MANAGEMENT, LLC

NEW ORLEANS, LA · Since 2025

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

THIRTYNORTH INVESTMENTS, LLC

NEW ORLEANS, LA · Since 2010

$468M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100

ARGENT RETIREMENT PLAN ADVISORS, LLC

NEW ORLEANS, LA · Since 2013

$683M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

NEWEDGE ADVISORS

NEW ORLEANS, LA · Since 2014

$43.2B AUM515 clientsFee: 0%
FiduciaryFee-Only
#6
100

SEARCH FUND ACCELERATOR, LLC

NEW ORLEANS, LA · Since 2022

$299M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

BLACK BAY PARTNERS, LLC

NEW ORLEANS, LA · Since 2018

$830M AUM12 clientsFee: 0%
FiduciaryFee-Only
#8
100

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

NEW ORLEANS, LA · Since 2019

$618M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

EMETH VALUE CAPITAL, LLC

NEW ORLEANS, LA · Since 2024

$194M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
100

SUNCAP MANAGEMENT

NEW ORLEANS, LA · Since 2019

$380M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
100

WALTER C. FLOWER & CO., INC

NEW ORLEANS, LA · Since 1978

$591M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
95

ST. DENIS J. VILLERE & CO., LLC

NEW ORLEANS, LA

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
95

FREEGULLIVER, LLC

NEW ORLEANS, LA · Since 2006

$837M AUM9 clientsFee: 0%
FiduciaryFee-Only
#14
95

DEANE RETIREMENT STRATEGIES, INC.

NEW ORLEANS, LA · Since 2007

$251M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
95

ENHANCED CAPITAL PARTNERS, LLC

NEW ORLEANS, LA · Since 2013

$786M AUM12 clientsFee: 0%
FiduciaryFee-Only
#16
95

ADVANTAGE CAPITAL

NEW ORLEANS, LA · Since 2014

$1.3B AUM130 clientsFee: 0%
FiduciaryFee-Only
#17
95

STOKES FAMILY OFFICE LLC

NEW ORLEANS, LA · Since 2019

$3.4B AUM12 clientsFee: 0%
FiduciaryFee-Only
#18
95

CARR'S HILL PARTNERS

NEW ORLEANS, LA · Since 2024

$493M AUM8 clientsFee: 0%
FiduciaryFee-Only
#19
95

DUMAINE INVESTMENTS LLC

NEW ORLEANS, LA · Since 2019

$227M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
92

MONTZ HARCUS WEALTH MANAGEMENT

NEW ORLEANS, LA · Since 2019

$876M AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
90

BELLINGRATH WEALTH MANAGEMENT, L.L.C.

NEW ORLEANS, LA · Since 2025

$196M AUM4 clientsFee: 0%
Broker-Dealer
#22
85

EQUITAS CAPITAL ADVISORS,LLC

NEW ORLEANS, LA · Since 2003

$214M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
77

HANCOCK WHITNEY INVESTMENT SERVICES INC.

NEW ORLEANS, LA · Since 2007

$306M AUM49 clientsFee: 0%
Broker-Dealer1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in NEW ORLEANS?

The median advisory fee in NEW ORLEANS, LA is 0.95% of assets under management per year, based on Form ADV filings from 23 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.