Best Financial Advisors in NEW ORLEANS, Louisiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in NEW ORLEANS
NEWEDGE ADVISORS
NEW ORLEANS, LA · Since 2014
WATERS, PARKERSON & CO., LLC
NEW ORLEANS, LA · Since 1972
ARGENT RETIREMENT PLAN ADVISORS, LLC
NEW ORLEANS, LA · Since 2013
WALTER C. FLOWER & CO., INC
NEW ORLEANS, LA · Since 1978
THIRTYNORTH INVESTMENTS, LLC
NEW ORLEANS, LA · Since 2010
BLACK BAY PARTNERS, LLC
NEW ORLEANS, LA · Since 2018
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
NEW ORLEANS, LA · Since 2019
SEARCH FUND ACCELERATOR, LLC
NEW ORLEANS, LA · Since 2022
SUNCAP MANAGEMENT
NEW ORLEANS, LA · Since 2019
EMETH VALUE CAPITAL, LLC
NEW ORLEANS, LA · Since 2024
DOUCET ASSET MANAGEMENT, LLC
NEW ORLEANS, LA · Since 2025
ADVANTAGE CAPITAL
NEW ORLEANS, LA · Since 2014
FREEGULLIVER, LLC
NEW ORLEANS, LA · Since 2006
STOKES FAMILY OFFICE LLC
NEW ORLEANS, LA · Since 2019
ST. DENIS J. VILLERE & CO., LLC
NEW ORLEANS, LA
ENHANCED CAPITAL PARTNERS, LLC
NEW ORLEANS, LA · Since 2013
DEANE RETIREMENT STRATEGIES, INC.
NEW ORLEANS, LA · Since 2007
CARR'S HILL PARTNERS
NEW ORLEANS, LA · Since 2024
DUMAINE INVESTMENTS LLC
NEW ORLEANS, LA · Since 2019
MONTZ HARCUS WEALTH MANAGEMENT
NEW ORLEANS, LA · Since 2019
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
NEW ORLEANS, LA · Since 2025
EQUITAS CAPITAL ADVISORS,LLC
NEW ORLEANS, LA · Since 2003
HANCOCK WHITNEY INVESTMENT SERVICES INC.
NEW ORLEANS, LA · Since 2007
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.