AdvisorRanked

Best Financial Advisors in Louisiana

79 SEC-registered advisory firms across 17 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

79
Registered Firms
17
Cities
0.95%
Median Fee
of assets/year
79
In Database
firms listed

Trust Score Distribution — Louisiana Advisors

Cities in Louisiana

9 cities

Top-Ranked Advisors in Louisiana

Page 1 of 4 · 79 firms

#1
95

NEWEDGE ADVISORS

NEW ORLEANS, LA · Since 2014

$43.2B AUM515 clientsFee: 0%
FiduciaryFee-Only
#2
91

WATERS, PARKERSON & CO., LLC

NEW ORLEANS, LA · Since 1972

$2.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
91

ORLEANS CAPITAL MANAGEMENT CORP

MANDEVILLE, LA · Since 1991

$2.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
90

CULLEN INVESTMENT GROUP

LAFAYETTE, LA · Since 2002

$910M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
88

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

MONROE, LA · Since 1985

$421M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
88

EVANS INVESTMENT ADVISORS, L.L.C.

BATON ROUGE, LA · Since 2008

$391M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
88

ARGENT RETIREMENT PLAN ADVISORS, LLC

NEW ORLEANS, LA · Since 2013

$683M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
88

WALTER C. FLOWER & CO., INC

NEW ORLEANS, LA · Since 1978

$591M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
87

WEALTHHARBOR CAPITAL GROUP, LLC

METAIRIE, LA · Since 2004

$335M AUM6 clientsFee: 0%
FiduciaryFee-Only
#10
87

ADG WEALTH MANAGEMENT GROUP, LLC

METAIRIE, LA · Since 2015

$336M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
87

THIRTYNORTH INVESTMENTS, LLC

NEW ORLEANS, LA · Since 2010

$468M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
87

BLACK BAY PARTNERS, LLC

NEW ORLEANS, LA · Since 2018

$830M AUM12 clientsFee: 0%
FiduciaryFee-Only
#13
87

SECOND LINE CAPITAL, LLC

METAIRIE, LA · Since 2023

$1.3B AUM24 clientsFee: 0%
FiduciaryFee-Only
#14
86

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

SHREVEPORT, LA · Since 2018

$156M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
86

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

NEW ORLEANS, LA · Since 2019

$618M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
85

APEX CAPITAL MANAGEMENT, L.L.C.

LAFAYETTE, LA · Since 2022

$225M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
85

KG CAPITAL MANAGEMENT, LLC

SAINT FRANCISVILLE, LA · Since 2018

$200M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
85

SEARCH FUND ACCELERATOR, LLC

NEW ORLEANS, LA · Since 2022

$299M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
85

VINES CAPITAL MANAGEMENT, LLC

MONROE, LA · Since 2022

$192M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
85

LONGUEVUE MANAGEMENT COMPANY LLC

METAIRIE, LA · Since 2025

$1.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#21
85

SUNCAP MANAGEMENT

NEW ORLEANS, LA · Since 2019

$380M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
84

BROUSSARD FINANCIAL GROUP, LLC

KAPLAN, LA · Since 2024

$139M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
84

KROPOG FINANCIAL GROUP, LLC

MANDEVILLE, LA · Since 2022

$160M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
84

BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA · Since 2022

$239M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
84

STONE WEALTH PARTNERS LLC

LAFAYETTE, LA · Since 2024

$143M AUM6 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Louisiana

How many financial advisors are registered in Louisiana?
There are 79 SEC-registered investment advisory firms in Louisiana, spread across 17 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Louisiana?
The median advisory fee in Louisiana is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.