Best Financial Advisors in Louisiana
79 SEC-registered advisory firms across 17 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Louisiana
NEW ORLEANS, LA
METAIRIE, LA
BATON ROUGE, LA
SHREVEPORT, LA
LAFAYETTE, LA
COVINGTON, LA
MANDEVILLE, LA
MONROE, LA
SAINT FRANCISVILLE, LA
Top-Ranked Firms in Louisiana
WATERS, PARKERSON & CO., LLC
NEW ORLEANS, LA · Since 1972
CULLEN INVESTMENT GROUP
LAFAYETTE, LA · Since 2002
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
MONROE, LA · Since 1985
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
SHREVEPORT, LA · Since 2018
ORLEANS CAPITAL MANAGEMENT CORP
MANDEVILLE, LA · Since 1991
APEX CAPITAL MANAGEMENT, L.L.C.
LAFAYETTE, LA · Since 2022
CASTELLANO & ASSOCIATES
SHREVEPORT, LA · Since 2024
WEALTHHARBOR CAPITAL GROUP, LLC
METAIRIE, LA · Since 2004
BROUSSARD FINANCIAL GROUP, LLC
KAPLAN, LA · Since 2024
ADG WEALTH MANAGEMENT GROUP, LLC
METAIRIE, LA · Since 2015
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
METAIRIE, LA · Since 2024
DOUCET ASSET MANAGEMENT, LLC
NEW ORLEANS, LA · Since 2025
EVANS INVESTMENT ADVISORS, L.L.C.
BATON ROUGE, LA · Since 2008
FLETCHER FINANCIAL GROUP
WEST MONROE, LA · Since 2026
THIRTYNORTH INVESTMENTS, LLC
NEW ORLEANS, LA · Since 2010
KG CAPITAL MANAGEMENT, LLC
SAINT FRANCISVILLE, LA · Since 2018
ARGENT RETIREMENT PLAN ADVISORS, LLC
NEW ORLEANS, LA · Since 2013
NEWEDGE ADVISORS
NEW ORLEANS, LA · Since 2014
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
BATON ROUGE, LA · Since 2026
SEARCH FUND ACCELERATOR, LLC
NEW ORLEANS, LA · Since 2022
KROPOG FINANCIAL GROUP, LLC
MANDEVILLE, LA · Since 2022
BLACK BAY PARTNERS, LLC
NEW ORLEANS, LA · Since 2018
VINES CAPITAL MANAGEMENT, LLC
MONROE, LA · Since 2022
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
NEW ORLEANS, LA · Since 2019
BRIAN LOW FINANCIAL GROUP, LLC
BATON ROUGE, LA · Since 2022
STONE WEALTH PARTNERS LLC
LAFAYETTE, LA · Since 2024
EMETH VALUE CAPITAL, LLC
NEW ORLEANS, LA · Since 2024
MERIWETHER WEALTH & PLANNING, LLC
MINDEN, LA · Since 2021
PELICAN INVESTMENT ADVISORS, LLC
BATON ROUGE, LA · Since 2026
SECOND LINE CAPITAL, LLC
METAIRIE, LA · Since 2023
ASEMPA WEALTH ADVISORS
BATON ROUGE, LA · Since 2023
LONGUEVUE MANAGEMENT COMPANY LLC
METAIRIE, LA · Since 2025
SUNCAP MANAGEMENT
NEW ORLEANS, LA · Since 2019
WALTER C. FLOWER & CO., INC
NEW ORLEANS, LA · Since 1978
ASSET PLANNING SERVICES INC
COVINGTON, LA · Since 1987
ST. DENIS J. VILLERE & CO., LLC
NEW ORLEANS, LA
CRESCENT STERLING LTD.
METAIRIE, LA · Since 1992
BCM ADVISORS, LLC
LAFAYETTE, LA · Since 1998
BEAM WEALTH ADVISORS, INC.
COVINGTON, LA · Since 2001
EAGLE CAPITAL MANAGEMENT, LLC
MANDEVILLE, LA · Since 2000
ARGENT ADVISORS, INC.
RUSTON, LA · Since 2001
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
METAIRIE, LA · Since 2001
FREEGULLIVER, LLC
NEW ORLEANS, LA · Since 2006
GOING CPAS AND WEALTH ADVISORS
OPELOUSAS, LA · Since 2025
FPL CAPITAL MANAGEMENT, LLC
METAIRIE, LA · Since 2014
DELTA FINANCIAL ADVISORS, L.L.C.
METAIRIE, LA · Since 2003
DEANE RETIREMENT STRATEGIES, INC.
NEW ORLEANS, LA · Since 2007
ADVISOR.INVESTMENTS
BATON ROUGE, LA · Since 2006
CRESCENT CITY RETIREMENT GROUP
METAIRIE, LA · Since 2025
THE ARCHER CONSULTING GROUP, LLC
THIBODAUX, LA · Since 2018
PARADIEM, LLC
COVINGTON, LA · Since 2017
ADKINS SEALE CAPITAL MANAGEMENT LLC
SHREVEPORT, LA · Since 2013
AVANT CAPITAL, LLC
LAFAYETTE, LA · Since 2022
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
BATON ROUGE, LA · Since 2014
ENHANCED CAPITAL PARTNERS, LLC
NEW ORLEANS, LA · Since 2013
FORTUNE 45, LLC.
GONZALES, LA · Since 2021
SPINOSA WEALTH MANAGEMENT GROUP
MANDEVILLE, LA · Since 2021
SUMMIT FINANCIAL WEALTH ADVISORS
LAFAYETTE, LA · Since 2014
ADVANTAGE CAPITAL
NEW ORLEANS, LA · Since 2014
MAVEN ROYALTY MANAGEMENT, LLC
SHREVEPORT, LA · Since 2020
HMV WEALTH ADVISORS, LLC
SHREVEPORT, LA · Since 2022
HASSELL WEALTH MANAGEMENT
HOUMA, LA · Since 2018
MARITIME PARTNERS, LLC
METAIRIE, LA · Since 2020
STOKES FAMILY OFFICE LLC
NEW ORLEANS, LA · Since 2019
ABEL HALL, LLC
BATON ROUGE, LA · Since 2019
CARR'S HILL PARTNERS
NEW ORLEANS, LA · Since 2024
ADVOCACY FINANCIAL LLC
COVINGTON, LA · Since 2026
DUMAINE INVESTMENTS LLC
NEW ORLEANS, LA · Since 2019
LEES MONSOUR GROUP
SHREVEPORT, LA · Since 2022
GUILBAULT CAPITAL
METAIRIE, LA · Since 2024
LYONS CAPITAL GROUP
SHREVEPORT, LA · Since 2025
CANE CAPITAL PARTNERS, LLC
SAINT FRANCISVILLE, LA · Since 2025
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
METAIRIE, LA · Since 1995
MONTZ HARCUS WEALTH MANAGEMENT
NEW ORLEANS, LA · Since 2019
HIBERNIA WEALTH PARTNERS, LLC
BATON ROUGE, LA · Since 2022
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
NEW ORLEANS, LA · Since 2025
HARGER AND COMPANY, INC.
BATON ROUGE, LA · Since 2024
EQUITAS CAPITAL ADVISORS,LLC
NEW ORLEANS, LA · Since 2003
HANCOCK WHITNEY INVESTMENT SERVICES INC.
NEW ORLEANS, LA · Since 2007
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 Red Flag 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.