Top 10 financial advisors in Louisiana
We've curated a list of the best financial advisors in Louisiana, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,173,036,259 Number of advisors 12 advisors | |||
| 2 | Assets under management $1,946,492,904 Number of advisors 7 advisors | |||
| 3 | Assets under management $1,673,599,482 Number of advisors 36 advisors | |||
| 4 | Assets under management $1,594,350,069 Number of advisors 10 advisors | |||
| 5 | Assets under management $1,556,312,226 Number of advisors 8 advisors | |||
| 6 | Assets under management $506,582,169 Number of advisors 3 advisors | |||
| 7 | Assets under management $480,610,761 Number of advisors 18 advisors | |||
| 8 | Assets under management $412,212,345 Number of advisors 3 advisors | |||
| 9 | Assets under management $377,253,787 Number of advisors 3 advisors | |||
| 10 | Assets under management $316,000,000 Number of advisors 21 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Louisiana, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Waters, Parkerson & Co., LLC
Waters, Parkerson & Co., LLC is a registered investment adviser founded in 1933 and owned by J. Baldwin Montgomery, Devin J. Wakeman, David T. Pointer, Michael B. Whealdon, and L. Reiss Eagan. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis, with fees ranging from negotiable to 1.00% based on the market value of assets managed. The minimum annual fee is $10,000. Clients can receive consultation services on various matters without additional fees. The firm does not serve as an attorney, accountant, or insurance agent. Clients have the discretion to engage recommended professionals for non-investment purposes. Waters, Parkerson & Co., LLC does not participate in wrap fee programs and had $2,560,869,782 in assets under management on a discretionary basis as of December 31, 2024. The firm does not accept performance-based fees and primarily allocates client assets among individual equity and fixed income securities based on client objectives. Waters, Parkerson & Co., LLC recommends Schwab as a broker-dealer/custodian and does not receive compensation for client referrals. The firm may receive support services from Schwab but does not charge clients more for transactions. Clients can grant the firm investment discretion and impose restrictions as needed. The firm is responsible for voting client proxies and offers assistance with class-action matters through an unaffiliated service provider. Clients are encouraged to review financial planning issues annually. For further inquiries, clients can contact the Chief Compliance Officer, Julie W. Burlingame.
$2,173,036,259 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Sisung Investment Management Services LLC
Sisung Investment Management Services, LLC (SIMS) is a registered investment advisor established in 1995, managing over $1 billion in assets for corporations, public institutions, and high net worth individuals. The firm's investment committee, with over a hundred years of combined experience, focuses on creating diversified portfolios with managed risks tailored to clients' needs. SIMS offers discretionary and non-discretionary advisory services, including investment supervisory services with a variety of securities such as exchange-listed securities, ETFs, and government and corporate debt. Clients receive continuous and regular supervisory services based on individual needs, including specific investment restrictions if desired. SIMS' fee structure is based on a percentage of assets under management, with negotiable management fees. The firm's investment strategies include Strategic Cash Management, Fixed Income Management, and Equity Management, utilizing fundamental, technical, and cyclical analysis to make informed investment decisions. SIMS does not sponsor Wrap Fee Programs and has no minimum account size requirement. The firm upholds a Code of Ethics to ensure client interests are prioritized, and clients receive periodic portfolio reviews and detailed reports. SIMS does not hold custody of client assets, and clients' securities are held at qualified custodians. The firm also provides proxy voting services and maintains transparency in its voting practices. SIMS is a fiduciary acting in clients' best interests and is registered with the SEC.
$1,946,492,904 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Truwealth Advisors, LLC
TruWealth Advisors, LLC is a registered investment adviser based in Metairie, LA, offering financial planning, consulting, and investment management services. Established in June 2020, the firm is owned by Charles Simmons and Christy Lynn Neal Simmons. TruWealth manages over $1.6 billion in assets on a discretionary basis. The firm provides a range of financial planning services, including retirement, estate, and investment planning. Clients can engage the firm for standalone services or comprehensive wealth management. TruWealth selects Independent Managers to manage client assets, evaluating their strategies and performance. The firm charges fees based on assets under management, with rates ranging from 0.60% to 1.50%. Additional fees apply for assets held with outside custodians and for advice on variable annuities and self-directed brokerage accounts. TruWealth exercises investment discretion, making decisions on securities transactions without client consent. The firm does not vote client securities and does not have custody of client funds. TruWealth has not been involved in any material legal or disciplinary events. Clients receive regular account reviews and statements from custodians. The firm has a code of ethics and discloses its brokerage practices and potential conflicts of interest.
$1,673,599,482 under management
36 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Orleans Capital Management Corp
Orleans Capital Management Corporation, established in 1991, is a registered investment advisor offering services to institutional clients and high net worth individuals. The firm specializes in domestic core fixed income and equity asset management. As of December 31, 2023, Orleans Capital managed $1,594,350,069 in assets for 208 accounts on a discretionary basis. Fees are negotiated with clients and can be based on a fixed amount or a percentage of assets managed, typically ranging from 1/4 of 1% to 1% per annum. The firm does not offer wrap fee programs and does not engage in performance-based fees or side-by-side management. Investment strategies include fixed income management focusing on stable cash flow and equity investments through the Strategic Dividend strategy. The firm emphasizes quality, sector selection, and risk management in its investment approach. Orleans Capital utilizes a team-based approach for portfolio management and conducts monthly reviews of client accounts. The firm upholds a strict Code of Ethics, prioritizing client interests and avoiding conflicts of interest. OCM does not receive compensation for client referrals and does not engage in principal or agency cross transactions. Clients' funds are held by a qualified custodian, and the firm has investment discretion, directing trades and managing client accounts within specified limitations. OCM votes proxies in clients' best interests and maintains a strong financial position.
$1,594,350,069 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Stokes Family Office LLC
Stokes Family Office LLC is a registered investment adviser founded in 2019 and owned by Gregory Stokes and Douglas Stokes. The firm offers Wealth Management, Retirement Plan Consulting, and Family Office Services. Clients can engage in discretionary or non-discretionary portfolio management, including private placements for Qualified Clients and Accredited Investors. The firm may allocate a portion of a portfolio to separate account managers based on individual client circumstances. Stokes Family Office tailors its services to meet clients' needs, continuously monitoring portfolios and conducting annual reviews. The firm charges fees based on assets under management, with Wealth Management fees ranging from 0.25% to 1.50%. Clients can impose reasonable restrictions on account management. Stokes Family Office recommends the use of custodial services from Fidelity, Schwab, or Pershing for investment accounts. The firm receives software and support from these custodians at no cost. Stokes Family Office does not participate in wrap fee programs and does not accept proxy voting authority. The firm does not have custody of client funds unless authorized for fee deductions. Stokes Family Office does not disclose financial information as it does not require prepayment exceeding $1,200 or have financial conditions impairing client commitments.
$1,556,312,226 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Fpl Capital Management, LLC
FPL Capital Management, LLC, established in 2000 by Michael D. George, offers investment advisory services to individuals, trusts, retirement plans, and business entities. As a fee-only firm managing approximately $885 million in assets, they provide globally diversified customized portfolios using passively and actively managed index funds. Clients can impose restrictions on investments, with the firm reserving the right to accept or reject these. Financial planning and consulting services are available for an additional fee, covering areas such as investment, retirement, risk management, tax, and estate planning. The firm utilizes a passive investment strategy, focusing on long-term diversified portfolios aligned with Modern Portfolio Theory principles. Clients have the option to engage in pension consulting services, utilizing passive asset allocation models. FPL Capital Management charges fees based on assets under management, financial planning hours, and account reporting. They do not charge performance-based fees and act as fiduciaries, aiming to avoid conflicts of interest. The firm also discloses its brokerage practices, investment discretion, and voting policies to ensure transparency and client satisfaction.
$506,582,169 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Beam Wealth Advisors, Inc.
BEAM Wealth Advisors, Inc., established in 1985, offers comprehensive financial planning and investment management services. The firm manages over $1.3 billion in assets, with a focus on personalized financial planning, investment consulting, and retirement planning. BEAM provides services such as business planning, estate planning, risk management, and tax planning. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are managed on a discretionary basis, primarily allocating assets among various mutual funds, ETFs, individual securities, and independent managers. BEAM offers non-discretionary management services as well. The firm does not charge performance-based fees and primarily recommends the custody, brokerage, and clearing services of Schwab, Fidelity, and Raymond James. BEAM's fee structure includes fixed fees for financial planning and consulting services and annual fees based on assets under management for investment management services. The firm does not have any disciplinary history and does not vote proxies on behalf of clients. Clients can limit the sharing of their personal information for marketing purposes. BEAM has a privacy policy in place to protect clients' personal information.
$480,610,761 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Market Timing Services
Educational Seminars/workshops
Estate Planning
Hubbell Strickland Wealth Management, LLC
Hubbell Strickland Wealth Management, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in May 2019, the firm is owned by Steven J. Hubbell, Carson W. Strickland, and Todd S. Hubbell. As of 12/31/24, the firm had $540,333,694 of assets under management, with services provided on a discretionary or non-discretionary basis. Clients have the option to engage in financial planning and consulting services, with fees ranging from $1,000 to $25,000. Wealth management services are offered for an annual fee based on assets under management, with a tiered fee schedule. The firm primarily allocates client assets among various mutual funds, ETFs, ETNs, and individual securities based on client objectives. Investment strategies focus on fundamental analysis and asset allocation to optimize risk and reward. Clients have the discretion to make additions or withdrawals from their accounts, with account reviews conducted at least annually. The firm does not provide services for a performance-based fee and does not impose minimum account requirements. Hubbell Strickland Wealth Management, LLC does not accept proxy voting authority and has not been involved in any material legal or disciplinary events.
$412,212,345 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Walter C. Flower & Co., Inc
Walter C. Flower & Co., Inc. is a financial advisor firm located at 722 Constantinople Street, New Orleans, LA 70115, with a phone number of 504-561-0138. The firm's President, Mr. Peter S. Howard, holds a Bachelor of Arts in Latin American Studies from Tulane University (1974) and has been with the firm since 1988. Mr. Howard is licensed with Series 7 since 1975 and has no disciplinary events on record. Clients can reach out to Mr. Samuel Schwing, the Compliance Officer and VP, for any questions regarding the firm. Mr. Howard is solely engaged in the activities of Walter C. Flower & Co., Inc. and does not receive additional compensation for advisory services. His activities are supervised by Mr. Schwing. For further details, consumers can access additional information about Walter C. Flower & Co., Inc. on the SEC's website at www.adviserinfo.sec.gov.
$377,253,787 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
The Shobe Financial Group
The Shobe Financial Group, founded in 1983, is a registered investment adviser specializing in personalized investment advisory services for individuals, pension plans, trusts, and more. The firm merged with Carson Wealth Management, LLC in March 2023. Investment Advisor Representatives provide services such as financial objective determination, investment management, retirement planning, and estate planning. Clients maintain control over their assets, and the firm does not act as a custodian. The firm primarily invests in mutual funds and ETFs, with a globally diversified portfolio approach. SAI charges asset-based fees for services, with minimum account requirements generally set at $50,000. The firm offers comprehensive financial planning, retirement planning, business consultation, and investment consultation services. SAI does not accept performance-based fees and exercises investment discretion with client authorization. Clients are encouraged to vote on their securities. The firm has a Business Continuity Plan and an Information Security Program to safeguard client information. SAI maintains strict confidentiality and data security measures. Clients receive annual Privacy Notices and can opt-out of information sharing with third parties. The firm does not provide legal or accounting services and does not engage in soft dollar arrangements. SAI does not have any disciplinary events to report.
$316,000,000 under management
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Business Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Louisiana, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Louisiana
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