Financial advisors in Louisiana

9 SEC-registered advisory firms based in Louisiana, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

Get matched in LouisianaFree · 2 minutes · no obligation

Top cities in Louisiana

New Orleans (4)Covington (1)Lafayette (1)Ruston (1)Metairie (1)Baton Rouge (1)

Louisiana advisory firms by assets

Newedge Advisors logo
Newedge Advisors

New Orleans, LA · CRD #171351

$43B AUM·105k accounts·Fee-based

Beam Wealth Advisors, INC. logo
Beam Wealth Advisors, INC.

Covington, LA · CRD #109867

$1.6B AUM·5.7k accounts·Fee-based

Stokes Family Office LLC logo
Stokes Family Office LLC

New Orleans, LA · CRD #300899

$3.4B AUM·2.5k accounts·Fee-based

Waters, Parkerson & Co., LLC logo
Waters, Parkerson & Co., LLC

New Orleans, LA · CRD #3711

$2.9B AUM·2.0k accounts·Fee-based

Summit Financial Wealth Advisors

Lafayette, LA · CRD #171278

$1.8B AUM·3.0k accounts·Fee-based

Argent Advisors, INC. logo
Argent Advisors, INC.

Ruston, LA · CRD #112028

$1.7B AUM·2.9k accounts·Fee-based

Advantage Capital

New Orleans, LA · CRD #171365

$1.3B AUM·17 accounts·Fee-only

Second Line Capital, LLC

Metairie, LA · CRD #324386

$1.3B AUM·1.2k accounts·Fee-based

Bernhard Capital Partners Management, LP logo
Bernhard Capital Partners Management, LP

Baton Rouge, LA · CRD #168155

$6.6B AUM·23 accounts·Fee-only

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Louisiana

How many financial advisors are in Louisiana?

AdvisoryReviews lists 9 SEC-registered advisory firms based in Louisiana, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Louisiana?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Louisiana?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

Browse other states

Find my advisor matchFree · No obligation