Best Financial Advisor Firms Louisiana 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Louisiana.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Louisiana, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Louisiana are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
3rd Street Capital Management 4.5/5 Stars $57.2 million 88 1 $650,531
Abel Hall 4.5/5 Stars $351.2 million 155 5 $2.3 million
ADG Wealth Management Group 5/5 Stars $341.4 million 553 4 $617,352
Adkins Seale Capital Management 4.5/5 Stars $334.4 million 132 3 $2.5 million
Advisor Resource Council 4.5/5 Stars $2.7 billion 10,773 85 $251,932
Advisory Services Network 4.5/5 Stars $5.7 billion 7,974 192 $713,087
Almanack Investment Partners 4.5/5 Stars $937.6 million 972 15 $964,579
Apex Capital Management 4.5/5 Stars $157.2 million 235 4 $669,125
Argent Advisors 4.5/5 Stars $1.0 billion 1,212 13 $839,449
Argent Retirement Plan Advisors 5/5 Stars $656.2 million 33 5 $19.9 million
Arnold Castellano AND Associates 4.5/5 Stars $94.0 million 544 2 $172,794
Axxcess Wealth Management 5/5 Stars $3.6 billion 4,581 40 $783,349
Barton Advisory Services 5/5 Stars $59.3 million 35 2 $1.7 million
Bavarian Wealth Management 4.5/5 Stars $21.1 million 107 2 $197,235
BCM Advisors 5/5 Stars $594.7 million 510 6 $1.2 million
Beacon Pointe Advisors 4.5/5 Stars $23.7 billion 10,657 200 $2.2 million
Beam Asset Management 5/5 Stars $505.8 million 1,114 19 $454,051
Benedict Financial Planning 4.5/5 Stars $68.2 million 168 1 $405,666
BF/anderson 4.5/5 Stars $58.5 million 69 3 $847,846
Bienvenue Wealth 5/5 Stars $57.5 million 86 2 $668,413
Bonfanti Investment Services 4.5/5 Stars $39.9 million 256 1 $156,023
Broussard Financial Group 5/5 Stars $94.2 million 172 1 $547,821
Burnette Financial Planning 5/5 Stars $56.1 million 95 2 $590,650
Clear NET Worth 4.5/5 Stars $13.1 million 19 1 $688,663
Colomb Investment Management Company 5/5 Stars $600,000 3 2 $200,000
Crescent City Retirement Group 4.5/5 Stars $76.1 million 486 1 $156,517
Crescent Sterling 5/5 Stars $209.3 million 198 3 $1.1 million
Cullen Asset Management 4.5/5 Stars $595.5 million 500 4 $1.2 million
CWM 4.5/5 Stars $18.8 billion 34,436 410 $547,367
Deane Retirement Strategies 5/5 Stars $202.5 million 140 5 $1.4 million
Delta Financial Advisors 5/5 Stars $402.9 million 184 2 $2.2 million
Dent Wealth Advisors 5/5 Stars $324.7 million 171 3 $1.9 million
Disciplina Capital Management 4.5/5 Stars $1.6 billion 19 4 $86.5 million
Doucet Asset Management 5/5 Stars $31.1 million 36 2 $863,478
Dumaine Investments 4.5/5 Stars $205.2 million 103 2 $2.0 million
E. A. Horwitz 4.5/5 Stars $216.1 million 338 10 $639,345
Eagle Capital Management 5/5 Stars $443.0 million 273 2 $1.6 million
Eagle Financial Management Services 5/5 Stars $102.6 million 220 2 $466,224
Evans Investment Advisors 5/5 Stars $240.6 million 433 2 $555,597
Ferro Financial 5/5 Stars $50.5 million 48 1 $1.1 million
Final Ascent Wealth Advisors 4.5/5 Stars $20.0 million 46 3 $434,156
Financial Advocates Investment Management 4.5/5 Stars $4.4 billion 12,968 121 $337,641
FMP Wealth Advisers 4.5/5 Stars $941.8 million 694 10 $1.4 million
Fmsa 4.5/5 Stars $146.4 million 660 9 $221,818
FPL Capital Management 5/5 Stars $582.1 million 209 3 $2.8 million
Going, Sebastien, Fisher & Lebouef 5/5 Stars $89.2 million 131 2 $681,263
Graf Financial 5/5 Stars $76.2 million 71 1 $1.1 million
Hassell Wealth Management 4.5/5 Stars $246.7 million 349 5 $706,977
Hibernia Wealth Management 4.5/5 Stars $223.3 million 542 5 $411,966
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
HMV Wealth Advisors 4.5/5 Stars $113.6 million 53 2 $2.1 million
Icom Advisors 5/5 Stars $67.0 million 107 3 $626,168
Inspire Advisors 4.5/5 Stars $445.6 million 1,497 33 $297,630
Ironwood Investment Advisers 4.5/5 Stars $20.7 million 49 3 $422,686
JB Meridian Advisors 5/5 Stars $29.1 million 164 2 $177,548
Jecohen & CO 5/5 Stars $26.2 million 86 1 $304,840
Kassouf Wealth Advisors 5/5 Stars $359.9 million 297 5 $1.2 million
Lees Monsour Group 4.5/5 Stars $412.0 million 265 2 $1.6 million
Level Four Advisory Services 4.5/5 Stars $2.9 billion 3,781 111 $761,826
Lifeworks Advisors 4.5/5 Stars $201.5 million 455 14 $442,757
Logical Investments 4.5/5 Stars $40.0 million 135 1 $296,296
New Century Financial Group 4.5/5 Stars $242.3 million 1,011 17 $239,634
Nida and Montgomery Wealth Advisors 5/5 Stars $16.1 million 32 2 $503,314
Orleans Capital Management Corp 5/5 Stars $1.6 billion 197 5 $8.3 million
Palmer Wealth Management 4.5/5 Stars $30.0 million 43 2 $697,674
Paradiem 4.5/5 Stars $429.8 million 141 7 $3.0 million
Parish Investment Advisors 4.5/5 Stars $49.0 million 96 1 $510,598
Pebble Management Group 4.5/5 Stars $10.5 million 33 3 $318,181
Pelican Wealth Management 4.5/5 Stars $33.4 million 105 2 $318,374
Planning FOR Wealth 5/5 Stars $54.9 million 104 4 $528,220
Poydras Capital Partners 4.5/5 Stars $17.2 million 54 1 $318,584
Prosperity Wealth Management 4.5/5 Stars $232.6 million 1,123 52 $207,098
Regatta Research & Money Management 5/5 Stars $168.1 million 562 1 $299,035
Reliant Investment Management 5/5 Stars $1.5 billion 254 9 $5.7 million
Retirement Plan Advisors 4.5/5 Stars $1.3 billion 7,023 34 $184,526
RFG Advisory 4.5/5 Stars $2.7 billion 8,110 80 $336,481
Ritholtz Wealth Management 4.5/5 Stars $2.7 billion 1,747 26 $1.5 million
St. Denis J. Villere & Co 5/5 Stars $2.2 billion 609 4 $3.6 million
Stability Financial 4.5/5 Stars $29.5 million 152 1 $193,936
Steward Partners Investment Advisory 4.5/5 Stars $13.2 billion 13,202 245 $1.0 million
Stokes Family Office 4.5/5 Stars $1.6 billion 541 6 $3.0 million
Strategic Financial Concepts 5/5 Stars $855.1 million 3,572 39 $239,377
Strategic Wealth Advisors Group 4.5/5 Stars $6.6 billion 24,579 119 $269,193
Stratos Wealth Advisors 4.5/5 Stars $3.4 billion 4,072 57 $829,098
Summit Financial Wealth Advisors 4.5/5 Stars $1.3 billion 947 14 $1.4 million
Terrell Financial Group 5/5 Stars $13.5 million 105 2 $128,908
The Archer Consulting Group 4.5/5 Stars $163.9 million 106 2 $1.5 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Planning Center 5/5 Stars $995.7 million 927 10 $1.1 million
THE Shobe Financial Group 5/5 Stars $449.0 million 338 12 $1.3 million
ThirtyNorth Investments 5/5 Stars $287.7 million 136 4 $2.1 million
Thompson Creek Wealth Advisors 4.5/5 Stars $78.6 million 57 1 $1.4 million
Toce Financial Group 4.5/5 Stars $6.3 million 133 2 $47,376
Truwealth Advisors 4.5/5 Stars $1.7 billion 3,130 16 $542,342
Twru Private Wealth Management 4.5/5 Stars $76.6 million 35 1 $2.2 million
Virtue Capital Management 4.5/5 Stars $1.1 billion 5,419 111 $197,733
Waters, Parkerson & Co. 5/5 Stars $2.6 billion 806 6 $3.2 million
Wealth Planners Advisory Group 4.5/5 Stars $0.0 12 1 $0.0
WealthHarbor Capital Group 5/5 Stars $296.1 million 206 4 $1.4 million
Wealthview Capital 5/5 Stars $264.1 million 184 3 $1.4 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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