Best Financial Advisor Firms Louisiana 2023

investor.com

Written by investor.com

April 06, 2023

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

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Louisiana are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Louisiana.

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 $45.0 million 81 1 $556,033
Abel Hall 4.5/5 Stars $285.8 million 167 5 $1.7 million
ADG Wealth Management Group 5/5 Stars $236.8 million 554 4 $427,369
Adkins Seale Capital Management 5/5 Stars $345.0 million 149 3 $2.3 million
Advisor Resource Council 4.5/5 Stars $2.3 billion 6,784 96 $341,792
Advisory Services Network 4.5/5 Stars $5.8 billion 10,352 192 $557,607
Almanack Investment Partners 4.5/5 Stars $772.5 million 697 12 $1.1 million
Argent Advisors 4.5/5 Stars $1.2 billion 1,347 13 $884,718
Argent Retirement Plan Advisors 5/5 Stars $393.8 million 15 4 $26.3 million
Arnold Castellano AND Associates 4.5/5 Stars $88.0 million 275 3 $320,000
Axxcess Wealth Management 5/5 Stars $3.4 billion 4,933 42 $689,158
Barton Advisory Services 5/5 Stars $57.0 million 37 2 $1.5 million
Bavarian Wealth Management 4.5/5 Stars $21.1 million 107 2 $197,235
BCM Advisors 5/5 Stars $515.2 million 512 6 $1.0 million
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
Beam Asset Management 5/5 Stars $499.2 million 1,346 18 $370,906
Benedict Financial Planning 4.5/5 Stars $68.2 million 168 1 $405,666
BF/anderson 4.5/5 Stars $47.8 million 69 3 $692,601
Bienvenue Wealth 5/5 Stars $50.3 million 92 2 $546,199
Bonfanti Investment Services 4.5/5 Stars $40.5 million 267 1 $151,799
Broussard Financial Group 5/5 Stars $96.5 million 179 1 $538,928
Burnette Financial Planning 5/5 Stars $48.1 million 114 2 $422,076
Clear NET Worth 4.5/5 Stars $12.4 million 18 1 $689,338
Concurrent Advisors 4.5/5 Stars $139.9 million 443 12 $315,767
Corda Investment Management 5/5 Stars $1.4 billion 1,301 19 $1.1 million
Crescent City Retirement Group 4.5/5 Stars $83.0 million 530 1 $156,603
Crescent Sterling 5/5 Stars $205.0 million 225 4 $911,111
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Cullen Asset Management 4.5/5 Stars $552.4 million 464 4 $1.2 million
CWA Asset Management Group 4.5/5 Stars $2.2 billion 1,333 23 $1.6 million
CWM 4.5/5 Stars $19.9 billion 35,511 475 $561,616
Deane Retirement Strategies 5/5 Stars $188.6 million 135 5 $1.4 million
Delta Financial Advisors 5/5 Stars $339.0 million 174 2 $1.9 million
Dent Wealth Advisors 5/5 Stars $353.0 million 181 3 $2.0 million
Disciplina Capital Management 4.5/5 Stars $1.8 billion 23 4 $80.3 million
Doucet Asset Management 5/5 Stars $27.8 million 36 2 $771,408
Dumaine Investments 4.5/5 Stars $199.7 million 113 2 $1.8 million
E. A. Horwitz 4.5/5 Stars $195.1 million 347 10 $562,189
Eagle Capital Management 5/5 Stars $375.0 million 290 2 $1.3 million
Evans Investment Advisors 5/5 Stars $240.4 million 434 3 $553,972
Ferro Financial 5/5 Stars $46.6 million 47 1 $990,957
Financial Advocates Investment Management 4.5/5 Stars $3.6 billion 12,679 113 $282,435
FMP Wealth Advisers 4.5/5 Stars $817.7 million 721 10 $1.1 million
Fmsa 4.5/5 Stars $145.2 million 713 9 $203,658
Fortune 45 4.5/5 Stars $125.6 million 525 3 $239,152
FPL Capital Management 5/5 Stars $563.0 million 231 3 $2.4 million
Going, Sebastien, Fisher & Lebouef 5/5 Stars $85.8 million 142 2 $604,181
Graf Financial 5/5 Stars $71.9 million 78 1 $921,435
Hart Financial 4.5/5 Stars $42.3 million 482 2 $87,759
Hassell Wealth Management 4.5/5 Stars $224.8 million 358 5 $627,875
Hubbell Strickland Wealth Management 4.5/5 Stars $441.8 million 432 2 $1.0 million
Ironwood Investment Advisers 4.5/5 Stars $17.8 million 48 3 $370,041
JB Meridian Advisors 5/5 Stars $26.5 million 180 3 $147,245
Jecohen & CO 5/5 Stars $26.2 million 94 3 $278,353
Kassouf Wealth Advisors 5/5 Stars $317.8 million 266 7 $1.2 million
KG&L Capital Management 4.5/5 Stars $282.8 million 665 6 $425,224
Kinetic Investment Management 4.5/5 Stars $249.3 million 993 17 $251,066
Level Four Advisory Services 4.5/5 Stars $3.7 billion 6,474 128 $575,094
LFN Advisors 4.5/5 Stars $945,405 9 2 $105,045
Momentum Wealth Management 4.5/5 Stars $35.1 million 164 2 $214,255
Mustard Seed Wealth Management 5/5 Stars $313.0 million 706 10 $443,367
New Century Financial Group 4.5/5 Stars $190.1 million 617 16 $308,063
Nida and Montgomery Wealth Advisors 5/5 Stars $15.1 million 35 2 $430,887
Orleans Capital Management Corp 5/5 Stars $1.3 billion 203 5 $6.5 million
Palmer Wealth Management 4.5/5 Stars $23.3 million 42 2 $554,761
Paradiem 4.5/5 Stars $337.8 million 180 6 $1.9 million
Parish Investment Advisors 4.5/5 Stars $42.0 million 100 1 $419,538
Pebble Management Group 4.5/5 Stars $10.5 million 33 3 $318,181
Pelican Wealth Management 4.5/5 Stars $32.0 million 108 2 $296,719
Pinnacle Asset Management Group, Corporation Inc. 4.5/5 Stars $102.2 million 233 4 $438,786
Planning FOR Wealth 5/5 Stars $10.5 million 15 3 $701,488
Portolan Financial Planning 4.5/5 Stars $5.9 million 34 1 $174,769
Poydras Capital Partners 4.5/5 Stars $14.6 million 51 1 $285,948
Regatta Research & Money Management 5/5 Stars $153.3 million 1,413 1 $108,492
Reliant Investment Management 5/5 Stars $1.4 billion 262 8 $5.4 million
Retirement Plan Advisors 4.5/5 Stars $1.1 billion 7,033 35 $156,035
RFG Advisory 4.5/5 Stars $3.0 billion 10,046 110 $298,315
Ritholtz Wealth Management 4.5/5 Stars $2.9 billion 2,000 33 $1.5 million
S.B. Value Partners 4.5/5 Stars $3.9 billion 58 9 $66.8 million
Sisung Investment Management Services 4.5/5 Stars $2.0 billion 12 4 $162.9 million
St. Denis J. Villere & Co 5/5 Stars $1.7 billion 594 4 $2.8 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 622 8 $2.5 million
Strategic Financial Concepts 4.5/5 Stars $811.0 million 4,470 35 $181,439
Stratos Wealth Advisors 4.5/5 Stars $3.5 billion 4,948 60 $717,343
Summit Financial Wealth Advisors 4.5/5 Stars $1.2 billion 1,019 14 $1.2 million
Terrell Financial Group 5/5 Stars $13.0 million 133 1 $97,598
The Archer Consulting Group 4.5/5 Stars $152.5 million 105 2 $1.5 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Planning Center 5/5 Stars $946.6 million 941 9 $1.0 million
THE Shobe Financial Group 5/5 Stars $396.6 million 294 9 $1.3 million
ThirtyNorth Investments 5/5 Stars $236.3 million 155 5 $1.5 million
Thompson Creek Wealth Advisors 4.5/5 Stars $91.8 million 66 1 $1.4 million
Toce Financial Group 4.5/5 Stars $6.9 million 164 2 $42,174
Truwealth Advisors 4.5/5 Stars $1.7 billion 3,893 17 $429,899
Twru Private Wealth Management 4.5/5 Stars $73.0 million 37 1 $2.0 million
Waters, Parkerson & Co. 5/5 Stars $2.3 billion 825 6 $2.8 million
WealthHarbor Capital Group 5/5 Stars $252.4 million 210 4 $1.2 million
Wealthview Capital 5/5 Stars $251.0 million 195 3 $1.3 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, investing, retirement planning, and more.


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