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Best Financial Advisors near Metairie, Louisiana


To help Americans find the best financial advisors in Metairie, Louisiana, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Metairie, Louisiana.


1. The Planning Center
   (504) 717-4862
2727 Prytania St. #18, New Orleans, Louisiana

The Planning Center, registered in 2002, manages $776.5 million for 950 clients.

2. Deane Retirement Strategies
   (504) 582-2345
2065 Energy Centre, 1100 Poydras Street. New Orleans, LA

Deane Retirement Strategies, registered in 2007, manages $155.1 million for 142 clients.

3. WealthHarbor Capital Group
   (504) 482-1962
433 Metairie RD, Suite 500. Metairie, LA

WealthHarbor Capital Group, registered in 2004, manages $210.7 million for 174 clients.

4. Regatta Research & Money Management
   (504) 831-4636
6620 Riverside Drive, Suite 207. Metairie, LA

Regatta Research & Money Management, registered in 2001, manages $137.0 million for 582 clients.

5. ThirtyNorth Investments
   (504) 528-3685
1460 Energy Centre, 1100 Poydras Street. New Orleans, LA

ThirtyNorth Investments, registered in 2010, manages $189.7 million for 144 clients.

6. Crescent Sterling
   (504) 885-1135
4415 Shores Drive, Suite 250. Metairie, LA

Crescent Sterling, registered in 1992, manages $174.3 million for 190 clients.

7. Orleans Capital Management Corp
   (504) 592-4680
2201 Veterans Blvd Suite 410, Metairie, Louisiana

Orleans Capital Management Corp, registered in 1991, manages $1.6 billion for 214 clients.

8. Delta Financial Advisors
   (504) 522-9019
701 Poydras Street, Suite 350. New Orleans, LA

Delta Financial Advisors, registered in 2003, manages $461.9 million for 251 clients.

9. Waters, Parkerson & Co.
   (504) 581-2022
601 Poydras Street, Suite 2210. New Orleans, LA

Waters, Parkerson & Co., registered in 1972, manages $1.9 billion for 796 clients.

10. FPL Capital Management
   (504) 828-1969
3525 North Causeway Boulevard, Suite 633. Metairie, LA

FPL Capital Management, registered in 2014, manages $540.6 million for 196 clients.

11. Beam Asset Management
   (985) 893-1440
145 Robert E. Lee Blvd. Suite 206, New Orleans, Louisiana

Beam Asset Management, registered in 2001, manages $555.8 million for 1,311 clients.

12. Hightower Advisors
   (504) 335-3993
700 Camp Street Suite 111, New Orleans, Louisiana

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

13. Crescent Capital Consulting
   (504) 207-8555
1100 Poydras Street, Suite 1350. New Orleans, LA

Crescent Capital Consulting, registered in 2010, manages $757.3 million for 153 clients.

14. St. Denis J. Villere & Co
   (504) 525-0808
601 Poydras Street, Suite 1808 New Orleans, LA

St. Denis J. Villere & Co, registered in 1940, manages $2.2 billion for 585 clients.

15. Resource Management
   (504) 833-5378
3330 West Esplanade Ave, Ste 509. Metairie, LA

Resource Management, registered in 1998, manages $1.5 billion for 510 clients.

16. Retirement Plan Advisors
   (312) 701-1100
4736 W Napoleon Suite 101, Metairie, Louisiana

Retirement Plan Advisors, registered in 2004, manages $723.4 million for 7,210 clients.

17. Argent Retirement Plan Advisors
   (381) 251-5800
201 ST. Charles Ave., Suite 2420. New Orleans, LA

Argent Retirement Plan Advisors, registered in 2013, manages $260.5 million for 12 clients.

18. New Century Financial Group
   (504) 218-5479
3815 Macarthur Boulevard Suite 201, New Orleans, Louisiana

New Century Financial Group, registered in 1996, manages $175.5 million for 828 clients.

19. ADG Wealth Management Group
   (504) 267-9880
433 Metairie Road, Suite 500 Metairie, LA

ADG Wealth Management Group, registered in 2015, manages $267.1 million for 535 clients.

20. ADG Wealth Management Group
   (504) 267-9880
Multiple Locations

ADG Wealth Management Group, registered in 2015, manages $267.1 million for 535 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Intelligent Capitalworks
   (480) 951-2900

Intelligent Capitalworks, registered in 2005, manages $181.1 million for 82 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Louisiana


Arabi, Louisiana CNB, Louisiana Gretna, Louisiana Harvey, Louisiana Jones, Louisiana Melrose, Louisiana Metairie, Louisiana New Orleans, Louisiana Ruby, Louisiana Westwego, Louisiana

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