Home
Financial Advisor
Louisiana
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Louisiana

Louisiana is home to a diverse and growing population of 4.5 million residents. With a cost of living 8% lower than the national average, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help optimize your earnings, select suitable investments, and create effective financial plans. WiserAdvisor's directory of ranked and vetted financial advisors in Louisiana features fiduciary financial advisors and advisory firms experienced in wealth management, investment planning, financial planning, retirement planning, and more. Benefit from the expertise of these seasoned financial advisors who can offer ongoing guidance and tailor-made investment solutions that cater to your specific financial requirements.

How To Find Trusted Financial Advisors in Louisiana

Louisiana has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Louisiana have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Louisiana mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Louisiana.

Qualified Financial Advisors in Louisiana

VETTED
Financial Advisor
Olivier Group, LLC4609 Bluebonnet Blvd.Baton Rouge, LA 70809
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
Are you a Financial Advisor in Louisiana?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Louisiana

Olivier Group, LLC
VETTED
Olivier Group, LLC
About Olivier Group
As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER™ practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you.

Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 13572
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4609 Bluebonnet Blvd.,Suite A,Baton Rouge,LA 70809
Phone Number
225-757-9484

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
NEWEDGE ADVISORSNew Orleans, LA
No. of Advisors570
AUM$18,432,430,824
No. of Clients62249
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BERNHARD CAPITAL PARTNERS MANAGEMENT, LPBaton Rouge, LA
No. of Advisors38
AUM$3,964,828,037
No. of Clients10
Fee StructureA percentage of AUM, Performance Based
Firm Name
MARITIME PARTNERS, LLCMetairie, LA
No. of Advisors31
AUM$2,952,693,844
No. of Clients5
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT)
Firm Name
TRUWEALTH ADVISORS, LLCMetairie, LA
No. of Advisors34
AUM$2,535,697,292
No. of Clients7157
Fee StructureA percentage of AUM, Fixed fees
Firm Name
WATERS, PARKERSON & CO., LLCNew Orleans, LA
No. of Advisors12
AUM$2,489,088,707
No. of Clients1855
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SISUNG INVESTMENT MANAGEMENT SERVICES LLCMetairie, LA
No. of Advisors7
AUM$2,000,884,017
No. of Clients12
Fee StructureA percentage of AUM
Firm Name
STOKES FAMILY OFFICE LLCNew Orleans, LA
No. of Advisors9
AUM$1,873,797,661
No. of Clients1972
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
ST. DENIS J. VILLERE & CO., LLCNew Orleans, LA
No. of Advisors4
AUM$1,646,093,931
No. of Clients568
Fee StructureA percentage of AUM
Firm Name
ORLEANS CAPITAL MANAGEMENT CORPMandeville, LA
No. of Advisors10
AUM$1,594,350,069
No. of Clients208
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SUMMIT FINANCIAL WEALTH ADVISORSLafayette, LA
No. of Advisors20
AUM$1,430,463,689
No. of Clients2455
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ARGENT ADVISORS, INC.Monroe, LA
No. of Advisors29
AUM$1,365,398,340
No. of Clients2432
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ENHANCED CAPITAL PARTNERS, LLCNew Orleans, LA
No. of Advisors36
AUM$969,071,339
No. of Clients31
Fee StructureA percentage of AUM, Performance Based
Firm Name
ARGENT RETIREMENT PLAN ADVISORS, LLCNew Orleans, LA
No. of Advisors5
AUM$947,688,692
No. of Clients54
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
FPL CAPITAL MANAGEMENT, LLCMetairie, LA
No. of Advisors3
AUM$885,155,184
No. of Clients1019
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ADVANTAGE CAPITALNew Orleans, LA
No. of Advisors180
AUM$824,796,567
No. of Clients10
Fee StructurePerformance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.