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Find the Best Financial Advisors in Louisiana

A densely populated state like Louisiana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Louisiana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Louisiana

Last Updated - 28-May-2023

Louisiana has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 741 non-vetted advisors in your local area. These financial advisors in Louisiana have an average of 23 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.

List of Qualified Financial Advisors in Louisiana

Financial Advisor Experience AUM Minimum Assets Fee Structure
Brian Low
Certified Senior Advisor (CSA)®
BRIAN LOW FINANCIAL GROUP
4463 Bluebonnet Blvd,
Suite B,
Baton Rouge, LA 70809
11 Years Not Specified $50,000 Fee-Based
George Popov
EA, M.B.A.
DIVERSIFIED FINANCIAL STRATEGIES
4911 S. Sherwood Forest Blvd,
Suite A,
Baton Rouge, LA 70816
27 Years Not Specified $50,000 Fee-Based
Craig Thompson
ChFC®
ASSETS SOLUTIONS
4400-A Ambassador Caffery Pkwy., #318,
Lafayette, LA 70508
31 Years $20,824,000 $100,000 Fee-Only
Olivier Group, LLC
CFP®
OLIVIER GROUP
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809
25 Years $0 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Louisiana

Qualifications CRD# 3097163
Series 6, 7, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 4463 Bluebonnet Blvd,
Suite B,
Baton Rouge,
LA
70809
Phone Number 225-292-4225

Brian Low is a locally well-known financial educator and speaker on retirement planning. He conducts monthly investment seminars for clients and the general public to educate them on the constantly changing world of investing, saving for retirement, tax strategies and estate planning. In the past decade, people all across Louisiana have attended his seminars, workshops and classes. Brian is dedicated to life-long learning in the financial services field and to developing long-term relationships with his clients as he helps them pursue financial independence. He is constantly researching markets, strategies and financial news for areas of opportunity and concern. He prides himself on providing superior service, and quickly assesses clients' needs and developing solutions to their financial problems. Brian began his financial planning career with Banc One Securities after earning his BS in Finance from Southeastern Louisiana University in 1998. From there he moved to Menard Financial Group, where he was able to offer a wider range of investment opportunities. In 2007, he left Menard to pursue his dream of opening his own firm, and today is owner and Investment Advisor of Brian Low Financial Group. He has earned many honors and awards throughout his career, including membership in the Million Dollar Round Table. Whether he is speaking to the public or working with clients, Brian's chief goal is to assist people in achieving financial freedom through sound, smart financial planning. Brian's main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.

About Brian Low Financial Group

Brian Low Financial Group

To help you achieve financial security. Brian Low Financial Group is a valuable resource for many people who are attempting to bring their financial objectives within reach. Our professionals have extensive experience in many areas of financial planning including portfolio management, tax strategies, wealth preservation and transfer.


Qualifications CRD# 3274662
Firm CRD# 6413
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 4911 S. Sherwood Forest Blvd,
Suite A,
Baton Rouge,
LA
70816
Phone Number 225-778-5892

George is a veteran of the financial services industry. He is an LPL Financial Advisor, business owner, and has been an adjunct finance instructor at the university level. He seeks to help people create long-term wealth and financial security. Before becoming an LPL Financial Advisor, he held officer positions with several Fortune 500 companies, including Wells Fargo, Capital One, and Morgan Stanley. He attributes his success to integrity, honesty, and his commitment to excellence. Securities and Advisory Services offered through LPL Financial, a registered investment advisor.

About Diversified Financial Strategies

Diversified Financial Strategies

We are a boutique financial firm that is powered by LPL Financial, LLC. LPL Financial is one of the leading financial services companies, and is the largest independent broker/dealer in the nation.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1667257
Firm CRD# 120017

Compensation/Fee Fee-Only


Office Location 4400-A Ambassador Caffery Pkwy., #318,
Lafayette,
LA
70508
Phone Number 619-709-0066

After having lived in San Diego, California since 1988, Craig recently moved to Lafayette, Louisiana to be closer to family. A runner in his spare time, he competes regularly in races that range from 5k's to Ultra-marathons.

About Assets Solutions

Assets Solutions

Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other investors with similar investment goals. We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 13572
Series 7, 24, 31, 52, 63

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

About Olivier Group

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


Customer Reviews

Top Financial Advisor Firms in Louisiana (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010, Baton Rouge, LA 70802-5628
31 7 $2,856,700,000
A percentage of AUM, Performance Based
ST. DENIS J. VILLERE & CO., LLC
601 Poydras Street, Suite 1808, New Orleans, LA 70130-6308
4 609 $2,203,735,946
A percentage of AUM
ORLEANS CAPITAL MANAGEMENT CORP
830 West Causeway Approach, Suite 1200, Mandeville, LA 70471
9 197 $1,637,636,324
A percentage of AUM, Fixed fees
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
201 St. Charles Avenue, Suite 4240, New Orleans, LA 70170-1048
7 13 $1,597,603,745
A percentage of AUM, Other (1 QIB REQUEST FEE BASED ON THEIR OWN SALE AWAY FROM SIMS)
ARGENT ADVISORS, INC.
1609 Stubbs Avenue, Monroe, LA 71201
31 2106 $1,017,413,137
A percentage of AUM, Hourly charges, Fixed fees
FPL CAPITAL MANAGEMENT, LLC
3525 North Causeway Boulevard, Suite 633, Metairie, LA 70002
3 761 $582,055,320
A percentage of AUM, Hourly charges, Fixed fees
EQUITAS CAPITAL ADVISORS,LLC
365 Canal Street, Suite 3050, New Orleans, LA 70130
9 55 $459,296,476
A percentage of AUM, Fixed fees
FREEGULLIVER, LLC
5500 Laurel Street, New Orleans, LA 70115
16 747 $421,858,529
A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based
ADG WEALTH MANAGEMENT GROUP, LLC
433 Metairie Road, Suite 500, Metairie, LA 70005
6 1316 $341,395,704
A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
ADKINS SEALE CAPITAL MANAGEMENT LLC
333 Texas Street, Suite 2235, Shreveport, LA 71101
4 381 $334,390,591
A percentage of AUM, Hourly charges, Fixed fees
EVANS INVESTMENT ADVISORS, L.L.C.
6713 Perkins Road, Baton Rouge, LA 70808
3 635 $240,573,816
A percentage of AUM, Hourly charges, Fixed fees
SPINOSA WEALTH MANAGEMENT GROUP
4565 Lasalle Street, Suite 201, Mandeville, LA 70471
1 233 $146,843,889
A percentage of AUM, Hourly charges, Fixed fees
INTEGRITY RIA, LLC
221 Southpark Rd Suite A3, Lafayette, LA 70508
3 969 $117,224,379
A percentage of AUM
ENTRUST INVESTMENT MANAGEMENT LLC
2401 Tower Drive, Monroe, LA 71201
5 26 $16,598,566
A percentage of AUM, Hourly charges, Fixed fees
GOODWOOD CAPITAL MANAGEMENT
4750 Bluebonnet Blvd, Suite B, Baton Rouge, LA 70809
3 84 $10,049,796
A percentage of AUM

    List of Additional Advisors in Louisiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    400 Convention St, Ste 400, Baton Rouge, LA  70802 225-237-3103
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
    1100 Poydras St, Ste 1000, New Orleans, LA  70163 504-679-0045
    1100 Poydras St, Ste 1900, New Orleans, LA  70163 504-587-9631
    4208 Bluebonnet Blvd., Baton Rouge, LA  70809 225-201-9300
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-1608
    106 Oil Center Drive, Suite 250, Lafayette, LA  70503 337-266-5574
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2529
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2503
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330

      Select other cities in Louisiana to broaden your search for a financial advisor

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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