Find Best Financial Advisors in Louisiana

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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 - 11-May-2022

Louisiana has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 719 non-vetted advisors in your local area. These financial advisors in Louisiana have an average of 18 years of experience.

NOTE: The list of financial advisors in Louisiana mentioned below do 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)®
8414 Bluebonnet Blvd.,
Baton Rouge, LA 70810
11 Not Specified $50000 Fee-Based
Marc Clark
858 Camp Street New Orleans, LA 70130,
New Orleans, LA 70115
13 $55,000,000 Not Specified Fee-Based
Olivier Group, LLC
4609 Bluebonnet Blvd.,
Baton Rouge, LA 70809
25 $220 million Not Specified Fee-Based
Craig Thompson
4400-A Ambassador Caffery Pkwy., #318,
Lafayette, LA 70508
31 20,824,000 $100,000 Fee-Only

Information on Qualified Financial Advisors in Louisiana

Qualifications CRD# 3097163
Series 6, 7, 65

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

Office Location 8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge,
Phone Number 225-292-4225

Office Location 8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge,LA 70810
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. Brians main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.

About 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# 3189464
FirmCRD# 6413
Series 7, 31, 63, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 858 Camp Street New Orleans, LA 70130,
New Orleans,
Phone Number 504-609-3694

As a Financial Consultant at Goss Wealth Management, Marc develops strategies to build his client base, assists clients in all facets of their financial life, including investment planning, retirement planning, estate planning, and more, and develops and maintains financial plans for clients. He has been in the financial services industry for over 13 years and previously worked at Morgan Stanley before becoming an independent advisor. Marc has always been fascinated with both entrepreneurship and economics, so to have a career that draws on both is very rewarding. He also grew up watching his parents work hard for every dollar they earned, but they did not have a plan on how to invest their income. This financial stress is one of the reasons why helping his clients find solutions to their financial concerns motivates him every day. Marc enjoys spending time with family and friends and is an avid runner and basketball fan. Marc has been married for more than 15 years to his wife, Azita, and has 3 children.

About Goss Wealth Management

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Advisory Services Provided:

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

Qualifications CRD# 2718127
FirmCRD# 13572
Series 7, 24, 31, 52, 63

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

Office Location 4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
Phone Number 225-757-9484

Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning. Chad is a prominent CERTIFIED FINANCIAL PLANNER® practitioner that owns an innovative wealth management firm, Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with Cetera Advisor Networks LLC, Member FINRA/SIPC. He is a member of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning and The Resourceful Dentist.

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 CRD# 1667257
FirmCRD# 120017

Compensation/Fee Fee-Only

Office Location 4400-A Ambassador Caffery Pkwy., #318,
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

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

Top Financial Advisor Firms in Louisiana
Firm Name AUM No. of Clients Fee Structure
St. Denis J. Villere & Co., Llc
601 Poydras Street, Suite 1808,
New Orleans, LA 70130-6308
$2,203,735,946 609 A percentage of AUM
Entrust Investment Management Llc
2401 Tower Drive,
Monroe, LA 71201
$16,598,566 26 A percentage of AUM
Hourly charges
Fixed fees
Orleans Capital Management Corp
830 West Causeway Approach , Suite 1200,
Mandeville, LA 70471
$1,637,636,324 197 A percentage of AUM
Fixed fees
Argent Advisors, Inc.
1609 Stubbs Avenue,
Monroe, LA 71201
$1,017,413,137 2106 A percentage of AUM
Hourly charges
Fixed fees
Fpl Capital Management, Llc
3525 North Causeway Boulevard , Suite 633,
Metairie, LA 70002
$582,055,320 761 A percentage of AUM
Hourly charges
Fixed fees
Adg Wealth Management Group, Llc
433 Metairie Road, Suite 500,
Metairie, LA 70005
$341,395,704 1316 A percentage of AUM
Hourly charges
Fixed fees
Bernhard Capital Partners Management, Lp
400 Convention Street , Suite 1010,
Baton Rouge, LA 70802-5628
$2,856,700,000 7 A percentage of AUM
Performance Based
Spinosa Wealth Management Group
4565 Lasalle Street , Suite 201,
Mandeville, LA 70471
$146,843,889 233 A percentage of AUM
Hourly charges
Fixed fees
Vines Capital Management, Llc
1896 Hudson Circle , Suite 3,
Monroe, LA 71201
$110,940,518 246 A percentage of AUM
Fixed fees
Abel Hall, Llc
9270 Siegen Lane , Suite 202,
Baton Rouge, LA 70810
$351,205,698 472 A percentage of AUM
Fixed fees
Meriwether Wealth & Planning, Llc
1000 Broadway St,
Minden, LA 71055
$212,138,558 1102 A percentage of AUM
Hourly charges
Fixed fees
Pelican Investment Advisors, Llc
4750 Sherwood Common Blvd , Suite 200,
Baton Rouge, LA 70816
$0 0 A percentage of AUM
Hourly charges
Fixed fees
Lees Monsour Group
9335 Ellerbe Road,
Shreveport, LA 71106
$0 0 A percentage of AUM
Hourly charges
Fixed fees
Walter C. Flower & Co., Inc
408 Magazine Street,
New Orleans, LA 70130-2435
$407,951,411 39 A percentage of AUM
Adkins Seale Capital Management Llc
333 Texas Street, Suite 2235,
Shreveport, LA 71101
$334,390,591 381 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Louisiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ashley Thayer
    Inquire with Ashley
    400 Convention St, Ste 400, Baton Rouge, LA  70802 225-237-3103
    Allison LeBlanc
    Inquire with Allison
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
    Belinda Lewis Batiste
    Inquire with Belinda
    1100 Poydras St, Ste 1000, New Orleans, LA  70163 504-679-0045
    Brian Lawrence
    Inquire with Brian
    1100 Poydras St, Ste 1900, New Orleans, LA  70163 504-587-9631
    Altus Wealth Management, LLC
    Inquire with Altus
    4208 Bluebonnet Blvd., Baton Rouge, LA  70809 225-201-9300
    Bob Rivas
    Inquire with Bob
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-1608
    Inquire with Broussard-Kelly
    106 Oil Center Drive, Suite 250, Lafayette, LA  70503 337-266-5574
    Austin Green
    Inquire with Austin
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2529
    Beau J. Miller
    Inquire with Beau
    400 E Kaliste Saloom Rd, Ste 1200, Lafayette, LA  70508 337-267-2503
    Brett Broussard
    Inquire with Brett
    3909 Ambassador Caffery Pkwy, Ste I, Lafayette, LA  70503 337-216-9330
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      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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