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Find Top Financial Advisors in Baton Rouge, Louisiana

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Baton Rouge, is the second largest metropolitan area in Louisiana just after New Orleans. Located right off the Mississippi River, Baton Rouge is a major industrial, medical, petrochemical, and growing tech center of the South. Baton Rouge has a cost of living 4% lower than the national average. Since the cost of living is much lower than the national average, creating a solid financial plan that works for you may be an achievable goal. There are about 1,500 financial advisors in the Baton Rouge area and finding the advisor that will work with your specific needs in mind and one that you trust could be intimidating. At WiserAdvisor, we specialize in connecting people like you with vetted financial advisors that are matched to your criteria. It is our mission to help investors like you find the right financial advisor.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Baton Rouge, Louisiana.

Finding the Top Financial Advisor in Baton Rouge, Louisiana
Last Updated - 28-Nov-2022

Baton Rouge has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 92 non-vetted advisors in your local area. These financial advisors in Baton Rouge, Louisiana have an average of 21 years of experience.

NOTE: The list of financial advisors in Baton Rouge, 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 Baton Rouge, Louisiana.

Qualified Financial Advisors in Baton Rouge, Louisiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Olivier Group, LLC
CFP®
OLIVIER GROUP
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809
25 $220 million Not Specified Fee-Based
Brian Low
Certified Senior Advisor (CSA)®
BRIAN LOW FINANCIAL GROUP
8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge, LA 70810
11 Not Specified $50000 Fee-Based
George Popov
EA, M.B.A.
DIVERSIFIED FINANCIAL STRATEGIES
4911 S. Sherwood Forest Blvd,
Suite A,
Baton Rouge, LA 70816
27 Not Specified Not Specified Fee-Based
Craig Thompson
ChFC®
ASSETS SOLUTIONS
4400-A Ambassador Caffery Pkwy., #318,
Lafayette, LA 70508
31 20,824,000 $100,000 Fee-Only
Marc Clark
CFP®, MBA
GOSS WEALTH MANAGEMENT
858 Camp Street New Orleans, LA 70130,
New Orleans, LA 70115
13 $55,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Baton Rouge

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

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# 3097163
Series 6, 7, 65

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


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. 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

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

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

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 CRD# 3189464
Firm CRD# 6413
Series 7, 31, 63, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 858 Camp Street New Orleans, LA 70130,
New Orleans,
LA
70115
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


Top Financial Advisor Firms in Baton Rouge, Louisiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
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
THE SHOBE FINANCIAL GROUP
8280 Ymca Plaza Drive , Building 4,
Baton Rouge, LA 70810
$449,049,600 860 A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY ADVISORY FEES)
DENT WEALTH ADVISORS
301 Main Street, Ste. 1502,
Baton Rouge, LA 70801
$356,886,978 174 A percentage of AUM
ABEL HALL, LLC
9270 Siegen Lane , Suite 202,
Baton Rouge, LA 70810
$351,205,698 472 A percentage of AUM
Fixed fees
EVANS INVESTMENT ADVISORS, L.L.C.
6713 Perkins Road,
Baton Rouge, LA 70808
$240,573,816 635 A percentage of AUM
Hourly charges
Fixed fees
HIBERNIA WEALTH MANAGEMENT
6700 Jefferson Hwy. , Building 4, Suite B,
Baton Rouge, LA 70806
$223,285,765 802 A percentage of AUM
Hourly charges
Fixed fees
ADVISOR.INVESTMENTS
4870 Bluebonnet Blvd. , Suite B,
Baton Rouge, LA 70809
$193,582,922 370 A percentage of AUM
Commision Based
Performance Based
Other (FEES FOR TAX PREPARATION)
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
18212 E. Petroleum Drive , Building 3, Suite A,
Baton Rouge, LA 70809
$98,625,654 619 A percentage of AUM
Fixed fees
GOODWOOD CAPITAL MANAGEMENT
4750 Bluebonnet Blvd , Suite B,
Baton Rouge, LA 70809
$10,049,796 84 A percentage of AUM

    List of Additional Advisors in Baton Rouge, 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
    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
    Steven Billings
    Inquire with Steven
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-3656
    Matt Edwards
    Inquire with Matt
    4610 Bluebonnet Blvd, Ste A, Baton Rouge, LA  70809 225-442-3800
    Patrick Shreve
    Inquire with Patrick
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-3200
    Gulf South Wealth Advisors
    Inquire with Gulf
    5153 Bluebonnet Blvd, Ste B, Baton Rouge, LA  70809 225-442-3800
    James Evans
    Inquire with James
    4610 Bluebonnet Blvd, Ste A, Baton Rouge, LA  70809 225-442-3800
    Joseph Brown
    Inquire with Joseph
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-3200
    Leonard Bernard
    Inquire with Leonard
    8200 Village Plaza Ct, Ste 3B, Baton Rouge, LA  70810 225-766-5665
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