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Find Top Financial Advisors in Baton Rouge, Louisiana

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 - 27-Sep-2023

Baton Rouge has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 94 non-vetted advisors in your local area. These financial advisors in Baton Rouge, Louisiana have an average of 26 years of experience.

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

Qualified Financial Advisors in Baton Rouge, Louisiana

Financial Advisor Experience AUM Minimum Assets Fee Structure
Olivier Group, LLC
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809
25 Years $0 Not Specified Fee-Based
George Popov
EA, M.B.A.
4911 S. Sherwood Forest Blvd,
Suite A,
Baton Rouge, LA 70816
27 Years Not Specified $50,000 Fee-Based

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Information on Qualified Financial Advisors in Baton Rouge, Louisiana

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,
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

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,
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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
400 Convention Street, Suite 1010, Baton Rouge, LA 70802-5628
31 7 $2,856,700,000
A percentage of AUM, Performance Based
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
18 860 $449,049,600
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES)
301 Main Street, Ste. 1502, Baton Rouge, LA 70801
6 174 $356,886,978
A percentage of AUM
9270 Siegen Lane, Suite 202, Baton Rouge, LA 70810
5 472 $351,205,698
A percentage of AUM, Fixed fees
6713 Perkins Road, Baton Rouge, LA 70808
3 635 $240,573,816
A percentage of AUM, Hourly charges, Fixed fees
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA 70806
8 802 $223,285,765
A percentage of AUM, Hourly charges, Fixed fees
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809
5 370 $193,582,922
A percentage of AUM, Commision Based, Performance Based, Other (FEES FOR TAX PREPARATION)
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA 70809
6 619 $98,625,654
A percentage of AUM, Fixed fees
4750 Bluebonnet Blvd, Suite B, Baton Rouge, LA 70809
3 84 $10,049,796
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
    400 Convention St, Ste 400, Baton Rouge, LA  70802 225-237-3103
    4208 Bluebonnet Blvd., Baton Rouge, LA  70809 225-201-9300
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-1608
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-3656
    4610 Bluebonnet Blvd, Ste A, Baton Rouge, LA  70809 225-442-3800
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-3200
    5153 Bluebonnet Blvd, Ste B, Baton Rouge, LA  70809 225-442-3800
    4610 Bluebonnet Blvd, Ste A, Baton Rouge, LA  70809 225-442-3800
    6719 Perkins Rd, Baton Rouge, LA  70808 225-215-3200
    8200 Village Plaza Ct, Ste 3B, Baton Rouge, LA  70810 225-766-5665

      Select other cities around Baton Rouge, 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.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.