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Find Top Financial Advisors in Metairie, Louisiana

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Metairie, Louisiana

Last Updated - February 25, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
TRUWEALTH ADVISORS, LLC
2700 Lake Villa Drive, Suite 200, Metairie, LA 70002-6785
36 6108 $1,673,599,482
A Percentage of AUM, Fixed Fees
MARITIME PARTNERS, LLC
3838 N. Causeway Blvd., Suite 3335, Metairie, LA 70002
19 7 $1,476,273,056
A Percentage of AUM, Fixed Fees, Performance Based, Other (EQUITY INVESTMENT)
FPL CAPITAL MANAGEMENT, LLC
3525 North Causeway Boulevard, Suite 633, Metairie, LA 70002
3 813 $562,959,408
A Percentage of AUM, Hourly charges, Fixed Fees
SECOND LINE CAPITAL, LLC
2800 Veterans Memorial Blvd., Suite 220, Metairie, LA 70002
17 1485 $279,922,103
A Percentage of AUM, Hourly charges, Fixed Fees
WEALTHHARBOR CAPITAL GROUP, LLC
433 Metairie Rd, Suite 500, Metairie, LA 70005
6 298 $252,439,388
A Percentage of AUM, Fixed Fees
ADG WEALTH MANAGEMENT GROUP, LLC
433 Metairie Road, Suite 500, Metairie, LA 70005
5 1172 $236,762,721
A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
CRESCENT STERLING LTD.
4415 Shores Drive, Suite 250, Metairie, LA 70006-6804
7 516 $205,000,000
A Percentage of AUM, Hourly charges, Fixed Fees
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
6620 Riverside Drive, Suite 207, Metairie, LA 70003
6 1413 $153,300,097
A Percentage of AUM

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    Frequently Asked Questions

    Financial advisors in Louisiana typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.

    A financial advisor in Louisiana can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    Yes, financial advisors in Louisiana should ideally possess certifications or credentials that demonstrate their expertise and credibility. When searching for a financial advisor in Louisiana, it is important to look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultants (ChFC), etc. These designations demonstrate a certain level of expertise and commitment to professional and ethical standards. Additionally, consider their educational background, years of experience, and any specialized training or knowledge in areas that align with your financial goals. To further explore the various qualifications an advisor can hold, read more about advisor designations.

    Financial advisors typically recommend a variety of investment strategies based on their client's financial goals, risk tolerance, and time horizon. Common investment strategies include diversification, asset allocation, long-term investing, and periodic portfolio rebalancing. To better understand your portfolio and discover how a financial advisor can support your investment strategies, read about the 8 questions to ask your financial advisor about your investment portfolio designations.

    Louisiana-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment in accordance with future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read on about the ten retirement investment strategies you need to know.

    To determine the trustworthiness of a financial advisor in Louisiana, it's important to conduct a complete research and background check through FINRA BrokerCheck. Look for advisors who are registered with reputable regulatory bodies like FINRA and the SEC, as these organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your own research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    Yes, there are financial advisors in Louisiana who provide financial guidance for small businesses and are familiar with the unique regulations and incentives for small business owners in the state. These advisors can provide tailored guidance and strategies to help small business owners navigate complex tax laws, take advantage of available incentives, and optimize their financial operations to achieve their business goals. To further explore how financial advisors listed on our directory for the state of Louisiana can support you, read on about if you need a financial advisor as a small business owner.

    Yes, a financial advisor in Louisiana can provide guidance on local tax strategies and exemptions unique to the state. Louisiana has its own state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor in Louisiana can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read about how a financial advisor can help you manage your finances.

    Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Louisiana can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor.

    When comparing different financial advisors in Louisiana, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in Louisiana, specifically tailored to your financial needs and goals.

    A financial advisor in Louisiana can help you prepare for retirement by creating a personalized financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.

    Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed on our Louisiana directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.

    Yes, there are financial advisors in Louisiana who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if starting late.

    Yes, a financial advisor in Louisiana can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about charitable planning strategies.

    Yes, a financial advisor in Louisiana can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Louisiana.

    When choosing a financial advisor in Louisiana, it's crucial to avoid common mistakes such as overlooking credentials, and neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor.