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Find Top Financial Advisors in Louisiana

Louisiana is home to a diverse and growing population of 4.5 million residents. With a cost of living 8% lower than the national average, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help optimize your earnings, select suitable investments, and create effective financial plans. WiserAdvisor's directory of ranked and vetted financial advisors in Louisiana features fiduciary financial advisors and advisory firms experienced in wealth management, investment planning, financial planning, retirement planning, and more. Benefit from the expertise of these seasoned financial advisors who can offer ongoing guidance and tailor-made investment solutions that cater to your specific financial requirements.

How To Find Trusted Financial Advisors in Louisiana

Louisiana has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Louisiana have an average of 21 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.

Qualified Financial Advisors in Louisiana

VETTED
Financial Advisor
Craig ThompsonChFC®Assets Solutions4400-A Ambassador Caffery Pkwy., #318Lafayette, LA 70508
Experience31 Years
AUM$20,824,000
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
Fernando Davila IIILPL Financial - DBA JD Prime Investment Services4400 Nelson RdLake Charles, LA 70605
Experience9 Years
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Olivier Group, LLCOlivier Group4609 Bluebonnet Blvd.Baton Rouge, LA 70809
Experience25 Years
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Louisiana

Craig Thompson
VETTED
Craig Thompson,ChFC®
Assets Solutions
About Craig Thompson
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# 1667257Firm CRD# 120017
Compensation/Fee
Fee-Only
Office Location
4400-A Ambassador Caffery Pkwy., #318,Lafayette,LA 70508
Phone Number
619-709-0066
Fernando Davila III
VETTED
Fernando Davila III,
LPL Financial - DBA JD Prime Investment Services
About LPL Financial - DBA JD Prime Investment Services
If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, many people struggle to tell if they're prepared for retirement. You may also feel that there is a lack of good financial information available to most individuals.

It's important to me, as a Wealth Advisor, that our process starts with you and is guided by your why so that together we craft a plan that's truly yours. By getting a thorough understanding of who you are and your vision moving forward, we can plan a course designed specifically for your wants and needs. No matter what life stage you're in, when you plan properly, goals and the path to retirement can become clearer. Peace of mind and financial confidence can be created.

At JD Prime Investment Services, we work to provide a relationship-driven approach to wealth management that ensures you feel heard and are seen as more than just a number. We specialize in guiding business owners, plant workers, families and individual investors across Louisiana through retirement transitions, life insurance reviews, tax strategies, estate planning and educational savings.

Take that step today and contact us. We look forward to serving you and your family.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6862719Firm CRD# 6413Series 7, 66
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4400 Nelson Rd,Lake Charles,LA 70605
Phone Number
337-656-7320
Olivier Group, LLC
VETTED
Olivier Group, LLC,
Olivier Group
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
Firm CRD# 13572Series 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

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FINRA/SEC Registered Advisors

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Firm Name
NEWEDGE ADVISORSNew Orleans, LA
No. of Advisors570
AUM$18,432,430,824
No. of Clients62249
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BERNHARD CAPITAL PARTNERS MANAGEMENT, LPBaton Rouge, LA
No. of Advisors38
AUM$3,964,828,037
No. of Clients10
Fee StructureA percentage of AUM, Performance Based
Firm Name
MARITIME PARTNERS, LLCMetairie, LA
No. of Advisors31
AUM$2,952,693,844
No. of Clients5
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT)
Firm Name
TRUWEALTH ADVISORS, LLCMetairie, LA
No. of Advisors34
AUM$2,535,697,292
No. of Clients7157
Fee StructureA percentage of AUM, Fixed fees
Firm Name
WATERS, PARKERSON & CO., LLCNew Orleans, LA
No. of Advisors12
AUM$2,489,088,707
No. of Clients1855
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SISUNG INVESTMENT MANAGEMENT SERVICES LLCMetairie, LA
No. of Advisors7
AUM$2,000,884,017
No. of Clients12
Fee StructureA percentage of AUM
Firm Name
STOKES FAMILY OFFICE LLCNew Orleans, LA
No. of Advisors9
AUM$1,873,797,661
No. of Clients1972
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
ST. DENIS J. VILLERE & CO., LLCNew Orleans, LA
No. of Advisors4
AUM$1,646,093,931
No. of Clients568
Fee StructureA percentage of AUM
Firm Name
ORLEANS CAPITAL MANAGEMENT CORPMandeville, LA
No. of Advisors10
AUM$1,594,350,069
No. of Clients208
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SUMMIT FINANCIAL WEALTH ADVISORSLafayette, LA
No. of Advisors20
AUM$1,430,463,689
No. of Clients2455
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ARGENT ADVISORS, INC.Monroe, LA
No. of Advisors29
AUM$1,365,398,340
No. of Clients2432
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ENHANCED CAPITAL PARTNERS, LLCNew Orleans, LA
No. of Advisors36
AUM$969,071,339
No. of Clients31
Fee StructureA percentage of AUM, Performance Based
Firm Name
ARGENT RETIREMENT PLAN ADVISORS, LLCNew Orleans, LA
No. of Advisors5
AUM$947,688,692
No. of Clients54
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
FPL CAPITAL MANAGEMENT, LLCMetairie, LA
No. of Advisors3
AUM$885,155,184
No. of Clients1019
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ADVANTAGE CAPITALNew Orleans, LA
No. of Advisors180
AUM$824,796,567
No. of Clients10
Fee StructurePerformance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

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