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Find the Best 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.

Finding the Top Financial Advisor in Louisiana

Last Updated - February 16, 2024

Louisiana has 4 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 19 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.

List of Qualified Financial Advisors in Louisiana

Financial Advisor Experience AUM Minimum Assets Fee Structure
Brian Low
CSA®
BRIAN LOW FINANCIAL GROUP
4463 Bluebonnet Blvd,
Suite B,
Baton Rouge, LA 70809
11 Years Not Specified $50,000 Fee-Based
Craig Thompson
ChFC®
ASSETS SOLUTIONS
4400-A Ambassador Caffery Pkwy., #318,
Lafayette, LA 70508
31 Years $20,824,000 $100,000 Fee-Only
Olivier Group
CFP®
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809
25 Years $0 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Louisiana

Qualifications CRD# 3097163
Series 6, 7, 65

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


Office Location 4463 Bluebonnet Blvd,
Suite B,
Baton Rouge,
LA
70809
Phone Number 225-292-4225

Office Location 4463 Bluebonnet Blvd,
Suite B,
Baton Rouge,LA 70809
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

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# 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

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 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

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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Louisiana (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
NEWEDGE ADVISORS
858 Camp Street, New Orleans, LA 70130
499 48067 $12,683,180,123
A Percentage of AUM, Hourly charges, Fixed Fees
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street, Suite 1010, Baton Rouge, LA 70802-5628
34 10 $3,431,505,745
A Percentage of AUM, Performance Based
WATERS, PARKERSON & CO., LLC
601 Poydras Street, Suite 2210, New Orleans, LA 70130-6013
12 1808 $2,302,559,870
A Percentage of AUM, Fixed Fees
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
201 St. Charles Avenue, Suite 4240, New Orleans, LA 70170-1048
7 12 $1,954,920,079
A Percentage of AUM
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
ST. DENIS J. VILLERE & CO., LLC
601 Poydras Street, Suite 1808, New Orleans, LA 70130-6308
4 594 $1,673,206,759
A Percentage of AUM
STOKES FAMILY OFFICE LLC
1100 Poydras St, Ste. 2775, New Orleans, LA 70163
8 1820 $1,556,312,226
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
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)
ORLEANS CAPITAL MANAGEMENT CORP
830 West Causeway Approach, Suite 1200, Mandeville, LA 70471
10 203 $1,326,186,437
A Percentage of AUM, Fixed Fees
SUMMIT FINANCIAL WEALTH ADVISORS
1021 E. St. Mary Blvd., Lafayette, LA 70503
19 2290 $1,243,129,187
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS)
ARGENT ADVISORS, INC.
1609 Stubbs Avenue, Monroe, LA 71201
30 2288 $1,191,715,999
A Percentage of AUM, Hourly charges, Fixed Fees
ENHANCED CAPITAL PARTNERS, LLC
201 St. Charles Ave, Suite 3400, New Orleans, LA 70170
35 27 $722,103,715
A Percentage of AUM, Performance Based
ADVANTAGE CAPITAL
909 Poydras Street, Suite 2230, New Orleans, LA 70112-4003
150 9 $570,040,744
Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
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
CULLEN ASSET MANAGEMENT
1404 S. College Rd., Lafayette, LA 70503
5 1129 $552,378,096
A Percentage of AUM, Hourly charges, Fixed Fees

    Select other cities in Louisiana to broaden your search for a financial advisor

    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.