Top 10 financial advisors in Metairie, LA
We’ve curated a list of the best financial advisors in Metairie, take a look at it below
Find an advisor in Metairie| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,673,599,482 | 36 advisors | ||
| 2 | $1,476,273,056 | 19 advisors | ||
| 3 | $506,582,169 | 3 advisors | ||
| 4 | $279,922,103 | 17 advisors | ||
| 5 | $226,691,992 | 6 advisors | ||
| 6 | $177,300,000 | 7 advisors | ||
| 7 | $153,143,301 | 6 advisors | ||
| 8 | $49,712,550 | 3 advisors | ||
| 9 | $33,751,105 | 2 advisors | ||
| 10 | $12,600,000 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Metairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Metairie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Truwealth Advisors, LLC
Truwealth Advisors, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $1,673,599,482 of assets under management and employs about 36 people. Truwealth Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,673,599,482
Headcount
36 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-119073
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Maritime Partners, LLC
Maritime Partners, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $1,476,273,056 of assets under management and employs about 19 people. Maritime Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and equity investment.
Assets under management
$1,476,273,056
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
EQUITY INVESTMENT
SEC number
801-119150
Services offered
Portfolio Management For Pooled Investment Vehicles
Fpl Capital Management, LLC
Fpl Capital Management, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $506,582,169 of assets under management and employs about 3 people. Fpl Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$506,582,169
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78875
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Second Line Capital, LLC
Second Line Capital, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $279,922,103 of assets under management and employs about 17 people. Second Line Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$279,922,103
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-127790
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Wealthharbor Capital Group, LLC
Wealthharbor Capital Group, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $226,691,992 of assets under management and employs about 6 people. Wealthharbor Capital Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$226,691,992
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-62721
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Crescent Sterling Ltd.
Crescent Sterling Ltd. is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $177,300,000 of assets under management and employs about 7 people. Crescent Sterling Ltd. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$177,300,000
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-41821
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Charitable Organizations
- Not sure which one to choose?Use our smart matching tool
Regatta Research & Money Management L.l.c.
Regatta Research & Money Management L.l.c. is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $153,143,301 of assets under management and employs about 6 people. Regatta Research & Money Management L.l.c. uses a fee structure of and a percentage of assets under your management.
Assets under management
$153,143,301
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-60383
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Planning Associates Wealth Management, LLC
Planning Associates Wealth Management, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $49,712,550 of assets under management and employs about 3 people. Planning Associates Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$49,712,550
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117303
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
A-v Capital Management, LLC
A-v Capital Management, LLC is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $33,751,105 of assets under management and employs about 2 people. A-v Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and negotiable.
Assets under management
$33,751,105
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
NEGOTIABLE
SEC number
801-67385
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
Pebble Management Group
Pebble Management Group is a financial advisory firm based in Metairie, Louisiana. It currently has approximately $12,600,000 of assets under management and employs about 3 people. Pebble Management Group uses a fee structure of and a percentage of assets under your management.
Assets under management
$12,600,000
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-70500
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.