Top 10 advisors in New Orleans
We’ve curated a list of the best financial advisors in New Orleans, take a look at it below
Find an advisor in New Orleans| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,173,036,259 | 12 advisors | ||
| 2 | $1,946,492,904 | 7 advisors | ||
| 3 | $1,556,312,226 | 8 advisors | ||
| 4 | $570,040,744 | 150 advisors | ||
| 5 | $534,524,143 | 8 advisors | ||
| 6 | $412,212,345 | 3 advisors | ||
| 7 | $329,443,554 | 35 advisors | ||
| 8 | $291,496,232 | 4 advisors | ||
| 9 | $235,159,048 | 45 advisors | ||
| 10 | $188,627,498 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in New Orleans, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Orleans. 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.
1. Waters, Parkerson & Co., LLC
Assets under management
$2,173,036,259
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
2. Sisung Investment Management Services LLC
Assets under management
$1,946,492,904
Fee structure
A percentage of assets under your management
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)
3. Stokes Family Office LLC
Assets under management
$1,556,312,226
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
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
4. Advantage Capital
Assets under management
$570,040,744
Fee structure
Performance-based fees
PERCENTAGE OF CAPITAL CONTRIBUTED
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Black Bay Energy Capital, LLC
Assets under management
$534,524,143
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Hubbell Strickland Wealth Management, LLC
Assets under management
$412,212,345
Fee structure
A percentage of assets under your management
Fixed fees
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)
- Not sure which one to choose?Use our smart matching tool
7. Enhanced Capital Partners, LLC
Assets under management
$329,443,554
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Portfolio Management For Governmental Entities And Advisory Services For A Banking Institution
8. Delta Financial Advisors, L.l.c.
Assets under management
$291,496,232
Fee structure
A percentage of assets under your management
Hourly charges
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)
9. Hancock Whitney Investment Services Inc.
Assets under management
$235,159,048
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Deane Retirement Strategies, Inc.
Assets under management
$188,627,498
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Company 401k, Profit Sharing Plans, Cash Balance Plans
Your first meeting is free.