Top Financial Advisors in New Orleans, Louisiana
Finding the right financial advisor in New Orleans is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in New Orleans, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in New Orleans, LA.
Find the Best Financial Advisor Firms in New Orleans:
NEWEDGE ADVISORS
CRD#: 171351
Address: 858 Camp Street, New Orleans, LA 70130
Clients: 19,439
Average Clients per Advisor: 48
AUM: $ 12.7B
WATERS, PARKERSON & CO., INC.
CRD#: 3711
Address: 601 Poydras Street Suite 2210, New Orleans, LA 70130-6013
Clients: 327
In Business for: 54 Years
Average Clients per Advisor: 54
AUM: $ 2.3B
Disclosures: 3
STOKES FAMILY OFFICE LLC
CRD#: 300899
Address: 1100 Poydras St Ste. 2775, New Orleans, LA 70163
Clients: 349
Average Clients per Advisor: 43
AUM: $ 1.6B
HACKETT ROBERTSON TOBE GROUP
CRD#: 304638
Address: 650 Poydras Street Suite 1400, New Orleans, LA 70130
Clients: 75
Average Clients per Advisor: 25
AUM: $ 538M
FREEGULLIVER, LLC
CRD#: 117040
Address: 5500 Laurel Street, New Orleans, LA 70115
Clients: 122
Average Clients per Advisor: 15
AUM: $ 465M
MONTZ HARCUS WEALTH MANAGEMENT
CRD#: 301963
Address: 610 City Park Avenue, New Orleans, LA 70119
Clients: 448
Average Clients per Advisor: 64
AUM: $ 451M
How We Chose the Top Financial Advisors in New Orleans, Louisiana
To create this list of top financial advisor firms in New Orleans, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors New Orleans has to offer.
Search Financial Advisors in New Orleans, Louisiana
James Joseph Lee
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Carolyn Gifford Stolz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael R Branighan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin Robert Macaluso
Registered Affiliation(s):PROSPERA FINANCIAL SERVICES, INC.
Wilfred M. Kullman
Registered Affiliation(s):MORGAN STANLEY
Stephen Michael Daste
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Erik Paul Garcia
Registered Affiliation(s):NEW CENTURY FINANCIAL GROUP, LLC
Charley Raymond Moran
Registered Affiliation(s):PFS INVESTMENTS INC.
Pierre Lemoine Adams
Registered Affiliation(s):WEALTHHARBOR CAPITAL GROUP, LLC
James Carlos Parrie
Registered Affiliation(s):TRUWEALTH ADVISORS, LLC
Gina Stoltz
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Lois Annette St Pierre
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Brian Philip Becker
Registered Affiliation(s):PROSPERA FINANCIAL SERVICES, INC.
Willis Anthony Lovell
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Michael Burton Whealdon
Registered Affiliation(s):WATERS, PARKERSON & CO., INC.
George Villere Young
Registered Affiliation(s):ST. DENIS J. VILLERE & CO., LLC
Rhonda Ann Bruno
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeremy Thomas Head
Registered Affiliation(s):SOUTHERN WEALTH MANAGEMENT LLP
Rachael Dellaccio Schorr
Registered Affiliation(s):MORGAN STANLEY
Susan R Battistella
Registered Affiliation(s):MORGAN STANLEY
Michael Peter Miller
Registered Affiliation(s):COKER & PALMER
Rebecca Lyn Sequeira
Registered Affiliation(s):LPL FINANCIAL LLC
Charles Paul Dennis
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Georgian Helen Battalora
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
