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Advisers in New Orleans, LA

25 advisers in New Orleans — 25 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (17)Hourly fees (8)Flat / fixed fees (14)Retirement plan consulting (8)

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Bavarian Wealth Management, INC.650 Poydras Street, Suite 1906 · New Orleans, LA 70130 · (504) 299-3370 · Financial planningCRD 135035 · % of assets, Hourly charges · $20.1 million AUMState registeredNo commissions reportedBellingrath Wealth Management, L.L.C.6065 Magazine Street · New Orleans, LA 70118 · (646) 395-3900 · % of assets managedCRD 336024 · % of assets · $196.1 million AUMSEC registeredNo commissions reportedBienvenue Wealth LLC1100 Poydras Street, Suite 1502 · New Orleans, LA 70163 · (504) 355-0890 · Financial planningCRD 153313 · % of assets, Fixed fees · $98.8 million AUMState registeredNo commissions reportedCds James Investments, LLC318 Harrison Ave · New Orleans, LA 70124 · (337) 221-0991 · % of assets managedCRD 299741 · % of assets · $48.6 million AUMState registeredNo commissions reportedDeane Retirement Strategies, INC.2065 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 582-2345 · Financial planningCRD 127096 · % of assets · $250.7 million AUMSEC registeredNo commissions reportedDemauriac LLC401 Saint Joseph St, Suite 2a · New Orleans, LA 70130 · (504) 358-0433 · Financial planningCRD 306542 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedDoucet Asset Management, LLC601 Poydras Street, Suite 2655 · New Orleans, LA 70130 · (205) 414-9788 · % of assets managedCRD 141546 · % of assets · $120.8 million AUMSEC registeredNo commissions reportedDumaine Investments LLC650 Poydras Street, Suite 1010 · New Orleans, LA 70130 · (504) 521-7350 · Financial planningCRD 306481 · % of assets, Fixed fees · $227.0 million AUMSEC registeredNo commissions reportedEmeth Value Capital, LLC631 St Charles Ave · New Orleans, LA 70130 · (210) 381-7262 · % of assets managedCRD 310696 · % of assets, Performance-based fees · $57.4 million AUMSEC registeredNo commissions reportedEnhanced Capital Partners, LLC201 St. Charles Ave, Suite 3400 · New Orleans, LA 70170 · (504) 569-7900 · % of assets managedCRD 170236 · % of assets, Performance-based fees · $785.9 million AUMSEC registeredNo commissions reported
Equitas Capital Advisors,llc365 Canal Street, Suite 3050 · New Orleans, LA 70130 · (504) 569-9600 · Financial planningCRD 124471 · % of assets, Fixed fees · $214.2 million AUMSEC registeredNo commissions reportedHancock Whitney Investment Services INC.701 Poydras St., Suite 3100 · New Orleans, LA 70139 · (504) 586-7290 · % of assets managedCRD 40637 · % of assets · $306.1 million AUMSEC registeredNo commissions reportedHubbell Strickland Wealth Management, LLC1100 Poydras Street, Suite 2010 · New Orleans, LA 70163 · (504) 832-3921 · Financial planningCRD 301715 · % of assets, Fixed fees · $617.9 million AUMSEC registeredNo commissions reportedJecohen & CO., LLC233 Carondelet St. · New Orleans, LA 70130 · (833) 828-2540 · Financial planningCRD 173878 · % of assets, Fixed fees · $77.8 million AUMState registeredNo commissions reportedMontz Harcus Wealth Management610 City Park Avenue · New Orleans, LA 70119 · (504) 488-3700 · Financial planningCRD 301963 · % of assets, Hourly charges, Fixed fees · $876.3 million AUMSEC registeredNo commissions reportedNewedge Advisors858 Camp Street · New Orleans, LA 70130 · (504) 459-4391 · Financial planningCRD 171351 · % of assets, Hourly charges, Fixed fees · $43.2 billion AUMSEC registeredNo commissions reportedNinety West Global Wealth318 Harrison Ave, 1st Floor · New Orleans, LA 70124 · (504) 822-6083 · Financial planningCRD 300614 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reportedRoyal Road Wealth Partners, LLC5208 Magazine St., Pmb 307 · New Orleans, LA 70115 · (504) 249-8586 · Financial planningCRD 304973 · % of assets · $26.2 million AUMState registeredNo commissions reportedSt. Denis J. Villere & CO., LLC601 Poydras Street, Suite 1808 · New Orleans, LA 70130 · (504) 525-0808 · % of assets managedCRD 105159 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedStokes Family Office LLC1100 Poydras St, Ste. 2775 · New Orleans, LA 70163 · (504) 399-4100 · Financial planningCRD 300899 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedSuncap Management2021 Lakeshore Drive, Suite 200 · New Orleans, LA 70122 · (800) 478-6227 · Financial planningCRD 304638 · % of assets, Hourly charges, Fixed fees · $380.0 million AUMSEC registeredNo commissions reportedThirtynorth Investments, LLC1460 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 528-3685 · Financial planningCRD 155355 · % of assets, Fixed fees · $467.8 million AUMSEC registeredNo commissions reportedUpbeat Wealth2831 St Claude Ave · New Orleans, LA 70117 · (504) 386-3856 · Financial planningCRD 314880 · % of assets, Hourly charges, Fixed fees · $14.6 million AUMState registeredNo commissions reportedWalter C. Flower & CO., INC3014 Dauphine St. · New Orleans, LA 70117 · (504) 561-0138 · % of assets managedCRD 110775 · % of assets · $591.3 million AUMSEC registeredNo commissions reportedWaters, Parkerson & CO., LLC601 Poydras Street, Suite 2210 · New Orleans, LA 70130 · (504) 581-2022 · Financial planningCRD 3711 · % of assets, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in New Orleans? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.