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Find Retirement Advisors for Retirement Planning in Louisiana

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Louisiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Louisiana

Last Updated - April 24, 2025

Louisiana has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 72 non-vetted advisors in your local area. These retirement advisors in Louisiana have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Louisiana

advisor
vector.svg VERIFIED

Craig Thompson
ChFC®
Assets Solutions

Qualifications
CRD# 1667257
Firm CRD# 120017

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Only

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advisor
vector.svg VERIFIED

Olivier Group
CFP®

Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

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

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Top 15 Retirement Planning firms in Louisiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

858 Camp Street,
New Orleans, LA, 70130
$18,432,430,82462249570
A percentage of AUM, Hourly charges, Fixed fees
2

400 Convention Street, Suite 1010
Baton Rouge, LA, 70802-5628
$3,964,828,0371038
A percentage of AUM, Performance Based
3

3838 N. Causeway Blvd., Suite 3335
Metairie, LA, 70002
$2,952,693,844531
A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT)
4

2700 Lake Villa Drive, Suite 200
Metairie, LA, 70002-6785
$2,535,697,292715734
A percentage of AUM, Fixed fees
5

601 Poydras Street, Suite 2210
New Orleans, LA, 70130-6013
$2,489,088,707185512
A percentage of AUM, Fixed fees
6

3850 N. Causeway Blvd., Suite 1930
Metairie, LA, 70002
$2,000,884,017127
A percentage of AUM
7

1100 Poydras St, Ste. 2775
New Orleans, LA, 70163
$1,873,797,66119729
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
8

601 Poydras Street, Suite 1808,
New Orleans, LA, 70130-6308
$1,646,093,9315684
A percentage of AUM
9

830 West Causeway Approach, Suite 1200
Mandeville, LA, 70471
$1,594,350,06920810
A percentage of AUM, Fixed fees
10

1021 E. St. Mary Blvd.,
Lafayette, LA, 70503
$1,430,463,689245520
A percentage of AUM, Hourly charges, Fixed fees
11

1609 Stubbs Avenue,
Monroe, LA, 71201
$1,365,398,340243229
A percentage of AUM, Hourly charges, Fixed fees
12

201 St. Charles Ave, Suite 3400
New Orleans, LA, 70170
$969,071,3393136
A percentage of AUM, Performance Based
13

201 St. Charles Ave., Suite 2420
New Orleans, LA, 70170
$947,688,692545
A percentage of AUM, Hourly charges, Fixed fees
14

3525 North Causeway Boulevard, Suite 633
Metairie, LA, 70002
$885,155,18410193
A percentage of AUM, Hourly charges, Fixed fees
15

909 Poydras Street, Suite 2230
New Orleans, LA, 70112-4003
$824,796,56710180
Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

Information on Top Retirement Planning firms in Louisiana

QualificationsFirm CRD# 171351

Assets Under Management $18,432,430,824

No. Of Clients62249

Clients Per Financial Advisor109

NEWEDGE ADVISORS is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62249 clients. The team consists of 570 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 168155

Assets Under Management $3,964,828,037

No. Of Clients10

Clients Per Financial Advisor0

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP is a financial advisory firm situated in Baton Rouge, Louisiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 300186

Assets Under Management $2,952,693,844

No. Of Clients5

Clients Per Financial Advisor0

MARITIME PARTNERS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (EQUITY INVESTMENT)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 306876

Assets Under Management $2,535,697,292

No. Of Clients7157

Clients Per Financial Advisor211

TRUWEALTH ADVISORS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7157 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 3711

Assets Under Management $2,489,088,707

No. Of Clients1855

Clients Per Financial Advisor155

WATERS, PARKERSON & CO., LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1855 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 107318

Assets Under Management $2,000,884,017

No. Of Clients12

Clients Per Financial Advisor2

SISUNG INVESTMENT MANAGEMENT SERVICES LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 300899

Assets Under Management $1,873,797,661

No. Of Clients1972

Clients Per Financial Advisor219

STOKES FAMILY OFFICE LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1972 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 105159

Assets Under Management $1,646,093,931

No. Of Clients568

Clients Per Financial Advisor142

ST. DENIS J. VILLERE & CO., LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 111359

Assets Under Management $1,594,350,069

No. Of Clients208

Clients Per Financial Advisor21

ORLEANS CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 171278

Assets Under Management $1,430,463,689

No. Of Clients2455

Clients Per Financial Advisor123

SUMMIT FINANCIAL WEALTH ADVISORS is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2455 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS)
View Full Profile

QualificationsFirm CRD# 112028

Assets Under Management $1,365,398,340

No. Of Clients2432

Clients Per Financial Advisor84

ARGENT ADVISORS, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2432 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 170236

Assets Under Management $969,071,339

No. Of Clients31

Clients Per Financial Advisor1

ENHANCED CAPITAL PARTNERS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO MANAGEMENT FOR GOVERNMENTAL ENTITIES AND ADVISORY SERVICES FOR A BANKING INSTITUTION)
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QualificationsFirm CRD# 165031

Assets Under Management $947,688,692

No. Of Clients54

Clients Per Financial Advisor11

ARGENT RETIREMENT PLAN ADVISORS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $948M assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 117499

Assets Under Management $885,155,184

No. Of Clients1019

Clients Per Financial Advisor340

FPL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $885M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1019 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 171365

Assets Under Management $824,796,567

No. Of Clients10

Clients Per Financial Advisor0

ADVANTAGE CAPITAL is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $825M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 180 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (PERCENTAGE OF CAPITAL CONTRIBUTED)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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