Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Louisiana, Hammond
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Hammond, Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 858 Camp Street, New Orleans, LA, 70130 | $18,432,430,824 | 62249 | 570 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 | A percentage of AUM, Performance Based |
| 3 | 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | $2,952,693,844 | 5 | 31 | A percentage of AUM, Fixed fees, Performance Based, Other (EQUITY INVESTMENT) |
| 4 | 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | $2,535,697,292 | 7157 | 34 | A percentage of AUM, Fixed fees |
| 5 | 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | $2,489,088,707 | 1855 | 12 | A percentage of AUM, Fixed fees |
| 6 | 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002 | $2,000,884,017 | 12 | 7 | A percentage of AUM |
| 7 | 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163 | $1,873,797,661 | 1972 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 8 | 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | $1,646,093,931 | 568 | 4 | A percentage of AUM |
| 9 | 830 West Causeway Approach, Suite 1200 Mandeville, LA, 70471 | $1,594,350,069 | 208 | 10 | A percentage of AUM, Fixed fees |
| 10 | 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | $1,430,463,689 | 2455 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1609 Stubbs Avenue, Monroe, LA, 71201 | $1,365,398,340 | 2432 | 29 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | $969,071,339 | 31 | 36 | A percentage of AUM, Performance Based |
| 13 | 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | $947,688,692 | 54 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002 | $885,155,184 | 1019 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | $824,796,567 | 10 | 180 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
Information on Top Retirement Planning firms in Hammond, 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
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
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
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
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
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
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
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
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
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)
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
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)
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.