Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NEWEDGE ADVISORS 858 Camp Street, New Orleans, LA, 70130 | $12,683,180,123 | 48067 | 499 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 | A Percentage of AUM, Performance Based |
3 | WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | $2,302,559,870 | 1808 | 12 | A Percentage of AUM, Fixed Fees |
4 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 | A Percentage of AUM |
5 | TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | $1,673,599,482 | 6108 | 36 | A Percentage of AUM, Fixed Fees |
6 | ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | $1,673,206,759 | 594 | 4 | A Percentage of AUM |
7 | STOKES FAMILY OFFICE LLC 1100 Poydras St, Ste. 2775 New Orleans, LA, 70163 | $1,556,312,226 | 1820 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
8 | MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | $1,476,273,056 | 7 | 19 | A Percentage of AUM, Fixed Fees, Performance Based, Other (EQUITY INVESTMENT) |
9 | ORLEANS CAPITAL MANAGEMENT CORP 830 West Causeway Approach, Suite 1200 Mandeville, LA, 70471 | $1,326,186,437 | 203 | 10 | A Percentage of AUM, Fixed Fees |
10 | SUMMIT FINANCIAL WEALTH ADVISORS 1021 E. St. Mary Blvd., Lafayette, LA, 70503 | $1,243,129,187 | 2290 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS) |
11 | ARGENT ADVISORS, INC. 1609 Stubbs Avenue, Monroe, LA, 71201 | $1,191,715,999 | 2288 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | ENHANCED CAPITAL PARTNERS, LLC 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | $722,103,715 | 27 | 35 | A Percentage of AUM, Performance Based |
13 | ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | $570,040,744 | 9 | 150 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
14 | FPL CAPITAL MANAGEMENT, LLC 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002 | $562,959,408 | 813 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
15 | CULLEN ASSET MANAGEMENT 1404 S. College Rd., Lafayette, LA, 70503 | $552,378,096 | 1129 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 171351
Assets Under Management $12,683,180,123
No. Of Clients48067
Clients Per Financial Advisor96
NEWEDGE ADVISORS is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48067 clients. The team consists of 499 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168155
Assets Under Management $3,431,505,745
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 $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 3711
Assets Under Management $2,302,559,870
No. Of Clients1808
Clients Per Financial Advisor151
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 1808 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107318
Assets Under Management $1,954,920,079
No. Of Clients12
Clients Per Financial Advisor2
SISUNG INVESTMENT MANAGEMENT SERVICES 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 12 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306876
Assets Under Management $1,673,599,482
No. Of Clients6108
Clients Per Financial Advisor170
TRUWEALTH ADVISORS, 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 6108 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105159
Assets Under Management $1,673,206,759
No. Of Clients594
Clients Per Financial Advisor149
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 594 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300899
Assets Under Management $1,556,312,226
No. Of Clients1820
Clients Per Financial Advisor228
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 1820 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300186
Assets Under Management $1,476,273,056
No. Of Clients7
Clients Per Financial Advisor0
MARITIME PARTNERS, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111359
Assets Under Management $1,326,186,437
No. Of Clients203
Clients Per Financial Advisor20
ORLEANS CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Mandeville, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 203 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171278
Assets Under Management $1,243,129,187
No. Of Clients2290
Clients Per Financial Advisor121
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 2290 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112028
Assets Under Management $1,191,715,999
No. Of Clients2288
Clients Per Financial Advisor76
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 2288 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170236
Assets Under Management $722,103,715
No. Of Clients27
Clients Per Financial Advisor1
ENHANCED CAPITAL PARTNERS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $722M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171365
Assets Under Management $570,040,744
No. Of Clients9
Clients Per Financial Advisor0
ADVANTAGE CAPITAL is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $570M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 150 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117499
Assets Under Management $562,959,408
No. Of Clients813
Clients Per Financial Advisor271
FPL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $563M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 18266
Assets Under Management $552,378,096
No. Of Clients1129
Clients Per Financial Advisor226
CULLEN ASSET MANAGEMENT is a financial advisory firm situated in Lafayette, Louisiana. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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