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 Metairie, Louisiana
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.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Metairie, Louisiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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 |
| 2 | 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) |
| 3 | 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 |
| 4 | SECOND LINE CAPITAL, LLC 2800 Veterans Memorial Blvd., Suite 220 Metairie, LA, 70002 | $279,922,103 | 1485 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | WEALTHHARBOR CAPITAL GROUP, LLC 433 Metairie Rd, Suite 500 Metairie, LA, 70005 | $252,439,388 | 298 | 6 | A Percentage of AUM, Fixed Fees |
| 6 | ADG WEALTH MANAGEMENT GROUP, LLC 433 Metairie Road, Suite 500, Metairie, LA, 70005 | $236,762,721 | 1172 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES) |
| 7 | CRESCENT STERLING LTD. 4415 Shores Drive, Suite 250 Metairie, LA, 70006-6804 | $205,000,000 | 516 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. 6620 Riverside Drive, Suite 207 Metairie, LA, 70003 | $153,300,097 | 1413 | 6 | A Percentage of AUM |
Information on Top Retirement Planning firms in Metairie, Louisiana
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (EQUITY INVESTMENT)
Financial Planning Services
- Portfolio Management for pooled Investment
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.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 324386
Assets Under Management $279,922,103
No. Of Clients1485
Clients Per Financial Advisor87
SECOND LINE CAPITAL, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $280M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1485 clients. The team consists of 17 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 118614
Assets Under Management $252,439,388
No. Of Clients298
Clients Per Financial Advisor50
WEALTHHARBOR CAPITAL GROUP, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 298 clients. The team consists of 6 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 132341
Assets Under Management $236,762,721
No. Of Clients1172
Clients Per Financial Advisor234
ADG WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Metairie, Louisiana. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1172 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
- Other (NEGOTIABLE FEES
- SOLICITOR FEES
- SUB ADVISORY FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106633
Assets Under Management $205,000,000
No. Of Clients516
Clients Per Financial Advisor74
CRESCENT STERLING LTD. is a financial advisory firm situated in Metairie, Louisiana. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 113181
Assets Under Management $153,300,097
No. Of Clients1413
Clients Per Financial Advisor236
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is a financial advisory firm situated in Metairie, Louisiana. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1413 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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.