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Find Retirement Advisors for Retirement Planning in New Orleans, 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 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.

Finding the Best Retirement Planners in New Orleans, Louisiana

Last Updated - April 25, 2025

New Orleans has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in New Orleans, Louisiana have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in New Orleans, Louisiana

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 New Orleans, 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

601 Poydras Street, Suite 2210
New Orleans, LA, 70130-6013
$2,489,088,707185512
A percentage of AUM, Fixed fees
3

1100 Poydras St, Ste. 2775
New Orleans, LA, 70163
$1,873,797,66119729
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
4

601 Poydras Street, Suite 1808,
New Orleans, LA, 70130-6308
$1,646,093,9315684
A percentage of AUM
5

201 St. Charles Ave, Suite 3400
New Orleans, LA, 70170
$969,071,3393136
A percentage of AUM, Performance Based
6

201 St. Charles Ave., Suite 2420
New Orleans, LA, 70170
$947,688,692545
A percentage of AUM, Hourly charges, Fixed fees
7

909 Poydras Street, Suite 2230
New Orleans, LA, 70112-4003
$824,796,56710180
Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
8

610 City Park Avenue,
New Orleans, LA, 70119
$563,831,18211867
A percentage of AUM, Hourly charges, Fixed fees
9

5500 Laurel Street,
New Orleans, LA, 70115
$548,274,37071617
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based
10

2021 Lakeshore Drive, Suite 200
New Orleans, LA, 70122
$505,000,0001053
A percentage of AUM, Hourly charges, Fixed fees
11

1100 Poydras Street, Suite 1150
New Orleans, LA, 70163
$503,997,30211093
A percentage of AUM, Fixed fees
12

1100 Poydras Street, Suite 1480
New Orleans, LA, 70163
$488,972,673610
A percentage of AUM, Performance Based
13

701 Poydras Street, Suite 350
New Orleans, LA, 70139
$381,076,5264474
A percentage of AUM, Hourly charges
14

1460 Energy Centre, 1100 Poydras Street
New Orleans, LA, 70163
$311,005,0003606
A percentage of AUM, Fixed fees
15

1104 6th Street,
New Orleans, LA, 70115
$234,540,6931096
Performance Based, Other (COMMITMENT FEE)

Information on Top Retirement Planning firms in New Orleans, 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# 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# 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
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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# 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# 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
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QualificationsFirm CRD# 301963

Assets Under Management $563,831,182

No. Of Clients1186

Clients Per Financial Advisor169

MONTZ HARCUS WEALTH MANAGEMENT is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $564M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1186 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (PROJECT CONSULTING SERVICES)
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QualificationsFirm CRD# 117040

Assets Under Management $548,274,370

No. Of Clients716

Clients Per Financial Advisor42

FREEGULLIVER, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $548M assets under management, the firm specializes in crafting personalized retirement planning solutions for 716 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
  • Commission Based
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONCIERGE SERVICES; BILL-PAYING SERVICES; MANAGEMENT CONSULTING; EXECUTIVE COMPENSATION CONSULTING)
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QualificationsFirm CRD# 304638

Assets Under Management $505,000,000

No. Of Clients105

Clients Per Financial Advisor35

HACKETT ROBERTSON TOBE GROUP is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $505M assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 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
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 301715

Assets Under Management $503,997,302

No. Of Clients1109

Clients Per Financial Advisor370

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $504M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1109 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 284945

Assets Under Management $488,972,673

No. Of Clients6

Clients Per Financial Advisor1

BLACK BAY PARTNERS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $489M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 122092

Assets Under Management $381,076,526

No. Of Clients447

Clients Per Financial Advisor112

DELTA FINANCIAL ADVISORS, L.L.C. is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 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
  • Hourly charges

Financial Planning Services

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

QualificationsFirm CRD# 155355

Assets Under Management $311,005,000

No. Of Clients360

Clients Per Financial Advisor60

THIRTYNORTH INVESTMENTS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 360 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

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

QualificationsFirm CRD# 281491

Assets Under Management $234,540,693

No. Of Clients109

Clients Per Financial Advisor18

SEARCH FUND ACCELERATOR, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (COMMITMENT FEE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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