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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 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.
Finding the Best Retirement Planners in New Orleans, Louisiana
Last Updated - April 12, 2024New Orleans has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 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
VERIFIEDOlivier 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in New Orleans, Louisiana (Ranked by AUM)
| 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 | 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 |
| 3 | 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 |
| 4 | 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 |
| 5 | 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 |
| 6 | 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 |
| 7 | ADVANTAGE CAPITAL 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | $570,040,744 | 9 | 150 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
| 8 | HACKETT ROBERTSON TOBE GROUP 2021 Lakeshore Drive, Suite 200 New Orleans, LA, 70122 | $538,000,000 | 101 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | BLACK BAY ENERGY CAPITAL, LLC 1100 Poydras Street, Suite 1480 New Orleans, LA, 70163 | $534,524,143 | 5 | 8 | A Percentage of AUM, Performance Based |
| 10 | FREEGULLIVER, LLC 5500 Laurel Street, New Orleans, LA, 70115 | $465,250,043 | 766 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
| 11 | MONTZ HARCUS WEALTH MANAGEMENT 610 City Park Avenue, New Orleans, LA, 70119 | $450,600,120 | 1102 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC 1100 Poydras Street, Suite 1150 New Orleans, LA, 70163 | $441,776,459 | 1065 | 3 | A Percentage of AUM, Fixed Fees |
| 13 | ARGENT RETIREMENT PLAN ADVISORS, LLC 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | $393,789,677 | 15 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | EQUITAS CAPITAL ADVISORS,LLC 365 Canal Street, Suite 3050 New Orleans, LA, 70130 | $392,963,144 | 70 | 10 | A Percentage of AUM, Fixed Fees |
| 15 | DELTA FINANCIAL ADVISORS, L.L.C. 701 Poydras Street, Suite 350 New Orleans, LA, 70139 | $339,033,824 | 456 | 4 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in New Orleans, Louisiana
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.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
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.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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.
Fee Structure
- Performance Based
- Other (PERCENTAGE OF CAPITAL CONTRIBUTED)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 304638
Assets Under Management $538,000,000
No. Of Clients101
Clients Per Financial Advisor34
HACKETT ROBERTSON TOBE GROUP is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $538M assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 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# 284945
Assets Under Management $534,524,143
No. Of Clients5
Clients Per Financial Advisor1
BLACK BAY ENERGY CAPITAL, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 8 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
QualificationsFirm CRD# 117040
Assets Under Management $465,250,043
No. Of Clients766
Clients Per Financial Advisor45
FREEGULLIVER, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 766 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 301963
Assets Under Management $450,600,120
No. Of Clients1102
Clients Per Financial Advisor157
MONTZ HARCUS WEALTH MANAGEMENT is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1102 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
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 301715
Assets Under Management $441,776,459
No. Of Clients1065
Clients Per Financial Advisor355
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1065 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 165031
Assets Under Management $393,789,677
No. Of Clients15
Clients Per Financial Advisor3
ARGENT RETIREMENT PLAN ADVISORS, LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
- Pension Consulting Services
QualificationsFirm CRD# 124471
Assets Under Management $392,963,144
No. Of Clients70
Clients Per Financial Advisor7
EQUITAS CAPITAL ADVISORS,LLC is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $393M assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 122092
Assets Under Management $339,033,824
No. Of Clients456
Clients Per Financial Advisor114
DELTA FINANCIAL ADVISORS, L.L.C. is a financial advisory firm situated in New Orleans, Louisiana. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 456 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
- Portfolio Management for Individuals
- Portfolio Management for Business
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