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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 11, 2025New 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
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 | 858 Camp Street, New Orleans, LA, 70130 | $18,432,430,824 | 62249 | 570 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013 | $2,489,088,707 | 1855 | 12 | A percentage of AUM, Fixed fees |
| 3 | 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 |
| 4 | 601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308 | $1,646,093,931 | 568 | 4 | A percentage of AUM |
| 5 | 201 St. Charles Ave, Suite 3400 New Orleans, LA, 70170 | $969,071,339 | 31 | 36 | A percentage of AUM, Performance Based |
| 6 | 201 St. Charles Ave., Suite 2420 New Orleans, LA, 70170 | $947,688,692 | 54 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 909 Poydras Street, Suite 2230 New Orleans, LA, 70112-4003 | $824,796,567 | 10 | 180 | Performance Based, Other (PERCENTAGE OF CAPITAL CONTRIBUTED) |
| 8 | 610 City Park Avenue, New Orleans, LA, 70119 | $563,831,182 | 1186 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 5500 Laurel Street, New Orleans, LA, 70115 | $548,274,370 | 716 | 17 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based |
| 10 | 2021 Lakeshore Drive, Suite 200 New Orleans, LA, 70122 | $505,000,000 | 105 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1100 Poydras Street, Suite 1150 New Orleans, LA, 70163 | $503,997,302 | 1109 | 3 | A percentage of AUM, Fixed fees |
| 12 | 1100 Poydras Street, Suite 1480 New Orleans, LA, 70163 | $488,972,673 | 6 | 10 | A percentage of AUM, Performance Based |
| 13 | 701 Poydras Street, Suite 350 New Orleans, LA, 70139 | $381,076,526 | 447 | 4 | A percentage of AUM, Hourly charges |
| 14 | 1460 Energy Centre, 1100 Poydras Street New Orleans, LA, 70163 | $311,005,000 | 360 | 6 | A percentage of AUM, Fixed fees |
| 15 | 1104 6th Street, New Orleans, LA, 70115 | $234,540,693 | 109 | 6 | 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
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# 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# 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# 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
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)
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)
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
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
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
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
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
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
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