Fiduciary advisors in Metairie, LA
14 registered advisers
Metairie is a New Orleans suburb that serves as the commercial and advisory hub for the greater metro area's wealth management needs, and 14 SEC-registered fiduciary firms serve local investors. Roughly 100% of registered fiduciary firms here are fee-only, totaling 14 practices. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
ADG WEALTH MANAGEMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$336M
Minimum--
Clients1,553
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2M
Minimum--
Clients8
CRESCENT CITY RETIREMENT GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$125M
Minimum--
Clients1,220
CRESCENT STERLING LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$214M
Minimum--
Clients461
DELTA FINANCIAL ADVISORS, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$430M
Minimum--
Clients451
FPL CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients1,051
GUILBAULT CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$317M
Minimum--
Clients735
LONGUEVUE MANAGEMENT COMPANY LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$802M
Minimum--
Clients5
MARITIME PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.1B
Minimum--
Clients7
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$188M
Minimum--
Clients1,399
SECOND LINE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$723M
Minimum--
Clients2,502
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.0B
Minimum--
Clients12
TRUWEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients7,629
WEALTHHARBOR CAPITAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$300M
Minimum--
Clients364