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 Sales
Metairie, LouisianaCRD #132341
Typical Fee--
AUM$336M
Minimum--
Clients1,553

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #140088
Typical Fee--
AUM$2M
Minimum--
Clients8

CRESCENT CITY RETIREMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #146666
Typical Fee--
AUM$125M
Minimum--
Clients1,220

CRESCENT STERLING LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #106633
Typical Fee--
AUM$214M
Minimum--
Clients461

DELTA FINANCIAL ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #122092
Typical Fee--
AUM$430M
Minimum--
Clients451

FPL CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #117499
Typical Fee--
AUM$1.1B
Minimum--
Clients1,051

GUILBAULT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #331160
Typical Fee--
AUM$317M
Minimum--
Clients735

LONGUEVUE MANAGEMENT COMPANY LLC

Fee-Only, No ConflictsClean Record
Metairie, LouisianaCRD #330117
Typical Fee--
AUM$802M
Minimum--
Clients5

MARITIME PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Metairie, LouisianaCRD #300186
Typical Fee--
AUM$3.1B
Minimum--
Clients7

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #113181
Typical Fee--
AUM$188M
Minimum--
Clients1,399

SECOND LINE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #324386
Typical Fee--
AUM$723M
Minimum--
Clients2,502

SISUNG INVESTMENT MANAGEMENT SERVICES LLC

Fee-OnlyAlso Compensated via Product Sales
Metairie, LouisianaCRD #107318
Typical Fee--
AUM$2.0B
Minimum--
Clients12

TRUWEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #306876
Typical Fee--
AUM$3.1B
Minimum--
Clients7,629

WEALTHHARBOR CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Metairie, LouisianaCRD #118614
Typical Fee--
AUM$300M
Minimum--
Clients364
Fiduciary Advisors in Metairie, Louisiana | FiduciaryListings