Fiduciary advisors in New Orleans, LA
23 registered advisers
New Orleans is a port city where energy, maritime, and hospitality industry wealth create advisory needs that differ sharply from most Southern markets, and 23 SEC-registered fiduciary firms serve local investors. 19 of those firms -- 83% -- operate on a fee-only basis, accepting no commissions.
ADVANTAGE CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients17
ARGENT RETIREMENT PLAN ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$652M
Minimum--
Clients49
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$196M
Minimum--
Clients459
BLACK BAY PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$384M
Minimum--
Clients7
CARR'S HILL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$335M
Minimum--
Clients6
DEANE RETIREMENT STRATEGIES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$216M
Minimum--
Clients316
DOUCET ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$133M
Minimum--
Clients45
DUMAINE INVESTMENTS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$204M
Minimum--
Clients343
EMETH VALUE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$194M
Minimum--
Clients54
ENHANCED CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$875M
Minimum--
Clients32
EQUITAS CAPITAL ADVISORS,LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$201M
Minimum--
Clients45
FREEGULLIVER, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$798M
Minimum--
Clients767
HACKETT ROBERTSON TOBE GROUP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$380M
Minimum--
Clients105
HANCOCK WHITNEY INVESTMENT SERVICES INC.
Also Compensated via BrokerageTypical Fee--
AUM$211M
Minimum--
Clients1,031
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$540M
Minimum--
Clients1,163
MONTZ HARCUS WEALTH MANAGEMENT
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$714M
Minimum--
Clients1,332
NEWEDGE ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$27.4B
Minimum--
Clients82,407
SEARCH FUND ACCELERATOR, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$276M
Minimum--
Clients111
ST. DENIS J. VILLERE & CO., LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients540
STOKES FAMILY OFFICE LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients2,052
THIRTYNORTH INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$344M
Minimum--
Clients371
WALTER C. FLOWER & CO., INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$591M
Minimum--
Clients37
WATERS, PARKERSON & CO., LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.7B
Minimum--
Clients1,898