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 Sales
New Orleans, LouisianaCRD #171365
Typical Fee--
AUM$1.3B
Minimum--
Clients17

ARGENT RETIREMENT PLAN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #165031
Typical Fee--
AUM$652M
Minimum--
Clients49

BELLINGRATH WEALTH MANAGEMENT, L.L.C.

Clean RecordAlso Compensated via Brokerage
New Orleans, LouisianaCRD #336024
Typical Fee--
AUM$196M
Minimum--
Clients459

BLACK BAY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
New Orleans, LouisianaCRD #284945
Typical Fee--
AUM$384M
Minimum--
Clients7

CARR'S HILL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #305205
Typical Fee--
AUM$335M
Minimum--
Clients6

DEANE RETIREMENT STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #127096
Typical Fee--
AUM$216M
Minimum--
Clients316

DOUCET ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #141546
Typical Fee--
AUM$133M
Minimum--
Clients45

DUMAINE INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #306481
Typical Fee--
AUM$204M
Minimum--
Clients343

EMETH VALUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #310696
Typical Fee--
AUM$194M
Minimum--
Clients54

ENHANCED CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #170236
Typical Fee--
AUM$875M
Minimum--
Clients32

EQUITAS CAPITAL ADVISORS,LLC

Fee-OnlyAlso Compensated via Product Sales
New Orleans, LouisianaCRD #124471
Typical Fee--
AUM$201M
Minimum--
Clients45

FREEGULLIVER, LLC

Clean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #117040
Typical Fee--
AUM$798M
Minimum--
Clients767

HACKETT ROBERTSON TOBE GROUP

Fee-Only, No ConflictsClean Record
New Orleans, LouisianaCRD #304638
Typical Fee--
AUM$380M
Minimum--
Clients105

HANCOCK WHITNEY INVESTMENT SERVICES INC.

Also Compensated via Brokerage
New Orleans, LouisianaCRD #40637
Typical Fee--
AUM$211M
Minimum--
Clients1,031

HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #301715
Typical Fee--
AUM$540M
Minimum--
Clients1,163

MONTZ HARCUS WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
New Orleans, LouisianaCRD #301963
Typical Fee--
AUM$714M
Minimum--
Clients1,332

NEWEDGE ADVISORS

Fee-OnlyAlso Compensated via Product Sales
New Orleans, LouisianaCRD #171351
Typical Fee--
AUM$27.4B
Minimum--
Clients82,407

SEARCH FUND ACCELERATOR, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #281491
Typical Fee--
AUM$276M
Minimum--
Clients111

ST. DENIS J. VILLERE & CO., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #105159
Typical Fee--
AUM$1.5B
Minimum--
Clients540

STOKES FAMILY OFFICE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #300899
Typical Fee--
AUM$2.5B
Minimum--
Clients2,052

THIRTYNORTH INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #155355
Typical Fee--
AUM$344M
Minimum--
Clients371

WALTER C. FLOWER & CO., INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #110775
Typical Fee--
AUM$591M
Minimum--
Clients37

WATERS, PARKERSON & CO., LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Orleans, LouisianaCRD #3711
Typical Fee--
AUM$2.7B
Minimum--
Clients1,898
Fiduciary Advisors in New Orleans, Louisiana | FiduciaryListings