Top Financial Advisors in Metairie, Louisiana
Finding the right financial advisor in Metairie is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Metairie, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Metairie, LA.
Find the Best Financial Advisor Firms in Metairie:
TRUWEALTH ADVISORS, LLC
CRD#: 306876
Address: 2700 Lake Villa Drive Suite 200, Metairie, LA 70002-6785
Clients: 3,020
Average Clients per Advisor: 167
AUM: $ 2.5B
FPL CAPITAL MANAGEMENT, LLC
CRD#: 117499
Address: 3525 North Causeway Boulevard Suite 633, Metairie, LA 70002
Clients: 45
Average Clients per Advisor: 15
AUM: $ 885M
SECOND LINE CAPITAL, LLC
CRD#: 324386
Address: 2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002
Clients: 973
Average Clients per Advisor: 46
AUM: $ 723M
DELTA FINANCIAL ADVISORS, L.L.C.
CRD#: 122092
Address: 111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005
Clients: 98
Average Clients per Advisor: 49
AUM: $ 430M
GUILBAULT CAPITAL
CRD#: 331160
Address: 3850 N Causeway Blvd. Suite 121, Metairie, LA 70002
Clients: 41
Average Clients per Advisor: 41
AUM: $ 317M
ADG WEALTH MANAGEMENT GROUP, LLC
CRD#: 132341
Address: 433 Metairie Road, Suite 500, Metairie, LA 70005
Clients: 438
Average Clients per Advisor: 109
AUM: $ 310M
How We Chose the Top Financial Advisors in Metairie, Louisiana
To create this list of top financial advisor firms in Metairie, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Metairie has to offer.
Search Financial Advisors in Metairie, Louisiana
Theodore John Longo
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
Mark Hirshler Heller
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Peter Lovecchio
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary Michael Alfonso
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lawrence Randall Spinosa
Registered Affiliation(s):SPINOSA WEALTH MANAGEMENT GROUP
Diana Dalton Stieffel
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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