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:
SECOND LINE CAPITAL, LLC
CRD#: 324386
Address: 2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002
Clients: 850
Average Clients per Advisor: 35
AUM: $ 1.3B
FPL CAPITAL MANAGEMENT, LLC
CRD#: 117499
Address: 3525 North Causeway Boulevard Suite 633, Metairie, LA 70002
Clients: 89
Average Clients per Advisor: 29
AUM: $ 1.1B
DELTA FINANCIAL ADVISORS, L.L.C.
CRD#: 122092
Address: 111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005
Clients: 113
Average Clients per Advisor: 37
AUM: $ 592M
ADG WEALTH MANAGEMENT GROUP, LLC
CRD#: 132341
Address: 433 Metairie Road, Suite 500, Metairie, LA 70005
Clients: 406
Average Clients per Advisor: 135
AUM: $ 336M
GUILBAULT CAPITAL
CRD#: 331160
Address: 3850 N Causeway Blvd. Suite 121, Metairie, LA 70002
Clients: 30
Average Clients per Advisor: 30
AUM: $ 304M
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
CRD#: 113181
Address: 6620 Riverside Drive Suite 207, Metairie, LA 70003
Clients: 490
Average Clients per Advisor: 81
AUM: $ 211M
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
Alan Louis Brockhaus
Registered Affiliation(s):RITHOLTZ WEALTH MANAGEMENT
Quintin Douglas Perkins
Registered Affiliation(s):NYLIFE SECURITIES LLC
Thomas Andrew Prude
Registered Affiliation(s):LPL FINANCIAL LLC
Edward Louis Vamprine
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Williams Meyer
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
William P Trist
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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