AdvisorCensus / Financial advisors / Louisiana / New Orleans, LA / Branch offices
Advisory firms with an office in New Orleans, LA, headquartered elsewhere
43 investment advisory firms with a principal office outside the New Orleans, LA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| AE Wealth Management, LLC | Metairie, LA | Topeka, KS | SEC-registered investment adviser |
| Aldebaran Capital | New Orleans, LA | Brooklyn, NY | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Laplace, LA | Lincoln, NE | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Metairie, LA | Chicago, IL | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Metairie, LA | Atlanta, GA | SEC-registered investment adviser |
| Bankplus Wealth Advisors | New Orleans, LA | Jackson, MS | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Metairie, LA | Newport Beach, CA | SEC-registered investment adviser |
| Beam Wealth Advisors, Inc. | Metairie, LA | Covington, LA | SEC-registered investment adviser |
| Bernhard Capital Partners Management, LP | New Orleans, LA | Baton Rouge, LA | SEC-registered investment adviser |
| Brian LOW Financial Group, LLC | Metairie, LA | Baton Rouge, LA | SEC-registered investment adviser |
| Creative Planning | Metairie, LA | Overland Park, KS | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Gretna, LA | Alpharetta, GA | SEC-registered investment adviser |
| Greenwood Investors LLC | New Orleans, LA | New York, NY | SEC-registered investment adviser |
| Harger and Company, Inc. | New Orleans, LA | Baton Rouge, LA | SEC-registered investment adviser |
| Hassell Wealth Management | Metairie, LA | Houma, LA | SEC-registered investment adviser |
| Hightower Advisors, LLC | New Orleans, LA | Chicago, IL | SEC-registered investment adviser |
| Impact Partnership Wealth, LLC | Metarie, LA | Marietta, GA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Metarie, LA | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Metairie, LA | Tampa, FL | SEC-registered investment adviser |
| JCN Financial & Tax Advisory Group, LLC | Metairie, LA | Baton Rouge, LA | SEC-registered investment adviser |
| KG Capital Management, LLC | Kenner, LA | Saint Francisville, LA | SEC-registered investment adviser |
| Kropog Financial Group, LLC | New Orleans, LA | Mandeville, LA | SEC-registered investment adviser |
| Mariner | Metairie, LA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Metairie, LA | Overland Park, KS | SEC-registered investment adviser |
| Orleans Capital Management Corp | Metairie, LA | Mandeville, LA | SEC-registered investment adviser |
| Prime Capital Financial | Metairie, LA | Overland Park, KS | SEC-registered investment adviser |
| Primerica Advisors | Metairie, LA | Duluth, GA | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Metairie, LA | Dallas, TX | SEC-registered investment adviser |
| Prostatis Financial Advisors Group | Metairie, LA | Hanover, MD | SEC-registered investment adviser |
| Retirement Plan Advisors, LLC | Metairie, LA | Chicago, IL | SEC-registered investment adviser |
| Ritholtz Wealth Management | New Orleans, LA | New York, NY | SEC-registered investment adviser |
| Rossby Financial, LLC | New Orleans, LA | Melbourne, FL | SEC-registered investment adviser |
| Strategic Financial Concepts, LLC | Metairie, LA | San Antonio, TX | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Metairie, LA | Beachwood, OH | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | Metairie, LA | Beachwood, OH | SEC-registered investment adviser |
| Summit Financial Wealth Advisors | Metairie, LA | Lafayette, LA | SEC-registered investment adviser |
| The Planning Center, Inc. | New Orleans, LA | Moline, IL | SEC-registered investment adviser |
| USI Securities, Inc. | Metairie, LA | Glastonbury, CT | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Metairie, LA | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Metairie, LA | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | New Orleans, LA | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | New Orleans, LA | Aliso Viejo, CA | SEC-registered investment adviser |
| Wealthview Capital, LLC | New Orleans, LA | Jackson, MS | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in New Orleans, LA, headquartered elsewhere. https://advisorcensus.com/advisors/la/new-orleans/branch-offices https://advisorcensus.com/advisors/la/new-orleans/branch-offices