AdvisorCensus / Financial advisors / Louisiana / New Orleans, LA / Charles Schwab
Financial advisors in New Orleans, LA using Charles Schwab
15 SEC-registered investment advisory firms headquartered in the New Orleans, LA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Crescent City Retirement Group | Metairie | SEC-registered investment adviser | $100 million to $500 million |
| Crescent Sterling Ltd. | Metairie | SEC-registered investment adviser | $100 million to $500 million |
| Deane Retirement Strategies, Inc. | New Orleans | SEC-registered investment adviser | $100 million to $500 million |
| Delta Financial Advisors, L.L.C. | Metairie | SEC-registered investment adviser | $500 million to $1 billion |
| Dumaine Investments LLC | New Orleans | SEC-registered investment adviser | $100 million to $500 million |
| Equitas Capital Advisors,llc | New Orleans | SEC-registered investment adviser | $100 million to $500 million |
| FPL Capital Management, LLC | Metairie | SEC-registered investment adviser | $1 billion to $5 billion |
| Freegulliver, LLC | New Orleans | SEC-registered investment adviser | $500 million to $1 billion |
| Montz Harcus Wealth Management | New Orleans | SEC-registered investment adviser | $500 million to $1 billion |
| Newedge Advisors | New Orleans | SEC-registered investment adviser | Over $5 billion |
| Second Line Capital, LLC | Metairie | SEC-registered investment adviser | $1 billion to $5 billion |
| ST. Denis J. Villere & Co., LLC | New Orleans | SEC-registered investment adviser | $1 billion to $5 billion |
| Suncap Management | New Orleans | SEC-registered investment adviser | $100 million to $500 million |
| Thirtynorth Investments, LLC | New Orleans | SEC-registered investment adviser | $100 million to $500 million |
| Waters, Parkerson & Co., LLC | New Orleans | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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