{ "path": "/advisors/la/new-orleans/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/la/new-orleans/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in New Orleans, LA", "filters": {}, "scope_total": 44, "faq": [ { "q": "Which financial advisors in New Orleans, LA work with high-net-worth individuals?", "a": "44 investment advisory firms with a principal office in the New Orleans metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in New Orleans, LA?", "a": "AdvisorCensus lists 67 investment advisory firms with a principal office in the New Orleans metro area, from Form ADV filings as of October 2026: 38 SEC-registered, 26 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New Orleans, LA?", "a": "17 of the 67 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New Orleans, LA offer financial planning?", "a": "39 of the 64 firms in New Orleans, LA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New Orleans, LA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 17 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in New Orleans, LA who work with high-net-worth individuals. AdvisorCensus lists 44 investment advisory firms with a principal office in the New Orleans metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "New Orleans has 67 investment advisory firms with a principal office in the metro area as of October 2026: 38 SEC-registered, 26 state-registered, and 3 exempt reporting advisers. 17 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 23 report under $100 million in regulatory assets under management. The metro area has 398,564 households, 37,017 of them with income of $200,000 or more, or 552 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in New Orleans, LA: 44 firms from Form ADV filings as of October 2026.", "total_firms": 44, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 27, "state": 17, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 44 }, { "code": "hourly", "count": 20 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 28 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 7 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 14 }, { "code": "20_plus", "count": 10 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 11 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "crd_number": 142599, "name": "A-V Capital Management, LLC", "name_as_filed": "A-V CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/a-v-capital-management-llc-metairie-la-142599", "city": "Metairie", "state": "LA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 132341, "name": "ADG Wealth Management Group, LLC", "name_as_filed": "ADG WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/adg-wealth-management-group-llc-metairie-la-132341", "city": "Metairie", "state": "LA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 135035, "name": "Bavarian Wealth Management, Inc.", "name_as_filed": "BAVARIAN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bavarian-wealth-management-inc-new-orleans-la-135035", "city": "New Orleans", "state": "LA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336024, "name": "Bellingrath Wealth Management, L.L.C.", "name_as_filed": "BELLINGRATH WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/bellingrath-wealth-management-l-l-c-new-orleans-la-336024", "city": "New Orleans", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153313, "name": "Bienvenue Wealth LLC", "name_as_filed": "BIENVENUE WEALTH LLC", "url": "https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313", "city": "New Orleans", "state": "LA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299741, "name": "CDS James Investments, LLC", "name_as_filed": "CDS JAMES INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/cds-james-investments-llc-new-orleans-la-299741", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146666, "name": "Crescent City Retirement Group", "name_as_filed": "CRESCENT CITY RETIREMENT GROUP", "url": "https://advisorcensus.com/firm/crescent-city-retirement-group-metairie-la-146666", "city": "Metairie", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 106633, "name": "Crescent Sterling Ltd.", "name_as_filed": "CRESCENT STERLING LTD.", "url": "https://advisorcensus.com/firm/crescent-sterling-ltd-metairie-la-106633", "city": "Metairie", "state": "LA", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127096, "name": "Deane Retirement Strategies, Inc.", "name_as_filed": "DEANE RETIREMENT STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/deane-retirement-strategies-inc-new-orleans-la-127096", "city": "New Orleans", "state": "LA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122092, "name": "Delta Financial Advisors, L.L.C.", "name_as_filed": "DELTA FINANCIAL ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/delta-financial-advisors-l-l-c-metairie-la-122092", "city": "Metairie", "state": "LA", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306542, "name": "Demauriac LLC", "name_as_filed": "DEMAURIAC LLC", "url": "https://advisorcensus.com/firm/demauriac-llc-new-orleans-la-306542", "city": "New Orleans", "state": "LA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141546, "name": "Doucet Asset Management, LLC", "name_as_filed": "DOUCET ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/doucet-asset-management-llc-new-orleans-la-141546", "city": "New Orleans", "state": "LA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306481, "name": "Dumaine Investments LLC", "name_as_filed": "DUMAINE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/dumaine-investments-llc-new-orleans-la-306481", "city": "New Orleans", "state": "LA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310696, "name": "Emeth Value Capital, LLC", "name_as_filed": "EMETH VALUE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/emeth-value-capital-llc-new-orleans-la-310696", "city": "New Orleans", "state": "LA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170236, "name": "Enhanced Capital Partners, LLC", "name_as_filed": "ENHANCED CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/enhanced-capital-partners-llc-new-orleans-la-170236", "city": "New Orleans", "state": "LA", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 124471, "name": "Equitas Capital Advisors,llc", "name_as_filed": "EQUITAS CAPITAL ADVISORS,LLC", "url": "https://advisorcensus.com/firm/equitas-capital-advisors-llc-new-orleans-la-124471", "city": "New Orleans", "state": "LA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117499, "name": "FPL Capital Management, LLC", "name_as_filed": "FPL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fpl-capital-management-llc-metairie-la-117499", "city": "Metairie", "state": "LA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117040, "name": "Freegulliver, LLC", "name_as_filed": "FREEGULLIVER, LLC", "url": "https://advisorcensus.com/firm/freegulliver-llc-new-orleans-la-117040", "city": "New Orleans", "state": "LA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 331160, "name": "Guilbault Capital", "name_as_filed": "GUILBAULT CAPITAL", "url": "https://advisorcensus.com/firm/guilbault-capital-metairie-la-331160", "city": "Metairie", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 40637, "name": "Hancock Whitney Investment Services Inc.", "name_as_filed": "HANCOCK WHITNEY INVESTMENT SERVICES INC.", "url": "https://advisorcensus.com/firm/hancock-whitney-investment-services-inc-new-orleans-la-40637", "city": "New Orleans", "state": "LA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297031, "name": "Hedged Private Wealth", "name_as_filed": "HEDGED PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/hedged-private-wealth-metairie-la-297031", "city": "Metairie", "state": "LA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 301715, "name": "Hubbell Strickland Wealth Management, LLC", "name_as_filed": "HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hubbell-strickland-wealth-management-llc-new-orleans-la-301715", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173878, "name": "Jecohen & Co., LLC", "name_as_filed": "JECOHEN & CO., LLC", "url": "https://advisorcensus.com/firm/jecohen-and-co-llc-new-orleans-la-173878", "city": "New Orleans", "state": "LA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117423, "name": "Legacy Investment Strategies, LLC", "name_as_filed": "LEGACY INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/legacy-investment-strategies-llc-metairie-la-117423", "city": "Metairie", "state": "LA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301963, "name": "Montz Harcus Wealth Management", "name_as_filed": "MONTZ HARCUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/montz-harcus-wealth-management-new-orleans-la-301963", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171351, "name": "Newedge Advisors", "name_as_filed": "NEWEDGE ADVISORS", "url": "https://advisorcensus.com/firm/newedge-advisors-new-orleans-la-171351", "city": "New Orleans", "state": "LA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300614, "name": "Ninety West Global Wealth", "name_as_filed": "NINETY WEST GLOBAL WEALTH", "url": "https://advisorcensus.com/firm/ninety-west-global-wealth-new-orleans-la-300614", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151255, "name": "Pebble Management Group", "name_as_filed": "PEBBLE MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pebble-management-group-harahan-la-151255", "city": "Harahan", "state": "LA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305339, "name": "Planning Associates Wealth Management, LLC", "name_as_filed": "PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/planning-associates-wealth-management-llc-metairie-la-305339", "city": "Metairie", "state": "LA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284745, "name": "Poydras Capital Partners", "name_as_filed": "POYDRAS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/poydras-capital-partners-metairie-la-284745", "city": "Metairie", "state": "LA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113181, "name": "Regatta Research & Money Management L.L.C.", "name_as_filed": "REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/regatta-research-and-money-management-l-l-c-metairie-la-113181", "city": "Metairie", "state": "LA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304973, "name": "Royal Road Wealth Partners, LLC", "name_as_filed": "ROYAL ROAD WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/royal-road-wealth-partners-llc-new-orleans-la-304973", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337315, "name": "Schayot Financial LLC", "name_as_filed": "SCHAYOT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/schayot-financial-llc-metairie-la-337315", "city": "Metairie", "state": "LA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324386, "name": "Second Line Capital, LLC", "name_as_filed": "SECOND LINE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/second-line-capital-llc-metairie-la-324386", "city": "Metairie", "state": "LA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105159, "name": "ST. Denis J. Villere & Co., LLC", "name_as_filed": "ST. DENIS J. VILLERE & CO., LLC", "url": "https://advisorcensus.com/firm/st-denis-j-villere-and-co-llc-new-orleans-la-105159", "city": "New Orleans", "state": "LA", "years_registered": 85, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167906, "name": "Stability Financial, LLC", "name_as_filed": "STABILITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/stability-financial-llc-marrero-la-167906", "city": "Marrero", "state": "LA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300899, "name": "Stokes Family Office LLC", "name_as_filed": "STOKES FAMILY OFFICE LLC", "url": "https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 304638, "name": "Suncap Management", "name_as_filed": "SUNCAP MANAGEMENT", "url": "https://advisorcensus.com/firm/suncap-management-new-orleans-la-304638", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148425, "name": "Terrell Financial Group", "name_as_filed": "TERRELL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425", "city": "Metairie", "state": "LA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 155355, "name": "Thirtynorth Investments, LLC", "name_as_filed": "THIRTYNORTH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/thirtynorth-investments-llc-new-orleans-la-155355", "city": "New Orleans", "state": "LA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314880, "name": "Upbeat Wealth", "name_as_filed": "UPBEAT WEALTH", "url": "https://advisorcensus.com/firm/upbeat-wealth-new-orleans-la-314880", "city": "New Orleans", "state": "LA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110775, "name": "Walter C. Flower & Co., Inc", "name_as_filed": "WALTER C. 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