# Financial advisors in New Orleans, LA

> AdvisorCensus lists 67 investment advisory firms with a principal office in the New Orleans metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/la/new-orleans/page/2

## At a glance

- Investment advisory firms: 67
- Registration: SEC-registered investment adviser: 38, State-registered investment adviser: 26, Exempt reporting adviser: 3
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 17 (27%); Percentage of assets 58 (91%); Hourly charges 25 (39%); Fixed fees 38 (59%); Commissions 1 (2%); Performance-based fees 12 (19%); Other 12 (19%); No compensation arrangements reported 3
- Regulatory assets under management (Item 5.F): Under $25 million 12 (18%); $25 million to $100 million 11 (16%); $100 million to $500 million 17 (25%); $500 million to $1 billion 8 (12%); $1 billion to $5 billion 9 (13%); Over $5 billion 1 (1%); Not reported 9 (13%)
- Years registered: Under 5 years 18 (27%); 5 to 9 years 17 (25%); 10 to 19 years 20 (30%); 20 years or more 12 (18%)

## Firms (page 2 of 2, 51 to 67 of 67, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Schayot Financial LLC](https://advisorcensus.com/firm/schayot-financial-llc-metairie-la-337315) ([md](https://advisorcensus.com/firm/schayot-financial-llc-metairie-la-337315.md)) | 337315 | Metairie, LA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Search Fund Accelerator, LLC](https://advisorcensus.com/firm/search-fund-accelerator-llc-new-orleans-la-281491) ([md](https://advisorcensus.com/firm/search-fund-accelerator-llc-new-orleans-la-281491.md)) | 281491 | New Orleans, LA | SEC-registered investment adviser | $100 million to $500 million | 4 | Performance fee, Other |
| [Second Line Capital, LLC](https://advisorcensus.com/firm/second-line-capital-llc-metairie-la-324386) ([md](https://advisorcensus.com/firm/second-line-capital-llc-metairie-la-324386.md)) | 324386 | Metairie, LA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Sisung Investment Management Services LLC](https://advisorcensus.com/firm/sisung-investment-management-services-llc-metairie-la-107318) ([md](https://advisorcensus.com/firm/sisung-investment-management-services-llc-metairie-la-107318.md)) | 107318 | Metairie, LA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets |
| [SKM Professional Services, Inc.](https://advisorcensus.com/firm/skm-professional-services-inc-metairie-la-172100) ([md](https://advisorcensus.com/firm/skm-professional-services-inc-metairie-la-172100.md)) | 172100 | Metairie, LA | State-registered investment adviser | Not reported | 12 | Other |
| [ST. Denis J. Villere & Co., LLC](https://advisorcensus.com/firm/st-denis-j-villere-and-co-llc-new-orleans-la-105159) ([md](https://advisorcensus.com/firm/st-denis-j-villere-and-co-llc-new-orleans-la-105159.md)) | 105159 | New Orleans, LA | SEC-registered investment adviser | $1 billion to $5 billion | 85 | % of assets |
| [Stability Financial, LLC](https://advisorcensus.com/firm/stability-financial-llc-marrero-la-167906) ([md](https://advisorcensus.com/firm/stability-financial-llc-marrero-la-167906.md)) | 167906 | Marrero, LA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Stokes Family Office LLC](https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899) ([md](https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899.md)) | 300899 | New Orleans, LA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Suncap Management](https://advisorcensus.com/firm/suncap-management-new-orleans-la-304638) ([md](https://advisorcensus.com/firm/suncap-management-new-orleans-la-304638.md)) | 304638 | New Orleans, LA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Synergist Private Wealth LLC](https://advisorcensus.com/firm/synergist-private-wealth-llc-new-orleans-la-312555) ([md](https://advisorcensus.com/firm/synergist-private-wealth-llc-new-orleans-la-312555.md)) | 312555 | New Orleans, LA | State-registered investment adviser | Not reported | 4 | % of assets, Fixed fee |
| [Terrell Financial Group](https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425) ([md](https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425.md)) | 148425 | Metairie, LA | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee, Other |
| [Thirtynorth Investments, LLC](https://advisorcensus.com/firm/thirtynorth-investments-llc-new-orleans-la-155355) ([md](https://advisorcensus.com/firm/thirtynorth-investments-llc-new-orleans-la-155355.md)) | 155355 | New Orleans, LA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [TM Financial Group, LLC](https://advisorcensus.com/firm/tm-financial-group-llc-metairie-la-130378) ([md](https://advisorcensus.com/firm/tm-financial-group-llc-metairie-la-130378.md)) | 130378 | Metairie, LA | State-registered investment adviser | Not reported | 22 | Other |
| [Upbeat Wealth](https://advisorcensus.com/firm/upbeat-wealth-new-orleans-la-314880) ([md](https://advisorcensus.com/firm/upbeat-wealth-new-orleans-la-314880.md)) | 314880 | New Orleans, LA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Walter C. Flower & Co., Inc](https://advisorcensus.com/firm/walter-c-flower-and-co-inc-new-orleans-la-110775) ([md](https://advisorcensus.com/firm/walter-c-flower-and-co-inc-new-orleans-la-110775.md)) | 110775 | New Orleans, LA | SEC-registered investment adviser | $500 million to $1 billion | 47 | % of assets |
| [Waters, Parkerson & Co., LLC](https://advisorcensus.com/firm/waters-parkerson-and-co-llc-new-orleans-la-3711) ([md](https://advisorcensus.com/firm/waters-parkerson-and-co-llc-new-orleans-la-3711.md)) | 3711 | New Orleans, LA | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Fixed fee |
| [Wealthharbor Capital Group, LLC](https://advisorcensus.com/firm/wealthharbor-capital-group-llc-metairie-la-118614) ([md](https://advisorcensus.com/firm/wealthharbor-capital-group-llc-metairie-la-118614.md)) | 118614 | Metairie, LA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/la/new-orleans.md

## Questions people ask

**How many financial advisory firms are there in New Orleans, LA?**
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.

**How many fee-only financial advisors are in New Orleans, LA?**
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.

**How many financial advisors in New Orleans, LA offer financial planning?**
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.

**Are the financial advisors in New Orleans, LA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Louisiana](https://advisorcensus.com/advisors/la) (https://advisorcensus.com/advisors/la.md)
- [Financial advisors in New Orleans, LA](https://advisorcensus.com/advisors/la/new-orleans) (https://advisorcensus.com/advisors/la/new-orleans.md)
- [Fee-only financial advisors in New Orleans, LA](https://advisorcensus.com/advisors/la/new-orleans/fee-only) (https://advisorcensus.com/advisors/la/new-orleans/fee-only.md)
- [Flat-fee financial advisors in New Orleans, LA](https://advisorcensus.com/advisors/la/new-orleans/flat-fee) (https://advisorcensus.com/advisors/la/new-orleans/flat-fee.md)
- [Hourly financial advisors in New Orleans, LA](https://advisorcensus.com/advisors/la/new-orleans/hourly) (https://advisorcensus.com/advisors/la/new-orleans/hourly.md)
- [Financial advisors in Metairie, LA](https://advisorcensus.com/advisors/la/new-orleans/metairie) (https://advisorcensus.com/advisors/la/new-orleans/metairie.md)
- [Financial advisors in Baton Rouge](https://advisorcensus.com/advisors/la/baton-rouge) (https://advisorcensus.com/advisors/la/baton-rouge.md)
- [Financial advisors in Slidell](https://advisorcensus.com/advisors/la/slidell) (https://advisorcensus.com/advisors/la/slidell.md)
- [Financial advisors in Lafayette](https://advisorcensus.com/advisors/la/lafayette) (https://advisorcensus.com/advisors/la/lafayette.md)
- [Financial advisors in Shreveport](https://advisorcensus.com/advisors/la/shreveport) (https://advisorcensus.com/advisors/la/shreveport.md)
- [Financial advisors in Houma](https://advisorcensus.com/advisors/la/houma) (https://advisorcensus.com/advisors/la/houma.md)
- [Financial advisors in Monroe](https://advisorcensus.com/advisors/la/monroe) (https://advisorcensus.com/advisors/la/monroe.md)
- [Financial advisors in Alexandria](https://advisorcensus.com/advisors/la/alexandria) (https://advisorcensus.com/advisors/la/alexandria.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/la/new-orleans.csv

Cite as: AdvisorCensus. Financial advisors in New Orleans, LA: 67 firms from Form ADV filings as of October 2026.