Finding a Top Financial Advisor Firm in Metairie, Louisiana
The task of choosing a financial advisor in Metairie, Louisiana, can be difficult. To help, the research team at SmartAsset conducted extensive research to find the top financial advisor firms in the New Orleans suburb. These are the largest advisories registered with the Securities and Exchange Commission that have clean records and offer comprehensive financial services. We’ll tell you all you need to know about them.
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We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | TruWealth Advisors, LLC  Find an Advisor | $2,535,697,292 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Second Line Capital, LLC  Find an Advisor | $723,038,061 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
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| 3 | FPL Capital Management, LLC  Find an Advisor | $885,155,184 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 4 | ADG Wealth Management Group, LLC  Find an Advisor | $309,647,951 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 5 | Regatta Research & Money Management LLC  Find an Advisor | $188,472,996 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 6 | Crescent Sterling Ltd.  Find an Advisor | $214,100,000 | $250,000 |
| Minimum Assets$250,000Financial Services
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| 7 | Guilbault Capital  Find an Advisor | $317,424,349 | $100,000 |
| Minimum Assets$100,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Metairie,, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
TruWealth Advisors
TruWealth Advisors is a fee-based firm that not only leads off our list of the top financial advisors in Metairie, but also ranks No. 1 on our list of the top advisors in Louisiana. TruWealth works primarily with non-high-net-wealth and high-net-worth individuals, as well as charitable organizations, retirement plans and businesses.
As a fee-based firm, some of TruWealth’s advisors may be licensed to sell insurance and investment products, and could earn commissions on those transactions. But the firm’s fiduciary obligations require the team to act in the best interests of clients.
The firm does not impose a minimum portfolio value to start and maintain an investment management relationship. TruWealth does not charge clients a minimum fee either. However, those engaging in project-based services will generally be charged a fixed fee for initial planning ranging from $250 to $10,000. And for on-going engagements, the firm generally charges a subscription fee up to $899 per month.
Headquartered in Metairie, the firm was registered as an investment advisor in 2020. The firm’s financial team holds multiple certifications, including the Certified Financial Planner™ (CFP®), certified public accountant (CPA), chartered retirement planning counselor (CRPC), chartered financial consultant (ChFC), chartered life underwriter (CLU), certified kingdom advisor (CKA), accredited portfolio management advisor (APMA) designations, among others.
TruWealth’s investment philosophy emphasizes a long-term, research-driven approach to asset allocation. Portfolios are tailored to each client’s objectives, time horizon and risk tolerance. Investment strategies draw on top-down macroeconomic research, fundamental security analysis and technical indicators. Client portfolios may include mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), structured products, individual stocks and bonds and separate account managers.
TruWealth can also provide advice on variable annuities, life insurance subaccounts, self-directed brokerage accounts and retirement plan assets. Overall, the firm seeks to align portfolios with client needs while managing risk through diversification across asset classes.
Second Line Capital
Second Line Capital (2LC) is a registered investment advisor that began operations in 2023. The firm works with individuals, high-net-worth individuals, retirement plans, charities, businesses, trusts, estates and health savings accounts. It does not require a set account minimum for all clients, but some programs have thresholds. For example, certain model portfolios require at least $25,000.
2LC provides financial planning, investment management and wealth management, including retirement plan consulting.
The team at 2LC includes on Certified Financial Planner™ (CFP®) and certified plan fiduciary advisor (CPFA). However, as a fee-based firm, its supervised persons may receive commissions for selling securities and insurance products through outside arrangements. While this creates potential conflicts of interest, the firm has a fiduciary duty to act in its clients' best interests.
The firm primarily invests client assets in mutual funds, ETFs, individual stocks and bonds, and, when appropriate, independent managers. It also advises on legacy positions and assets such as annuities, employer-sponsored retirement plans and 529 plans. Portfolios are designed based on clients’ risk tolerance, time horizon and liquidity needs, with the goal of maintaining alignment over time through ongoing consultation.
FPL Capital Management
FPL Capital Management is a fee-only firm that offers investment management on a flat-fee basis. Instead of charging a percentage of assets under management as its fee, the practice collects a flat annual fee that ranges from $5,000 to $20,000.
The three-person shop works with more high-net-worth individuals than less affluent investors. It also serves pension and profit-sharing plans and corporations. To open an account, you need a minimum $500,000, though the firm may waive this requirement at its discretion.
FPL Capital Management formed in 2000. It is currently owned by Michael D. George. He manages a team that provides model portfolios and, to a lesser extent, separately managed accounts (SMAs) to its clients. They also provide the following services:
- Retirement planning
- Risk management (insurance) planning
- Tax planning
- Estate planning
FPL Capital Management applies a passive, long-term investment strategy grounded in modern portfolio theory. Portfolios are designed to be globally diversified across domestic, international and emerging market equities, as well as fixed income and other asset classes such as real estate investment trusts. The firm emphasizes buy-and-hold investing tailored to each client’s goals, timeline and risk tolerance, with diversification used to help manage volatility and compound returns over time.
ADG Wealth Management Group
ADG Wealth Management Group is a financial services firm that works with non-high-net-worth and high-net-worth individuals, as well as corporations and other business entities. Clients don’t need a set minimum amount to open or keep an account.
The investment advisory team is fee-based, which means they earn commissions from third parties on top of client fees. For example, an advisor may earn a commission from an insurance company for selling its products. That said, as an SEC-registered investment advisor, the firm must uphold its fiduciary duty to put each clients' best interests before its own.
Established in 2010, ADG provides investment management, financial planning, retirement plan consulting, and access to third-party money managers. The firm tailors portfolios to client needs through its Strategic Asset Management program and also offers guidance on insurance, estate and tax planning, and retirement or business strategies.
Its investment philosophy combines technical and fundamental analysis, with weekly market reviews and use of moving averages to guide decisions. ADG employs both short- and long-term strategies across a range of asset classes, including equities, fixed income securities, mutual funds, ETFs, closed-end funds, annuity subaccounts, cash equivalents and alternatives.
The firm offers multiple portfolio models, such as equity and bond rotation, growth and income, as well as income and growth, each emphasizing different mixes of stocks, bonds, and other instruments. Portfolios may be shifted defensively into cash or adjusted among asset classes to respond to market conditions.
Regatta Research & Money Management LLC
Regatta Research & Money Management, founded in 1998, provides investment management and financial planning services to individuals, high-net-worth individuals, corporations and businesses. The firm helps clients with a range of needs, including budgeting, education savings, retirement planning, tax-efficient investment selection and portfolio analysis.
While there is no stated account minimum, the firm imposes a minimum annual fee for investment management, meaning clients with smaller portfolios may still need to meet a baseline cost.
The firm is fee-only, which means it does not accept commissions or soft dollars, and it explicitly states that it does not receive compensation from brokerage firms, mutual funds or other product sponsors. The team at Regatta includes advisors who hold the Certified Financial Planner™ (CFP®), financial paraplanner qualified professional (FPQP) and accredited portfolio management advisor (APMA) designations.
Its investment philosophy centers on diversified portfolios tailored to each client’s risk profile and goals. Portfolios may include mutual funds, ETFs, stocks, bonds, real estate investment trusts (REITs), annuity sub-accounts, hedge funds, private placements, managed futures and structured products. The firm also employs strategies such as portfolio hedging and may recommend alternative or illiquid assets for qualified clients.
Crescent Sterling Ltd.
Crescent Sterling is a fee-only firm that manages assets for non-high-net-worth and high-net-worth individuals. The investment team holds multiple certifcations, including the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) designations.
To become a client, you’d generally need a minimum account balance of $250,000. But the firm may waive this requirement at its discretion. The advisory works with individuals, corporations, retirement plans, foundations and trusts.
Because they are fee-only advisors, Crescent Sterling collects fees solely from its clients. They don’t earn compensation from third parties for recommending their financial products.
Crescent Sterling opened its doors in 1992. Today, the firm specializes in investment management and financial planning, as well as consulting services. Crescent Sterling generally constructs client portfolios with stocks, bonds, mutual funds and ETFs. The firm evaluates securities and manages investments by:
- Using earnings growth and fundamental valuations to determine stocks or sectors that are reasonably or underpriced
- Using selling disciplines to preserve capital
- Avoiding equity commitment in an extremely overvalued market
Guilbault Capital
Our list of the top financial advisors in Metairie concludes with Guilbault Capital, a fee-only practice that works with individuals, high-net-worth individuals and retirement plan. Founded in 2024, Guilbault Capital is also the youngest firm on this list.
The firm's advisory services include investment policy development, asset allocation, portfolio monitoring, estate and tax planning, retirement planning, charitable giving, business planning and education funding. Clients must meet a $100,000 minimum initial investment for investment management, with an ongoing minimum account size of $25,000.
The firm is fee-only, charging advisory fees based on assets under management or fixed and hourly rates for planning services, and it does not accept commissions from securities or insurance sales.
Guilbault Capital develops portfolios through risk-adjusted, tax-efficient, and cost-conscious strategies tailored to client objectives. Portfolios are primarily allocated among stocks, bonds, ETFs and mutual funds, with selective use of alternative investments or fee-based annuities depending on client needs. The firm may also provide advice on “held-away” accounts such as 529 plans or variable annuities.
A combination of active and passive management approaches is used, supported by qualitative, quantitative and technical analysis. Portfolio adjustments are made as market conditions and client circumstances change, with diversification emphasized as a way to manage risk.
