Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Metairie, LA

Every SEC-registered financial advisor at a firm office in Metairie who lists the Certified Financial Planner designation, A to Z.

The short answer

59 CFP professionals work in Metairie; the most are at Ameriprise Financial Services, LLC (10). 41 are also registered broker representatives.

CFP advisors in Metairie, A to Z

Every advisor in Metairie →

Firms with the most CFP professionals in Metairie

Ameriprise Financial Services, LLC 10Edward Jones 10Beacon Pointe Advisors, LLC 5Second Line Capital, LLC 3The Ameriflex Group 3Cetera Investment Advisers LLC 2Creative Planning 2Crescent Sterling Ltd. 2LPL Financial LLC 2MML Investors Services, LLC 2Newedge Advisors 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Ae Wealth Management, LLC 1Arkadios Wealth Advisors 1

CFP advisors in other Louisiana cities

All of Louisiana →

New Orleans 105Baton Rouge 76Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Covington 12Houma 10Slidell 7Alexandria 6Monroe 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3

Questions

How many CFP financial advisors are in Metairie, LA?

59 SEC-registered investment adviser representatives at firm offices in Metairie, Louisiana list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (10).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Metairie?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.