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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Orleans, LA

Every SEC-registered investment adviser representative at a firm office in New Orleans, with the firms that employ the most of them.

679 registered advisors work in New Orleans; the most are at Newedge Advisors (258). 105 list the CFP designation and 483 are also registered broker representatives.

Firms with the most advisors in New Orleans

FirmAdvisors in New Orleans
Newedge Advisors258
Morgan Stanley news76
J.P. Morgan Securities LLC news39
Merrill Lynch, Pierce, Fenner & Smith Incorporated news34
Cetera Investment Advisers LLC news19
Raymond James & Associates, Inc. news18
Ameriprise Financial Services, LLC news16
UBS Financial Services Inc. news15
Edward Jones news13
Stokes Family Office LLC12
LPL Financial LLC news11
Osaic Wealth, Inc. news10
Eagle Strategies LLC7
Waters, Parkerson & Co., LLC7
Captrust news6
Jecohen & Co., LLC6
RBC Capital Markets, LLC news6
Freegulliver, LLC5
Hancock Whitney Investment Services Inc.5
Montz Harcus Wealth Management5
Raymond James Financial Services Advisors, Inc. news5
Stifel, Nicolaus & Company, Incorporated news5
Argent Retirement Plan Advisors, LLC4
Cambridge Investment Research Advisors, Inc. news4
St. Denis J. Villere & Co., LLC4

Advisors in New Orleans, A to Z (first 300 of 679)

CFP advisors in New Orleans →

Other cities in Louisiana

All of Louisiana →

Baton Rouge 588Metairie 343Lafayette 313Shreveport 213Mandeville 176Lake Charles 107Covington 74Monroe 74Slidell 54Houma 52Alexandria 47Thibodaux 38New Iberia 28Ruston 26Hammond 25Bossier City 21Gretna 21Gonzales 19Kenner 16Denham Springs 15Harahan 15Opelousas 15West Monroe 15Sulphur 14

Questions

How many financial advisors are in New Orleans, LA?

679 investment adviser representatives are registered at firm offices in New Orleans, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 483 of them are also registered as broker representatives, and 105 list the CFP designation.

Which firm has the most financial advisors in New Orleans?

Newedge Advisors, with 258 registered advisors in New Orleans, followed by Morgan Stanley with 76.

How do I check a financial advisor in New Orleans?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.