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Top Financial Advisor Firms in Metairie, LA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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. 

To expand your search, use our advisor matching tool. It will connect you with up to three advisors who serve your area. 

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 TruWealth Advisors, LLC TruWealth Advisors, LLC logo Find an Advisor

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$1,697,533,238 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
2 FPL Capital Management, LLC FPL Capital Management, LLC logo Find an Advisor

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$582,055,320 $500,000
  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors
3 ADG Wealth Management Group, LLC ADG Wealth Management Group, LLC logo Find an Advisor

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$341,395,704 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

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4 Crescent Sterling Ltd. Crescent Sterling Ltd. logo Find an Advisor

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$209,280,000 $250,000
  • Financial planning
  • Portfolio management

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
5 Regatta Research & Money Management LLC Regatta Research & Money Management LLC logo Find an Advisor

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$168,058,168 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. 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.

TruWealth Advisors, LLC.

TruWealth Advisors, LLC. is a fee-based firm that works primarily with non-high-net-wealth and high-net-worth individuals, as well as charitable organizations and corporations.

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.

TruWealth Advisors, LLC. Background

Headquartered in Metairie, the firm was registered as an investment advisor in 2020. TruWealth is principally owned by Charles Simmons and Christy Lynn Neal Simmons. 

The firm’s financial team holds multiple certifications, including  accredited portfolio management advisors (APMAs), chartered retirement planing counselors (CRPCs), certified kingdom advisors (CKAs), certified financial planners (CFPs), a chartered financial consultant (ChFC), a chartered advisor in philanthropy (CAP), a chartered life underwriter (CLU) and a certified public accountant (CPA).

TruWealth Advisors, LLC Strategy

The firm manages client assets based on financial goals, time horizon and risk tolerance. These include:

  • Retirement planning
  • Trust and estate planning
  • Business planning
  • Insurance planning
  • Investment planning
  • Long-term care planning
  • Workplace benefit planning
  • Cash flow analysis

FPL Capital Management, LLC

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 of $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 Background

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

Additionally, the firm offers concierge wealth management and family office services. The concierge package features access to advice on the following: 

  • Model portfolio access & customization
  • Investment policy statement
  • Portfolio reporting and rebalancing
  • Asset location
  • Tax harvesting
  • Outside asset consultation
  • Wealth management portal
  • Semi-annual reviews
  • Quarterly calls

Clients in this program can add the following: 

  • Multi-generational wealth planning
  • Retirement planning
  • Cash flow analysis
  • Family governance solutions
  • Insurance planning
  • Risk management
  • Asset protection
  • Tax planning
  • Philanthropic planning
  • Accounting services
  • Real estate advisory
  • Private foundation structuring
  • Asset acquisition
  • Trustee and corporate services

FPL Capital Management Investing Strategy

FPL Capital Management typically invests client assets among one of its various model portfolios. It constructs these portfolios with passively managed index funds. In addition, it provides access to SMA platforms through Schwab Institutional, Fidelity Institutional and TD Ameritrade Institutional. 

Before investing client assets, the firm evaluates securities by looking to various research sources, including data provided by Morningstar Principia.

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. 

ADG Wealth Management Group Background 

ADG was formed in 2010. Two of its principal owners are Pierre Adams and John Dalton. Each owns 25% of the firm. Adams, who serves as firm partner and registered representative of Triad Advisors, has been in the investment world since 1996. He specializes in retirement planning, primarily for medical professionals.  

The ADG team offers portfolio management. It also provides estate planning, income tax, retirement and business planning services.  

ADG Wealth Management Group Investing Strategies

ADG offers model portfolios that may be built with equities, fixed income securities and other asset classes. Before making any recommendations, the advisor will evaluate the client’s entire financial picture. He or she would take into account factors such as the client’s tolerance for risk, time horizon and overall investment goals.

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 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 Background 

Crescent Sterling opened its doors in 1992. W. Howard Thompson is the principal owner and chief investment officer. He previously served as portfolio manager and director of research at JMC Capital Management. 

His team specializes in investment management and financial planning and consulting services. 

Crescent Sterling Investment Strategy

Crescent Sterling generally constructs client portfolios with stocks, bonds, mutual funds and exchange-traded funds (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

Regatta Research & Money Management LLC

Regatta Research & Money Management's advisory serves far more individuals who do not have high net worths than investors who do. The firm also works with pension and profit-sharing plans, as well as corporations and other business entities. 

The fee-only firm has no set account minimum, though clients could be charged financial planning fees that could range from $200 to $300 per hour.

Regatta Research & Money Management Background

Regatta Research & Money Management launched its operations in 1998. Eric A. Greschner and Rudy J. Blanchard are the principal owners. As an institutional research analyst, Greschner has worked for T. Rowe Price, Fidelity Investments, institutional pension funds, hedge funds and more. 

Regatta Research & Money Management offers financial planning, asset allocation and investment management services. 

Regatta Research & Money Management Investing Strategy

Regatta Research & Money Management tailors portfolios to the financial profiles of its clients. Its advisors consider your risk tolerance, investment goals and more. In building portfolios, the firm examines securities using the following analytical strategies: 

  • Fundamental: measures a securitie's intrinsic value by examining financial factors like the state of the company, market conditions and the overall economy
  • Technical: measures movements of a stock's price and volume in order to project future movements
  • Quantitative: relies on mathematical data such as the value of a share price or earnings per share to estimate price changes 

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.