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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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
TruWealth Advisors, LLC
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$1,697,533,238 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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| 2 |
FPL Capital Management, LLC
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$582,055,320 | $500,000 |
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Minimum Assets$500,000Financial Services
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| 3 |
ADG Wealth Management Group, LLC
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$341,395,704 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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| 4 |
Crescent Sterling Ltd.
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$209,280,000 | $250,000 |
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Minimum Assets$250,000Financial Services
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| 5 |
Regatta Research & Money Management LLC
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$168,058,168 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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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, 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
