louisiana Date: 09-25-2025

Top 15 Financial Advisors in New Orleans, LA

Financial AdvisorAddress
1♠ Royal Financial Tax Services LLC8000 Crowder Blvd suite B, New Orleans, LA 70127
2♠ Kevin Jones Financial Group LLC201 St Charles Ave Ste 114 PBM 110, New Orleans, LA 70170
3♠ deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS401 St Joseph St #2A, New Orleans, LA 70130
4♠ Royal Road Wealth Partners1100 Poydras St Suit 2900, New Orleans, LA 70163
5♠ Financial Planning Center2475 Canal St Ste 100, New Orleans, LA 70119
6♠ LHM Financial Corporation1340 Poydras St Suite 1460, New Orleans, LA 70113
7♠ OneMain Financial6600 Franklin Ave Ste A9, New Orleans, LA 70122
8♠ Stephens Financial Services3528 Holiday Dr STE A, New Orleans, LA 70114
9♠ Bavarian Wealth Management Inc650 Poydras St #1906, New Orleans, LA 70130
10♠ Merrill Lynch Wealth Management601 Poydras St Suite 2500, New Orleans, LA 70130
11♠ Morgan Stanley Financial Advisors1100 Poydras St Ste 1900, New Orleans, LA 70163
12♠ Damien Financial Services, LLC2725 Tulane Ave, New Orleans, LA 70119
13♠ Nathan Foret - Financial Advisor, Ameriprise Financial Services, LLC1100 Poydras St # 1000, New Orleans, LA 70163
14♠ The Guidry Retirement Group - Ameriprise Financial Services, LLC1100 Poydras St # 1000, New Orleans, LA 70163
15♠ TOUPS Wealth Management639 Loyola Ave #2100, New Orleans, LA 70113

1.Royal Financial Tax Services LLC

Address: 8000 Crowder Blvd suite B, New Orleans, LA 70127

images Royal Financial Tax Services LLC

(76) user ratings total:

pamela lyons Great experience! She was very helpful, informative, and got my taxes done in a timely manner. I would definitely recommend.
5 /5

2.Kevin Jones Financial Group LLC

Address: 201 St Charles Ave Ste 114 PBM 110, New Orleans, LA 70170

(7) user ratings total:

Dominique Peters Mr. Kevin is very professional and knowledgeable. He made sure that I knew what would be the best options for me and he was honest! He has amazing financial advice, even on his Instagram.
5 /5

3.deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS

Address: 401 St Joseph St #2A, New Orleans, LA 70130

(6) user ratings total:

Rebecca Ohler I grew up without financial assets but I also have a masters degree and am an intelligent person. I was desperately seeking very knowledgeable help in straightening out my retirement and estate planning without being spoken to like an idiot by a bunch of finance bros and Marigny was the answer. She is down to earth, knowledgeable and she also supports my goals of being simultaneously financially strong and socially just. I would recommend her to anyone and trust her wholeheartedly.
5 /5

4.Royal Road Wealth Partners

Address: 1100 Poydras St Suit 2900, New Orleans, LA 70163

(6) user ratings total:

Lyndsey Breaux Outstanding Financial Guidance – Highly Recommend Michael & Royal Road Wealth Partners! I had the pleasure of working with Michael at Royal Road Wealth Partners, and I couldnt be more satisfied with the experience. From our very first meeting, Michael took the time to truly understand my financial goals, concerns, and long-term aspirations. His deep knowledge of wealth management, investment strategies, and retirement planning gave me complete confidence in his ability to guide me toward financial success. What sets Michael apart is his personalized approach. He doesn’t just offer generic advice—he tailors strategies to fit your unique situation. He’s always available to answer questions, explain complex financial concepts in a way that’s easy to understand, and provide reassurance when market fluctuations create uncertainty. His transparency and integrity are truly refreshing in an industry where trust is everything. Thanks to Michael’s expertise, I now have a clear, well-structured financial plan that aligns with my future goals. If youre looking for a knowledgeable, professional, and genuinely caring financial advisor, I highly recommend Michael and the team at Royal Road Wealth Partners. They are top-notch in every way!
5 /5

5.Financial Planning Center

Address: 2475 Canal St Ste 100, New Orleans, LA 70119

(6) user ratings total:

Leo Judice Nice and respectful law firm
5 /5

6.LHM Financial Corporation

Address: 1340 Poydras St Suite 1460, New Orleans, LA 70113

(49) user ratings total:

Andrew Benton - Elevation Films I had the pleasure of working with Jessica Glass as my lending Agent and he did a fantastic job! She was always easy to reach and answered any questions I had quickly and clearly which made a whole process an absolute breeze for me. I would highly recommend going with LHM and especially Jessica!
5 /5

7.OneMain Financial

Address: 6600 Franklin Ave Ste A9, New Orleans, LA 70122

(43) user ratings total:

CHARLENIA MONETTE A truly wonderful experience! The agent who helped me was professional, knowledgeable and extremely helpful... a real asset to your customer service team. Thank you
5 /5

8.Stephens Financial Services

Address: 3528 Holiday Dr STE A, New Orleans, LA 70114

(4) user ratings total:

Michael Prince Joe came highly recommended and I am glad my wife and I used him for our taxes. He is highly responsive, and followed my instructions in regards to filing to the T. We will definitely use Stephens Financial again come next year!! You should use him now!
5 /5

9.Bavarian Wealth Management Inc

Address: 650 Poydras St #1906, New Orleans, LA 70130

(4) user ratings total:

Damian Loris Anthony has done an outstanding job investigating my money. It’s great having someone I can trust! I only wish I would have invested with him years ago
5 /5

10.Merrill Lynch Wealth Management

Address: 601 Poydras St Suite 2500, New Orleans, LA 70130

(3) user ratings total:

Gaming Moses The best of the best. Anthony knows his works like a chef knows his dishes. Thank you for everything
5 /5

11.Morgan Stanley Financial Advisors

Address: 1100 Poydras St Ste 1900, New Orleans, LA 70163

(3) user ratings total:

Tanjala Burl My broker and the assistant have been with my spouse every step of the way towards retirement planning. As a retiree we are both very pleased with the courteous and personable service we continue to receive now that Morgan Stanley is our official provider.
5 /5

12.Damien Financial Services, LLC

Address: 2725 Tulane Ave, New Orleans, LA 70119

(22) user ratings total:

Brionne Davis I had an amazing experience at Damien Financial! From the moment I walked in, I was greeted with a warm and friendly atmosphere. The staff were incredibly helpful and knowledgeable, always going above and beyond to make sure I was satisfied. The credit repair service I received was top-notch, and you can tell they really care about the quality of their work. I highly recommend Damien Financial to anyone looking for Credit Repair – you won’t be disappointed!
5 /5

13.Nathan Foret - Financial Advisor, Ameriprise Financial Services, LLC

Address: 1100 Poydras St # 1000, New Orleans, LA 70163

(2) user ratings total:

Donna Pellegrini Nathan is a great man plus hes a great Financial Advisor. When my husband passed he was a big help in getting all my "things" in order.
5 /5

14.The Guidry Retirement Group - Ameriprise Financial Services, LLC

Address: 1100 Poydras St # 1000, New Orleans, LA 70163

15.TOUPS Wealth Management

Address: 639 Loyola Ave #2100, New Orleans, LA 70113

(2) user ratings total:

JAMES HUBBARD Great investment advisors
5 /5