Top 8 financial advisor firms in Metairie

8 SEC-registered financial advisor firms are headquartered in Metairie, LA, with $4.19B in combined regulatory assets under management. The largest by assets are Second Line Capital ($1.32B), FPL Capital Management ($1.08B) and Delta Financial Advisors ($592M).

8
Financial advisor firms: $4.19B
Their combined AUM: $320M
Median firm AUM: 4,126
Clients of the top 8

The 8 largest by assets

1
Second Line Capital
RIA
$1.32B
Regulatory AUM
2
FPL Capital Management
RIA
$1.08B
Regulatory AUM
3
Delta Financial Advisors
RIA
$592M
0.50% to 1.25% a year
4
ADG Wealth Management Group
RIA
$336M
Up to 2.00% a year
5
Guilbault Capital
RIA
$304M
Regulatory AUM
6
Regatta Research & Money Management
RIA
$211M
Up to 2.00% a year
7
Crescent Sterling
RIA
$210M
Regulatory AUM
8
Crescent City Retirement Group
RIA
$131M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Second Line Capital

Second Line Capital is an investment adviser based in Metairie, LA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $1.32 billion, as filed on 16 July 2026.

Regulatory AUM: $1.32B
Clients: 1,196
Advisory staff: 24
Custodians: LPL Financial, Charles Schwab
Headquarters: 2800 Veterans Memorial BLVD., Suite 220, Metairie, LA 70002
Phone: 504-321-0923
Website: mussora.com

No. 2 · RIA

FPL Capital Management

FPL Capital Management is an investment adviser based in Metairie, LA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.08 billion, as filed on 15 January 2026.

Regulatory AUM: $1.08B
Clients: 324
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 3525 North Causeway Boulevard, Suite 633, Metairie, LA 70002
Phone: 504-828-1969
Website: fplcm.com

No. 3 · RIA

Delta Financial Advisors

Delta Financial Advisors is an investment adviser based in Metairie, LA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $592 million, as filed on 23 July 2026.

Delta Financial Advisors charges 0.50%–1.25% a year for its Percentage of Assets Under Management.

Regulatory AUM: $592M
Clients: 217
Advisory staff: 3
Founded: 2002
Fee schedule: 0.50% to 1.25% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 111 Veterans Memorial BLVD., Suite 1555, Metairie, LA 70005
Phone: 504-522-9019
Website: deltafinad.com

No. 4 · RIA

ADG Wealth Management Group

ADG Wealth Management Group is an investment adviser based in Metairie, LA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $336 million, as filed on 25 February 2026.

ADG Wealth Management Group charges up to 2.00% a year for its Active money management services.

Regulatory AUM: $336M
Clients: 569
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 433 Metairie Road, Suite 500, Metairie, LA 70005
Phone: 504-267-9880
Website: adgwealth.com

No. 5 · RIA

Guilbault Capital

Guilbault Capital is an investment adviser based in Metairie, LA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $304 million, as filed on 12 March 2026.

Regulatory AUM: $304M
Clients: 138
Advisory staff: 1
Custodians: Wells Fargo Clearing Services
Headquarters: 3850 N Causeway BLVD., Suite 121, Metairie, LA 70002
Phone: 504-612-9250
Website: guilbaultcapital.com

No. 6 · RIA

Regatta Research & Money Management

Regatta Research & Money Management is an investment adviser based in Metairie, LA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $211 million, as filed on 20 May 2026.

Regatta Research & Money Management charges up to 2.00% a year for its Portfolio Management and Asset Allocation.

Regulatory AUM: $211M
Clients: 554
Advisory staff: 6
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 6620 Riverside Drive, Suite 207, Metairie, LA 70003
Phone: 504-831-4636
Website: regattaresearch.com

No. 7 · RIA

Crescent Sterling

Crescent Sterling is an investment adviser based in Metairie, LA, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $210 million, as filed on 30 March 2026.

Regulatory AUM: $210M
Clients: 195
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 4415 Shores Drive, Suite 250, Metairie, LA 70006-6804
Phone: 504-885-1135
Website: crescentsterling.com

No. 8 · RIA

Crescent City Retirement Group

Crescent City Retirement Group is an investment adviser based in Metairie, LA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $131 million, as filed on 28 April 2026.

Regulatory AUM: $131M
Clients: 933
Advisory staff: 4
Custodians: Charles Schwab, Altruist
Headquarters: 3500 North Causeway BLVD, Suite 1442, Metairie, LA 70002
Phone: 504-828-2171

Questions about financial advisors in Metairie

How many financial advisor firms are headquartered in Metairie?

8 SEC-registered financial advisor firms report their principal office in Metairie, LA, managing $4.19B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Metairie?

Second Line Capital, with $1.32B in regulatory assets under management on its latest Form ADV. The next largest are FPL Capital Management ($1.08B) and Delta Financial Advisors ($592M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Metairie?

The median firm manages $320M in regulatory assets. That is the midpoint of the 8 firms headquartered in Metairie.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Metairie charge?

Of the 8 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Metairie?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Metairie has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Metairie

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