Top 10 financial advisor firms in New Orleans

12 SEC-registered financial advisor firms are headquartered in New Orleans, LA, with $12B in combined regulatory assets under management. The largest by assets are Stokes Family Office ($3.35B), Waters, Parkerson & Co. ($2.86B) and St. Denis J. Villere & Co. ($1.4B).

12
Financial advisor firms: $12B
Their combined AUM: $605M
Median firm AUM: 4,707
Clients of the top 10

The 10 largest by assets

1
Stokes Family Office
RIA
$3.35B
0.35% to 1.25% a year
2
Waters, Parkerson & Co.
RIA
$2.86B
0.50% to 1.00% a year
3
St. Denis J. Villere & Co.
RIA
$1.4B
0.50% to 1.00%
4
Montz Harcus Wealth Management
RIA
$876M
0.30% to 1.00% a year
5
FreeGulliver
RIA
$837M
0.30% to 1.00% a year
6
Hubbell Strickland Wealth Management
RIA
$618M
0.75% to 1.00% a year
7
Walter C. Flower & Co.
RIA
$591M
0.40% to 1.00%
8
ThirtyNorth Investments
RIA
$468M
Regulatory AUM
9
Hancock Whitney Investment Services
RIA
$306M
Regulatory AUM
10
Deane Retirement Strategies
RIA
$251M
0.50% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Stokes Family Office

Stokes Family Office is an investment adviser based in New Orleans, LA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $3.35 billion, as filed on 30 April 2026.

Stokes Family Office charges 0.35%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $3.35B
Clients: 795
Advisory staff: 12
Fee schedule: 0.35% to 1.25% a year
Custodians: Fidelity
Headquarters: 1100 Poydras St, Ste. 2775, New Orleans, LA 70163
Phone: 504-399-4100
Website: stokesfamilyoffice.com

No. 2 · RIA

Waters, Parkerson & Co.

Waters, Parkerson & Co. is an investment adviser based in New Orleans, LA, registered with the SEC since 1972. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $2.86 billion, as filed on 26 May 2026.

Waters, Parkerson & Co. charges 0.50%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $2.86B
Clients: 794
Advisory staff: 6
Founded: 1933
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 601 Poydras Street, Suite 2210, New Orleans, LA 70130-6013
Phone: 504-581-2022
Website: watersparkerson.com

No. 3 · RIA

St. Denis J. Villere & Co.

St. Denis J. Villere & Co. is an investment adviser based in New Orleans, LA, registered with the SEC since 1940. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and investment companies. Its regulatory assets under management total $1.4 billion, as filed on 27 May 2026.

St. Denis J. Villere & Co. charges 0.50%–1.00% for its Asset-Based Advisory Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.4B
Clients: 381
Advisory staff: 4
Fee schedule: 0.50% to 1.00%
Custodians: Charles Schwab
Headquarters: 601 Poydras Street, Suite 1808, New Orleans, LA 70130-6308
Phone: 504-525-0808
Website: villere.com

No. 4 · RIA

Montz Harcus Wealth Management

Montz Harcus Wealth Management is an investment adviser based in New Orleans, LA, registered with the SEC since 2019. 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 $876 million, as filed on 4 August 2026.

Montz Harcus Wealth Management charges 0.30%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $876M
Clients: 687
Advisory staff: 6
Founded: 2019
Fee schedule: 0.30% to 1.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 610 City Park Avenue, New Orleans, LA 70119
Phone: 504-488-3700
Website: montzharcus.com

No. 5 · RIA

FreeGulliver

FreeGulliver is an investment adviser based in New Orleans, LA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $837 million, as filed on 9 September 2026.

FreeGulliver charges 0.30%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $837M
Clients: 221
Advisory staff: 9
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1000 S. Norman C. Francis Pkwy, Suite 301, New Orleans, LA 70125
Phone: 504-899-0300
Website: freegulliver.com

No. 6 · RIA

Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management is an investment adviser based in New Orleans, LA, registered with the SEC since 2019. 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 $618 million, as filed on 19 March 2026.

Hubbell Strickland Wealth Management charges 0.75%–1.00% a year for its Wealth Management Fees.

Regulatory AUM: $618M
Clients: 505
Advisory staff: 3
Founded: 2019
Fee schedule: 0.75% to 1.00% a year
Custodians: Fidelity
Headquarters: 1100 Poydras Street, Suite 2010, New Orleans, LA 70163
Phone: 504-832-3921
Website: hubbellstrickland.com

No. 7 · RIA

Walter C. Flower & Co.

Walter C. Flower & Co. is an investment adviser based in New Orleans, LA, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $591 million, as filed on 4 February 2026.

Walter C. Flower & Co. charges 0.40%–1.00% for its Portfolio management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $591M
Clients: 37
Advisory staff: 2
Fee schedule: 0.40% to 1.00%
Custodians: Wilmington Trust Investment Management, UBS Financial Services
Headquarters: 3014 Dauphine St., New Orleans, LA 70117
Phone: 504-561-0138

No. 8 · RIA

ThirtyNorth Investments

ThirtyNorth Investments is an investment adviser based in New Orleans, LA, registered with the SEC since 2010. 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 $468 million, as filed on 23 March 2026.

Regulatory AUM: $468M
Clients: 238
Advisory staff: 5
Custodians: Charles Schwab, Voya
Headquarters: 1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
Phone: 504-528-3685
Website: thirtynorth.com

No. 9 · RIA

Hancock Whitney Investment Services

Hancock Whitney Investment Services is an investment adviser based in New Orleans, LA, registered with the SEC since 2007. It provides investment management. Its clients include individual clients, other clients and high-net-worth individuals. Its regulatory assets under management total $306 million, as filed on 23 March 2026.

Regulatory AUM: $306M
Clients: 912
Advisory staff: 49
Headquarters: 701 Poydras St., Suite 3100, New Orleans, LA 70139
Phone: 504-586-7290

No. 10 · RIA

Deane Retirement Strategies

Deane Retirement Strategies is an investment adviser based in New Orleans, LA, registered with the SEC since 2007. 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 $251 million, as filed on 23 March 2026.

Deane Retirement Strategies charges 0.50%–1.25% a year for its Standard Fee Schedule.

Regulatory AUM: $251M
Clients: 137
Advisory staff: 3
Founded: 1993
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2065 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
Phone: 504-582-2345
Website: deaneretire.com

Questions about financial advisors in New Orleans

How many financial advisor firms are headquartered in New Orleans?

12 SEC-registered financial advisor firms report their principal office in New Orleans, LA, managing $12B in regulatory assets between them. The other 10 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 New Orleans?

Stokes Family Office, with $3.35B in regulatory assets under management on its latest Form ADV. The next largest are Waters, Parkerson & Co. ($2.86B) and St. Denis J. Villere & Co. ($1.4B).

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

How large is a typical financial advisor firm in New Orleans?

The median firm manages $605M in regulatory assets. That is the midpoint of the 12 firms headquartered in New Orleans.

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

How much do financial advisors in New Orleans charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.25% 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 New Orleans?

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

New Orleans has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in New Orleans

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