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Financial Advisors in Baton Rouge, LA: 2026 rankings

49 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Baton Rouge: Highland Wealth, RFA Score 80/100; 5.0★ from 145 Google reviews.

  2. 2

    Most-reviewed: Game Changer Wealth, 74 Google reviews at 5.0★, the most of 49 ranked after Highland Wealth; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

49 Baton Rouge financial advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 49 rated firms.

Top 10 financial advisors in Baton Rouge at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Baton Rouge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Highland Wealth805.0★ (145)Baton Rouge—Top score
2Game Changer Wealth785.0★ (74)Baton Rouge—Most reviews
3Apple Guerin Company of Baton Rouge775.0★ (70)Baton Rouge——
4Oak Capital Private Wealth765.0★ (49)Baton Rouge——
5Stenger Family Office | Baton Rouge Financial Advisor765.0★ (39)Baton Rouge——
6Financial Freedom Consultants LLC755.0★ (36)Baton RougeEvenings—
7Brian Low Financial Group744.5★ (42)Baton Rouge——
8Duke Laville, Mortgage Loan Officer - First Horizon Bank745.0★ (23)Baton Rouge——
9Greg A. Kennedy, CPA (APAC)744.7★ (28)Baton Rouge——
10Goss Wealth Management735.0★ (18)Baton Rouge——

All 49 financial advisors in Baton Rouge, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Baton Rouge

    #1 Highland Wealth

    Based in Baton Rouge

    80/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1 Smart Wy Ste 101, Baton Rouge, LA 70810
    View profile for Highland Wealth(225) 408-4569

  2. #2 Game Changer Wealth

    Based in Baton Rouge

    78/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 74 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 74 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    9026 Jefferson Hwy Ste 102, Baton Rouge, LA 70809
    View profile for Game Changer Wealth(225) 664-2565

  10. #10 Goss Wealth Management

    Based in Baton Rouge

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    10235 Jefferson Hwy Bldg 6 suite A, Baton Rouge, LA 70809
    View profile for Goss Wealth Management(225) 930-4677

  15. #15 Presley Wealth Management

    Based in Denham Springs, 14 mi away

    72/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    170 Veterans Blvd, Denham Springs, LA 70726
    View profile for Presley Wealth Management(225) 791-5773

  16. #16 The Fiscal Fox

    Based in Baton Rouge

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Tue 8 AM–5:30 PM · Wed 8 AM–5 PM · Thu 8 AM–5:30 PM · Fri–Sun closed
    View profile for The Fiscal Fox(225) 926-8050

  20. #20 Northwestern Mutual

    Based in Baton Rouge

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1 Smart Wy Suite 101a, Baton Rouge, LA 70810
    View profile for Northwestern Mutual(225) 293-9527

  21. #21 Iron Horse Financial

    Based in Baton Rouge

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10000 Perkins Rowe Ste 240, Baton Rouge, LA 70810
    View profile for Iron Horse Financial(225) 766-9700

  24. #24 Horizon Financial Group

    Based in Baton Rouge

    70/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15015 Jamestown Blvd Ste. 100, Baton Rouge, LA 70810
    View profile for Horizon Financial Group(225) 612-3820

  25. #25 Cornerstone Wealth

    Based in Baton Rouge

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4021 W E Heck Ct Ste. D-3, Baton Rouge, LA 70816
    View profile for Cornerstone Wealth(225) 612-3400

All 49 financial advisors

#1 to #25 are shown in full above. Here are #26 to #49, in RFA Score order; each links to its profile.

financial advisors in Baton Rouge, ranks 26 to 49
RankBusinessRFA ScoreGoogle ratingDistance
26Olivier Group705.0★ (4)In Baton Rouge
27Mitchell Financial Group LLC705.0★ (4)In Baton Rouge
28All-State Credit Plan, LLC693.4★ (7)In Baton Rouge
29Chapman Financial Services694.3★ (4)In Baton Rouge
30East Pointe Wealth Advisors695.0★ (3)In Baton Rouge
31Edward Jones - Financial Advisor: Charlotte B Willis, AAMS®695.0★ (3)In Baton Rouge
32Legacy Wealth Partners695.0★ (3)In Baton Rouge
33Edward Jones - Financial Advisor: Jamie Lavigne, CFP®|CEPA®695.0★ (3)In Baton Rouge
34Mary Barnes Bellanger: Primerica - Financial Services695.0★ (3)In Baton Rouge
35Drew Pelton Retirement Solutions683.7★ (3)In Baton Rouge
36Edward Jones - Financial Advisor: Thomas L Scott Jr, CRPC™685.0★ (11)14 mi
37Edward Jones - Financial Advisor: Lee A Starnes, CFP®|AAMS®683.7★ (3)In Baton Rouge
38Schoen & Co682.3★ (3)In Baton Rouge
39Edward Jones - Financial Advisor: Jimbo Walker, CRPC™655.0★ (3)14 mi
40Edward Jones - Financial Advisor: Scott Landry654.7★ (3)14 mi
41Toce Financial Group655.0★ (9)25 mi
42Edward Jones - Financial Advisor: Chris Reeves, CFP®|CEPA®652.3★ (3)11 mi
43All-State Credit Plan, LLC645.0★ (5)22 mi
44SKP Consulting635.0★ (3)22 mi
45Meche and Associates635.0★ (3)23 mi
46FS Finance585.0★ (4)4 mi
47Republic Finance584.4★ (19)15 mi
48Republic Finance584.7★ (12)14 mi
49Republic Finance543.5★ (6)21 mi

Also serving Baton Rouge

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Baton Rouge
BusinessGoogle ratingDistance
Argent Trust Company5.0★ (2)In Baton Rouge
Assurance Professional Services5.0★ (1)In Baton Rouge
B F Anderson & Company5.0★ (2)In Baton Rouge
Bernhard Capital Partners1.0★ (2)In Baton Rouge
Edward Jones - Financial Advisor3.0★ (2)In Baton Rouge
Edward Jones - Financial Advisor: Jennifer B Barrett, CFP®|ChFC®|CEPA®|AAMS®|CRPC™5.0★ (2)In Baton Rouge
Edward Jones - Financial Advisor: John R Spurlock5.0★ (1)In Baton Rouge
Edward Jones - Financial Advisor: Pama N Barber, ChFC®|CRPS™5.0★ (2)In Baton Rouge
Edward Jones - Financial Advisor: Robert W Hodgson, CEPA®5.0★ (2)In Baton Rouge
Edward Jones - Financial Advisor: Tex Morris5.0★ (1)In Baton Rouge
Edward Jones - Financial Advisor: Tyler C Juneau, CFP®|CRPC™3.0★ (2)In Baton Rouge
Finance First, LLC1.0★ (2)In Baton Rouge
First Security Financial5.0★ (1)In Baton Rouge
Hancock Investment Services1.0★ (2)In Baton Rouge
IFG LLC5.0★ (2)In Baton Rouge
Louisiana Family Financial, LLC5.0★ (1)In Baton Rouge
Merrill Lynch Financial Advisor Donovan Davis5.0★ (1)In Baton Rouge
Merrill Lynch Wealth Management5.0★ (1)In Baton Rouge
Richard Mitchen - Raymond James5.0★ (2)In Baton Rouge
Sullivan & Hawthorne Wealth Management of Raymond James5.0★ (1)In Baton Rouge

How we ranked Baton Rouge financial advisors

We scored 49 Baton Rouge financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Baton Rouge data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Baton Rouge: frequently asked questions

Which financial advisor has the highest RFA Score in Baton Rouge?

By RFA Score, the highest-ranked financial advisor in Baton Rouge, LA is Highland Wealth with an RFA Score of 80/100. It has 5.0★ from 145 Google reviews. Game Changer Wealth (#2) and Apple Guerin Company of Baton Rouge (#3) follow. We ranked 49 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Baton Rouge?

RankedFinancialAdvisors ranks 49 financial advisors serving Baton Rouge, LA. 36 of them are based in Baton Rouge; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Baton Rouge work on weekends?

2 of 49 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Promptly Payday Loans Baton Rouge (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Baton Rouge financial advisors have?

The median Google rating among 49 rated financial advisors in Baton Rouge is 5.0★, with a median of 7 reviews. Highland Wealth has the most, 145 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Baton Rouge count in this ranking?

Yes, if they are within 25 mi of the Baton Rouge city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Baton Rouge ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Baton Rouge a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Baton Rouge

  1. November 2026: RFA Scores recalculated for 49 financial advisors serving Baton Rouge.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Baton Rouge pages