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Financial Advisors in Gretna, LA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Gretna: Messina’s Wealth Management, RFA Score 73/100; 5.0★ from 122 Google reviews.

  2. 23

    Most-reviewed: American Consumer Credit Counseling, Inc., 909 Google reviews at 5.0★, the most of 86 ranked; ranked #23.

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

86 Gretna financial advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 86 rated firms.

Top 10 financial advisors in Gretna 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 Gretna at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Messina’s Wealth Management735.0★ (122)Metairie, 9 mi away—Top score
2Gulf Coast Bank & Trust Company734.7★ (111)Harvey, 2 mi away——
3Chris Brinson, Mortgage Loan Officer - First Horizon Bank725.0★ (38)New Orleans, 2 mi away——
4Gregory Ricks Total Wealth714.8★ (79)Metairie, 8 mi away——
5Damien Financial Services, LLC715.0★ (29)New Orleans, 4 mi away——
6Gulf Coast Bank & Trust Company714.8★ (49)Chalmette, 7 mi awaySat—
7Drew Remson, Mortgage Loan Officer - First Horizon Bank705.0★ (18)New Orleans, 2 mi away——
8First Horizon Bank - New Orleans, LA - Oretha Haley Blvd.704.8★ (18)New Orleans, 2 mi away——
9Gulf Coast Bank & Trust Company704.3★ (40)Terrytown, 2 mi awaySat—
10Mimi Denis, Mortgage Loan Officer - First Horizon Bank705.0★ (14)New Orleans, 2 mi away——

All 86 financial advisors in Gretna, 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.

  4. #4 Gregory Ricks Total Wealth

    Based in Metairie, 8 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 79 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 79 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2800 Veterans Memorial Blvd Ste 170, Metairie, LA 70002
    View profile for Gregory Ricks Total Wealth(504) 832-9200

  20. #20 IPX1031: Graham Beene

    Based in Metairie, 7 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    433 Metairie Rd #525, Metairie, LA 70005
    View profile for IPX1031: Graham Beene(504) 648-8830

  21. #21 Selina Harrell, MBA

    Based in New Orleans, 3 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Tue 8 AM–6 PM · Wed closed · Thu–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    233 Carondelet St #200, New Orleans, LA 70130
    View profile for Selina Harrell, MBA(504) 503-1056

  24. #24 The Ansardi Group

    Based in Belle Chasse, 6 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8611 LA-23 Ste 1-c, Belle Chasse, LA 70037
    View profile for The Ansardi Group(504) 393-2228

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 86 ranked financial advisors here; the rest are on their profiles.

financial advisors in Gretna, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Joyclen Prevost: Primerica - Financial Services695.0★ (6)In Gretna
27Prestenback Wealth Management695.0★ (8)2 mi
28ZDT Financials694.9★ (18)8 mi
29Gulf Coast Bank & Trust Company694.7★ (48)13 mi
30Bienvenue Wealth LLC685.0★ (7)3 mi
31Holistic Personal Finance685.0★ (23)13 mi
32Olivier Group685.0★ (5)2 mi
33Royal Road Wealth Partners685.0★ (6)4 mi
34Cypress Financial Group685.0★ (13)9 mi
35First Horizon Bank - New Orleans, LA - Poydras St.683.8★ (20)3 mi
36Bavarian Wealth Management Inc684.4★ (7)3 mi
37Western & Southern Life684.3★ (8)4 mi
38Upbeat Wealth685.0★ (5)4 mi
39First Horizon Bank - Harahan, LA -Citrus Blvd.684.2★ (32)9 mi
40Stephens Financial Services685.0★ (4)2 mi
41Next Choice Financial LLC675.0★ (8)8 mi
42Merrill Lynch Wealth Management674.2★ (5)3 mi
43Carlos Novoa Perez: Primerica - Financial Services675.0★ (9)9 mi
44Mary Rinaolo675.0★ (3)3 mi
45Retirement Strategies Group674.1★ (16)8 mi
46Edward Jones - Financial Advisor: Chris Breaux675.0★ (3)3 mi
47Cash Flow Resources675.0★ (4)5 mi
48Preservation Wealth Management, LLC674.6★ (9)9 mi
49Western & Southern Life673.9★ (18)8 mi
50Edward Jones - Financial Advisor: Gabriel M Nehrbass, CFP®675.0★ (3)4 mi

Also serving Gretna

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 Gretna
BusinessGoogle ratingDistance
BBC Mobile Tax Service LLC3.0★ (2)3 mi
Capital One Securities5.0★ (2)3 mi
Edward Jones - Financial Advisor: Blake A Schmitt5.0★ (1)In Gretna
Edward Jones - Financial Advisor: Frank S RoccaforteIn Gretna
Edward Jones - Financial Advisor: James W Hines5.0★ (2)4 mi
Edward Jones - Financial Advisor: Kim NguyenIn Gretna
Edward Jones - Financial Advisor: Lee Rogers, CFP®In Gretna
Edward Jones - Financial Advisor: Maurice H Carr, CFP®|AAMS®5.0★ (1)In Gretna
Edward Jones - Financial Advisor: Shannon H Ockman, ABFP®5.0★ (2)In Gretna
Edward Jones - Financial Advisor: Travis Eden, AAMS®|CRPC™In Gretna
Edward Jones - Financial Advisor: Victoria V StipelcovichIn Gretna
Flyte5.0★ (2)4 mi
Harrington & MyersIn Gretna
Henderson Hutter Group5.0★ (2)3 mi
Horizon FinancialIn Gretna
JECohen5.0★ (2)3 mi
Nathan Foret - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)3 mi
Rhonda Glanton: Primerica - Financial Services3.0★ (2)In Gretna
The Guidry Retirement Group - Ameriprise Financial Services, LLC5.0★ (2)3 mi
The Planning Center5.0★ (2)2 mi

How we ranked Gretna financial advisors

We scored 86 Gretna 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 Gretna 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 Gretna: frequently asked questions

Which financial advisor has the highest RFA Score in Gretna?

By RFA Score, the highest-ranked financial advisor in Gretna, LA is Messina’s Wealth Management with an RFA Score of 73/100. It has 5.0★ from 122 Google reviews. Gulf Coast Bank & Trust Company (#2) and Chris Brinson, Mortgage Loan Officer - First Horizon Bank (#3) follow. We ranked 86 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Gretna?

RankedFinancialAdvisors ranks 86 financial advisors serving Gretna, LA. 3 of them are based in Gretna; 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 Gretna work on weekends?

9 of 86 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Gulf Coast Bank & Trust Company (#6), Gulf Coast Bank & Trust Company (#9) and First Horizon Bank - Harvey, LA - Manhattan Blvd. (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gretna financial advisors have?

The median Google rating among 86 rated financial advisors in Gretna is 5.0★, with a median of 9 reviews. American Consumer Credit Counseling, Inc. has the most, 909 reviews, and ranks #23. 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 Gretna count in this ranking?

Yes, if they are within 25 mi of the Gretna 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 Gretna 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 Gretna 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 Gretna

  1. November 2026: RFA Scores recalculated for 86 financial advisors serving Gretna.

More financial advisors and Gretna pages