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Financial Advisors in Jefferson, LA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Jefferson: Messina’s Wealth Management, RFA Score 75/100; 5.0★ from 122 Google reviews.

  2. 23

    Most-reviewed: American Consumer Credit Counseling, Inc., 909 Google reviews at 5.0★, the most of 88 ranked; ranked #23.

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

88 Jefferson 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 88 rated firms.

Top 10 financial advisors in Jefferson 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 Jefferson at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Messina’s Wealth Management755.0★ (122)Metairie, 3 mi awayTop score
2Gregory Ricks Total Wealth734.8★ (79)Metairie, 3 mi away—
3Holistic Personal Finance725.0★ (23)Jefferson—
4Chris Brinson, Mortgage Loan Officer - First Horizon Bank725.0★ (38)New Orleans, 5 mi away—
5Gulf Coast Bank & Trust Company724.7★ (111)Harvey, 8 mi away—
6Crescent City Retirement Group715.0★ (29)Metairie, 3 mi away—
7Damien Financial Services, LLC715.0★ (29)New Orleans, 4 mi away—
8First Command Financial Advisor - Matt Stennis715.0★ (23)Metairie, 2 mi away—
9Deliberate Finances, LLC715.0★ (23)New Orleans, 4 mi away—
10IPX1031: Graham Beene715.0★ (18)Metairie, 2 mi away—

All 88 financial advisors in Jefferson, 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.

  2. #2 Gregory Ricks Total Wealth

    Based in Metairie, 3 mi away

    73/100RFA Score

    Ranked #2 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

  10. #10 IPX1031: Graham Beene

    Based in Metairie, 2 mi away

    71/100RFA Score

    Ranked #10 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

  13. #13 Cypress Financial Group

    Based in Metairie, 3 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3421 N Causeway Blvd Ste 400, Metairie, LA 70002
    View profile for Cypress Financial Group(504) 345-2020

  24. #24 ZDT Financials

    Based in New Orleans, 8 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Wed 10 AM–4 PM · Thu 10 AM–2 PM · Fri–Sun closed
    Address
    6803 Press Dr Ste 180, New Orleans, LA 70126
    View profile for ZDT Financials(504) 499-0433

  25. #25 Selina Harrell, MBA

    Based in New Orleans, 5 mi away

    69/100RFA Score

    Ranked #25 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

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 88 ranked financial advisors here; the rest are on their profiles.

financial advisors in Jefferson, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Retirement Strategies Group694.1★ (16)2 mi
27Preservation Wealth Management, LLC684.6★ (9)3 mi
28First Horizon Bank - Harvey, LA - Manhattan Blvd.684.4★ (27)8 mi
29Western & Southern Life683.9★ (18)2 mi
30Gulf Coast Bank & Trust Company684.3★ (40)9 mi
31Gulf Coast Bank & Trust Company684.5★ (33)10 mi
32First Horizon Bank - Marrero, LA - Barataria Blvd.684.2★ (32)7 mi
33Prestenback Wealth Management685.0★ (8)5 mi
34Bienvenue Wealth LLC685.0★ (7)5 mi
35Waterfront Wealth Management - Ameriprise Financial Services, LLC685.0★ (6)4 mi
36Creative Planning684.8★ (6)3 mi
37Royal Road Wealth Partners685.0★ (6)4 mi
38Tina Wilson: Primerica - Financial Services685.0★ (9)7 mi
39Cash Flow Resources685.0★ (4)2 mi
40Claudette Tull: Primerica - Financial Services674.5★ (11)7 mi
41Vision Wealth Management675.0★ (4)3 mi
42Sedrick Thomas: Primerica - Financial Services675.0★ (4)3 mi
43Magnolia Wealth Strategies674.3★ (6)4 mi
44First Horizon Bank - New Orleans, LA - Poydras St.673.8★ (20)5 mi
45Regatta Research & Money Management675.0★ (5)5 mi
46The Ansardi Group675.0★ (14)13 mi
47Olivier Group675.0★ (5)5 mi
48Bavarian Wealth Management Inc674.4★ (7)5 mi
49First Command Financial Advisor - Chris Montz675.0★ (3)2 mi
50Hedged Private Wealth675.0★ (3)2 mi

Also serving Jefferson

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 Jefferson
BusinessGoogle ratingDistance
Beacon Pointe Advisors5.0★ (2)3 mi
Bezou Financial | Osaic Wealth - Financial Advisor: Jason Bezou4.5★ (2)4 mi
Carazo Wealth Management5.0★ (2)3 mi
Compass Capital Management5.0★ (2)3 mi
Edward Jones - Financial Advisor: Colby T Brunet, CEPA®3.0★ (2)4 mi
Edward Jones - Financial Advisor: David P Indest, AAMS®In Jefferson
Edward Jones - Financial Advisor: Debbie S HughesIn Jefferson
Edward Jones - Financial Advisor: DJ Brown, CEPA®3.0★ (2)3 mi
Edward Jones - Financial Advisor: Jessica L Marasco5.0★ (2)4 mi
Edward Jones - Financial Advisor: Kenneth J Aucoin Jr, CFP®|AAMS®In Jefferson
Edward Jones - Financial Advisor: Kirk A Delaune, AAMS®3.0★ (2)2 mi
Edward Jones - Financial Advisor: Paul E Bourgeois5.0★ (1)In Jefferson
First Security Financial Wealth Manager, Inc.5.0★ (2)3 mi
Flyte5.0★ (2)3 mi
Mark Manganello & Associates5.0★ (2)3 mi
Pillar Optimization Partners5.0★ (2)2 mi
River Ridge Wealth Management, LLCIn Jefferson
Strategic Wealth Specialists5.0★ (2)3 mi
Terrell Financial Group5.0★ (2)3 mi
Waverly Advisors, LLC5.0★ (2)3 mi

How we ranked Jefferson financial advisors

We scored 88 Jefferson 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 Jefferson 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 Jefferson: frequently asked questions

Which financial advisor has the highest RFA Score in Jefferson?

By RFA Score, the highest-ranked financial advisor in Jefferson, LA is Messina’s Wealth Management with an RFA Score of 75/100. It has 5.0★ from 122 Google reviews. Gregory Ricks Total Wealth (#2) and Holistic Personal Finance (#3) follow. We ranked 88 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Jefferson?

RankedFinancialAdvisors ranks 88 financial advisors serving Jefferson, LA. 1 of them is based in Jefferson; 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 Jefferson work on weekends?

9 of 88 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Gulf Coast Bank & Trust Company (#11), First Horizon Bank - Harahan, LA -Citrus Blvd. (#15) and Gulf Coast Bank & Trust Company (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Jefferson financial advisors have?

The median Google rating among 88 rated financial advisors in Jefferson is 5.0★, with a median of 8 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 Jefferson count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 88 financial advisors serving Jefferson.

More financial advisors and Jefferson pages