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Financial Advisors in Opelousas, LA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Opelousas: Meridian Wealth Management, LLC :Retirement Planning for First Responders, RFA Score 72/100; 4.9★ from 74 Google reviews.

  2. 6

    Most-reviewed: First Horizon Bank - Lafayette, LA - 2602 Johnston St, 45 Google reviews at 4.4★, the most of 35 ranked after Meridian Wealth Management, LLC :Retirement Planning for First Responders; ranked #6.

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

35 Opelousas financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 35 rated firms.

Top 10 financial advisors in Opelousas 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 Opelousas at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Meridian Wealth Management, LLC :Retirement Planning for First Responders724.9★ (74)Lafayette, 22 mi away—Top score
2First Horizon Bank - Opelousas, LA - E Landry St713.7★ (28)OpelousasSat—
3Michele Schambough, Mortgage Loan Officer - First Horizon Bank695.0★ (29)Lafayette, 22 mi away——
4Horizon Capital Management, Inc. Lafayette, LA: Dexter P. Lyons, Owner695.0★ (33)Lafayette, 25 mi awaySat · Sun · Evenings—
5Eleser Financial685.0★ (24)Lafayette, 22 mi away——
6First Horizon Bank - Lafayette, LA - 2602 Johnston St684.4★ (45)Lafayette, 23 mi away—Most reviews
7Amber Patout, Mortgage Loan Officer - First Horizon Bank675.0★ (20)Lafayette, 22 mi away——
8Summit Financial Wealth Advisors674.8★ (24)Lafayette, 23 mi away——
9All-State Credit Plan, LLC673.7★ (3)Opelousas——
10Morella & Morella, LLC654.9★ (13)Lafayette, 23 mi away——

All 35 financial advisors in Opelousas, 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 Opelousas

    #1 Meridian Wealth Management, LLC :Retirement Planning for First Responders

    Based in Lafayette, 22 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 74 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 74 Google reviews
    Hours
    Mon–Fri 7:30 AM–4:30 PM · Sat–Sun closed
    Address
    802 Johnston St, Lafayette, LA 70501
    View profile for Meridian Wealth Management, LLC :Retirement Planning for First Responders(337) 654-0608

  5. #5 Eleser Financial

    Based in Lafayette, 22 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    412 W University Ave Ste 103, Lafayette, LA 70506
    View profile for Eleser Financial(337) 326-0229

  10. #10 Morella & Morella, LLC

    Based in Lafayette, 23 mi away

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2901 Johnston St Ste 401, Lafayette, LA 70503
    View profile for Morella & Morella, LLC(337) 895-0800

  16. #16 Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC

    Based in Lafayette, 24 mi away

    63/100RFA Score

    Ranked #16 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–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508
    View profile for Bentley & Co Wealth Management - Financial Advisor: Carlo Bentley AIFA, PPC(337) 235-6233

  18. #18 Patin Wealth Partners LLC

    Based in Lafayette, 24 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2014 W Pinhook Rd Ste 502, Lafayette, LA 70508
    View profile for Patin Wealth Partners LLC(337) 508-0518

  24. #24 Meche & Associates

    Based in Lafayette, 23 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    345 Doucet Rd #233, Lafayette, LA 70503
    View profile for Meche & Associates(337) 983-1014

  25. #25 Broussard Poche LLP

    Based in Lafayette, 23 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4112 W Congress St, Lafayette, LA 70506
    View profile for Broussard Poche LLP(337) 988-4930

All 35 financial advisors

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

financial advisors in Opelousas, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26Matthew James Tax & Wealth Management613.3★ (4)23 mi
27The Vermilion Group - Morgan Stanley615.0★ (3)24 mi
28The ROCK Financial Group614.0★ (4)25 mi
29Delta Financial Services612.3★ (6)23 mi
30ADVSR Wealth Management - Financial Advisor: Blake Harper615.0★ (3)25 mi
31Peak Wealth Management603.7★ (3)24 mi
32Morgan Stanley Financial Advisors603.3★ (3)24 mi
33Republic Finance554.1★ (15)22 mi
34Western & Southern Life525.0★ (5)23 mi
35All-State Credit Plan, LLC512.7★ (3)20 mi

Also serving Opelousas

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 Opelousas
BusinessGoogle ratingDistance
Andy Schmitz - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)25 mi
Bordelon Detraz Group3.0★ (2)In Opelousas
Clark Hanes and Faul LLC3.0★ (2)24 mi
Edward Jones - Financial Advisor: Ben FinchumIn Opelousas
Edward Jones - Financial Advisor: Frank D Finchum, AAMS®3.0★ (2)In Opelousas
Edward Jones - Financial Advisor: Fritzie E FineIn Opelousas
Edward Jones - Financial Advisor: Lisa Trahan5.0★ (1)In Opelousas
Edward Jones - Financial Advisor: Malana S HeltonIn Opelousas
Edward Jones - Financial Advisor: Sadie A Latiolais3.0★ (1)22 mi
Edward Jones - Financial Advisor: Sayde L SmithIn Opelousas
Edward Jones - Financial Advisor: Scott A Pitre5.0★ (1)In Opelousas
Edward Jones - Financial Advisor: Steve Self5.0★ (2)23 mi
Edward Jones - Financial Advisor: Todd S Newberg, CFP®|AAMS®5.0★ (2)22 mi
Edward Jones - Financial Advisor: Tracey S JoubertIn Opelousas
Going CPAs & Wealth Advisors5.0★ (2)In Opelousas
Joshua Perello - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)19 mi
Louisiana First Financial Group, Inc.In Opelousas
Tactical Asset Management - Ameriprise Financial Services, LLC5.0★ (1)19 mi
Wells Fargo Advisors Financial Network3.0★ (2)In Opelousas
Wilson Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)25 mi

How we ranked Opelousas financial advisors

We scored 35 Opelousas 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 Opelousas 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 Opelousas: frequently asked questions

Which financial advisor has the highest RFA Score in Opelousas?

By RFA Score, the highest-ranked financial advisor in Opelousas, LA is Meridian Wealth Management, LLC :Retirement Planning for First Responders with an RFA Score of 72/100. It has 4.9★ from 74 Google reviews. First Horizon Bank - Opelousas, LA - E Landry St (#2) and Michele Schambough, Mortgage Loan Officer - First Horizon Bank (#3) follow. We ranked 35 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Opelousas?

RankedFinancialAdvisors ranks 35 financial advisors serving Opelousas, LA. 2 of them are based in Opelousas; 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 Opelousas work on weekends?

3 of 35 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are First Horizon Bank - Opelousas, LA - E Landry St (#2), Horizon Capital Management, Inc. Lafayette, LA: Dexter P. Lyons, Owner (#4) and Pivot Coaching International LLC (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Opelousas financial advisors have?

The median Google rating among 35 rated financial advisors in Opelousas is 4.8★, with a median of 6 reviews. Meridian Wealth Management, LLC :Retirement Planning for First Responders has the most, 74 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 Opelousas count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 35 financial advisors serving Opelousas.

More financial advisors and Opelousas pages