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Financial Advisors in Slidell, LA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Slidell: Edward Jones - Financial Advisor: Daniel J Boudreaux, CFP®|CEPA®|AAMS®, RFA Score 74/100; 4.8★ from 19 Google reviews.

  2. 14

    Most-reviewed: Magee Financial – Slidell, 79 Google reviews at 4.8★, the most of 33 ranked; ranked #14.

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

33 Slidell financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.

Top 10 financial advisors in Slidell 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 Slidell at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Edward Jones - Financial Advisor: Daniel J Boudreaux, CFP®|CEPA®|AAMS®744.8★ (19)SlidellTop score
2Gregory Ricks Total Wealth725.0★ (42)Mandeville, 19 mi away—
3Cornerstone Financial715.0★ (34)Mandeville, 20 mi away—
4Royalty Finance Management, LLC715.0★ (5)Slidell—
5Holistic Personal Finance715.0★ (23)Jefferson, 18 mi away—
6Snow Financial Group, LLC715.0★ (36)New Orleans, 24 mi away—
7North Shore Capital Planning705.0★ (4)Slidell—
8Robyn Sherman: Primerica - Financial Services705.0★ (4)Slidell—
9Toya Jordan: Primerica - Financial Services705.0★ (4)Slidell—
10Meyer Rotolo Wealth Management of Raymond James705.0★ (4)Slidell—

All 33 financial advisors in Slidell, 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.

  3. #3 Cornerstone Financial

    Based in Mandeville, 20 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    801 Asbury Dr Ste D, Mandeville, LA 70471
    View profile for Cornerstone Financial(985) 626-7574

  13. #13 The Longo Group

    Based in Slidell

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2054 Gause Blvd E, Slidell, LA 70461
    View profile for The Longo Group(985) 445-1042

  15. #15 ZDT Financials

    Based in New Orleans, 23 mi away

    68/100RFA Score

    Ranked #15 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

  16. #16 Varsity Wealth

    Based in Mandeville, 18 mi away

    67/100RFA Score

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

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2090 Woodrow St, Mandeville, LA 70448
    View profile for Varsity Wealth(985) 871-3656

  24. #24 Live Oak Wealth Management

    Based in Mandeville, 20 mi away

    65/100RFA 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–Thu 8:30 AM–3:30 PM · Fri 8:30 AM–12:30 PM · Sat–Sun closed
    Address
    7020 Hwy 190 West Service Rd A, Covington, LA 70433
    View profile for Live Oak Wealth Management(985) 624-8916

  25. #25 Kropog Financial Group

    Based in Mandeville, 19 mi away

    64/100RFA Score

    Ranked #25 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–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2895 US-190 #205, Mandeville, LA 70471
    View profile for Kropog Financial Group(985) 727-6724

All 33 financial advisors

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

financial advisors in Slidell, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26Steven Jacobson645.0★ (3)20 mi
27John Cefalu: Primerica - Financial Services645.0★ (3)20 mi
28Wells Fargo Advisors643.6★ (5)21 mi
29Merrill Lynch Wealth Management643.7★ (3)20 mi
30Republic Finance634.7★ (15)In Slidell
31Morgan Stanley Financial Advisors633.0★ (3)20 mi
32Dyer & Company LLC615.0★ (6)In Slidell
33Republic Finance564.0★ (9)19 mi

Also serving Slidell

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 Slidell
BusinessGoogle ratingDistance
Andy Allain - ThriventIn Slidell
Archangel Wealth Advisors - ThriventIn Slidell
Dawn Pope - ThriventIn Slidell
Edward Jones5.0★ (1)In Slidell
Edward Jones - Financial Advisor: Bill Petersen Jr, AAMS®In Slidell
Edward Jones - Financial Advisor: BJ Petersen, CFP®|CFA®|CIMA®|CLU®|AAMS®In Slidell
Edward Jones - Financial Advisor: Graham Inman5.0★ (1)In Slidell
Edward Jones - Financial Advisor: Jason NavarreIn Slidell
Edward Jones - Financial Advisor: Ovid P Davis III, CFP®|CRPC™5.0★ (1)In Slidell
Edward Jones - Financial Advisor: Tricia B Barrera, CEPA®5.0★ (1)In Slidell
Gwendolyn Smith: Primerica - Financial Services4.0★ (1)In Slidell
Harbor Wealth ManagementIn Slidell
Joshua Jones - ThriventIn Slidell
Knight Wealth Services5.0★ (1)In Slidell
Mark Kingsbery - ThriventIn Slidell
Michael Kingsbery - ThriventIn Slidell
New Horizons Business Group. LLCIn Slidell
Northwestern MutualIn Slidell
Pontchartrain Investment ManagementIn Slidell
Sabadie Group5.0★ (1)In Slidell

How we ranked Slidell financial advisors

We scored 33 Slidell 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 Slidell 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 Slidell: frequently asked questions

Which financial advisor has the highest RFA Score in Slidell?

By RFA Score, the highest-ranked financial advisor in Slidell, LA is Edward Jones - Financial Advisor: Daniel J Boudreaux, CFP®|CEPA®|AAMS® with an RFA Score of 74/100. It has 4.8★ from 19 Google reviews. Gregory Ricks Total Wealth (#2) and Cornerstone Financial (#3) follow. We ranked 33 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Slidell?

RankedFinancialAdvisors ranks 33 financial advisors serving Slidell, LA. 11 of them are based in Slidell; 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 Slidell work on weekends?

1 of 33 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is The Financial Anchor (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Slidell financial advisors have?

The median Google rating among 33 rated financial advisors in Slidell is 5.0★, with a median of 5 reviews. Magee Financial – Slidell has the most, 79 reviews, and ranks #14. 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 Slidell count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 33 financial advisors serving Slidell.

More financial advisors and Slidell pages