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Financial Planners in New Orleans, LA: 2026 rankings

55 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in New Orleans: Messina’s Wealth Management, RFA Score 78/100; 5.0★ from 122 Google reviews.

  2. 2

    Most-reviewed: Gulf Coast Bank & Trust Company, 111 Google reviews at 4.7★, the most of 55 ranked after Messina’s Wealth Management; ranked #2.

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

55 New Orleans financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 55 rated firms.

Top 10 financial planners in New Orleans 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 planners in New Orleans at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Messina’s Wealth Management785.0★ (122)Metairie, 7 mi away—Top score
2Gulf Coast Bank & Trust Company764.7★ (111)Harvey, 5 mi away—Most reviews
3Gregory Ricks Total Wealth754.8★ (79)Metairie, 6 mi away——
4Chris Brinson, Mortgage Loan Officer - First Horizon Bank755.0★ (38)New Orleans——
5Deliberate Finances, LLC745.0★ (23)New Orleans——
6Gulf Coast Bank & Trust Company734.8★ (49)Chalmette, 8 mi awaySat—
7Drew Remson, Mortgage Loan Officer - First Horizon Bank735.0★ (18)New Orleans——
8Crescent City Retirement Group735.0★ (29)Metairie, 6 mi away——
9Gulf Coast Bank & Trust Company734.4★ (31)New Orleans——
10First Horizon Bank - New Orleans, LA - Oretha Haley Blvd.734.8★ (18)New Orleans——

All 55 financial planners in New Orleans, 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 New Orleans

    #1 Messina’s Wealth Management

    Based in Metairie, 7 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 122 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 122 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3224 N Turnbull Dr Ste 100, Metairie, LA 70002
    View profile for Messina’s Wealth Management(504) 655-9933

  3. #3 Gregory Ricks Total Wealth

    Based in Metairie, 6 mi away

    75/100RFA Score

    Ranked #3 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

  24. #24 Cypress Financial Group

    Based in Metairie, 6 mi away

    70/100RFA Score

    Ranked #24 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

Financial planners 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 55 ranked financial planners here; the rest are on their profiles.

financial planners in New Orleans, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bienvenue Wealth LLC705.0★ (7)In New Orleans
27Royal Road Wealth Partners705.0★ (6)In New Orleans
28The Ansardi Group705.0★ (14)9 mi
29Bavarian Wealth Management Inc704.4★ (7)In New Orleans
30Olivier Group695.0★ (5)In New Orleans
31Upbeat Wealth695.0★ (5)In New Orleans
32Preservation Wealth Management, LLC694.6★ (9)6 mi
33Stephens Financial Services695.0★ (4)In New Orleans
34Waterfront Wealth Management - Ameriprise Financial Services, LLC685.0★ (6)7 mi
35Creative Planning684.8★ (6)6 mi
36Magnolia Wealth Strategies684.3★ (6)7 mi
37Honore Credit Consultants674.8★ (88)In New Orleans
38Tao Financial675.0★ (18)22 mi
39Vision Wealth Management675.0★ (4)7 mi
40Financial Consulting Group675.0★ (3)4 mi
41Faubourg Private Wealth675.0★ (3)6 mi
42Hedged Private Wealth675.0★ (3)5 mi
43First Command Financial Advisor - Chris Montz675.0★ (3)6 mi
44FIS Safe Money Retirement Specialist675.0★ (3)6 mi
45OSAIC Wealth Inc.674.0★ (4)7 mi
46Burns Estate Planning & Wealth Advisors663.7★ (3)6 mi
47Lincoln Financial663.7★ (3)6 mi
48Dumaine Investments | Financial Planning & Wealth Management665.0★ (12)In New Orleans
49Redemption Financial Services LLC651.9★ (14)6 mi
50Marci Gagliano Handal: First Horizon Mortgage655.0★ (3)13 mi

Also serving New Orleans

20 more financial planners 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 planners serving New Orleans
BusinessGoogle ratingDistance
BBC Mobile Tax Service LLC3.0★ (2)In New Orleans
Bezou Financial | Osaic Wealth - Financial Advisor: Jason Bezou4.5★ (2)In New Orleans
Capital One Securities5.0★ (2)In New Orleans
Cash Flow Resources5.0★ (4)In New Orleans
Damien Financial Services, LLC5.0★ (29)In New Orleans
deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS5.0★ (6)In New Orleans
Edward Jones - Financial Advisor: Gabriel M Nehrbass, CFP®5.0★ (3)In New Orleans
Edward Jones - Financial Advisor: Jessica L Marasco5.0★ (2)In New Orleans
Flyte5.0★ (2)In New Orleans
FreeGulliver LLC5.0★ (2)In New Orleans
Henderson Hutter Group5.0★ (2)In New Orleans
JECohen5.0★ (2)In New Orleans
Mary Rinaolo5.0★ (3)In New Orleans
Morgan Stanley Financial Advisors2.8★ (4)In New Orleans
Nathan Foret - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In New Orleans
Republic Finance4.6★ (21)In New Orleans
Selina Harrell, MBA5.0★ (11)In New Orleans
The Guidry Retirement Group - Ameriprise Financial Services, LLC5.0★ (2)In New Orleans
The Planning Center5.0★ (2)In New Orleans
ZDT Financials4.9★ (18)In New Orleans

How we ranked New Orleans financial planners

We scored 55 New Orleans financial planners 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 New Orleans 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in New Orleans: frequently asked questions

Which financial planner has the highest RFA Score in New Orleans?

By RFA Score, the highest-ranked financial planner in New Orleans, LA is Messina’s Wealth Management with an RFA Score of 78/100. It has 5.0★ from 122 Google reviews. Gulf Coast Bank & Trust Company (#2) and Gregory Ricks Total Wealth (#3) follow. We ranked 55 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in New Orleans?

RankedFinancialAdvisors ranks 55 financial planners serving New Orleans, LA. 19 of them are based in New Orleans; 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 planners in New Orleans work on weekends?

7 of 55 ranked financial planners 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 (#14) and Gulf Coast Bank & Trust Company (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do New Orleans financial planners have?

The median Google rating among 55 rated financial planners in New Orleans is 5.0★, with a median of 12 reviews. Messina’s Wealth Management has the most, 122 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 planners?

Each financial planner 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 planners outside New Orleans count in this ranking?

Yes, if they are within 25 mi of the New Orleans city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in New Orleans ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in New Orleans 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 planners 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 New Orleans

  1. November 2026: RFA Scores recalculated for 55 financial planners serving New Orleans.

More financial planners and New Orleans pages