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Investment Advisors in Baton Rouge, LA: 2026 rankings

22 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Baton Rouge: Western & Southern Life, RFA Score 76/100; 4.8★ from 20 Google reviews.

  2. 4

    Most-reviewed: Presley Wealth Management, 41 Google reviews at 4.9★, the most of 22 ranked; ranked #4.

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

22 Baton Rouge investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 22 rated firms.

Top 10 investment advisors in Baton Rouge 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 investment advisors in Baton Rouge at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Western & Southern Life764.8★ (20)Baton RougeTop score
2Drew Pelton Retirement Solutions703.7★ (3)Baton Rouge—
3Goss Wealth Management665.0★ (18)Baton Rouge—
4Presley Wealth Management654.9★ (41)Denham Springs, 14 mi awayMost reviews
5Nelson Brown - Edelman Financial Engines655.0★ (12)Baton Rouge—
6Wilson Wealth Advisors - Ameriprise Financial Services, LLC655.0★ (12)Baton Rouge—
7Jacob Simms - Associate Financial Advisor, Ameriprise Financial Services, LLC625.0★ (6)Baton Rouge—
8Iron Horse Financial624.0★ (8)Baton Rouge—
9Altus Wealth Management, LLC624.3★ (6)Baton Rouge—
10Horizon Financial Group615.0★ (4)Baton Rouge—

All 22 investment advisors in Baton Rouge, 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 Baton Rouge

    #1 Western & Southern Life

    Based in Baton Rouge

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5555 Hilton Ave STE 200, Baton Rouge, LA 70808
    View profile for Western & Southern Life(225) 295-9134

  8. #8 Iron Horse Financial

    Based in Baton Rouge

    62/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10000 Perkins Rowe Ste 240, Baton Rouge, LA 70810
    View profile for Iron Horse Financial(225) 766-9700

  10. #10 Horizon Financial Group

    Based in Baton Rouge

    61/100RFA Score

    Ranked #10 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–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15015 Jamestown Blvd Ste. 100, Baton Rouge, LA 70810
    View profile for Horizon Financial Group(225) 612-3820

  11. #11 Olivier Group

    Based in Baton Rouge

    61/100RFA Score

    Ranked #11 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–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    4609 Bluebonnet Blvd Ste a, Baton Rouge, LA 70809
    View profile for Olivier Group(225) 757-9484

  12. #12 Republic Finance

    Based in Denham Springs, 15 mi away

    61/100RFA Score

    Ranked #12 because of its Google rating and review volume: 4.4★ from 19 Google reviews.

    • 4.4★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    31575 LA-16 Ste A, Denham Springs, LA 70726
    View profile for Republic Finance(225) 665-3777

  14. #14 Republic Finance

    Based in Zachary, 14 mi away

    60/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Loan agency”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4347 High St Ste 112, Zachary, LA 70791
    View profile for Republic Finance(225) 658-8786

  18. #18 Toce Financial Group

    Based in Marrero, 25 mi away

    57/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    View profile for Toce Financial Group

  22. #22 Republic Finance

    Based in Gonzales, 21 mi away

    56/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.5★ from 6 Google reviews, listed on Google as “Loan agency”.

    • 3.5★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    12550 Airline Hwy Ste 103, Gonzales, LA 70737
    View profile for Republic Finance(225) 496-7003

Also serving Baton Rouge

20 more investment 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 investment advisors serving Baton Rouge
BusinessGoogle ratingDistance
Argent Trust Company5.0★ (2)In Baton Rouge
B F Anderson & Company5.0★ (2)In Baton Rouge
Bernhard Capital Partners1.0★ (2)In Baton Rouge
Brian Low Financial Group4.5★ (42)In Baton Rouge
Cornerstone Wealth5.0★ (4)In Baton Rouge
East Pointe Wealth Advisors5.0★ (3)In Baton Rouge
Edward Jones - Financial Advisor: Pama N Barber, ChFC®|CRPS™5.0★ (2)In Baton Rouge
Financial Freedom Consultants LLC5.0★ (36)In Baton Rouge
First Horizon Bank - Baton Rouge, LA - 3rd St5.0★ (5)In Baton Rouge
Game Changer Wealth5.0★ (74)In Baton Rouge
Hancock Investment Services1.0★ (2)In Baton Rouge
Highland Wealth5.0★ (145)In Baton Rouge
JCN Financial & Tax Advisory Group, LLC4.7★ (24)In Baton Rouge
Legacy Wealth Partners5.0★ (3)In Baton Rouge
Mary Barnes Bellanger: Primerica - Financial Services5.0★ (3)In Baton Rouge
Mitchell Financial Group LLC5.0★ (4)In Baton Rouge
Northwestern Mutual4.4★ (7)In Baton Rouge
Oak Capital Private Wealth5.0★ (49)In Baton Rouge
Promptly Payday Loans Baton Rouge5.0★ (7)In Baton Rouge
Stenger Family Office | Baton Rouge Financial Advisor5.0★ (39)In Baton Rouge

How we ranked Baton Rouge investment advisors

We scored 22 Baton Rouge investment 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 Baton Rouge 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Baton Rouge: frequently asked questions

Which investment advisor has the highest RFA Score in Baton Rouge?

By RFA Score, the highest-ranked investment advisor in Baton Rouge, LA is Western & Southern Life with an RFA Score of 76/100. It has 4.8★ from 20 Google reviews. Drew Pelton Retirement Solutions (#2) and Goss Wealth Management (#3) follow. We ranked 22 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Baton Rouge?

RankedFinancialAdvisors ranks 22 investment advisors serving Baton Rouge, LA. 13 of them are based in Baton Rouge; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Baton Rouge investment advisors have?

The median Google rating among 22 rated investment advisors in Baton Rouge is 5.0★, with a median of 6 reviews. Presley Wealth Management has the most, 41 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Baton Rouge count in this ranking?

Yes, if they are within 25 mi of the Baton Rouge city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Baton Rouge ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Baton Rouge 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 investment 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 Baton Rouge

  1. November 2026: RFA Scores recalculated for 22 investment advisors serving Baton Rouge.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Baton Rouge pages