#1Adg Wealth Management Group, LLC
ADG WEALTH MANAGEMENT GROUP, LLC
Based in Metairie, LA
Retirement Plan Advisors in Jefferson Parish, LA
The top-ranked retirement plan advisors serving Jefferson Parish, LA are Adg Wealth Management Group, LLC, Colomb Investment Management Company, LLC and Crescent City Retirement Group. We list 19 retirement plan advisors serving Jefferson Parish, LA. 19 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jefferson Parish, LA. 19 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Jefferson Parish
#2Colomb Investment Management Company, LLC
COLOMB INVESTMENT MANAGEMENT COMPANY, LLCBased in Metairie, LA#3Crescent City Retirement Group
CRESCENT CITY RETIREMENT GROUP, LLCBased in Metairie, LA#4Fpl Capital Management, LLC
FPL CAPITAL MANAGEMENT, LLCBased in Metairie, LA#5Guilbault Capital
GUILBAULT CAPITAL LLCBased in Metairie, LA#6Regatta Research & Money Management L.L.C.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.Based in Metairie, LA#7Wealthharbor Capital Group, LLC
WEALTHHARBOR CAPITAL GROUP, LLCBased in Metairie, LA#8Ridge Road Wealth Management, LLC
RIDGE ROAD WEALTH MANAGEMENT, LLCServes this area from New Orleans, LA (27 mi)#9Newedge Advisors
NEWEDGE ADVISORS, LLCServes this area from New Orleans, LA (27 mi)#10Equitas Capital Advisors,llc
EQUITAS CAPITAL ADVISORS,LLCServes this area from New Orleans, LA (28 mi)
9 more providers serving this area
- Stokes Family Office LLC, New Orleans, LA (28 mi)
- Argent Retirement Plan Advisors, LLC, New Orleans, LA (28 mi)
- Freegulliver, LLC, New Orleans, LA (28 mi)
- Montz Harcus Wealth Management, New Orleans, LA (30 mi)
- Suncap Management, New Orleans, LA (33 mi)
- Kropog Financial Group, LLC, LA
- Spinosa Wealth Management Group, LA
- Beam Wealth Advisors, Inc., LA
- Asset Planning Services Inc, Covington, LA (64 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson Parish?
We list 19 retirement plan advisors serving Jefferson Parish, LA: 7 based there and 12 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jefferson Parish?
The top-ranked retirement plan advisors serving Jefferson Parish, LA are Adg Wealth Management Group, LLC, Colomb Investment Management Company, LLC, Crescent City Retirement Group, Fpl Capital Management, LLC and Guilbault Capital. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson Parish are verified against official records?
10 of the top 10 match an active official record: Adg Wealth Management Group, LLC (U.S. Securities and Exchange Commission), Colomb Investment Management Company, LLC (U.S. Securities and Exchange Commission), Crescent City Retirement Group (U.S. Securities and Exchange Commission), Fpl Capital Management, LLC (U.S. Securities and Exchange Commission) and Guilbault Capital (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Jefferson Parish
Communities served
Harvey, Estelle, Gretna, River Ridge, Woodmere, Jefferson, Timberlane, Waggaman, Harahan, Westwego, Bridge City, Elmwood, Avondale, Jean Lafitte, Barataria, Lafitte, Grand Isle