#1Argent Retirement Plan Advisors, LLC
ARGENT RETIREMENT PLAN ADVISORS, LLC
Based in New Orleans, LA
· Website
Retirement Plan Advisors in New Orleans, LA
The top-ranked retirement plan advisors serving New Orleans, LA are Argent Retirement Plan Advisors, LLC, Equitas Capital Advisors,llc and Montz Harcus Wealth Management. We list 19 retirement plan advisors serving New Orleans, 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 New Orleans, LA (Orleans Parish). 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 New Orleans
#2Equitas Capital Advisors,llc
EQUITAS CAPITAL ADVISORS,LLCBased in New Orleans, LA#3Montz Harcus Wealth Management
MONTZ HARCUS WEALTH MANAGEMENT LLCBased in New Orleans, LA#4Newedge Advisors
NEWEDGE ADVISORS, LLCBased in New Orleans, LA#5Stokes Family Office LLC
STOKES FAMILY OFFICE LLCBased in New Orleans, LA#6Suncap Management
SUNCOAST CAPITAL MANAGEMENTBased in New Orleans, LA#7Ridge Road Wealth Management, LLC
RIDGE ROAD WEALTH MANAGEMENT, LLCServes this area from New Orleans, LA (11 mi)#8Freegulliver, LLC
FREEGULLIVER, L.L.C.Serves this area from New Orleans, LA (12 mi)#9Adg Wealth Management Group, LLC
ADG WEALTH MANAGEMENT GROUP, LLCServes this area from Metairie, LA (13 mi)#10Wealthharbor Capital Group, LLC
WEALTHHARBOR CAPITAL GROUP, LLCServes this area from Metairie, LA (13 mi)
9 more providers serving this area
- Guilbault Capital, Metairie, LA (13 mi)
- Crescent City Retirement Group, Metairie, LA (14 mi)
- Fpl Capital Management, LLC, Metairie, LA (14 mi)
- Colomb Investment Management Company, LLC, Metairie, LA (14 mi)
- Regatta Research & Money Management L.L.C., Metairie, LA (17 mi)
- Kropog Financial Group, LLC, LA
- Spinosa Wealth Management Group, LA
- Beam Wealth Advisors, Inc., LA
- Asset Planning Services Inc, Covington, LA (31 mi)
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Frequently asked questions
How many retirement plan advisors serve New Orleans?
We list 19 retirement plan advisors serving New Orleans, LA: 6 based there and 13 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 New Orleans?
The top-ranked retirement plan advisors serving New Orleans, LA are Argent Retirement Plan Advisors, LLC, Equitas Capital Advisors,llc, Montz Harcus Wealth Management, Newedge Advisors and Stokes Family Office LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving New Orleans are verified against official records?
10 of the top 10 match an active official record: Argent Retirement Plan Advisors, LLC (U.S. Securities and Exchange Commission), Equitas Capital Advisors,llc (U.S. Securities and Exchange Commission), Montz Harcus Wealth Management (U.S. Securities and Exchange Commission), Newedge Advisors (U.S. Securities and Exchange Commission) and Stokes Family Office LLC (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 .