Retirement Plan Advisors in Slidell, LA
The top-ranked retirement plan advisors serving Slidell, LA are Kropog Financial Group, LLC, Spinosa Wealth Management Group and Beam Wealth Advisors, Inc.. We list 19 retirement plan advisors serving Slidell, 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 Slidell, LA (St. Tammany 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 Slidell
- KROPOG FINANCIAL GROUP, LLCServes this area from LA
#2Spinosa Wealth Management Group
SPINOSA WEALTH MANAGEMENT GROUP, LLCServes this area from LA#3Beam Wealth Advisors, Inc.
BEAM WEALTH ADVISORS, INC.Serves this area from LA#4Asset Planning Services Inc
ASSET PLANNING SERVICES INCServes this area from Covington, LA (23 mi)#5Suncap Management
SUNCOAST CAPITAL MANAGEMENTServes this area from New Orleans, LA (25 mi)#6Montz Harcus Wealth Management
MONTZ HARCUS WEALTH MANAGEMENT LLCServes this area from New Orleans, LA (29 mi)#7Equitas Capital Advisors,llc
EQUITAS CAPITAL ADVISORS,LLCServes this area from New Orleans, LA (29 mi)#8Argent Retirement Plan Advisors, LLC
ARGENT RETIREMENT PLAN ADVISORS, LLCServes this area from New Orleans, LA (29 mi)· Website#9Guilbault Capital
GUILBAULT CAPITAL LLCServes this area from Metairie, LA (29 mi)#10Stokes Family Office LLC
STOKES FAMILY OFFICE LLCServes this area from New Orleans, LA (29 mi)
9 more providers serving this area
- Fpl Capital Management, LLC, Metairie, LA (29 mi)
- Crescent City Retirement Group, Metairie, LA (29 mi)
- Newedge Advisors, New Orleans, LA (29 mi)
- Adg Wealth Management Group, LLC, Metairie, LA (30 mi)
- Wealthharbor Capital Group, LLC, Metairie, LA (30 mi)
- Ridge Road Wealth Management, LLC, New Orleans, LA (30 mi)
- Freegulliver, LLC, New Orleans, LA (30 mi)
- Colomb Investment Management Company, LLC, Metairie, LA (30 mi)
- Regatta Research & Money Management L.L.C., Metairie, LA (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Slidell?
We list 19 retirement plan advisors serving Slidell, LA: 0 based there and 19 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 Slidell?
The top-ranked retirement plan advisors serving Slidell, LA are Kropog Financial Group, LLC, Spinosa Wealth Management Group, Beam Wealth Advisors, Inc., Asset Planning Services Inc and Suncap Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Slidell are verified against official records?
10 of the top 10 match an active official record: Kropog Financial Group, LLC (U.S. Securities and Exchange Commission), Spinosa Wealth Management Group (U.S. Securities and Exchange Commission), Beam Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), Asset Planning Services Inc (U.S. Securities and Exchange Commission) and Suncap Management (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 .