#1Regatta Research & Money Management L.L.C.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Serves this area from Metairie, LA (11 mi)
Retirement Plan Advisors in St. Charles Parish, LA
The top-ranked retirement plan advisors serving St. Charles Parish, LA are Regatta Research & Money Management L.L.C., Colomb Investment Management Company, LLC and Crescent City Retirement Group. We list 7 retirement plan advisors serving St. Charles Parish, LA. 7 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 St. Charles Parish, LA. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for St. Charles Parish
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Regatta Research & Money Management L.L.C. | SEC-registered investment adviser (CRD)#113181 | Metairie, LA (11 mi) | (504) 831-4636 |
| 2 | Colomb Investment Management Company, LLC | SEC-registered investment adviser (CRD)#140088 | Metairie, LA (13 mi) | (504) 520-8050 |
| 3 | Crescent City Retirement Group | SEC-registered investment adviser (CRD)#146666 | Metairie, LA (14 mi) | (504) 828-2171 |
| 4 | Fpl Capital Management, LLC | SEC-registered investment adviser (CRD)#117499 | Metairie, LA (14 mi) | (504) 828-1969 |
| 5 | Guilbault Capital | SEC-registered investment adviser (CRD)#331160 | Metairie, LA (15 mi) | (504) 612-9250 |
| 6 | Adg Wealth Management Group, LLC | SEC-registered investment adviser (CRD)#132341 | Metairie, LA (15 mi) | (504) 267-9880 |
| 7 | Wealthharbor Capital Group, LLC | SEC-registered investment adviser (CRD)#118614 | Metairie, LA (15 mi) | (504) 482-1962 |
#2Colomb Investment Management Company, LLC
COLOMB INVESTMENT MANAGEMENT COMPANY, LLCServes this area from Metairie, LA (13 mi)#3Crescent City Retirement Group
CRESCENT CITY RETIREMENT GROUP, LLCServes this area from Metairie, LA (14 mi)#4Fpl Capital Management, LLC
FPL CAPITAL MANAGEMENT, LLCServes this area from Metairie, LA (14 mi)#5Guilbault Capital
GUILBAULT CAPITAL LLCServes this area from Metairie, LA (15 mi)#6Adg Wealth Management Group, LLC
ADG WEALTH MANAGEMENT GROUP, LLCServes this area from Metairie, LA (15 mi)#7Wealthharbor Capital Group, LLC
WEALTHHARBOR CAPITAL GROUP, LLCServes this area from Metairie, LA (15 mi)
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Frequently asked questions
How many retirement plan advisors serve St. Charles Parish?
We list 7 retirement plan advisors serving St. Charles Parish, LA: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve St. Charles Parish?
The top-ranked retirement plan advisors serving St. Charles Parish, LA are Regatta Research & Money Management L.L.C., 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 St. Charles Parish are verified against official records?
7 of the top 7 match an active official record: Regatta Research & Money Management L.L.C. (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 2 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 .
Communities served
Luling, Destrehan, St. Rose, Boutte, Norco, Hahnville, Des Allemands, Bayou Gauche, Montz, Ama, Paradis, New Sarpy, Killona, Taft