Delta Financial Advisors, L.L.C. is a leading investment advisory firm headquartered in New Orleans, LA. With over 100 individual clients and a staggering $339,034,000 in assets under management, Delta Financial Advisors has established itself as a trusted partner in financial planning and wealth management. Operating from a single office, the firm offers a range of comprehensive services to meet the diverse needs of its clients. While the majority of their assets under management are for high net worth individuals, Delta Financial Advisors also possesses the expertise and capacity to handle employer funds. In fact, 86% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. The firm's compensation structure is flexible and tailored to each client, including a percentage of assets under management and hourly charges. This personalized approach ensures that clients receive transparent and customized financial guidance. Delta Financial Advisors prides itself on its team of highly qualified professionals. With a total of four employees, including two dedicated investment advisors, the firm maintains a favorable ratio of assets under management per investment advisor, surpassing industry standards at approximately $169,520,000 per advisor. Notably, Ainsley Bishop and Gerard Plauche are two of the firm's longest tenured registered advisors, bringing a wealth of experience and expertise to the table. As Delta Financial Advisors continues to provide exceptional financial advice and strategic investment management, clients can trust in their commitment to achieving long-term financial success.

Newedge Advisors, a reputable regional investment advisory firm headquartered in New Orleans, LA, boasts an extensive network of 100 offices. With a total workforce of 499 dedicated professionals, 398 of whom specialize in investment advisory services, the company ensures a client-centric approach to wealth management. Capitalizing on their seasoned expertise, Newedge Advisors maintains an impressive average of approximately $31,870,000 in assets under management per investment advisor. Distinguished by their diverse compensation structure, Newedge Advisors offers flexible options tailored to clients' needs. This includes a percentage of assets under management, hourly charges, and fixed fees. Their proficiency in managing employer 401Ks and individual portfolios has contributed significantly to their success, as nearly half of their assets under management originate from these sources. Demonstrating their prowess in discretionary asset management, an impressive 96% of the assets they oversee are under their discretionary control. With an extensive client base of over 19,440 individuals, Newedge Advisors skillfully administers more than $12,683,180,000 in assets under management. The company takes pride in its long-standing advisors, such as Alexander Goss, Gerald Goss, and George Sins, who have contributed to the firm's enduring success. These professionals bring a wealth of experience and expertise to every client engagement, ensuring tailored financial strategies to meet clients' unique goals and aspirations. Newedge Advisors' commitment to excellence, robust investment solutions, and dedication to client satisfaction have established them as a leading investment advisory firm in the region. Whether managing individual portfolios or corporate retirement plans, Newedge Advisors continues to deliver unparalleled financial guidance and personalized service to clients throughout New Orleans and beyond.

FREEGULLIVER, LLC is a prominent investment advisory firm based out of New Orleans, Louisiana. With over 120 individual clients and an impressive $465,250,000 in assets under management, Freegulliver, LLC has established itself as a trusted partner in the financial industry. Operating from three offices, their local presence allows them to provide personalized services to clients in the area. In addition to investment advisory services, Freegulliver, LLC also serves as an insurance broker or agent, offering comprehensive coverage options to meet their clients' needs. A notable aspect of their business is that 52% of the assets they manage are discretionary, reflecting their expertise in making strategic investment decisions on behalf of their clients. The firm employs a total of 17 highly skilled professionals, with eight dedicated to providing top-notch investment advisory services. Each advisor manages an average of approximately $58,160,000 in assets, aligning with industry standards. Notably, Freegulliver, LLC prides itself on its experienced team, with longstanding advisors such as Eric Deroche, Clifford Mintz, and Michael Kirschman contributing their expertise and knowledge to the firm's success. When it comes to compensation, Freegulliver, LLC offers various options tailored to meet their clients' preferences. Their structure includes a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees, ensuring a flexible and transparent approach to financial planning. With its impressive client base, substantial assets under management, and a team of dedicated professionals, Freegulliver, LLC is committed to providing exceptional financial services and helping clients achieve their investment goals.

Wealthharbor Capital Group, LLC is a small investment advisory firm based out of Metairie, LA, with one office. With a total of six employees, four of whom provide investment advisory services, Wealthharbor Capital Group offers personalized financial guidance to a diverse clientele. With over 100 individual clients, they currently manage assets worth over $252,439,000. The firm's average assets under management per investment advisor amount to approximately $78,470,000, which aligns with the industry average. Wealthharbor Capital Group's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned with their clients' financial goals. While their assets under management consist of less than 30% in 401K and individual accounts, the firm possesses the expertise to manage employer funds as well. Notably, 90% of the assets they manage are discretionary, providing the flexibility to make informed investment decisions on behalf of their clients. The experienced team at Wealthharbor Capital Group includes long-tenured advisors such as Scott Grandbouche, Earnest Martin, and Brandon Grandbouche. Their collective expertise and dedication enable them to deliver tailored investment strategies that cater to the unique needs and objectives of each client. By combining their comprehensive financial knowledge with a personalized approach, Wealthharbor Capital Group aims to help clients navigate the complexities of the financial markets and achieve their long-term financial success.