Selecting the right investment firm is a vital step toward securing long-term financial stability. Whether you’re looking to diversify your portfolio, prepare for retirement, or explore new avenues for growth, working with an experienced and trustworthy financial advisor can help you move forward with confidence in an ever-changing market.
For individuals and businesses in New Orleans, the firms highlighted below are recognized for delivering personalized financial strategies, acting with fiduciary integrity, and offering insights grounded in a strong understanding of the local economic landscape.
Whitney Securities LLC
Hancock Whitney Bank is a financial institution based in Gulfport, Mississippi, with over 230 branches across Alabama, Florida, Louisiana, Mississippi, and Texas. The bank provides a wide range of services for individuals, businesses, and institutions, including checking and savings accounts, personal loans, mortgages, credit cards, investment services, and wealth management.
Address: 228 St Charles Ave #200, New Orleans, LA 70130
Phone: 17103224807
Email: [email protected]
Website: https://www.hancockwhitney.com/investment-services
Crescent City Capital
Crescent City Capital is a multi-strategy cryptocurrency hedge fund based in New Orleans, Louisiana. Founded in 2018, the firm specializes in managing cryptocurrency and blockchain investments, employing both technical and fundamental approaches to identify opportunities in the digital asset space.
Address: 701 Poydras St STE 4301, New Orleans, LA 70112
Phone: 16626439463
Email: [email protected]
Website: http://www.crescentcitycapital.com/
Orleans Capitol Management
Orleans Capitol Management is a privately held, independent investment advisory firm headquartered in Louisiana. Established in 1991, the firm specializes in providing customized portfolio management services to a diverse clientele, including institutional investors, foundations, endowments, insurance companies, and high-net-worth individuals. As of December 31, 2023, Orleans Capital manages approximately $1.6 billion in assets.
Address: 701 Poydras St # 4750, New Orleans, LA 70139
Phone: 16244807798
Email: [email protected]
Website: http://www.orleanscapital.com/
Waters Parkerson & Co
Waters, Parkerson & Co., LLC is a fee-only, independent, and employee-owned Registered Investment Advisor (RIA) based in downtown New Orleans, Louisiana. Established in 1933, the firm specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions across more than 35 states.
Address: 601 Poydras St Suite 2210, New Orleans, LA 70130
Phone: 15045812022
Email: [email protected]
Website: http://watersparkerson.com/
Capital Investment Management Inc.
Capital Investment Management, Inc. (CIMI) is an insurance marketing organization based in New Orleans, Louisiana. For over 25 years, CIMI has specialized in wholesale annuity distribution, partnering with banks, independent broker-dealers, and other financial institutions to provide pre- and post-sale support to financial advisors.
Address: 201 St Charles Ave, New Orleans, LA 70130
Phone: 15045535320
Email: [email protected]
Website: https://www.cimionline.com/
Gulf Point Advisors
Gulf Point Advisors is a private wealth advisory firm based in New Orleans, Louisiana, offering personalized wealth management services for individuals, families, and businesses. With a collaborative approach and a focus on long-term relationships, they provide objective guidance and tailored solutions to help clients achieve their financial goals.
Address: 639 Loyola Ave #2100, New Orleans, LA 70113
Phone: 15045584398
Email: [email protected]
Website: http://www.gulfpointadvisors.com/
Alderbrook Companies
Alderbrook Companies is a U.S.-based financial advisory and early-stage investment firm that works with startups, growing businesses, and investors. They offer strategic consulting services and invest in early-stage companies, particularly in media, software, and government technology sectors.
Address: 900 Camp St APT 363, New Orleans, LA 70130
Phone: 15045647674
Email: [email protected]
Website: https://www.alderbrookcompanies.com/
NW KAYE PRIVATE INVESTMENT MANAGEMENT
N.W. Kaye Private Investment Management (NWKayePIM) is a financial advisory firm based in New Orleans, Louisiana. Operating through the Wells Fargo Advisors Financial Network (WFAFN), they offer investment and insurance products to clients in select U.S. states. Their services are tailored to individuals and institutions seeking personalized financial solutions.
Address: 201 St Charles Ave 25th Floor, New Orleans, LA 70170
Phone: 15045652373
Email: [email protected]
Website: http://nwkayepim.com/
Enhanced Capital Partners
Enhanced Capital Group, LLC is a U.S.-based private credit investment manager founded in 1999, specializing in impact investing across underserved communities, environmental sustainability, and community development. Headquartered in New York City, the firm operates nationwide, providing capital to small businesses and projects often overlooked by traditional financing sources.
Address: 201 St Charles Ave # 3400, New Orleans, LA 70170
Phone: 15045697900
Email: [email protected]
Website: https://enhancedcapital.com/
ThirtyNorth Investments LLC
ThirtyNorth Investments is a New Orleans-based, woman-owned investment advisory firm founded in 1997. The firm specializes in providing personalized, fee-only financial planning and investment management services to high-net-worth individuals, families, retirement plan sponsors, and nonprofit organizations. Emphasizing a fiduciary commitment, ThirtyNorth operates independently, ensuring that client interests are always prioritized without the influence of commissions or external affiliations. Their investment philosophy combines disciplined, research-driven strategies with a long-term perspective, aiming to align financial decisions with clients’ life goals and values. With a team of experienced professionals, the firm is dedicated to transparency, integrity, and delivering impactful financial solutions.
Address: 1100 Poydras St, New Orleans, LA 70163
Phone: 15045283685
Email: [email protected]
Website: http://watersparkerson.com/
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