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Best Financial Planners in Baton Rouge, Louisiana

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12Financial Planners scored in Baton Rouge
56Average BizScore
72Top BizScore
8%AI Visibility 50 or higher
75Average SEO score
4.8Average Google rating (11 rated)

Top Financial Planners in Baton Rouge

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Showing 1-12 of 12 Financial Planners listings in Baton Rouge, LA · page 1 of 1

#1Assurance Financial - Corporate Headquarters

4.9 Google rating

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Assurance Financial - Corporate Headquarters website

Score breakdown

AI Visibility62
AI Ready17
SEO84
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 448-2680
  • assurancewireless.com
Category rank by BizScore: #2 of 16 Financial Planner listings in Baton RougeScores updated Oct 23, 2026
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Capital South Wealth Management, LLC of Baton Rouge website

Score breakdown

AI Visibility44
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 709-0703
  • capitalone.com
Category rank by BizScore: #4 of 16 Financial Planner listings in Baton RougeScores updated Jun 7, 2026

#3TurboTax - Southmoor – Magellan Place

4.5 Google rating · 290 reviews

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TurboTax - Southmoor – Magellan Place website

Score breakdown

AI Visibility41
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 239-2046
  • turbotax.intuit.com

TurboTax - Southmoor, Magellan Place is a financial planner in Baton Rouge, Louisiana. The office provides expert tax preparation services for individuals and businesses, specializing in areas such as self-employment income, business taxes, retirement income...

Category rank by BizScore: #6 of 16 Financial Planner listings in Baton RougeScores updated Jun 8, 2026
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Carson Wealth - The Shobe Financial Group of Baton Rouge website

Score breakdown

AI Visibility47
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 763-7010
  • carsonwealth.com
Category rank by BizScore: #8 of 16 Financial Planner listings in Baton RougeScores updated Sep 18, 2026

#5Sapphire Financial of Baton Rouge

5.0 Google rating

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S

Score breakdown

AI Visibility36
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 778-8914
  • gia.edu

Sapphire Financial of Baton Rouge: Sapphire Financial is a Financial Planner in Baton Rouge, LA. The firm maintains a 5.00 rating from its clients. Sapphire Financial is located on Antioch Rd, a short drive from Woodlawn High School and near the intersection of Jefferson Highway and Airline...

Category rank by BizScore: #9 of 16 Financial Planner listings in Baton RougeScores updated Jun 7, 2026

#6Brian Low Financial Group of Baton Rouge

3.0 Google rating · 19 reviews

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Brian Low Financial Group of Baton Rouge website

Score breakdown

AI Visibility30
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 292-4225
  • briancom.com

Brian Low Financial Group of Baton Rouge: Brian Low Financial Group is a financial planner in Baton Rouge, Louisiana, serving individuals and families with personalized financial strategies focused on retirement planning, investment management, and estate planning. The firm specializes in helping...

Category rank by BizScore: #10 of 16 Financial Planner listings in Baton RougeScores updated Sep 24, 2026

#7Assurance Financial - Baton Rouge

5.0 Google rating

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Assurance Financial - Baton Rouge website

Score breakdown

AI Visibility30
AI Ready17
SEO78
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 218-9746
  • assurancewireless.com
Category rank by BizScore: #1 of 16 Financial Planner listings in Baton RougeScores updated Oct 23, 2026

#8Stenger Family Office

5.0 Google rating

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Stenger Family Office website

Score breakdown

AI Visibility39
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 442-0003
  • stengerlaw.com

Stenger Family Office is a financial planning service in Baton Rouge, Louisiana, providing personalized financial guidance and long-term wealth management strategies for individuals and families. The firm specializes in retirement planning, investment...

Category rank by BizScore: #12 of 16 Financial Planner listings in Baton RougeScores updated Jun 7, 2026
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Sullivan & Hawthorne Wealth Management of Raymond James website

Score breakdown

AI Visibility34
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 407-4640
  • sullivan.edu
Category rank by BizScore: #13 of 16 Financial Planner listings in Baton RougeScores updated Sep 18, 2026

#10Horizon Financial Group of Baton Rouge

4.8 Google rating · 5 reviews

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Horizon Financial Group of Baton Rouge website

Score breakdown

AI Visibility34
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 612-3820
  • horizonblue.com
Category rank by BizScore: #14 of 16 Financial Planner listings in Baton RougeScores updated Sep 18, 2026

#11Stenger Family Office | Baton Rouge Financial Advisor

5.0 Google rating

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Stenger Family Office | Baton Rouge Financial Advisor website

Score breakdown

AI Visibility31
AI Ready5
SEO73
Freshness80
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 442-0003
  • stengerlaw.com

Stenger Family Office | Baton Rouge Financial Advisor is a Financial Planner in Baton Rouge, LA. The firm provides legal representation and collections services for a variety of clients, including banks, credit unions, finance companies, hospitals, healthcare...

Category rank by BizScore: #11 of 16 Financial Planner listings in Baton RougeScores updated Oct 23, 2026

#12Merrill Lynch Wealth Management of Baton Rouge

5.0 Google rating

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Merrill Lynch Wealth Management of Baton Rouge website

Score breakdown

AI Visibility33
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Baton Rouge, Louisiana
  • (225) 388-9200
  • ml.com

Merrill Lynch Wealth Management of Baton Rouge: Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

Category rank by BizScore: #15 of 16 Financial Planner listings in Baton RougeScores updated Sep 18, 2026
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What the Data Shows for Financial Planners in Baton Rouge

8% of the 12 financial planners we measured in Baton Rouge reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 38, compared with an average SEO score of 75.

The average Google rating across 11 rated financial planners is 4.8, and the median listing has 19 reviews.

None of the 12 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 23, 2026. What each score measures: How We Score.

BizScoreAI compares 12 financial planners in Baton Rouge, Louisiana by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Baton Rouge ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Baton Rouge, Louisiana does BizScoreAI track?

12 financial planners in Baton Rouge currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 72.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 8% of measured financial planners in Baton Rouge score 50 or higher.

Is being listed free?

Yes. Every financial planner in Baton Rouge is listed and scored for free, and claiming a listing is free too.