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Ranking, Louisiana

Independent RIAs with the biggest asset gains over one year in Louisiana

As of October 2, 2026, Stokes Family Office LLC ranked #1 in Louisiana in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $876.5 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Louisiana
Rank Firm City Increase
1 Stokes Family Office LLC New Orleans $876.5 million
2 Second Line Capital, LLC Metairie $601.1 million
3 Abel Hall, LLC Baton Rouge $419.0 million
4 Summit Financial Wealth Advisors Lafayette $378.0 million
5 Beam Wealth Advisors, Inc. Covington $286.2 million
6 HMV Wealth Advisors, LLC Shreveport $262.2 million
7 Argent Advisors, Inc. Ruston $251.4 million
8 FPL Capital Management, LLC Metairie $197.5 million
9 Waters, Parkerson & Co., LLC New Orleans $174.1 million
10 Lyons Capital Group Shreveport $165.9 million
11 Montz Harcus Wealth Management New Orleans $162.6 million
12 Delta Financial Advisors, L.L.C. Metairie $162.6 million
13 Thirtynorth Investments, LLC New Orleans $124.3 million
14 Walter C. Flower & Co., Inc New Orleans $120.4 million
15 Cullen Investment Group Lafayette $114.5 million
16 BCM Advisors, LLC Lafayette $109.5 million
17 Plum Street Advisors, LLC New Orleans $103.5 million
18 Hubbell Strickland Wealth Management, LLC New Orleans $77.5 million
19 Lees Monsour Group Shreveport $69.0 million
20 Evans Investment Advisors, L.L.C. Baton Rouge $64.2 million
21 Brian Low Financial Group, LLC Baton Rouge $55.1 million
22 Fortune 45, LLC. Gonzales $48.9 million
23 Graham, Bordelon, Golson & Gilbert, Inc. Monroe $45.8 million
24 Meriwether Wealth & Planning, LLC Minden $45.6 million
25 Asempa Wealth Advisors Baton Rouge $42.8 million
26 Hassell Wealth Management Houma $38.8 million
27 Freegulliver, LLC New Orleans $38.4 million
28 Adkins Seale Capital Management LLC Shreveport $37.4 million
29 The Archer Consulting Group, LLC Thibodaux $36.8 million
30 Spinosa Wealth Management Group Mandeville $36.4 million
31 Deane Retirement Strategies, Inc. New Orleans $34.4 million
32 Icom Advisors, LLC Madisonville $26.8 million
33 Adg Wealth Management Group, LLC Metairie $26.7 million
34 Hibernia Wealth Partners, LLC Baton Rouge $25.9 million
35 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport $24.9 million
36 Stone Wealth Partners LLC Lafayette $24.4 million
37 Vines Capital Management, LLC Monroe $23.8 million
38 Broussard Financial Group, LLC Kaplan $23.4 million
39 Regatta Research & Money Management L.L.C. Metairie $23.0 million
40 Dumaine Investments LLC New Orleans $22.9 million
41 Crescent City Retirement Group Metairie $21.9 million
42 Avant Capital, LLC Lafayette $21.3 million
43 Asset Planning Services Inc Covington $19.9 million
44 Kropog Financial Group, LLC Mandeville $18.5 million
45 Eagle Capital Management, LLC Mandeville $17.5 million
46 Paradiem, LLC Covington $17.2 million
47 Open Source Investments, LLC Mandeville $16.6 million
48 Brett Josey Wealth Management LLC Benton $14.5 million
49 Apex Capital Management, L.L.C. Lafayette $8.6 million
50 Advisor.Investments Baton Rouge $3.9 million
51 Colomb Investment Management Company, LLC Metairie $2.7 million

51 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.