# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/louisiana/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Louisiana
- firms_listed: 51
- rows: rank: 1, crd: 300899, firm: Stokes Family Office LLC, city: New Orleans, state: LA, value: 876540612, base_value: 2475148256, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300899/; rank: 2, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 601051104, base_value: 723038061, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 3, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 418999620, base_value: 400117820, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 4, crd: 171278, firm: Summit Financial Wealth Advisors, city: Lafayette, state: LA, value: 377981480, base_value: 1421450420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171278/; rank: 5, crd: 109867, firm: Beam Wealth Advisors, Inc., city: Covington, state: LA, value: 286230917, base_value: 1314316357, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109867/; rank: 6, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 262210677, base_value: 305193651, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 7, crd: 112028, firm: Argent Advisors, Inc., city: Ruston, state: LA, value: 251362621, base_value: 1461903002, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112028/; rank: 8, crd: 117499, firm: FPL Capital Management, LLC, city: Metairie, state: LA, value: 197510808, base_value: 885155184, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117499/; rank: 9, crd: 3711, firm: Waters, Parkerson & Co., LLC, city: New Orleans, state: LA, value: 174126062, base_value: 2685703913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3711/; rank: 10, crd: 335733, firm: Lyons Capital Group, city: Shreveport, state: LA, value: 165937224, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335733/; rank: 11, crd: 301963, firm: Montz Harcus Wealth Management, city: New Orleans, state: LA, value: 162638361, base_value: 713694816, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301963/; rank: 12, crd: 122092, firm: Delta Financial Advisors, L.L.C., city: Metairie, state: LA, value: 162585455, base_value: 429701881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122092/; rank: 13, crd: 155355, firm: Thirtynorth Investments, LLC, city: New Orleans, state: LA, value: 124259000, base_value: 343523000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155355/; rank: 14, crd: 110775, firm: Walter C. Flower & Co., Inc, city: New Orleans, state: LA, value: 120398351, base_value: 470937563, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110775/; rank: 15, crd: 18266, firm: Cullen Investment Group, city: Lafayette, state: LA, value: 114481005, base_value: 795470355, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18266/; rank: 16, crd: 107946, firm: BCM Advisors, LLC, city: Lafayette, state: LA, value: 109473121, base_value: 666235191, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107946/; rank: 17, crd: 283917, firm: Plum Street Advisors, LLC, city: New Orleans, state: LA, value: 103456832, base_value: 359366449, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283917/; rank: 18, crd: 301715, firm: Hubbell Strickland Wealth Management, LLC, city: New Orleans, state: LA, value: 77548882, base_value: 540333694, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301715/; rank: 19, crd: 318023, firm: Lees Monsour Group, city: Shreveport, state: LA, value: 68973098, base_value: 612190360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318023/; rank: 20, crd: 147000, firm: Evans Investment Advisors, L.L.C., city: Baton Rouge, state: LA, value: 64237923, base_value: 326496492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147000/; rank: 21, crd: 306346, firm: Brian Low Financial Group, LLC, city: Baton Rouge, state: LA, value: 55135101, base_value: 184209925, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306346/; rank: 22, crd: 170693, firm: Fortune 45, LLC., city: Gonzales, state: LA, value: 48940024, base_value: 188726258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170693/; rank: 23, crd: 104612, firm: Graham, Bordelon, Golson & Gilbert, Inc., city: Monroe, state: LA, value: 45816810, base_value: 375002796, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104612/; rank: 24, crd: 310713, firm: Meriwether Wealth & Planning, LLC, city: Minden, state: LA, value: 45648594, base_value: 263227511, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310713/; rank: 25, crd: 328609, firm: Asempa Wealth Advisors, city: Baton Rouge, state: LA, value: 42842990, base_value: 203200961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328609/; rank: 26, crd: 297892, firm: Hassell Wealth Management, city: Houma, state: LA, value: 38804283, base_value: 348596307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297892/; rank: 27, crd: 117040, firm: Freegulliver, LLC, city: New Orleans, state: LA, value: 38437489, base_value: 798146866, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117040/; rank: 28, crd: 166749, firm: Adkins Seale Capital Management LLC, city: Shreveport, state: LA, value: 37352555, base_value: 410826833, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166749/; rank: 29, crd: 156062, firm: The Archer Consulting Group, LLC, city: Thibodaux, state: LA, value: 36781454, base_value: 155462665, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156062/; rank: 30, crd: 170903, firm: Spinosa Wealth Management Group, city: Mandeville, state: LA, value: 36355429, base_value: 155061629, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170903/; rank: 31, crd: 127096, firm: Deane Retirement Strategies, Inc., city: New Orleans, state: LA, value: 34393145, base_value: 216338935, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127096/; rank: 32, crd: 156386, firm: Icom Advisors, LLC, city: Madisonville, state: LA, value: 26780725, base_value: 123400000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156386/; rank: 33, crd: 132341, firm: Adg Wealth Management Group, LLC, city: Metairie, state: LA, value: 26689614, base_value: 309647951, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132341/; rank: 34, crd: 319509, firm: Hibernia Wealth Partners, LLC, city: Baton Rouge, state: LA, value: 25919132, base_value: 346617660, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319509/; rank: 35, crd: 109965, firm: Pinnacle Asset Management Group, Corporation (Inc.), city: Shreveport, state: LA, value: 24851899, base_value: 131513717, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109965/; rank: 36, crd: 308429, firm: Stone Wealth Partners LLC, city: Lafayette, state: LA, value: 24444303, base_value: 118435585, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308429/; rank: 37, crd: 298727, firm: Vines Capital Management, LLC, city: Monroe, state: LA, value: 23849548, base_value: 168333675, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298727/; rank: 38, crd: 123724, firm: Broussard Financial Group, LLC, city: Kaplan, state: LA, value: 23401516, base_value: 115389271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123724/; rank: 39, crd: 113181, firm: Regatta Research & Money Management L.L.C., city: Metairie, state: LA, value: 23003974, base_value: 188472996, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113181/; rank: 40, crd: 306481, firm: Dumaine Investments LLC, city: New Orleans, state: LA, value: 22936647, base_value: 204054910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306481/; rank: 41, crd: 146666, firm: Crescent City Retirement Group, city: Metairie, state: LA, value: 21923958, base_value: 109000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146666/; rank: 42, crd: 167961, firm: Avant Capital, LLC, city: Lafayette, state: LA, value: 21264252, base_value: 154941943, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167961/; rank: 43, crd: 104715, firm: Asset Planning Services Inc, city: Covington, state: LA, value: 19912594, base_value: 345657624, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104715/; rank: 44, crd: 282747, firm: Kropog Financial Group, LLC, city: Mandeville, state: LA, value: 18473393, base_value: 142020204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282747/; rank: 45, crd: 110177, firm: Eagle Capital Management, LLC, city: Mandeville, state: LA, value: 17485216, base_value: 437682651, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110177/; rank: 46, crd: 158200, firm: Paradiem, LLC, city: Covington, state: LA, value: 17232523, base_value: 466197031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158200/; rank: 47, crd: 287501, firm: Open Source Investments, LLC, city: Mandeville, state: LA, value: 16628310, base_value: 114089204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287501/; rank: 48, crd: 107870, firm: Brett Josey Wealth Management LLC, city: Benton, state: LA, value: 14478384, base_value: 128131007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107870/; rank: 49, crd: 117059, firm: Apex Capital Management, L.L.C., city: Lafayette, state: LA, value: 8560947, base_value: 216629987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117059/; rank: 50, crd: 142202, firm: Advisor.Investments, city: Baton Rouge, state: LA, value: 3905328, base_value: 195496218, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142202/; rank: 51, crd: 140088, firm: Colomb Investment Management Company, LLC, city: Metairie, state: LA, value: 2651207, base_value: 2000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140088/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Louisiana](https://advisoriq.com/ria/states/louisiana/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/louisiana/

License: https://advisoriq.com/license/