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Ranking, Louisiana

Independent RIAs with the fastest client growth over one year in Louisiana

As of October 2, 2026, Thirtynorth Investments, LLC ranked #1 in Louisiana in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 53.5%, from a base of 155.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 fastest client growth over one year in Louisiana
Rank Firm City Growth Starting value
1 Thirtynorth Investments, LLC New Orleans 53.5% 155
2 Delta Financial Advisors, L.L.C. Metairie 27.6% 170
3 FPL Capital Management, LLC Metairie 25.6% 258
4 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 24.7% 178
5 Vines Capital Management, LLC Monroe 21.7% 189
6 Regatta Research & Money Management L.L.C. Metairie 19.4% 464
7 Colomb Investment Management Company, LLC Metairie 19.1% 493
8 The Archer Consulting Group, LLC Thibodaux 15.0% 100
9 Stokes Family Office LLC New Orleans 14.3% 713
10 Summit Financial Wealth Advisors Lafayette 13.5% 1,115
11 Montz Harcus Wealth Management New Orleans 12.9% 626
12 Apex Capital Management, L.L.C. Lafayette 12.6% 317
13 Cullen Investment Group Lafayette 10.9% 559
14 Dumaine Investments LLC New Orleans 10.6% 141
15 Stone Wealth Partners LLC Lafayette 9.6% 342
16 Spinosa Wealth Management Group Mandeville 9.4% 139
17 Fortune 45, LLC. Gonzales 8.5% 602
18 Icom Advisors, LLC Madisonville 8.5% 390
19 Brian Low Financial Group, LLC Baton Rouge 8.0% 809
20 Meriwether Wealth & Planning, LLC Minden 8.0% 562
21 Abel Hall, LLC Baton Rouge 7.0% 186
22 Plum Street Advisors, LLC New Orleans 6.9% 173
23 Crescent City Retirement Group Metairie 6.6% 875
24 Argent Advisors, Inc. Ruston 5.8% 1,421
25 Beam Wealth Advisors, Inc. Covington 5.0% 2,151
26 Broussard Financial Group, LLC Kaplan 4.4% 183
27 Evans Investment Advisors, L.L.C. Baton Rouge 4.1% 976
28 Kropog Financial Group, LLC Mandeville 3.8% 213
29 Hubbell Strickland Wealth Management, LLC New Orleans 3.5% 488
30 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 3.4% 232
31 Lees Monsour Group Shreveport 2.8% 351
32 Paradiem, LLC Covington 2.7% 148
33 Hassell Wealth Management Houma 2.4% 415
34 Open Source Investments, LLC Mandeville 0.8% 237
35 Crescent Sterling Ltd. Metairie 0.0% 200
35 Deane Retirement Strategies, Inc. New Orleans 0.0% 137
37 Waters, Parkerson & Co., LLC New Orleans -0.9% 801
38 Advisor.Investments Baton Rouge -1.2% 170
39 BCM Advisors, LLC Lafayette -1.4% 495
40 Avant Capital, LLC Lafayette -2.9% 349
41 Eagle Capital Management, LLC Mandeville -3.4% 323
42 Adg Wealth Management Group, LLC Metairie -4.5% 596
43 Guilbault Capital Metairie -6.8% 148
44 Hibernia Wealth Partners, LLC Baton Rouge -6.8% 701
45 Asset Planning Services Inc Covington -7.5% 160
46 Second Line Capital, LLC Metairie -9.7% 1,385
47 Adkins Seale Capital Management LLC Shreveport -12.5% 160
48 Freegulliver, LLC New Orleans -34.7% 340
49 KG Capital Management, LLC St. Francisville -42.0% 755
50 Castellano & Associates Shreveport -61.2% 776

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

More rankings

Client growth 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.