Ranking, Louisiana

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Louisiana

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms 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	Newedge Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	New Orleans	16.0%	43,106
9	The Archer Consulting Group, LLC	Thibodaux	15.0%	100
10	Stokes Family Office LLC	New Orleans	14.3%	713
11	Summit Financial Wealth Advisors	Lafayette	13.5%	1,115
12	Montz Harcus Wealth Management	New Orleans	12.9%	626
13	Apex Capital Management, L.L.C.	Lafayette	12.6%	317
14	Cullen Investment Group	Lafayette	10.9%	559
15	Dumaine Investments LLC	New Orleans	10.6%	141
16	Stone Wealth Partners LLC	Lafayette	9.6%	342
17	Spinosa Wealth Management Group	Mandeville	9.4%	139
18	Fortune 45, LLC.	Gonzales	8.5%	602
19	Icom Advisors, LLC	Madisonville	8.5%	390
20	Brian Low Financial Group, LLC	Baton Rouge	8.0%	809
21	Meriwether Wealth & Planning, LLC	Minden	8.0%	562
22	Abel Hall, LLC	Baton Rouge	7.0%	186
23	Plum Street Advisors, LLC	New Orleans	6.9%	173
24	Crescent City Retirement Group	Metairie	6.6%	875
25	Argent Advisors, Inc.	Ruston	5.8%	1,421
26	Beam Wealth Advisors, Inc.	Covington	5.0%	2,151
27	Broussard Financial Group, LLC	Kaplan	4.4%	183
28	Evans Investment Advisors, L.L.C.	Baton Rouge	4.1%	976
29	Kropog Financial Group, LLC	Mandeville	3.8%	213
30	Hubbell Strickland Wealth Management, LLC	New Orleans	3.5%	488
31	Pinnacle Asset Management Group, Corporation (Inc.)	Shreveport	3.4%	232
32	Lees Monsour Group	Shreveport	2.8%	351
33	Paradiem, LLC	Covington	2.7%	148
34	Hassell Wealth Management	Houma	2.4%	415
35	Open Source Investments, LLC	Mandeville	0.8%	237
36	Harger and Company, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Baton Rouge	0.7%	278
37	Crescent Sterling Ltd.	Metairie	0.0%	200
37	Deane Retirement Strategies, Inc.	New Orleans	0.0%	137
39	Waters, Parkerson & Co., LLC	New Orleans	-0.9%	801
40	Advisor.Investments	Baton Rouge	-1.2%	170
41	BCM Advisors, LLC	Lafayette	-1.4%	495
42	Avant Capital, LLC	Lafayette	-2.9%	349
43	Eagle Capital Management, LLC	Mandeville	-3.4%	323
44	Adg Wealth Management Group, LLC	Metairie	-4.5%	596
45	Guilbault Capital	Metairie	-6.8%	148
46	Hibernia Wealth Partners, LLC	Baton Rouge	-6.8%	701
47	Asset Planning Services Inc	Covington	-7.5%	160
48	Second Line Capital, LLC	Metairie	-9.7%	1,385
49	Hancock Whitney Investment Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	New Orleans	-11.5%	1,031
50	Adkins Seale Capital Management LLC	Shreveport	-12.5%	160
51	Freegulliver, LLC	New Orleans	-34.7%	340
52	KG Capital Management, LLC	St. Francisville	-42.0%	755
53	Castellano & Associates	Shreveport	-61.2%	776

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

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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.