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For asset managers

Ranking, Louisiana

Fastest-growing independent RIAs over three years in Louisiana

As of October 2, 2026, HMV Wealth Advisors, LLC ranked #1 in Louisiana in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 68.8%, from a base of $117.9 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in Louisiana
Rank Firm City Growth Starting value
1 HMV Wealth Advisors, LLC Shreveport 68.8% $117.9 million
2 Second Line Capital, LLC Metairie 67.9% $279.9 million
3 Beam Wealth Advisors, Inc. Covington 47.5% $499.2 million
4 Abel Hall, LLC Baton Rouge 42.0% $285.8 million
5 Plum Street Advisors, LLC New Orleans 36.7% $181.1 million
6 Stokes Family Office LLC New Orleans 29.1% $1.6 billion
7 Thirtynorth Investments, LLC New Orleans 25.6% $236.3 million
8 Montz Harcus Wealth Management New Orleans 24.8% $450.6 million
9 FPL Capital Management, LLC Metairie 24.4% $563.0 million
10 Brian Low Financial Group, LLC Baton Rouge 24.0% $125.6 million
11 Fortune 45, LLC. Gonzales 23.7% $125.6 million
12 Vines Capital Management, LLC Monroe 22.4% $104.9 million
13 Freegulliver, LLC New Orleans 21.6% $465.3 million
14 Delta Financial Advisors, L.L.C. Metairie 20.4% $339.0 million
15 Hassell Wealth Management Houma 19.9% $224.8 million
16 Hibernia Wealth Partners, LLC Baton Rouge 19.3% $219.2 million
17 Spinosa Wealth Management Group Mandeville 19.1% $113.2 million
18 Cullen Investment Group Lafayette 18.1% $552.4 million
19 Evans Investment Advisors, L.L.C. Baton Rouge 17.6% $240.4 million
20 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 17.3% $260.4 million
21 Avant Capital, LLC Lafayette 17.2% $109.5 million
22 Walter C. Flower & Co., Inc New Orleans 15.8% $380.9 million
23 Meriwether Wealth & Planning, LLC Minden 15.2% $201.9 million
24 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 15.2% $102.2 million
25 BCM Advisors, LLC Lafayette 14.6% $515.2 million
26 Summit Financial Wealth Advisors Lafayette 13.1% $1.2 billion
27 Argent Advisors, Inc. Ruston 12.9% $1.2 billion
28 Paradiem, LLC Covington 12.7% $337.8 million
29 Adg Wealth Management Group, LLC Metairie 12.4% $236.8 million
30 Lees Monsour Group Shreveport 12.2% $481.7 million
31 Hubbell Strickland Wealth Management, LLC New Orleans 11.8% $441.8 million
32 Regatta Research & Money Management L.L.C. Metairie 11.3% $153.3 million
33 Deane Retirement Strategies, Inc. New Orleans 10.0% $188.6 million
34 Apex Capital Management, L.L.C. Lafayette 9.8% $170.1 million
35 Asset Planning Services Inc Covington 9.4% $279.1 million
36 Adkins Seale Capital Management LLC Shreveport 9.1% $345.0 million
37 The Archer Consulting Group, LLC Thibodaux 8.0% $152.5 million
38 Waters, Parkerson & Co., LLC New Orleans 7.5% $2.3 billion
39 Eagle Capital Management, LLC Mandeville 6.7% $375.0 million
40 Dumaine Investments LLC New Orleans 4.4% $199.7 million
41 Advisor.Investments Baton Rouge 3.6% $179.1 million
42 Crescent Sterling Ltd. Metairie 0.8% $205.0 million
43 KG Capital Management, LLC St. Francisville -11.0% $282.8 million

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

More rankings

Fastest growing, 3 years 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.