Ranking, Louisiana

Fastest-growing wealth firms over three years, including broker-dealer firms in Louisiana

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

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

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 wealth firms over three years, including broker-dealer firms 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	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	50.5%	$12.7 billion
4	Beam Wealth Advisors, Inc.	Covington	47.5%	$499.2 million
5	Abel Hall, LLC	Baton Rouge	42.0%	$285.8 million
6	Plum Street Advisors, LLC	New Orleans	36.7%	$181.1 million
7	Stokes Family Office LLC	New Orleans	29.1%	$1.6 billion
8	Thirtynorth Investments, LLC	New Orleans	25.6%	$236.3 million
9	Montz Harcus Wealth Management	New Orleans	24.8%	$450.6 million
10	FPL Capital Management, LLC	Metairie	24.4%	$563.0 million
11	Brian Low Financial Group, LLC	Baton Rouge	24.0%	$125.6 million
12	Fortune 45, LLC.	Gonzales	23.7%	$125.6 million
13	Vines Capital Management, LLC	Monroe	22.4%	$104.9 million
14	Freegulliver, LLC	New Orleans	21.6%	$465.3 million
15	Delta Financial Advisors, L.L.C.	Metairie	20.4%	$339.0 million
16	Hassell Wealth Management	Houma	19.9%	$224.8 million
17	Hibernia Wealth Partners, LLC	Baton Rouge	19.3%	$219.2 million
18	Spinosa Wealth Management Group	Mandeville	19.1%	$113.2 million
19	Cullen Investment Group	Lafayette	18.1%	$552.4 million
20	Evans Investment Advisors, L.L.C.	Baton Rouge	17.6%	$240.4 million
21	Graham, Bordelon, Golson & Gilbert, Inc.	Monroe	17.3%	$260.4 million
22	Avant Capital, LLC	Lafayette	17.2%	$109.5 million
23	Walter C. Flower & Co., Inc	New Orleans	15.8%	$380.9 million
24	Meriwether Wealth & Planning, LLC	Minden	15.2%	$201.9 million
25	Pinnacle Asset Management Group, Corporation (Inc.)	Shreveport	15.2%	$102.2 million
26	BCM Advisors, LLC	Lafayette	14.6%	$515.2 million
27	Summit Financial Wealth Advisors	Lafayette	13.1%	$1.2 billion
28	Argent Advisors, Inc.	Ruston	12.9%	$1.2 billion
29	Paradiem, LLC	Covington	12.7%	$337.8 million
30	Adg Wealth Management Group, LLC	Metairie	12.4%	$236.8 million
31	Lees Monsour Group	Shreveport	12.2%	$481.7 million
32	Hubbell Strickland Wealth Management, LLC	New Orleans	11.8%	$441.8 million
33	Regatta Research & Money Management L.L.C.	Metairie	11.3%	$153.3 million
34	Deane Retirement Strategies, Inc.	New Orleans	10.0%	$188.6 million
35	Apex Capital Management, L.L.C.	Lafayette	9.8%	$170.1 million
36	Asset Planning Services Inc	Covington	9.4%	$279.1 million
37	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	9.2%	$235.2 million
38	Adkins Seale Capital Management LLC	Shreveport	9.1%	$345.0 million
39	The Archer Consulting Group, LLC	Thibodaux	8.0%	$152.5 million
40	Waters, Parkerson & Co., LLC	New Orleans	7.5%	$2.3 billion
41	Eagle Capital Management, LLC	Mandeville	6.7%	$375.0 million
42	Dumaine Investments LLC	New Orleans	4.4%	$199.7 million
43	Advisor.Investments	Baton Rouge	3.6%	$179.1 million
44	Crescent Sterling Ltd.	Metairie	0.8%	$205.0 million
45	KG Capital Management, LLC	St. Francisville	-11.0%	$282.8 million

45 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.