# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/louisiana/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Louisiana
- firms_listed: 43
- rows: rank: 1, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 0.688236398197148, base_value: 117921465, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 2, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 0.678649452566293, base_value: 279922103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 3, crd: 109867, firm: Beam Wealth Advisors, Inc., city: Covington, state: LA, value: 0.474527730238318, base_value: 499240343, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109867/; rank: 4, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 0.420398512639973, base_value: 285835092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 5, crd: 283917, firm: Plum Street Advisors, LLC, city: New Orleans, state: LA, value: 0.367194607449979, base_value: 181102392, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283917/; rank: 6, crd: 300899, firm: Stokes Family Office LLC, city: New Orleans, state: LA, value: 0.291384757205983, base_value: 1556312226, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300899/; rank: 7, crd: 155355, firm: Thirtynorth Investments, LLC, city: New Orleans, state: LA, value: 0.255660351877671, base_value: 236280000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155355/; rank: 8, crd: 301963, firm: Montz Harcus Wealth Management, city: New Orleans, state: LA, value: 0.24822434962541, base_value: 450600120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301963/; rank: 9, crd: 117499, firm: FPL Capital Management, LLC, city: Metairie, state: LA, value: 0.243576399091917, base_value: 562959408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117499/; rank: 10, crd: 306346, firm: Brian Low Financial Group, LLC, city: Baton Rouge, state: LA, value: 0.239708668594013, base_value: 125621939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306346/; rank: 11, crd: 170693, firm: Fortune 45, LLC., city: Gonzales, state: LA, value: 0.237023378596011, base_value: 125554953, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170693/; rank: 12, crd: 298727, firm: Vines Capital Management, LLC, city: Monroe, state: LA, value: 0.22361368363946, base_value: 104901693, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298727/; rank: 13, crd: 117040, firm: Freegulliver, LLC, city: New Orleans, state: LA, value: 0.216021085445372, base_value: 465250043, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117040/; rank: 14, crd: 122092, firm: Delta Financial Advisors, L.L.C., city: Metairie, state: LA, value: 0.204378903475458, base_value: 339033824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122092/; rank: 15, crd: 297892, firm: Hassell Wealth Management, city: Houma, state: LA, value: 0.19895065391344, base_value: 224779319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297892/; rank: 16, crd: 319509, firm: Hibernia Wealth Partners, LLC, city: Baton Rouge, state: LA, value: 0.193383410809272, base_value: 219194262, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319509/; rank: 17, crd: 170903, firm: Spinosa Wealth Management Group, city: Mandeville, state: LA, value: 0.191350923611836, base_value: 113203934, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170903/; rank: 18, crd: 18266, firm: Cullen Investment Group, city: Lafayette, state: LA, value: 0.181029040188087, base_value: 552378096, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18266/; rank: 19, crd: 147000, firm: Evans Investment Advisors, L.L.C., city: Baton Rouge, state: LA, value: 0.175712702624247, base_value: 240424119, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147000/; rank: 20, crd: 104612, firm: Graham, Bordelon, Golson & Gilbert, Inc., city: Monroe, state: LA, value: 0.17344432023957, base_value: 260440490, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104612/; rank: 21, crd: 167961, firm: Avant Capital, LLC, city: Lafayette, state: LA, value: 0.171801195600013, base_value: 109511408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167961/; rank: 22, crd: 110775, firm: Walter C. Flower & Co., Inc, city: New Orleans, state: LA, value: 0.15790184451572, base_value: 380907057, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110775/; rank: 23, crd: 310713, firm: Meriwether Wealth & Planning, LLC, city: Minden, state: LA, value: 0.15228007151704, base_value: 201887839, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310713/; rank: 24, crd: 109965, firm: Pinnacle Asset Management Group, Corporation (Inc.), city: Shreveport, state: LA, value: 0.152154191188028, base_value: 102237318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109965/; rank: 25, crd: 107946, firm: BCM Advisors, LLC, city: Lafayette, state: LA, value: 0.146114419882629, base_value: 515245865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107946/; rank: 26, crd: 171278, firm: Summit Financial Wealth Advisors, city: Lafayette, state: LA, value: 0.131200835862734, base_value: 1243129187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171278/; rank: 27, crd: 112028, firm: Argent Advisors, Inc., city: Ruston, state: LA, value: 0.128627540555974, base_value: 1191715999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112028/; rank: 28, crd: 158200, firm: Paradiem, LLC, city: Covington, state: LA, value: 0.126876032847129, base_value: 337835101, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158200/; rank: 29, crd: 132341, firm: Adg Wealth Management Group, LLC, city: Metairie, state: LA, value: 0.124140732316493, base_value: 236762721, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132341/; rank: 30, crd: 318023, firm: Lees Monsour Group, city: Shreveport, state: LA, value: 0.122434438972932, base_value: 481690844, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318023/; rank: 31, crd: 301715, firm: Hubbell Strickland Wealth Management, LLC, city: New Orleans, state: LA, value: 0.118324380137983, base_value: 441776459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301715/; rank: 32, crd: 113181, firm: Regatta Research & Money Management L.L.C., city: Metairie, state: LA, value: 0.113200902818926, base_value: 153300097, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113181/; rank: 33, crd: 127096, firm: Deane Retirement Strategies, Inc., city: New Orleans, state: LA, value: 0.099516201412863, base_value: 188627498, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127096/; rank: 34, crd: 117059, firm: Apex Capital Management, L.L.C., city: Lafayette, state: LA, value: 0.0979664032365533, base_value: 170131115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117059/; rank: 35, crd: 104715, firm: Asset Planning Services Inc, city: Covington, state: LA, value: 0.0941875143380395, base_value: 279058685, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104715/; rank: 36, crd: 166749, firm: Adkins Seale Capital Management LLC, city: Shreveport, state: LA, value: 0.0911804355461885, base_value: 344954780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166749/; rank: 37, crd: 156062, firm: The Archer Consulting Group, LLC, city: Thibodaux, state: LA, value: 0.0801834946669302, base_value: 152531820, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156062/; rank: 38, crd: 3711, firm: Waters, Parkerson & Co., LLC, city: New Orleans, state: LA, value: 0.074920703057294, base_value: 2302559870, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3711/; rank: 39, crd: 110177, firm: Eagle Capital Management, LLC, city: Mandeville, state: LA, value: 0.0667110053617856, base_value: 375000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110177/; rank: 40, crd: 306481, firm: Dumaine Investments LLC, city: New Orleans, state: LA, value: 0.0436996761182136, base_value: 199656318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306481/; rank: 41, crd: 142202, firm: Advisor.Investments, city: Baton Rouge, state: LA, value: 0.0364063334168134, base_value: 179117635, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142202/; rank: 42, crd: 106633, firm: Crescent Sterling Ltd., city: Metairie, state: LA, value: 0.00838478346286164, base_value: 205000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106633/; rank: 43, crd: 164500, firm: KG Capital Management, LLC, city: St. Francisville, state: LA, value: -0.109750618891749, base_value: 282774007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164500/

## 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

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [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/fastest-growing-3-year/louisiana/

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