IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Louisiana

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

As of October 2, 2026, Newedge Advisors ranked #1 in Louisiana in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 50.0%, from a base of $5.7 billion.

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 five years between the SEC snapshots of October 4, 2021 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.

Rank Firm City Growth Starting value
1 Newedge Advisors Broker-dealer affiliated New Orleans 50.0% $5.7 billion
2 Plum Street Advisors, LLC New Orleans 34.6% $104.9 million
3 Abel Hall, LLC Baton Rouge 27.0% $248.4 million
4 Beam Wealth Advisors, Inc. Covington 21.7% $599.9 million
5 Stokes Family Office LLC New Orleans 20.3% $1.3 billion
6 Fortune 45, LLC. Gonzales 18.5% $101.5 million
7 Thirtynorth Investments, LLC New Orleans 16.5% $217.6 million
8 Freegulliver, LLC New Orleans 16.3% $393.5 million
9 Montz Harcus Wealth Management New Orleans 15.0% $436.4 million
10 Hassell Wealth Management Houma 13.8% $202.8 million
11 Walter C. Flower & Co., Inc New Orleans 13.5% $313.6 million
12 Evans Investment Advisors, L.L.C. Baton Rouge 13.3% $209.0 million
13 FPL Capital Management, LLC Metairie 12.8% $594.1 million
14 Summit Financial Wealth Advisors Lafayette 12.5% $999.4 million
15 Delta Financial Advisors, L.L.C. Metairie 11.0% $351.8 million
16 Cullen Investment Group Lafayette 10.9% $542.6 million
17 Meriwether Wealth & Planning, LLC Minden 9.8% $193.2 million
18 Dumaine Investments LLC New Orleans 9.8% $142.2 million
19 Argent Advisors, Inc. Ruston 9.8% $1.1 billion
20 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 9.6% $265.6 million
21 Paradiem, LLC Covington 9.5% $306.6 million
22 Regatta Research & Money Management L.L.C. Metairie 8.2% $142.3 million
23 Adkins Seale Capital Management LLC Shreveport 8.1% $303.4 million
24 Spinosa Wealth Management Group Mandeville 8.1% $129.7 million
25 BCM Advisors, LLC Lafayette 8.1% $525.7 million
26 Hubbell Strickland Wealth Management, LLC New Orleans 7.3% $435.1 million
27 Waters, Parkerson & Co., LLC New Orleans 6.3% $2.1 billion
28 The Archer Consulting Group, LLC Thibodaux 6.1% $143.0 million
29 Asset Planning Services Inc Covington 5.5% $279.3 million
30 Eagle Capital Management, LLC Mandeville 4.7% $362.0 million
31 Deane Retirement Strategies, Inc. New Orleans 4.5% $201.4 million
32 Advisor.Investments Baton Rouge 4.2% $162.4 million
33 Adg Wealth Management Group, LLC Metairie 3.2% $286.9 million
34 JCN Financial & Tax Advisory Group, LLC Baton Rouge 3.1% $112.0 million
35 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 2.8% $136.4 million
36 Crescent Sterling Ltd. Metairie 2.5% $185.7 million
37 KG Capital Management, LLC St. Francisville -2.0% $220.9 million
38 Hancock Whitney Investment Services Inc. Broker-dealer affiliated New Orleans -17.5% $802.0 million

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

More rankings

Fastest growing, 5 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.