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For asset managers
AdvisorIQ

Ranking, Louisiana

Fastest-growing wealth firms over one year, including broker-dealer firms in Louisiana

As of October 2, 2026, Abel Hall, LLC ranked #1 in Louisiana in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 104.7%, from a base of $400.1 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Abel Hall, LLC Baton Rouge 104.7% $400.1 million
2 HMV Wealth Advisors, LLC Shreveport 85.9% $305.2 million
3 Second Line Capital, LLC Metairie 83.1% $723.0 million
4 Newedge Advisors Broker-dealer affiliated New Orleans 57.8% $27.4 billion
5 Hancock Whitney Investment Services Inc. Broker-dealer affiliated New Orleans 45.3% $210.6 million
6 Delta Financial Advisors, L.L.C. Metairie 37.8% $429.7 million
7 Thirtynorth Investments, LLC New Orleans 36.2% $343.5 million
8 Stokes Family Office LLC New Orleans 35.4% $2.5 billion
9 Brian Low Financial Group, LLC Baton Rouge 29.9% $184.2 million
10 Plum Street Advisors, LLC New Orleans 28.8% $359.4 million
11 Summit Financial Wealth Advisors Lafayette 26.6% $1.4 billion
12 Fortune 45, LLC. Gonzales 25.9% $188.7 million
13 Walter C. Flower & Co., Inc New Orleans 25.6% $470.9 million
14 The Archer Consulting Group, LLC Thibodaux 23.7% $155.5 million
15 Spinosa Wealth Management Group Mandeville 23.4% $155.1 million
16 Montz Harcus Wealth Management New Orleans 22.8% $713.7 million
17 FPL Capital Management, LLC Metairie 22.3% $885.2 million
18 Beam Wealth Advisors, Inc. Covington 21.8% $1.3 billion
19 Icom Advisors, LLC Madisonville 21.7% $123.4 million
20 Asempa Wealth Advisors Baton Rouge 21.1% $203.2 million
21 Stone Wealth Partners LLC Lafayette 20.6% $118.4 million
22 Broussard Financial Group, LLC Kaplan 20.3% $115.4 million
23 Crescent City Retirement Group Metairie 20.1% $109.0 million
24 Evans Investment Advisors, L.L.C. Baton Rouge 19.7% $326.5 million
25 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 18.9% $131.5 million
26 Meriwether Wealth & Planning, LLC Minden 17.3% $263.2 million
27 Argent Advisors, Inc. Ruston 17.2% $1.5 billion
28 BCM Advisors, LLC Lafayette 16.4% $666.2 million
29 Deane Retirement Strategies, Inc. New Orleans 15.9% $216.3 million
30 Open Source Investments, LLC Mandeville 14.6% $114.1 million
31 Cullen Investment Group Lafayette 14.4% $795.5 million
32 Hubbell Strickland Wealth Management, LLC New Orleans 14.4% $540.3 million
33 Vines Capital Management, LLC Monroe 14.2% $168.3 million
34 Avant Capital, LLC Lafayette 13.7% $154.9 million
35 Kropog Financial Group, LLC Mandeville 13.0% $142.0 million
36 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 12.2% $375.0 million
37 Regatta Research & Money Management L.L.C. Metairie 12.2% $188.5 million
38 Brett Josey Wealth Management LLC Benton 11.3% $128.1 million
39 Lees Monsour Group Shreveport 11.3% $612.2 million
40 Dumaine Investments LLC New Orleans 11.2% $204.1 million
41 Harger and Company, Inc. Broker-dealer affiliated Baton Rouge 11.2% $123.3 million
42 Hassell Wealth Management Houma 11.1% $348.6 million
43 Adkins Seale Capital Management LLC Shreveport 9.1% $410.8 million
44 Adg Wealth Management Group, LLC Metairie 8.6% $309.6 million
45 Hibernia Wealth Partners, LLC Baton Rouge 7.5% $346.6 million
46 Waters, Parkerson & Co., LLC New Orleans 6.5% $2.7 billion
47 Asset Planning Services Inc Covington 5.8% $345.7 million
48 Freegulliver, LLC New Orleans 4.8% $798.1 million
49 Eagle Capital Management, LLC Mandeville 4.0% $437.7 million
50 Apex Capital Management, L.L.C. Lafayette 4.0% $216.6 million
51 Paradiem, LLC Covington 3.7% $466.2 million
52 Advisor.Investments Baton Rouge 2.0% $195.5 million
53 Crescent Sterling Ltd. Metairie -1.8% $214.1 million
54 Guilbault Capital Metairie -4.3% $317.4 million
55 Castellano & Associates Shreveport -19.3% $160.6 million
56 KG Capital Management, LLC St. Francisville -51.8% $414.1 million
57 Emeth Value Capital, LLC New Orleans -61.3% $148.3 million

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

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Fastest growing 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.