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For asset managers
AdvisorIQ

Ranking, Louisiana

Largest wealth firms by assets under management, including broker-dealer firms in Louisiana

As of October 2, 2026, Newedge Advisors ranked #1 in Louisiana in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $43.2 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Newedge Advisors Broker-dealer affiliated New Orleans $43.2 billion
2 Stokes Family Office LLC New Orleans $3.4 billion
3 Waters, Parkerson & Co., LLC New Orleans $2.9 billion
4 Summit Financial Wealth Advisors Lafayette $1.8 billion
5 Argent Advisors, Inc. Ruston $1.7 billion
6 Beam Wealth Advisors, Inc. Covington $1.6 billion
7 Second Line Capital, LLC Metairie $1.3 billion
8 FPL Capital Management, LLC Metairie $1.1 billion
9 Cullen Investment Group Lafayette $910.0 million
10 Montz Harcus Wealth Management New Orleans $876.3 million
11 Freegulliver, LLC New Orleans $836.6 million
12 Abel Hall, LLC Baton Rouge $819.1 million
13 BCM Advisors, LLC Lafayette $775.7 million
14 Lees Monsour Group Shreveport $681.2 million
15 Hubbell Strickland Wealth Management, LLC New Orleans $617.9 million
16 Delta Financial Advisors, L.L.C. Metairie $592.3 million
17 Walter C. Flower & Co., Inc New Orleans $591.3 million
18 HMV Wealth Advisors, LLC Shreveport $567.4 million
19 Paradiem, LLC Covington $483.4 million
20 Thirtynorth Investments, LLC New Orleans $467.8 million
21 Plum Street Advisors, LLC New Orleans $462.8 million
22 Eagle Capital Management, LLC Mandeville $455.2 million
23 Adkins Seale Capital Management LLC Shreveport $448.2 million
24 Graham, Bordelon, Golson & Gilbert, Inc. Monroe $420.8 million
25 Evans Investment Advisors, L.L.C. Baton Rouge $390.7 million
26 Hassell Wealth Management Houma $387.4 million
27 Hibernia Wealth Partners, LLC Baton Rouge $372.5 million
28 Asset Planning Services Inc Covington $365.6 million
29 Adg Wealth Management Group, LLC Metairie $336.3 million
30 Meriwether Wealth & Planning, LLC Minden $308.9 million
31 Hancock Whitney Investment Services Inc. Broker-dealer affiliated New Orleans $306.1 million
32 Guilbault Capital Metairie $303.8 million
33 Cane Capital Partners, LLC St. Francisville $284.1 million
34 Deane Retirement Strategies, Inc. New Orleans $250.7 million
35 Asempa Wealth Advisors Baton Rouge $246.0 million
36 Brian Low Financial Group, LLC Baton Rouge $239.3 million
37 Fortune 45, LLC. Gonzales $237.7 million
38 Dumaine Investments LLC New Orleans $227.0 million
39 Apex Capital Management, L.L.C. Lafayette $225.2 million
40 Regatta Research & Money Management L.L.C. Metairie $211.5 million
41 Crescent Sterling Ltd. Metairie $210.2 million
42 KG Capital Management, LLC St. Francisville $199.5 million
43 Advisor.Investments Baton Rouge $199.4 million
44 Bellingrath Wealth Management, L.L.C. Broker-dealer affiliated New Orleans $196.1 million
45 The Archer Consulting Group, LLC Thibodaux $192.2 million
46 Vines Capital Management, LLC Monroe $192.2 million
47 Spinosa Wealth Management Group Mandeville $191.4 million
48 Avant Capital, LLC Lafayette $176.2 million
49 Lyons Capital Group Shreveport $165.9 million
50 Going CPAS & Wealth Advisors, LLP Opelousas $160.8 million
51 Kropog Financial Group, LLC Mandeville $160.5 million
52 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport $156.4 million
53 Icom Advisors, LLC Madisonville $150.2 million
54 Stone Wealth Partners LLC Lafayette $142.9 million
55 Brett Josey Wealth Management LLC Benton $142.6 million
56 Broussard Financial Group, LLC Kaplan $138.8 million
57 Harger and Company, Inc. Broker-dealer affiliated Baton Rouge $137.0 million
58 Fletcher Financial Group West Monroe $133.0 million
59 Crescent City Retirement Group Metairie $130.9 million
60 Open Source Investments, LLC Mandeville $130.7 million
61 JCN Financial & Tax Advisory Group, LLC Baton Rouge $130.5 million
62 Castellano & Associates Shreveport $129.5 million
63 Pelican Investment Advisors, LLC Baton Rouge $128.5 million
64 WMS Group LLC Folsom $125.3 million
65 Pelican Advisory LLC Covington $119.0 million
66 Capital South Wealth Management, LLC Baton Rouge $113.3 million
67 Advocacy Financial LLC Covington $103.4 million
68 Barton Advisory Services, L.L.C. Lafayette $98.8 million
69 Bienvenue Wealth LLC New Orleans $98.8 million
70 Wingo Asset Management, LLC Shreveport $96.5 million
71 Parish Investment Advisors LLC Lafayette $88.9 million
72 Thompson Creek Wealth Advisors Baton Rouge $83.7 million
73 Cooper, Clay Stephen Pineville $81.0 million
74 Graf Financial, L.L.C. Baton Rouge $80.3 million
75 Global Planning Stewards LLC Broker-dealer affiliated Baton Rouge $79.2 million
76 Twru Private Wealth Management, LLC Baton Rouge $78.6 million
77 Jecohen & Co., LLC New Orleans $77.8 million
78 Schayot Financial LLC Metairie $72.8 million
79 Planning Associates Wealth Management, LLC Metairie $72.3 million
80 Martin & Associates Investment Advisory Services LLC Mandeville $68.8 million
81 Bonfanti Investment Services, LLC Prairieville $65.7 million
82 Final Ascent Wealth Advisors, LLC Lafayette $65.1 million
83 Legacy Wealth Concepts Broker-dealer affiliated Baton Rouge $64.8 million
84 Vermilion Asset Management, LLC Lafayette $63.7 million
85 BF/Anderson Baton Rouge $62.6 million
86 Heritage Capital Management, Inc. Monroe $61.4 million
87 A-V Capital Management, LLC Metairie $59.5 million
88 Emeth Value Capital, LLC New Orleans $57.4 million
89 Live Oak Wealth Management, LLC Covington $57.0 million
90 3rd Street Capital Management L.L.C. Baton Rouge $56.0 million
91 GT Financial, Ltd., L.L.C. Mandeville $49.7 million
92 Belle River Capital Management LLC Prairieville $48.8 million
93 CDS James Investments, LLC New Orleans $48.6 million
94 Main Street Advisors LLC Pineville $48.0 million
95 Lailaps Capital, L.L.C. Abbeville $47.4 million
96 Logical Investments, LLC Baton Rouge $45.7 million
97 Palmer Wealth Management LLC Prairieville $43.4 million
98 Demauriac LLC New Orleans $40.0 million
99 Veritas Wealth Advisors, LLC Baton Rouge $35.8 million
100 Gem Street Capital Management New Orleans $30.7 million

Showing the top 100. Figures are as firms reported them on Form ADV.

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Largest 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.