# Largest independent RIAs by assets under management in Louisiana

As of October 2, 2026, Stokes Family Office LLC ranked #1 in Louisiana in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $3.4 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/louisiana/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Louisiana
- firms_listed: 100
- rows: rank: 1, crd: 300899, firm: Stokes Family Office LLC, city: New Orleans, state: LA, value: 3351688868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300899/; rank: 2, crd: 3711, firm: Waters, Parkerson & Co., LLC, city: New Orleans, state: LA, value: 2859829975, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3711/; rank: 3, crd: 171278, firm: Summit Financial Wealth Advisors, city: Lafayette, state: LA, value: 1799431900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171278/; rank: 4, crd: 112028, firm: Argent Advisors, Inc., city: Ruston, state: LA, value: 1713265623, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112028/; rank: 5, crd: 109867, firm: Beam Wealth Advisors, Inc., city: Covington, state: LA, value: 1600547274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109867/; rank: 6, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 1324089165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 7, crd: 117499, firm: FPL Capital Management, LLC, city: Metairie, state: LA, value: 1082665992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117499/; rank: 8, crd: 18266, firm: Cullen Investment Group, city: Lafayette, state: LA, value: 909951360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18266/; rank: 9, crd: 301963, firm: Montz Harcus Wealth Management, city: New Orleans, state: LA, value: 876333177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301963/; rank: 10, crd: 117040, firm: Freegulliver, LLC, city: New Orleans, state: LA, value: 836584355, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117040/; rank: 11, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 819117440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 12, crd: 107946, firm: BCM Advisors, LLC, city: Lafayette, state: LA, value: 775708312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107946/; rank: 13, crd: 318023, firm: Lees Monsour Group, city: Shreveport, state: LA, value: 681163458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318023/; rank: 14, crd: 301715, firm: Hubbell Strickland Wealth Management, LLC, city: New Orleans, state: LA, value: 617882576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301715/; rank: 15, crd: 122092, firm: Delta Financial Advisors, L.L.C., city: Metairie, state: LA, value: 592287336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122092/; rank: 16, crd: 110775, firm: Walter C. Flower & Co., Inc, city: New Orleans, state: LA, value: 591335914, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110775/; rank: 17, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 567404328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 18, crd: 158200, firm: Paradiem, LLC, city: Covington, state: LA, value: 483429554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158200/; rank: 19, crd: 155355, firm: Thirtynorth Investments, LLC, city: New Orleans, state: LA, value: 467782000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155355/; rank: 20, crd: 283917, firm: Plum Street Advisors, LLC, city: New Orleans, state: LA, value: 462823281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283917/; rank: 21, crd: 110177, firm: Eagle Capital Management, LLC, city: Mandeville, state: LA, value: 455167867, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110177/; rank: 22, crd: 166749, firm: Adkins Seale Capital Management LLC, city: Shreveport, state: LA, value: 448179388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166749/; rank: 23, crd: 104612, firm: Graham, Bordelon, Golson & Gilbert, Inc., city: Monroe, state: LA, value: 420819606, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104612/; rank: 24, crd: 147000, firm: Evans Investment Advisors, L.L.C., city: Baton Rouge, state: LA, value: 390734415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147000/; rank: 25, crd: 297892, firm: Hassell Wealth Management, city: Houma, state: LA, value: 387400590, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297892/; rank: 26, crd: 319509, firm: Hibernia Wealth Partners, LLC, city: Baton Rouge, state: LA, value: 372536792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319509/; rank: 27, crd: 104715, firm: Asset Planning Services Inc, city: Covington, state: LA, value: 365570218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104715/; rank: 28, crd: 132341, firm: Adg Wealth Management Group, LLC, city: Metairie, state: LA, value: 336337565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132341/; rank: 29, crd: 310713, firm: Meriwether Wealth & Planning, LLC, city: Minden, state: LA, value: 308876105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310713/; rank: 30, crd: 331160, firm: Guilbault Capital, city: Metairie, state: LA, value: 303755823, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331160/; rank: 31, crd: 337468, firm: Cane Capital Partners, LLC, city: St. Francisville, state: LA, value: 284109433, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337468/; rank: 32, crd: 127096, firm: Deane Retirement Strategies, Inc., city: New Orleans, state: LA, value: 250732080, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127096/; rank: 33, crd: 328609, firm: Asempa Wealth Advisors, city: Baton Rouge, state: LA, value: 246043951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328609/; rank: 34, crd: 306346, firm: Brian Low Financial Group, LLC, city: Baton Rouge, state: LA, value: 239345026, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306346/; rank: 35, crd: 170693, firm: Fortune 45, LLC., city: Gonzales, state: LA, value: 237666282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170693/; rank: 36, crd: 306481, firm: Dumaine Investments LLC, city: New Orleans, state: LA, value: 226991557, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306481/; rank: 37, crd: 117059, firm: Apex Capital Management, L.L.C., city: Lafayette, state: LA, value: 225190934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117059/; rank: 38, crd: 113181, firm: Regatta Research & Money Management L.L.C., city: Metairie, state: LA, value: 211476970, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113181/; rank: 39, crd: 106633, firm: Crescent Sterling Ltd., city: Metairie, state: LA, value: 210200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106633/; rank: 40, crd: 164500, firm: KG Capital Management, LLC, city: St. Francisville, state: LA, value: 199514529, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164500/; rank: 41, crd: 142202, firm: Advisor.Investments, city: Baton Rouge, state: LA, value: 199401546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142202/; rank: 42, crd: 156062, firm: The Archer Consulting Group, LLC, city: Thibodaux, state: LA, value: 192244119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156062/; rank: 43, crd: 298727, firm: Vines Capital Management, LLC, city: Monroe, state: LA, value: 192183223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298727/; rank: 44, crd: 170903, firm: Spinosa Wealth Management Group, city: Mandeville, state: LA, value: 191417058, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170903/; rank: 45, crd: 167961, firm: Avant Capital, LLC, city: Lafayette, state: LA, value: 176206195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167961/; rank: 46, crd: 335733, firm: Lyons Capital Group, city: Shreveport, state: LA, value: 165937224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335733/; rank: 47, crd: 117104, firm: Going CPAS & Wealth Advisors, LLP, city: Opelousas, state: LA, value: 160825856, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117104/; rank: 48, crd: 282747, firm: Kropog Financial Group, LLC, city: Mandeville, state: LA, value: 160493597, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282747/; rank: 49, crd: 109965, firm: Pinnacle Asset Management Group, Corporation (Inc.), city: Shreveport, state: LA, value: 156365616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109965/; rank: 50, crd: 156386, firm: Icom Advisors, LLC, city: Madisonville, state: LA, value: 150180725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156386/; rank: 51, crd: 308429, firm: Stone Wealth Partners LLC, city: Lafayette, state: LA, value: 142879888, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308429/; rank: 52, crd: 107870, firm: Brett Josey Wealth Management LLC, city: Benton, state: LA, value: 142609391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107870/; rank: 53, crd: 123724, firm: Broussard Financial Group, LLC, city: Kaplan, state: LA, value: 138790787, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123724/; rank: 54, crd: 152609, firm: Fletcher Financial Group, city: West Monroe, state: LA, value: 133000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152609/; rank: 55, crd: 146666, firm: Crescent City Retirement Group, city: Metairie, state: LA, value: 130923958, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146666/; rank: 56, crd: 287501, firm: Open Source Investments, LLC, city: Mandeville, state: LA, value: 130717514, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287501/; rank: 57, crd: 174358, firm: JCN Financial & Tax Advisory Group, LLC, city: Baton Rouge, state: LA, value: 130490896, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174358/; rank: 58, crd: 117369, firm: Castellano & Associates, city: Shreveport, state: LA, value: 129542260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117369/; rank: 59, crd: 313227, firm: Pelican Investment Advisors, LLC, city: Baton Rouge, state: LA, value: 128500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313227/; rank: 60, crd: 164327, firm: WMS Group LLC, city: Folsom, state: LA, value: 125258865, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164327/; rank: 61, crd: 330658, firm: Pelican Advisory LLC, city: Covington, state: LA, value: 119006151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330658/; rank: 62, crd: 304838, firm: Capital South Wealth Management, LLC, city: Baton Rouge, state: LA, value: 113319000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304838/; rank: 63, crd: 305954, firm: Advocacy Financial LLC, city: Covington, state: LA, value: 103416660, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305954/; rank: 64, crd: 137694, firm: Barton Advisory Services, L.L.C., city: Lafayette, state: LA, value: 98844234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137694/; rank: 65, crd: 153313, firm: Bienvenue Wealth LLC, city: New Orleans, state: LA, value: 98795684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153313/; rank: 66, crd: 306099, firm: Wingo Asset Management, LLC, city: Shreveport, state: LA, value: 96463536, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306099/; rank: 67, crd: 284770, firm: Parish Investment Advisors LLC, city: Lafayette, state: LA, value: 88936852, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284770/; rank: 68, crd: 151363, firm: Thompson Creek Wealth Advisors, city: Baton Rouge, state: LA, value: 83696105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151363/; rank: 69, crd: 117036, firm: Cooper, Clay Stephen, city: Pineville, state: LA, value: 81000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117036/; rank: 70, crd: 153441, firm: Graf Financial, L.L.C., city: Baton Rouge, state: LA, value: 80282242, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153441/; rank: 71, crd: 117222, firm: Twru Private Wealth Management, LLC, city: Baton Rouge, state: LA, value: 78610147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117222/; rank: 72, crd: 173878, firm: Jecohen & Co., LLC, city: New Orleans, state: LA, value: 77756663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173878/; rank: 73, crd: 337315, firm: Schayot Financial LLC, city: Metairie, state: LA, value: 72835891, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337315/; rank: 74, crd: 305339, firm: Planning Associates Wealth Management, LLC, city: Metairie, state: LA, value: 72310859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305339/; rank: 75, crd: 110644, firm: Martin & Associates Investment Advisory Services LLC, city: Mandeville, state: LA, value: 68755079, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110644/; rank: 76, crd: 284395, firm: Bonfanti Investment Services, LLC, city: Prairieville, state: LA, value: 65660000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284395/; rank: 77, crd: 313896, firm: Final Ascent Wealth Advisors, LLC, city: Lafayette, state: LA, value: 65112064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313896/; rank: 78, crd: 134801, firm: Vermilion Asset Management, LLC, city: Lafayette, state: LA, value: 63700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134801/; rank: 79, crd: 109050, firm: BF/Anderson, city: Baton Rouge, state: LA, value: 62560941, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109050/; rank: 80, crd: 117498, firm: Heritage Capital Management, Inc., city: Monroe, state: LA, value: 61411545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117498/; rank: 81, crd: 142599, firm: A-V Capital Management, LLC, city: Metairie, state: LA, value: 59486867, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142599/; rank: 82, crd: 310696, firm: Emeth Value Capital, LLC, city: New Orleans, state: LA, value: 57392814, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310696/; rank: 83, crd: 306225, firm: Live Oak Wealth Management, LLC, city: Covington, state: LA, value: 57000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306225/; rank: 84, crd: 165950, firm: 3rd Street Capital Management L.L.C., city: Baton Rouge, state: LA, value: 56026695, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165950/; rank: 85, crd: 117096, firm: GT Financial, Ltd., L.L.C., city: Mandeville, state: LA, value: 49699130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117096/; rank: 86, crd: 325386, firm: Belle River Capital Management LLC, city: Prairieville, state: LA, value: 48797051, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325386/; rank: 87, crd: 299741, firm: CDS James Investments, LLC, city: New Orleans, state: LA, value: 48626960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299741/; rank: 88, crd: 332071, firm: Main Street Advisors LLC, city: Pineville, state: LA, value: 48000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332071/; rank: 89, crd: 281628, firm: Lailaps Capital, L.L.C., city: Abbeville, state: LA, value: 47387996, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281628/; rank: 90, crd: 155428, firm: Logical Investments, LLC, city: Baton Rouge, state: LA, value: 45731846, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155428/; rank: 91, crd: 286692, firm: Palmer Wealth Management LLC, city: Prairieville, state: LA, value: 43419000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286692/; rank: 92, crd: 306542, firm: Demauriac LLC, city: New Orleans, state: LA, value: 40029843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306542/; rank: 93, crd: 130027, firm: Veritas Wealth Advisors, LLC, city: Baton Rouge, state: LA, value: 35813132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130027/; rank: 94, crd: 332729, firm: Gem Street Capital Management, city: New Orleans, state: LA, value: 30650000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332729/; rank: 95, crd: 159021, firm: Capital Financial Planners, LLC, city: Youngsville, state: LA, value: 29000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159021/; rank: 96, crd: 319401, firm: Kidd Vision Capital LLC, city: Lafayette, state: LA, value: 27033510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319401/; rank: 97, crd: 284745, firm: Poydras Capital Partners, city: Metairie, state: LA, value: 26676699, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284745/; rank: 98, crd: 155258, firm: Simmons Asset Management, LLC, city: Baton Rouge, state: LA, value: 26000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155258/; rank: 99, crd: 310711, firm: KLK Capital Wealth Advisors LLC, city: Abita Springs, state: LA, value: 25065206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310711/; rank: 100, crd: 120363, firm: Cornerstone Advisory, city: Mandeville, state: LA, value: 24957169, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120363/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/louisiana/

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