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AdvisorIQ

Ranking, Louisiana

Wealth firms with the most advisory staff, including broker-dealer firms in Louisiana

As of October 2, 2026, Newedge Advisors ranked #1 in Louisiana in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 515.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most advisory staff
1 Newedge Advisors Broker-dealer affiliated New Orleans 515
2 Hancock Whitney Investment Services Inc. Broker-dealer affiliated New Orleans 49
3 Beam Wealth Advisors, Inc. Covington 27
4 Second Line Capital, LLC Metairie 24
5 Summit Financial Wealth Advisors Lafayette 17
6 Argent Advisors, Inc. Ruston 12
6 Stokes Family Office LLC New Orleans 12
8 Pelican Investment Advisors, LLC Baton Rouge 10
9 Freegulliver, LLC New Orleans 9
9 Going CPAS & Wealth Advisors, LLP Opelousas 9
11 Colomb Investment Management Company, LLC Metairie 8
12 Abel Hall, LLC Baton Rouge 7
13 Waters, Parkerson & Co., LLC New Orleans 6
13 BCM Advisors, LLC Lafayette 6
13 Regatta Research & Money Management L.L.C. Metairie 6
13 Paradiem, LLC Covington 6
13 Hassell Wealth Management Houma 6
13 Montz Harcus Wealth Management New Orleans 6
13 Stone Wealth Partners LLC Lafayette 6
20 Cullen Investment Group Lafayette 5
20 CHF Wealth Management, LLC Lafayette 5
20 Evans Investment Advisors, L.L.C. Baton Rouge 5
20 Thirtynorth Investments, LLC New Orleans 5
20 Jecohen & Co., LLC New Orleans 5
20 Plum Street Advisors, LLC New Orleans 5
20 Meriwether Wealth & Planning, LLC Minden 5
20 Hibernia Wealth Partners, LLC Baton Rouge 5
28 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 4
28 Crescent Sterling Ltd. Metairie 4
28 Crescent City Retirement Group Metairie 4
28 Icom Advisors, LLC Madisonville 4
28 Kropog Financial Group, LLC Mandeville 4
28 Capital South Wealth Management, LLC Baton Rouge 4
28 Brian Low Financial Group, LLC Baton Rouge 4
28 Consortium Private Wealth LLC Slidell 4
28 Pelican Advisory LLC Covington 4
28 Bellingrath Wealth Management, L.L.C. Broker-dealer affiliated New Orleans 4
28 Cane Capital Partners, LLC St. Francisville 4
39 Harger and Company, Inc. Broker-dealer affiliated Baton Rouge 3
39 Castellano & Associates Shreveport 3
39 FPL Capital Management, LLC Metairie 3
39 Delta Financial Advisors, L.L.C. Metairie 3
39 Deane Retirement Strategies, Inc. New Orleans 3
39 Adg Wealth Management Group, LLC Metairie 3
39 Advisor.Investments Baton Rouge 3
39 Fletcher Financial Group West Monroe 3
39 KG Capital Management, LLC St. Francisville 3
39 Fortune 45, LLC. Gonzales 3
39 Smith Securities LLC Covington 3
39 Hedged Private Wealth Metairie 3
39 HMV Wealth Advisors, LLC Shreveport 3
39 Toce Financial Group LLC Mandeville 3
39 Vines Capital Management, LLC Monroe 3
39 Hubbell Strickland Wealth Management, LLC New Orleans 3
39 Planning Associates Wealth Management, LLC Metairie 3
39 Live Oak Wealth Management, LLC Covington 3
39 Lees Monsour Group Shreveport 3
39 Asempa Wealth Advisors Baton Rouge 3
39 Rainier Wealth Planning, LLC Baton Rouge 3
39 Ridge Road Wealth Management, LLC New Orleans 3
61 Asset Planning Services Inc Covington 2
61 Brett Josey Wealth Management LLC Benton 2
61 BF/Anderson Baton Rouge 2
61 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 2
61 Eagle Capital Management, LLC Mandeville 2
61 Martin & Associates Investment Advisory Services LLC Mandeville 2
61 Walter C. Flower & Co., Inc New Orleans 2
61 Cooper, Clay Stephen Pineville 2
61 Apex Capital Management, L.L.C. Lafayette 2
61 Legacy Wealth Concepts Broker-dealer affiliated Baton Rouge 2
61 Heritage Capital Management, Inc. Monroe 2
61 Veritas Wealth Advisors, LLC Baton Rouge 2
61 Barton Advisory Services, L.L.C. Lafayette 2
61 A-V Capital Management, LLC Metairie 2
61 Pebble Management Group Harahan 2
61 Bienvenue Wealth LLC New Orleans 2
61 The Archer Consulting Group, LLC Thibodaux 2
61 WMS Group LLC Folsom 2
61 Adkins Seale Capital Management LLC Shreveport 2
61 Avant Capital, LLC Lafayette 2
61 Spinosa Wealth Management Group Mandeville 2
61 JCN Financial & Tax Advisory Group, LLC Baton Rouge 2
61 Palmer Wealth Management LLC Prairieville 2
61 Open Source Investments, LLC Mandeville 2
61 Blue Cypress Wealth Management, LLC Baton Rouge 2
61 Advocacy Financial LLC Covington 2
61 Wingo Asset Management, LLC Shreveport 2
61 Dumaine Investments LLC New Orleans 2
61 Final Ascent Wealth Advisors, LLC Lafayette 2
61 Upbeat Wealth New Orleans 2
61 Progeny Wealth Management LLC Baton Rouge 2
61 Marcantel Wealth Management Lafayette 2
61 HTB Wealth Advisors, LLC Baton Rouge 2
61 Main Street Advisors LLC Pineville 2
61 Lyons Capital Group Shreveport 2
61 Sow Advisors LLC Youngsville 2
61 Carazo Wealth Management Metairie 2
98 Horizon Capital Management, Inc. Lafayette 1
98 GT Financial, Ltd., L.L.C. Mandeville 1
98 Andre Caubarreaux Mansura 1
98 Twru Private Wealth Management, LLC Baton Rouge 1
98 Fred Miller & Assoc. Baton Rouge 1
98 Rizzutto Financial Advisors Baton Rogue 1
98 Cornerstone Advisory Mandeville 1
98 Broussard Financial Group, LLC Kaplan 1
98 Fullington & Associates, LLC Lake Charles 1
98 Estep Capital Management New Orleans 1
98 Vermilion Asset Management, LLC Lafayette 1
98 Bavarian Wealth Management, Inc. New Orleans 1
98 Advantage Wealth Management, L.L.C. Lafayette 1
98 The Fiscal Fitness Company, Inc. Mandeville 1
98 Mètis Financial LLC Metairie 1
98 Integrity Wealth Management, Inc Greenwell Springs 1
98 Senior Advisory Group, LLC Baton Rouge 1
98 Terrell Financial Group Metairie 1
98 Synergy Wealth Advisors, LLC Baton Rouge 1
98 Thompson Creek Wealth Advisors Baton Rouge 1
98 Graf Financial, L.L.C. Baton Rouge 1
98 Clear Net Worth, L.L.C. Baton Rouge 1
98 Simmons Asset Management, LLC Baton Rouge 1
98 Logical Investments, LLC Baton Rouge 1
98 Sage Capital Advisors, LLC Metairie 1
98 Capital Financial Planners, LLC Youngsville 1
98 Cornerstone Investment Advisors Group, LLC Shreveport 1
98 Mort Kelly Financial Services, LLC New Orleans 1
98 3rd Street Capital Management L.L.C. Baton Rouge 1
98 Stability Financial, LLC Broker-dealer affiliated Marrero 1
98 Northstar Financial, Inc. Baton Rouge 1
98 Rinaudo Capital, LLC Baton Rouge 1
98 Montgomery Wealth Advisors Shreveport 1
98 Lailaps Capital, L.L.C. Abbeville 1
98 Bonfanti Investment Services, LLC Prairieville 1
98 Poydras Capital Partners Metairie 1
98 Parish Investment Advisors LLC Lafayette 1
98 Deliberate Finances New Orleans 1
98 Global Planning Stewards LLC Broker-dealer affiliated Baton Rouge 1
98 First Security Financial Wealth Manager, Inc. Metairie 1
98 Ironwood Investment Advisers, LLC Port Allen 1
98 Pelican Wealth Management Monroe 1
98 CDS James Investments, LLC New Orleans 1
98 Ninety West Global Wealth New Orleans 1
98 Creole Wealth Solutions, LLC New Orleans 1
98 Demauriac LLC New Orleans 1
98 Graham Financial Shreveport 1
98 Zion Capital LLC Baton Rouge 1
98 Agular Asset Management LLC Metairie 1
98 Emeth Value Capital, LLC New Orleans 1
98 KLK Capital Wealth Advisors LLC Abita Springs 1
98 A.B. Ridgeway Wealth Management LLC Lafayette 1
98 Manna Wealth Strategies, LLC Bossier City 1
98 Synergist Private Wealth LLC New Orleans 1
98 Winchester Capital Services, LLC Kenner 1
98 A More Certain Path Jefferson 1
98 Kidd Vision Capital LLC Lafayette 1
98 Meche and Associates LLC Lafayette 1
98 Oakwater Financial Ruston 1
98 Belle River Capital Management LLC Prairieville 1
98 Guilbault Capital Metairie 1
98 DW Huff Advisory Chalmette 1
98 Common Cents Financial Planning Abita Springs 1
98 Skipjack Financial New Orleans 1
98 Gem Street Capital Management New Orleans 1
98 True Financial, LLC Houma 1
98 Schayot Financial LLC Metairie 1
98 Cavanaugh Wealth Management LLC Baton Rouge 1
98 The Geauxmez Group Wealth Management LLC Gesimar 1

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

More rankings

Most advisory staff 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.