# Independent RIAs with the most advisory staff in Louisiana

As of October 2, 2026, Beam Wealth Advisors, Inc. ranked #1 in Louisiana in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 27.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Louisiana
- firms_listed: 159
- rows: rank: 1, crd: 109867, firm: Beam Wealth Advisors, Inc., city: Covington, state: LA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109867/; rank: 2, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 3, crd: 171278, firm: Summit Financial Wealth Advisors, city: Lafayette, state: LA, value: 17, 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: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112028/; rank: 4, crd: 300899, firm: Stokes Family Office LLC, city: New Orleans, state: LA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300899/; rank: 6, crd: 313227, firm: Pelican Investment Advisors, LLC, city: Baton Rouge, state: LA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313227/; rank: 7, crd: 117040, firm: Freegulliver, LLC, city: New Orleans, state: LA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117040/; rank: 7, crd: 117104, firm: Going CPAS & Wealth Advisors, LLP, city: Opelousas, state: LA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117104/; rank: 9, crd: 140088, firm: Colomb Investment Management Company, LLC, city: Metairie, state: LA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140088/; rank: 10, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 11, crd: 3711, firm: Waters, Parkerson & Co., LLC, city: New Orleans, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3711/; rank: 11, crd: 107946, firm: BCM Advisors, LLC, city: Lafayette, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107946/; rank: 11, crd: 113181, firm: Regatta Research & Money Management L.L.C., city: Metairie, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113181/; rank: 11, crd: 158200, firm: Paradiem, LLC, city: Covington, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158200/; rank: 11, crd: 297892, firm: Hassell Wealth Management, city: Houma, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297892/; rank: 11, crd: 301963, firm: Montz Harcus Wealth Management, city: New Orleans, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301963/; rank: 11, crd: 308429, firm: Stone Wealth Partners LLC, city: Lafayette, state: LA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308429/; rank: 18, crd: 18266, firm: Cullen Investment Group, city: Lafayette, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18266/; rank: 18, crd: 139331, firm: CHF Wealth Management, LLC, city: Lafayette, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139331/; rank: 18, crd: 147000, firm: Evans Investment Advisors, L.L.C., city: Baton Rouge, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147000/; rank: 18, crd: 155355, firm: Thirtynorth Investments, LLC, city: New Orleans, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155355/; rank: 18, crd: 173878, firm: Jecohen & Co., LLC, city: New Orleans, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173878/; rank: 18, crd: 283917, firm: Plum Street Advisors, LLC, city: New Orleans, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283917/; rank: 18, crd: 310713, firm: Meriwether Wealth & Planning, LLC, city: Minden, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310713/; rank: 18, crd: 319509, firm: Hibernia Wealth Partners, LLC, city: Baton Rouge, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319509/; rank: 26, crd: 104612, firm: Graham, Bordelon, Golson & Gilbert, Inc., city: Monroe, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104612/; rank: 26, crd: 106633, firm: Crescent Sterling Ltd., city: Metairie, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106633/; rank: 26, crd: 146666, firm: Crescent City Retirement Group, city: Metairie, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146666/; rank: 26, crd: 156386, firm: Icom Advisors, LLC, city: Madisonville, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156386/; rank: 26, crd: 282747, firm: Kropog Financial Group, LLC, city: Mandeville, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282747/; rank: 26, crd: 304838, firm: Capital South Wealth Management, LLC, city: Baton Rouge, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304838/; rank: 26, crd: 306346, firm: Brian Low Financial Group, LLC, city: Baton Rouge, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306346/; rank: 26, crd: 325038, firm: Consortium Private Wealth LLC, city: Slidell, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325038/; rank: 26, crd: 330658, firm: Pelican Advisory LLC, city: Covington, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330658/; rank: 26, crd: 337468, firm: Cane Capital Partners, LLC, city: St. Francisville, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337468/; rank: 36, crd: 117369, firm: Castellano & Associates, city: Shreveport, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117369/; rank: 36, crd: 117499, firm: FPL Capital Management, LLC, city: Metairie, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117499/; rank: 36, crd: 122092, firm: Delta Financial Advisors, L.L.C., city: Metairie, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122092/; rank: 36, crd: 127096, firm: Deane Retirement Strategies, Inc., city: New Orleans, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127096/; rank: 36, crd: 132341, firm: Adg Wealth Management Group, LLC, city: Metairie, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132341/; rank: 36, crd: 142202, firm: Advisor.Investments, city: Baton Rouge, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142202/; rank: 36, crd: 152609, firm: Fletcher Financial Group, city: West Monroe, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152609/; rank: 36, crd: 164500, firm: KG Capital Management, LLC, city: St. Francisville, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164500/; rank: 36, crd: 170693, firm: Fortune 45, LLC., city: Gonzales, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170693/; rank: 36, crd: 288886, firm: Smith Securities LLC, city: Covington, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288886/; rank: 36, crd: 297031, firm: Hedged Private Wealth, city: Metairie, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297031/; rank: 36, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 36, crd: 297965, firm: Toce Financial Group LLC, city: Mandeville, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297965/; rank: 36, crd: 298727, firm: Vines Capital Management, LLC, city: Monroe, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298727/; rank: 36, crd: 301715, firm: Hubbell Strickland Wealth Management, LLC, city: New Orleans, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301715/; rank: 36, crd: 305339, firm: Planning Associates Wealth Management, LLC, city: Metairie, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305339/; rank: 36, crd: 306225, firm: Live Oak Wealth Management, LLC, city: Covington, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306225/; rank: 36, crd: 318023, firm: Lees Monsour Group, city: Shreveport, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318023/; rank: 36, crd: 328609, firm: Asempa Wealth Advisors, city: Baton Rouge, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328609/; rank: 36, crd: 338645, firm: Rainier Wealth Planning, LLC, city: Baton Rouge, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338645/; rank: 36, crd: 343684, firm: Ridge Road Wealth Management, LLC, city: New Orleans, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343684/; rank: 57, crd: 104715, firm: Asset Planning Services Inc, city: Covington, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104715/; rank: 57, crd: 107870, firm: Brett Josey Wealth Management LLC, city: Benton, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107870/; rank: 57, crd: 109050, firm: BF/Anderson, city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109050/; rank: 57, crd: 109965, firm: Pinnacle Asset Management Group, Corporation (Inc.), city: Shreveport, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109965/; rank: 57, crd: 110177, firm: Eagle Capital Management, LLC, city: Mandeville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110177/; rank: 57, crd: 110644, firm: Martin & Associates Investment Advisory Services LLC, city: Mandeville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110644/; rank: 57, crd: 110775, firm: Walter C. Flower & Co., Inc, city: New Orleans, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110775/; rank: 57, crd: 117036, firm: Cooper, Clay Stephen, city: Pineville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117036/; rank: 57, crd: 117059, firm: Apex Capital Management, L.L.C., city: Lafayette, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117059/; rank: 57, crd: 117498, firm: Heritage Capital Management, Inc., city: Monroe, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117498/; rank: 57, crd: 130027, firm: Veritas Wealth Advisors, LLC, city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130027/; rank: 57, crd: 137694, firm: Barton Advisory Services, L.L.C., city: Lafayette, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137694/; rank: 57, crd: 142599, firm: A-V Capital Management, LLC, city: Metairie, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142599/; rank: 57, crd: 151255, firm: Pebble Management Group, city: Harahan, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151255/; rank: 57, crd: 153313, firm: Bienvenue Wealth LLC, city: New Orleans, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153313/; rank: 57, crd: 156062, firm: The Archer Consulting Group, LLC, city: Thibodaux, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156062/; rank: 57, crd: 164327, firm: WMS Group LLC, city: Folsom, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164327/; rank: 57, crd: 166749, firm: Adkins Seale Capital Management LLC, city: Shreveport, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166749/; rank: 57, crd: 167961, firm: Avant Capital, LLC, city: Lafayette, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167961/; rank: 57, crd: 170903, firm: Spinosa Wealth Management Group, city: Mandeville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170903/; rank: 57, crd: 174358, firm: JCN Financial & Tax Advisory Group, LLC, city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174358/; rank: 57, crd: 286692, firm: Palmer Wealth Management LLC, city: Prairieville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286692/; rank: 57, crd: 287501, firm: Open Source Investments, LLC, city: Mandeville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287501/; rank: 57, crd: 304657, firm: Blue Cypress Wealth Management, LLC, city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304657/; rank: 57, crd: 305954, firm: Advocacy Financial LLC, city: Covington, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305954/; rank: 57, crd: 306099, firm: Wingo Asset Management, LLC, city: Shreveport, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306099/; rank: 57, crd: 306481, firm: Dumaine Investments LLC, city: New Orleans, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306481/; rank: 57, crd: 313896, firm: Final Ascent Wealth Advisors, LLC, city: Lafayette, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313896/; rank: 57, crd: 314880, firm: Upbeat Wealth, city: New Orleans, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314880/; rank: 57, crd: 317458, firm: Progeny Wealth Management LLC, city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317458/; rank: 57, crd: 319216, firm: Marcantel Wealth Management, city: Lafayette, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319216/; rank: 57, crd: 330312, firm: HTB Wealth Advisors, LLC, city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330312/; rank: 57, crd: 332071, firm: Main Street Advisors LLC, city: Pineville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332071/; rank: 57, crd: 335733, firm: Lyons Capital Group, city: Shreveport, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335733/; rank: 57, crd: 336353, firm: Sow Advisors LLC, city: Youngsville, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336353/; rank: 57, crd: 342791, firm: Carazo Wealth Management, city: Metairie, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342791/; rank: 93, crd: 110400, firm: Horizon Capital Management, Inc., city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110400/; rank: 93, crd: 117096, firm: GT Financial, Ltd., L.L.C., city: Mandeville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117096/; rank: 93, crd: 117139, firm: Andre Caubarreaux, city: Mansura, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117139/; rank: 93, crd: 117222, firm: Twru Private Wealth Management, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117222/; rank: 93, crd: 118741, firm: Fred Miller & Assoc., city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118741/; rank: 93, crd: 119971, firm: Rizzutto Financial Advisors, city: Baton Rogue, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119971/; rank: 93, crd: 120363, firm: Cornerstone Advisory, city: Mandeville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120363/; rank: 93, crd: 123724, firm: Broussard Financial Group, LLC, city: Kaplan, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123724/; rank: 93, crd: 130764, firm: Fullington & Associates, LLC, city: Lake Charles, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130764/; rank: 93, crd: 134250, firm: Estep Capital Management, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134250/; rank: 93, crd: 134801, firm: Vermilion Asset Management, LLC, city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134801/; rank: 93, crd: 135035, firm: Bavarian Wealth Management, Inc., city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135035/; rank: 93, crd: 135092, firm: Advantage Wealth Management, L.L.C., city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135092/; rank: 93, crd: 140768, firm: The Fiscal Fitness Company, Inc., city: Mandeville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140768/; rank: 93, crd: 141290, firm: Mètis Financial LLC, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141290/; rank: 93, crd: 143716, firm: Integrity Wealth Management, Inc, city: Greenwell Springs, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143716/; rank: 93, crd: 144380, firm: Senior Advisory Group, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144380/; rank: 93, crd: 148425, firm: Terrell Financial Group, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148425/; rank: 93, crd: 150155, firm: Synergy Wealth Advisors, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150155/; rank: 93, crd: 151363, firm: Thompson Creek Wealth Advisors, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151363/; rank: 93, crd: 153441, firm: Graf Financial, L.L.C., city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153441/; rank: 93, crd: 154555, firm: Clear Net Worth, L.L.C., city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154555/; rank: 93, crd: 155258, firm: Simmons Asset Management, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155258/; rank: 93, crd: 155428, firm: Logical Investments, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155428/; rank: 93, crd: 156750, firm: Sage Capital Advisors, LLC, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156750/; rank: 93, crd: 159021, firm: Capital Financial Planners, LLC, city: Youngsville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159021/; rank: 93, crd: 159760, firm: Cornerstone Investment Advisors Group, LLC, city: Shreveport, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159760/; rank: 93, crd: 164618, firm: Mort Kelly Financial Services, LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164618/; rank: 93, crd: 165950, firm: 3rd Street Capital Management L.L.C., city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165950/; rank: 93, crd: 169001, firm: Northstar Financial, Inc., city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169001/; rank: 93, crd: 170661, firm: Rinaudo Capital, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170661/; rank: 93, crd: 269932, firm: Montgomery Wealth Advisors, city: Shreveport, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269932/; rank: 93, crd: 281628, firm: Lailaps Capital, L.L.C., city: Abbeville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281628/; rank: 93, crd: 284395, firm: Bonfanti Investment Services, LLC, city: Prairieville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284395/; rank: 93, crd: 284745, firm: Poydras Capital Partners, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284745/; rank: 93, crd: 284770, firm: Parish Investment Advisors LLC, city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284770/; rank: 93, crd: 285661, firm: Deliberate Finances, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285661/; rank: 93, crd: 286470, firm: First Security Financial Wealth Manager, Inc., city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286470/; rank: 93, crd: 286591, firm: Ironwood Investment Advisers, LLC, city: Port Allen, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286591/; rank: 93, crd: 289549, firm: Pelican Wealth Management, city: Monroe, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289549/; rank: 93, crd: 299741, firm: CDS James Investments, LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299741/; rank: 93, crd: 300614, firm: Ninety West Global Wealth, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300614/; rank: 93, crd: 305150, firm: Creole Wealth Solutions, LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305150/; rank: 93, crd: 306542, firm: Demauriac LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306542/; rank: 93, crd: 307088, firm: Graham Financial, city: Shreveport, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307088/; rank: 93, crd: 307421, firm: Zion Capital LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307421/; rank: 93, crd: 309718, firm: Agular Asset Management LLC, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309718/; rank: 93, crd: 310696, firm: Emeth Value Capital, LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310696/; rank: 93, crd: 310711, firm: KLK Capital Wealth Advisors LLC, city: Abita Springs, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310711/; rank: 93, crd: 311286, firm: A.B. Ridgeway Wealth Management LLC, city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311286/; rank: 93, crd: 311887, firm: Manna Wealth Strategies, LLC, city: Bossier City, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311887/; rank: 93, crd: 312555, firm: Synergist Private Wealth LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312555/; rank: 93, crd: 313690, firm: Winchester Capital Services, LLC, city: Kenner, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313690/; rank: 93, crd: 317497, firm: A More Certain Path, city: Jefferson, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317497/; rank: 93, crd: 319401, firm: Kidd Vision Capital LLC, city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319401/; rank: 93, crd: 323419, firm: Meche and Associates LLC, city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323419/; rank: 93, crd: 325181, firm: Oakwater Financial, city: Ruston, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325181/; rank: 93, crd: 325386, firm: Belle River Capital Management LLC, city: Prairieville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325386/; rank: 93, crd: 331160, firm: Guilbault Capital, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331160/; rank: 93, crd: 332064, firm: DW Huff Advisory, city: Chalmette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332064/; rank: 93, crd: 332105, firm: Common Cents Financial Planning, city: Abita Springs, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332105/; rank: 93, crd: 332271, firm: Skipjack Financial, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332271/; rank: 93, crd: 332729, firm: Gem Street Capital Management, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332729/; rank: 93, crd: 333363, firm: True Financial, LLC, city: Houma, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333363/; rank: 93, crd: 337315, firm: Schayot Financial LLC, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337315/; rank: 93, crd: 339348, firm: Cavanaugh Wealth Management LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339348/; rank: 93, crd: 340461, firm: The Geauxmez Group Wealth Management LLC, city: Gesimar, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340461/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/louisiana/

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