# Independent RIAs with the most CFP professionals 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 CFP professionals, with 11.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 61
- rows: rank: 1, crd: 109867, firm: Beam Wealth Advisors, Inc., city: Covington, state: LA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109867/; rank: 2, crd: 300899, firm: Stokes Family Office LLC, city: New Orleans, state: LA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300899/; rank: 3, crd: 112028, firm: Argent Advisors, Inc., city: Ruston, state: LA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112028/; rank: 4, crd: 297892, firm: Hassell Wealth Management, city: Houma, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297892/; rank: 4, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 6, crd: 18266, firm: Cullen Investment Group, city: Lafayette, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18266/; rank: 6, crd: 107946, firm: BCM Advisors, LLC, city: Lafayette, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107946/; rank: 6, crd: 139331, firm: CHF Wealth Management, LLC, city: Lafayette, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139331/; rank: 6, crd: 282747, firm: Kropog 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/282747/; rank: 6, crd: 283917, firm: Plum Street Advisors, LLC, city: New Orleans, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283917/; rank: 6, 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: 6, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 13, crd: 106633, firm: Crescent Sterling Ltd., city: Metairie, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106633/; rank: 13, crd: 113181, firm: Regatta Research & Money Management L.L.C., city: Metairie, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113181/; rank: 13, crd: 117222, firm: Twru Private 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/117222/; rank: 13, crd: 147000, firm: Evans Investment Advisors, L.L.C., city: Baton Rouge, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147000/; rank: 13, 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: 13, 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: 13, crd: 171278, firm: Summit Financial Wealth Advisors, city: Lafayette, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171278/; rank: 13, 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: 13, crd: 301963, firm: Montz Harcus Wealth Management, city: New Orleans, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301963/; rank: 13, crd: 304838, firm: Capital South 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/304838/; rank: 13, 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: 13, 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: 13, crd: 310713, firm: Meriwether Wealth & Planning, LLC, city: Minden, state: LA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310713/; rank: 13, 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: 13, 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: 28, crd: 3711, firm: Waters, Parkerson & Co., LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3711/; rank: 28, crd: 109965, firm: Pinnacle Asset Management Group, Corporation (Inc.), city: Shreveport, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109965/; rank: 28, crd: 110644, firm: Martin & Associates Investment Advisory Services LLC, city: Mandeville, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110644/; rank: 28, crd: 117104, firm: Going CPAS & Wealth Advisors, LLP, city: Opelousas, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117104/; rank: 28, crd: 117369, firm: Castellano & Associates, city: Shreveport, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117369/; rank: 28, crd: 117498, firm: Heritage Capital Management, Inc., city: Monroe, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117498/; rank: 28, 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: 28, crd: 127096, firm: Deane Retirement Strategies, Inc., city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127096/; rank: 28, crd: 140088, firm: Colomb Investment Management Company, LLC, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140088/; rank: 28, 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: 28, 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: 28, 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: 28, crd: 155355, firm: Thirtynorth 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/155355/; rank: 28, 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: 28, crd: 158200, firm: Paradiem, LLC, city: Covington, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158200/; rank: 28, crd: 173878, firm: Jecohen & Co., LLC, city: New Orleans, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173878/; rank: 28, 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: 28, 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: 28, crd: 288886, firm: Smith Securities LLC, city: Covington, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288886/; rank: 28, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 28, 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: 28, 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: 28, crd: 305339, firm: Planning Associates Wealth Management, LLC, city: Metairie, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305339/; rank: 28, crd: 306346, firm: Brian Low Financial 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/306346/; rank: 28, crd: 313227, firm: Pelican Investment 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/313227/; rank: 28, 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: 28, crd: 313896, firm: Final Ascent Wealth Advisors, LLC, city: Lafayette, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313896/; rank: 28, 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: 28, crd: 325038, firm: Consortium Private Wealth LLC, city: Slidell, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325038/; rank: 28, crd: 327454, firm: Equilibrium Financial Planning, city: Kenner, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327454/; rank: 28, crd: 328609, firm: Asempa 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/328609/; rank: 28, 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: 28, 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: 28, crd: 338645, firm: Rainier Wealth Planning, LLC, city: Baton Rouge, state: LA, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338645/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/louisiana/

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