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AdvisorIQ

Ranking, Louisiana

Independent RIAs with the most clients 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 clients, with 2,258.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients
1 Beam Wealth Advisors, Inc. Covington 2,258
2 Argent Advisors, Inc. Ruston 1,503
3 Summit Financial Wealth Advisors Lafayette 1,265
4 Second Line Capital, LLC Metairie 1,251
5 Evans Investment Advisors, L.L.C. Baton Rouge 1,016
6 Crescent City Retirement Group Metairie 933
7 Brian Low Financial Group, LLC Baton Rouge 874
8 Stokes Family Office LLC New Orleans 815
9 Waters, Parkerson & Co., LLC New Orleans 794
10 Montz Harcus Wealth Management New Orleans 707
11 Fortune 45, LLC. Gonzales 653
11 Hibernia Wealth Partners, LLC Baton Rouge 653
13 Cullen Investment Group Lafayette 620
14 Meriwether Wealth & Planning, LLC Minden 607
15 Colomb Investment Management Company, LLC Metairie 587
16 Heritage Capital Management, Inc. Monroe 571
17 Adg Wealth Management Group, LLC Metairie 569
18 Regatta Research & Money Management L.L.C. Metairie 554
19 Cornerstone Advisory Mandeville 540
20 Hubbell Strickland Wealth Management, LLC New Orleans 505
21 Fletcher Financial Group West Monroe 500
22 BCM Advisors, LLC Lafayette 488
23 Smith Securities LLC Covington 450
23 Live Oak Wealth Management, LLC Covington 450
25 KG Capital Management, LLC St. Francisville 438
26 Hassell Wealth Management Houma 425
27 Icom Advisors, LLC Madisonville 423
28 Stone Wealth Partners LLC Lafayette 375
29 Lees Monsour Group Shreveport 361
30 Apex Capital Management, L.L.C. Lafayette 357
31 Avant Capital, LLC Lafayette 339
32 Cane Capital Partners, LLC St. Francisville 325
33 Going CPAS & Wealth Advisors, LLP Opelousas 324
33 FPL Capital Management, LLC Metairie 324
35 Eagle Capital Management, LLC Mandeville 312
36 Bonfanti Investment Services, LLC Prairieville 304
37 Castellano & Associates Shreveport 301
38 Lyons Capital Group Shreveport 287
39 Pelican Investment Advisors, LLC Baton Rouge 275
40 JCN Financial & Tax Advisory Group, LLC Baton Rouge 263
41 WMS Group LLC Folsom 252
42 Jecohen & Co., LLC New Orleans 246
43 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 240
44 Open Source Investments, LLC Mandeville 239
45 Thirtynorth Investments, LLC New Orleans 238
46 Martin & Associates Investment Advisory Services LLC Mandeville 230
46 Vines Capital Management, LLC Monroe 230
48 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 222
48 Freegulliver, LLC New Orleans 222
50 Kropog Financial Group, LLC Mandeville 221
51 Delta Financial Advisors, L.L.C. Metairie 217
52 Demauriac LLC New Orleans 215
53 Wingo Asset Management, LLC Shreveport 211
54 Terrell Financial Group Metairie 209
55 Pelican Advisory LLC Covington 207
56 Crescent Sterling Ltd. Metairie 200
57 Abel Hall, LLC Baton Rouge 199
58 CHF Wealth Management, LLC Lafayette 195
59 Meche and Associates LLC Lafayette 192
60 Broussard Financial Group, LLC Kaplan 191
61 Plum Street Advisors, LLC New Orleans 185
62 Marcantel Wealth Management Lafayette 176
63 Advisor.Investments Baton Rouge 168
64 KLK Capital Wealth Advisors LLC Abita Springs 166
65 Dumaine Investments LLC New Orleans 156
66 Cooper, Clay Stephen Pineville 155
67 Paradiem, LLC Covington 152
67 Spinosa Wealth Management Group Mandeville 152
69 Asset Planning Services Inc Covington 148
70 Oakwater Financial Ruston 146
71 Adkins Seale Capital Management LLC Shreveport 140
72 Belle River Capital Management LLC Prairieville 139
73 HMV Wealth Advisors, LLC Shreveport 138
73 Guilbault Capital Metairie 138
75 Deane Retirement Strategies, Inc. New Orleans 137
76 Toce Financial Group LLC Mandeville 129
76 Capital South Wealth Management, LLC Baton Rouge 129
78 Bienvenue Wealth LLC New Orleans 128
79 Advocacy Financial LLC Covington 124
80 Bavarian Wealth Management, Inc. New Orleans 119
81 Simmons Asset Management, LLC Baton Rouge 118
81 Deliberate Finances New Orleans 118
83 The Archer Consulting Group, LLC Thibodaux 115
84 Parish Investment Advisors LLC Lafayette 114
84 Schayot Financial LLC Metairie 114
86 Cavanaugh Wealth Management LLC Baton Rouge 99
87 Winchester Capital Services, LLC Kenner 93
88 Capital Financial Planners, LLC Youngsville 89
88 Planning Associates Wealth Management, LLC Metairie 89
90 Asempa Wealth Advisors Baton Rouge 88
91 3rd Street Capital Management L.L.C. Baton Rouge 78
92 Logical Investments, LLC Baton Rouge 77
93 Graf Financial, L.L.C. Baton Rouge 76
94 CDS James Investments, LLC New Orleans 75
95 The Fiscal Fitness Company, Inc. Mandeville 74
95 First Security Financial Wealth Manager, Inc. Metairie 74
97 Thompson Creek Wealth Advisors Baton Rouge 66
98 BF/Anderson Baton Rouge 65
99 Blue Cypress Wealth Management, LLC Baton Rouge 60
100 A-V Capital Management, LLC Metairie 55

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

More rankings

Most clients 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.