Ranking, Louisiana

Wealth firms with the most clients, 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 clients, including broker-dealer firms, with 50,020.

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

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.

Wealth firms with the most clients, including broker-dealer firms in Louisiana
Rank	Firm	City	Most clients
1	Newedge Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	New Orleans	50,020
2	Beam Wealth Advisors, Inc.	Covington	2,258
3	Argent Advisors, Inc.	Ruston	1,503
4	Summit Financial Wealth Advisors	Lafayette	1,265
5	Second Line Capital, LLC	Metairie	1,251
6	Evans Investment Advisors, L.L.C.	Baton Rouge	1,016
7	Crescent City Retirement Group	Metairie	933
8	Hancock Whitney Investment Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	New Orleans	912
9	Brian Low Financial Group, LLC	Baton Rouge	874
10	Stokes Family Office LLC	New Orleans	815
11	Waters, Parkerson & Co., LLC	New Orleans	794
12	Montz Harcus Wealth Management	New Orleans	707
13	Fortune 45, LLC.	Gonzales	653
13	Hibernia Wealth Partners, LLC	Baton Rouge	653
15	Cullen Investment Group	Lafayette	620
16	Meriwether Wealth & Planning, LLC	Minden	607
17	Colomb Investment Management Company, LLC	Metairie	587
18	Heritage Capital Management, Inc.	Monroe	571
19	Adg Wealth Management Group, LLC	Metairie	569
20	Regatta Research & Money Management L.L.C.	Metairie	554
21	Cornerstone Advisory	Mandeville	540
22	Hubbell Strickland Wealth Management, LLC	New Orleans	505
23	Fletcher Financial Group	West Monroe	500
24	BCM Advisors, LLC	Lafayette	488
25	Smith Securities LLC	Covington	450
25	Live Oak Wealth Management, LLC	Covington	450
27	KG Capital Management, LLC	St. Francisville	438
28	Hassell Wealth Management	Houma	425
29	Icom Advisors, LLC	Madisonville	423
30	Stone Wealth Partners LLC	Lafayette	375
31	Lees Monsour Group	Shreveport	361
32	Apex Capital Management, L.L.C.	Lafayette	357
33	Avant Capital, LLC	Lafayette	339
34	Cane Capital Partners, LLC	St. Francisville	325
35	Going CPAS & Wealth Advisors, LLP	Opelousas	324
35	FPL Capital Management, LLC	Metairie	324
37	Eagle Capital Management, LLC	Mandeville	312
38	Bonfanti Investment Services, LLC	Prairieville	304
39	Legacy Wealth Concepts Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Baton Rouge	302
40	Castellano & Associates	Shreveport	301
41	Lyons Capital Group	Shreveport	287
42	Harger and Company, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Baton Rouge	280
43	Pelican Investment Advisors, LLC	Baton Rouge	275
44	JCN Financial & Tax Advisory Group, LLC	Baton Rouge	263
45	WMS Group LLC	Folsom	252
46	Jecohen & Co., LLC	New Orleans	246
47	Pinnacle Asset Management Group, Corporation (Inc.)	Shreveport	240
48	Open Source Investments, LLC	Mandeville	239
49	Thirtynorth Investments, LLC	New Orleans	238
50	Global Planning Stewards LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Baton Rouge	236
51	Martin & Associates Investment Advisory Services LLC	Mandeville	230
51	Vines Capital Management, LLC	Monroe	230
53	Graham, Bordelon, Golson & Gilbert, Inc.	Monroe	222
53	Freegulliver, LLC	New Orleans	222
55	Kropog Financial Group, LLC	Mandeville	221
56	Delta Financial Advisors, L.L.C.	Metairie	217
57	Demauriac LLC	New Orleans	215
58	Wingo Asset Management, LLC	Shreveport	211
59	Bellingrath Wealth Management, L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	New Orleans	210
60	Terrell Financial Group	Metairie	209
61	Pelican Advisory LLC	Covington	207
62	Crescent Sterling Ltd.	Metairie	200
63	Abel Hall, LLC	Baton Rouge	199
64	CHF Wealth Management, LLC	Lafayette	195
65	Meche and Associates LLC	Lafayette	192
66	Broussard Financial Group, LLC	Kaplan	191
67	Plum Street Advisors, LLC	New Orleans	185
68	Marcantel Wealth Management	Lafayette	176
69	Advisor.Investments	Baton Rouge	168
70	KLK Capital Wealth Advisors LLC	Abita Springs	166
71	Dumaine Investments LLC	New Orleans	156
72	Cooper, Clay Stephen	Pineville	155
73	Paradiem, LLC	Covington	152
73	Spinosa Wealth Management Group	Mandeville	152
75	Stability Financial, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Marrero	150
76	Asset Planning Services Inc	Covington	148
77	Oakwater Financial	Ruston	146
78	Adkins Seale Capital Management LLC	Shreveport	140
79	Belle River Capital Management LLC	Prairieville	139
80	HMV Wealth Advisors, LLC	Shreveport	138
80	Guilbault Capital	Metairie	138
82	Deane Retirement Strategies, Inc.	New Orleans	137
83	Toce Financial Group LLC	Mandeville	129
83	Capital South Wealth Management, LLC	Baton Rouge	129
85	Bienvenue Wealth LLC	New Orleans	128
86	Advocacy Financial LLC	Covington	124
87	Bavarian Wealth Management, Inc.	New Orleans	119
88	Simmons Asset Management, LLC	Baton Rouge	118
88	Deliberate Finances	New Orleans	118
90	The Archer Consulting Group, LLC	Thibodaux	115
91	Parish Investment Advisors LLC	Lafayette	114
91	Schayot Financial LLC	Metairie	114
93	Cavanaugh Wealth Management LLC	Baton Rouge	99
94	Winchester Capital Services, LLC	Kenner	93
95	Capital Financial Planners, LLC	Youngsville	89
95	Planning Associates Wealth Management, LLC	Metairie	89
97	Asempa Wealth Advisors	Baton Rouge	88
98	3rd Street Capital Management L.L.C.	Baton Rouge	78
99	Logical Investments, LLC	Baton Rouge	77
100	Graf Financial, L.L.C.	Baton Rouge	76

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

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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.