# 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.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: 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.
- unit: count
- scope: Louisiana
- firms_listed: 100
- rows: rank: 1, crd: 109867, firm: Beam Wealth Advisors, Inc., city: Covington, state: LA, value: 2258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109867/; rank: 2, crd: 112028, firm: Argent Advisors, Inc., city: Ruston, state: LA, value: 1503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112028/; rank: 3, crd: 171278, firm: Summit Financial Wealth Advisors, city: Lafayette, state: LA, value: 1265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171278/; rank: 4, crd: 324386, firm: Second Line Capital, LLC, city: Metairie, state: LA, value: 1251, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324386/; rank: 5, crd: 147000, firm: Evans Investment Advisors, L.L.C., city: Baton Rouge, state: LA, value: 1016, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147000/; rank: 6, crd: 146666, firm: Crescent City Retirement Group, city: Metairie, state: LA, value: 933, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146666/; rank: 7, crd: 306346, firm: Brian Low Financial Group, LLC, city: Baton Rouge, state: LA, value: 874, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306346/; rank: 8, crd: 300899, firm: Stokes Family Office LLC, city: New Orleans, state: LA, value: 815, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300899/; rank: 9, crd: 3711, firm: Waters, Parkerson & Co., LLC, city: New Orleans, state: LA, value: 794, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3711/; rank: 10, crd: 301963, firm: Montz Harcus Wealth Management, city: New Orleans, state: LA, value: 707, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301963/; rank: 11, crd: 170693, firm: Fortune 45, LLC., city: Gonzales, state: LA, value: 653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170693/; rank: 11, crd: 319509, firm: Hibernia Wealth Partners, LLC, city: Baton Rouge, state: LA, value: 653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319509/; rank: 13, crd: 18266, firm: Cullen Investment Group, city: Lafayette, state: LA, value: 620, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18266/; rank: 14, crd: 310713, firm: Meriwether Wealth & Planning, LLC, city: Minden, state: LA, value: 607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310713/; rank: 15, crd: 140088, firm: Colomb Investment Management Company, LLC, city: Metairie, state: LA, value: 587, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140088/; rank: 16, crd: 117498, firm: Heritage Capital Management, Inc., city: Monroe, state: LA, value: 571, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117498/; rank: 17, crd: 132341, firm: Adg Wealth Management Group, LLC, city: Metairie, state: LA, value: 569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132341/; rank: 18, crd: 113181, firm: Regatta Research & Money Management L.L.C., city: Metairie, state: LA, value: 554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113181/; rank: 19, crd: 120363, firm: Cornerstone Advisory, city: Mandeville, state: LA, value: 540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120363/; rank: 20, crd: 301715, firm: Hubbell Strickland Wealth Management, LLC, city: New Orleans, state: LA, value: 505, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301715/; rank: 21, crd: 152609, firm: Fletcher Financial Group, city: West Monroe, state: LA, value: 500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152609/; rank: 22, crd: 107946, firm: BCM Advisors, LLC, city: Lafayette, state: LA, value: 488, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107946/; rank: 23, crd: 288886, firm: Smith Securities LLC, city: Covington, state: LA, value: 450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288886/; rank: 23, crd: 306225, firm: Live Oak Wealth Management, LLC, city: Covington, state: LA, value: 450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306225/; rank: 25, crd: 164500, firm: KG Capital Management, LLC, city: St. Francisville, state: LA, value: 438, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164500/; rank: 26, crd: 297892, firm: Hassell Wealth Management, city: Houma, state: LA, value: 425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297892/; rank: 27, crd: 156386, firm: Icom Advisors, LLC, city: Madisonville, state: LA, value: 423, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156386/; rank: 28, crd: 308429, firm: Stone Wealth Partners LLC, city: Lafayette, state: LA, value: 375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308429/; rank: 29, crd: 318023, firm: Lees Monsour Group, city: Shreveport, state: LA, value: 361, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318023/; rank: 30, crd: 117059, firm: Apex Capital Management, L.L.C., city: Lafayette, state: LA, value: 357, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117059/; rank: 31, crd: 167961, firm: Avant Capital, LLC, city: Lafayette, state: LA, value: 339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167961/; rank: 32, crd: 337468, firm: Cane Capital Partners, LLC, city: St. Francisville, state: LA, value: 325, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337468/; rank: 33, crd: 117104, firm: Going CPAS & Wealth Advisors, LLP, city: Opelousas, state: LA, value: 324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117104/; rank: 33, crd: 117499, firm: FPL Capital Management, LLC, city: Metairie, state: LA, value: 324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117499/; rank: 35, crd: 110177, firm: Eagle Capital Management, LLC, city: Mandeville, state: LA, value: 312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110177/; rank: 36, crd: 284395, firm: Bonfanti Investment Services, LLC, city: Prairieville, state: LA, value: 304, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284395/; rank: 37, crd: 117369, firm: Castellano & Associates, city: Shreveport, state: LA, value: 301, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117369/; rank: 38, crd: 335733, firm: Lyons Capital Group, city: Shreveport, state: LA, value: 287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335733/; rank: 39, crd: 313227, firm: Pelican Investment Advisors, LLC, city: Baton Rouge, state: LA, value: 275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313227/; rank: 40, crd: 174358, firm: JCN Financial & Tax Advisory Group, LLC, city: Baton Rouge, state: LA, value: 263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174358/; rank: 41, crd: 164327, firm: WMS Group LLC, city: Folsom, state: LA, value: 252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164327/; rank: 42, crd: 173878, firm: Jecohen & Co., LLC, city: New Orleans, state: LA, value: 246, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173878/; rank: 43, crd: 109965, firm: Pinnacle Asset Management Group, Corporation (Inc.), city: Shreveport, state: LA, value: 240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109965/; rank: 44, crd: 287501, firm: Open Source Investments, LLC, city: Mandeville, state: LA, value: 239, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287501/; rank: 45, crd: 155355, firm: Thirtynorth Investments, LLC, city: New Orleans, state: LA, value: 238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155355/; rank: 46, crd: 110644, firm: Martin & Associates Investment Advisory Services LLC, city: Mandeville, state: LA, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110644/; rank: 46, crd: 298727, firm: Vines Capital Management, LLC, city: Monroe, state: LA, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298727/; rank: 48, crd: 104612, firm: Graham, Bordelon, Golson & Gilbert, Inc., city: Monroe, state: LA, value: 222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104612/; rank: 48, crd: 117040, firm: Freegulliver, LLC, city: New Orleans, state: LA, value: 222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117040/; rank: 50, crd: 282747, firm: Kropog Financial Group, LLC, city: Mandeville, state: LA, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282747/; rank: 51, crd: 122092, firm: Delta Financial Advisors, L.L.C., city: Metairie, state: LA, value: 217, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122092/; rank: 52, crd: 306542, firm: Demauriac LLC, city: New Orleans, state: LA, value: 215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306542/; rank: 53, crd: 306099, firm: Wingo Asset Management, LLC, city: Shreveport, state: LA, value: 211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306099/; rank: 54, crd: 148425, firm: Terrell Financial Group, city: Metairie, state: LA, value: 209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148425/; rank: 55, crd: 330658, firm: Pelican Advisory LLC, city: Covington, state: LA, value: 207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330658/; rank: 56, crd: 106633, firm: Crescent Sterling Ltd., city: Metairie, state: LA, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106633/; rank: 57, crd: 302076, firm: Abel Hall, LLC, city: Baton Rouge, state: LA, value: 199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302076/; rank: 58, crd: 139331, firm: CHF Wealth Management, LLC, city: Lafayette, state: LA, value: 195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139331/; rank: 59, crd: 323419, firm: Meche and Associates LLC, city: Lafayette, state: LA, value: 192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323419/; rank: 60, crd: 123724, firm: Broussard Financial Group, LLC, city: Kaplan, state: LA, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123724/; rank: 61, crd: 283917, firm: Plum Street Advisors, LLC, city: New Orleans, state: LA, value: 185, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283917/; rank: 62, crd: 319216, firm: Marcantel Wealth Management, city: Lafayette, state: LA, value: 176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319216/; rank: 63, crd: 142202, firm: Advisor.Investments, city: Baton Rouge, state: LA, value: 168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142202/; rank: 64, crd: 310711, firm: KLK Capital Wealth Advisors LLC, city: Abita Springs, state: LA, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310711/; rank: 65, crd: 306481, firm: Dumaine Investments LLC, city: New Orleans, state: LA, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306481/; rank: 66, crd: 117036, firm: Cooper, Clay Stephen, city: Pineville, state: LA, value: 155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117036/; rank: 67, crd: 158200, firm: Paradiem, LLC, city: Covington, state: LA, value: 152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158200/; rank: 67, crd: 170903, firm: Spinosa Wealth Management Group, city: Mandeville, state: LA, value: 152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170903/; rank: 69, crd: 104715, firm: Asset Planning Services Inc, city: Covington, state: LA, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104715/; rank: 70, crd: 325181, firm: Oakwater Financial, city: Ruston, state: LA, value: 146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325181/; rank: 71, crd: 166749, firm: Adkins Seale Capital Management LLC, city: Shreveport, state: LA, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166749/; rank: 72, crd: 325386, firm: Belle River Capital Management LLC, city: Prairieville, state: LA, value: 139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325386/; rank: 73, crd: 297747, firm: HMV Wealth Advisors, LLC, city: Shreveport, state: LA, value: 138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297747/; rank: 73, crd: 331160, firm: Guilbault Capital, city: Metairie, state: LA, value: 138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331160/; rank: 75, crd: 127096, firm: Deane Retirement Strategies, Inc., city: New Orleans, state: LA, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127096/; rank: 76, crd: 297965, firm: Toce Financial Group LLC, city: Mandeville, state: LA, value: 129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297965/; rank: 76, crd: 304838, firm: Capital South Wealth Management, LLC, city: Baton Rouge, state: LA, value: 129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304838/; rank: 78, crd: 153313, firm: Bienvenue Wealth LLC, city: New Orleans, state: LA, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153313/; rank: 79, crd: 305954, firm: Advocacy Financial LLC, city: Covington, state: LA, value: 124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305954/; rank: 80, crd: 135035, firm: Bavarian Wealth Management, Inc., city: New Orleans, state: LA, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135035/; rank: 81, crd: 155258, firm: Simmons Asset Management, LLC, city: Baton Rouge, state: LA, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155258/; rank: 81, crd: 285661, firm: Deliberate Finances, city: New Orleans, state: LA, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285661/; rank: 83, crd: 156062, firm: The Archer Consulting Group, LLC, city: Thibodaux, state: LA, value: 115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156062/; rank: 84, crd: 284770, firm: Parish Investment Advisors LLC, city: Lafayette, state: LA, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284770/; rank: 84, crd: 337315, firm: Schayot Financial LLC, city: Metairie, state: LA, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337315/; rank: 86, crd: 339348, firm: Cavanaugh Wealth Management LLC, city: Baton Rouge, state: LA, value: 99, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339348/; rank: 87, crd: 313690, firm: Winchester Capital Services, LLC, city: Kenner, state: LA, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313690/; rank: 88, crd: 159021, firm: Capital Financial Planners, LLC, city: Youngsville, state: LA, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159021/; rank: 88, crd: 305339, firm: Planning Associates Wealth Management, LLC, city: Metairie, state: LA, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305339/; rank: 90, crd: 328609, firm: Asempa Wealth Advisors, city: Baton Rouge, state: LA, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328609/; rank: 91, crd: 165950, firm: 3rd Street Capital Management L.L.C., city: Baton Rouge, state: LA, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165950/; rank: 92, crd: 155428, firm: Logical Investments, LLC, city: Baton Rouge, state: LA, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155428/; rank: 93, crd: 153441, firm: Graf Financial, L.L.C., city: Baton Rouge, state: LA, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153441/; rank: 94, crd: 299741, firm: CDS James Investments, LLC, city: New Orleans, state: LA, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299741/; rank: 95, crd: 140768, firm: The Fiscal Fitness Company, Inc., city: Mandeville, state: LA, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140768/; rank: 95, crd: 286470, firm: First Security Financial Wealth Manager, Inc., city: Metairie, state: LA, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286470/; rank: 97, crd: 151363, firm: Thompson Creek Wealth Advisors, city: Baton Rouge, state: LA, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151363/; rank: 98, crd: 109050, firm: BF/Anderson, city: Baton Rouge, state: LA, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109050/; rank: 99, crd: 304657, firm: Blue Cypress Wealth Management, LLC, city: Baton Rouge, state: LA, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304657/; rank: 100, crd: 142599, firm: A-V Capital Management, LLC, city: Metairie, state: LA, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142599/

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

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