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AdvisorIQ

Ranking, Louisiana

Independent RIAs with the most high net worth clients in Louisiana

As of October 2, 2026, Waters, Parkerson & Co., LLC ranked #1 in Louisiana in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 471.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Waters, Parkerson & Co., LLC New Orleans 471
2 Beam Wealth Advisors, Inc. Covington 445
3 Stokes Family Office LLC New Orleans 383
4 Evans Investment Advisors, L.L.C. Baton Rouge 281
5 Second Line Capital, LLC Metairie 277
6 Argent Advisors, Inc. Ruston 271
7 Summit Financial Wealth Advisors Lafayette 268
8 Cullen Investment Group Lafayette 236
9 Hibernia Wealth Partners, LLC Baton Rouge 230
10 Montz Harcus Wealth Management New Orleans 220
11 FPL Capital Management, LLC Metairie 179
12 BCM Advisors, LLC Lafayette 165
13 Hubbell Strickland Wealth Management, LLC New Orleans 158
14 Adg Wealth Management Group, LLC Metairie 149
15 Apex Capital Management, L.L.C. Lafayette 116
16 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 114
17 Cane Capital Partners, LLC St. Francisville 109
18 Guilbault Capital Metairie 108
19 Lees Monsour Group Shreveport 107
20 Live Oak Wealth Management, LLC Covington 100
21 KG Capital Management, LLC St. Francisville 99
22 Delta Financial Advisors, L.L.C. Metairie 98
23 Hassell Wealth Management Houma 94
24 Adkins Seale Capital Management LLC Shreveport 88
25 Eagle Capital Management, LLC Mandeville 87
25 Freegulliver, LLC New Orleans 87
27 Deane Retirement Strategies, Inc. New Orleans 82
28 Icom Advisors, LLC Madisonville 81
29 Asempa Wealth Advisors Baton Rouge 80
30 Advisor.Investments Baton Rouge 79
31 Wingo Asset Management, LLC Shreveport 75
32 Bienvenue Wealth LLC New Orleans 74
33 Broussard Financial Group, LLC Kaplan 72
34 Thirtynorth Investments, LLC New Orleans 70
35 Abel Hall, LLC Baton Rouge 69
35 Meriwether Wealth & Planning, LLC Minden 69
37 Asset Planning Services Inc Covington 68
38 Avant Capital, LLC Lafayette 67
38 HMV Wealth Advisors, LLC Shreveport 67
40 Plum Street Advisors, LLC New Orleans 65
41 Lyons Capital Group Shreveport 62
42 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 61
43 Regatta Research & Money Management L.L.C. Metairie 60
44 Spinosa Wealth Management Group Mandeville 58
45 The Archer Consulting Group, LLC Thibodaux 56
46 Crescent Sterling Ltd. Metairie 54
47 Dumaine Investments LLC New Orleans 52
48 Kropog Financial Group, LLC Mandeville 51
49 Castellano & Associates Shreveport 50
50 Pelican Advisory LLC Covington 47
51 Brian Low Financial Group, LLC Baton Rouge 46
52 Parish Investment Advisors LLC Lafayette 44
53 Pelican Investment Advisors, LLC Baton Rouge 40
54 JCN Financial & Tax Advisory Group, LLC Baton Rouge 39
55 Going CPAS & Wealth Advisors, LLP Opelousas 38
56 Walter C. Flower & Co., Inc New Orleans 37
57 Heritage Capital Management, Inc. Monroe 36
57 Thompson Creek Wealth Advisors Baton Rouge 36
57 Jecohen & Co., LLC New Orleans 36
57 Capital South Wealth Management, LLC Baton Rouge 36
61 A-V Capital Management, LLC Metairie 34
61 Bonfanti Investment Services, LLC Prairieville 34
63 Twru Private Wealth Management, LLC Baton Rouge 33
64 Logical Investments, LLC Baton Rouge 32
65 Paradiem, LLC Covington 30
65 Advocacy Financial LLC Covington 30
67 Cooper, Clay Stephen Pineville 28
67 Stone Wealth Partners LLC Lafayette 28
69 Vines Capital Management, LLC Monroe 25
69 Planning Associates Wealth Management, LLC Metairie 25
71 Fortune 45, LLC. Gonzales 24
72 Barton Advisory Services, L.L.C. Lafayette 22
72 Terrell Financial Group Metairie 22
72 3rd Street Capital Management L.L.C. Baton Rouge 22
75 Integrity Wealth Management, Inc Greenwell Springs 20
75 Graf Financial, L.L.C. Baton Rouge 20
75 Emeth Value Capital, LLC New Orleans 20
78 WMS Group LLC Folsom 18
78 CDS James Investments, LLC New Orleans 18
78 Schayot Financial LLC Metairie 18
81 Clear Net Worth, L.L.C. Baton Rouge 17
81 Poydras Capital Partners Metairie 17
81 Creole Wealth Solutions, LLC New Orleans 17
84 BF/Anderson Baton Rouge 16
84 Veritas Wealth Advisors, LLC Baton Rouge 16
86 Crescent City Retirement Group Metairie 15
87 Deliberate Finances New Orleans 14
88 Brett Josey Wealth Management LLC Benton 13
88 Palmer Wealth Management LLC Prairieville 13
88 Kidd Vision Capital LLC Lafayette 13
91 Blue Cypress Wealth Management, LLC Baton Rouge 10
91 Final Ascent Wealth Advisors, LLC Lafayette 10
91 Consortium Private Wealth LLC Slidell 10
94 GT Financial, Ltd., L.L.C. Mandeville 9
94 Fullington & Associates, LLC Lake Charles 9
94 Manna Wealth Strategies, LLC Bossier City 9
97 Hedged Private Wealth Metairie 8
97 Demauriac LLC New Orleans 8
97 Agular Asset Management LLC Metairie 8
97 KLK Capital Wealth Advisors LLC Abita Springs 8
97 Oakwater Financial Ruston 8
97 Main Street Advisors LLC Pineville 8

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

More rankings

Most high net worth 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.