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AdvisorIQ

Ranking, Louisiana

Wealth firms with the most high net worth 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 high net worth clients, including broker-dealer firms, with 13,112.

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

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 Newedge Advisors Broker-dealer affiliated New Orleans 13,112
2 Waters, Parkerson & Co., LLC New Orleans 471
3 Beam Wealth Advisors, Inc. Covington 445
4 Stokes Family Office LLC New Orleans 383
5 Evans Investment Advisors, L.L.C. Baton Rouge 281
6 Second Line Capital, LLC Metairie 277
7 Argent Advisors, Inc. Ruston 271
8 Summit Financial Wealth Advisors Lafayette 268
9 Cullen Investment Group Lafayette 236
10 Hibernia Wealth Partners, LLC Baton Rouge 230
11 Montz Harcus Wealth Management New Orleans 220
12 FPL Capital Management, LLC Metairie 179
13 BCM Advisors, LLC Lafayette 165
14 Hubbell Strickland Wealth Management, LLC New Orleans 158
15 Adg Wealth Management Group, LLC Metairie 149
16 Apex Capital Management, L.L.C. Lafayette 116
17 Graham, Bordelon, Golson & Gilbert, Inc. Monroe 114
18 Cane Capital Partners, LLC St. Francisville 109
19 Guilbault Capital Metairie 108
20 Lees Monsour Group Shreveport 107
21 Live Oak Wealth Management, LLC Covington 100
22 KG Capital Management, LLC St. Francisville 99
23 Delta Financial Advisors, L.L.C. Metairie 98
24 Hassell Wealth Management Houma 94
25 Adkins Seale Capital Management LLC Shreveport 88
26 Eagle Capital Management, LLC Mandeville 87
26 Freegulliver, LLC New Orleans 87
28 Deane Retirement Strategies, Inc. New Orleans 82
29 Icom Advisors, LLC Madisonville 81
30 Asempa Wealth Advisors Baton Rouge 80
31 Advisor.Investments Baton Rouge 79
32 Wingo Asset Management, LLC Shreveport 75
33 Bienvenue Wealth LLC New Orleans 74
34 Broussard Financial Group, LLC Kaplan 72
35 Thirtynorth Investments, LLC New Orleans 70
35 Bellingrath Wealth Management, L.L.C. Broker-dealer affiliated New Orleans 70
37 Abel Hall, LLC Baton Rouge 69
37 Meriwether Wealth & Planning, LLC Minden 69
39 Asset Planning Services Inc Covington 68
40 Avant Capital, LLC Lafayette 67
40 HMV Wealth Advisors, LLC Shreveport 67
42 Plum Street Advisors, LLC New Orleans 65
43 Lyons Capital Group Shreveport 62
44 Pinnacle Asset Management Group, Corporation (Inc.) Shreveport 61
45 Regatta Research & Money Management L.L.C. Metairie 60
46 Spinosa Wealth Management Group Mandeville 58
47 The Archer Consulting Group, LLC Thibodaux 56
48 Crescent Sterling Ltd. Metairie 54
49 Dumaine Investments LLC New Orleans 52
50 Kropog Financial Group, LLC Mandeville 51
51 Castellano & Associates Shreveport 50
52 Pelican Advisory LLC Covington 47
53 Brian Low Financial Group, LLC Baton Rouge 46
54 Parish Investment Advisors LLC Lafayette 44
55 Pelican Investment Advisors, LLC Baton Rouge 40
56 JCN Financial & Tax Advisory Group, LLC Baton Rouge 39
57 Going CPAS & Wealth Advisors, LLP Opelousas 38
58 Walter C. Flower & Co., Inc New Orleans 37
59 Heritage Capital Management, Inc. Monroe 36
59 Thompson Creek Wealth Advisors Baton Rouge 36
59 Jecohen & Co., LLC New Orleans 36
59 Capital South Wealth Management, LLC Baton Rouge 36
63 A-V Capital Management, LLC Metairie 34
63 Bonfanti Investment Services, LLC Prairieville 34
65 Twru Private Wealth Management, LLC Baton Rouge 33
66 Logical Investments, LLC Baton Rouge 32
67 Paradiem, LLC Covington 30
67 Advocacy Financial LLC Covington 30
69 Cooper, Clay Stephen Pineville 28
69 Stone Wealth Partners LLC Lafayette 28
71 Vines Capital Management, LLC Monroe 25
71 Planning Associates Wealth Management, LLC Metairie 25
73 Fortune 45, LLC. Gonzales 24
74 Barton Advisory Services, L.L.C. Lafayette 22
74 Terrell Financial Group Metairie 22
74 3rd Street Capital Management L.L.C. Baton Rouge 22
77 Integrity Wealth Management, Inc Greenwell Springs 20
77 Graf Financial, L.L.C. Baton Rouge 20
77 Emeth Value Capital, LLC New Orleans 20
80 WMS Group LLC Folsom 18
80 CDS James Investments, LLC New Orleans 18
80 Schayot Financial LLC Metairie 18
83 Clear Net Worth, L.L.C. Baton Rouge 17
83 Poydras Capital Partners Metairie 17
83 Creole Wealth Solutions, LLC New Orleans 17
86 BF/Anderson Baton Rouge 16
86 Veritas Wealth Advisors, LLC Baton Rouge 16
88 Crescent City Retirement Group Metairie 15
89 Deliberate Finances New Orleans 14
90 Brett Josey Wealth Management LLC Benton 13
90 Palmer Wealth Management LLC Prairieville 13
90 Kidd Vision Capital LLC Lafayette 13
93 Blue Cypress Wealth Management, LLC Baton Rouge 10
93 Final Ascent Wealth Advisors, LLC Lafayette 10
93 Consortium Private Wealth LLC Slidell 10
96 GT Financial, Ltd., L.L.C. Mandeville 9
96 Fullington & Associates, LLC Lake Charles 9
96 Manna Wealth Strategies, LLC Bossier City 9
99 Hedged Private Wealth Metairie 8
99 Demauriac LLC New Orleans 8
99 Agular Asset Management LLC Metairie 8
99 KLK Capital Wealth Advisors LLC Abita Springs 8
99 Oakwater Financial Ruston 8
99 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.