City
Wealth management firms in Baton Rouge, Louisiana
As of October 2, 2026, 32 wealth management firms, including broker-dealer firms, with their main office in Baton Rouge, Louisiana reported $3.5 billion in regulatory assets under management; the largest by assets was Abel Hall, LLC, with $819.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 32
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $109.8 million
- SEC-registered, of those listed
- 9 of 32 (28.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Abel Hall, LLC | SEC | $819.1 million | 626 |
| 2 | Evans Investment Advisors, L.L.C. | SEC | $390.7 million | 800 |
| 3 | Hibernia Wealth Partners, LLC | SEC | $372.5 million | 1,069 |
| 4 | Asempa Wealth Advisors | SEC | $246.0 million | 88 |
| 5 | Brian Low Financial Group, LLC | SEC | $239.3 million | 874 |
| 6 | Advisor.Investments | SEC | $199.4 million | 316 |
| 7 | 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. | SEC | $137.0 million | 423 |
| 8 | JCN Financial & Tax Advisory Group, LLC | SEC | $130.5 million | 702 |
| 9 | Pelican Investment Advisors, LLC | SEC | $128.5 million | 272 |
| 10 | Capital South Wealth Management, LLC | State | $113.3 million | 368 |
| 11 | Thompson Creek Wealth Advisors | State | $83.7 million | 282 |
| 12 | Graf Financial, L.L.C. | State | $80.3 million | 190 |
| 13 | 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. | State | $79.2 million | 310 |
| 14 | Twru Private Wealth Management, LLC | State | $78.6 million | 73 |
| 15 | 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. | State | $64.8 million | 151 |
| 16 | BF/Anderson | State | $62.6 million | 88 |
| 17 | 3rd Street Capital Management L.L.C. | State | $56.0 million | 78 |
| 18 | Logical Investments, LLC | State | $45.7 million | 160 |
| 19 | Veritas Wealth Advisors, LLC | State | $35.8 million | 44 |
| 20 | Simmons Asset Management, LLC | State | $26.0 million | 59 |
| 21 | Clear Net Worth, L.L.C. | State | $24.3 million | 39 |
| 22 | HTB Wealth Advisors, LLC | State | $24.3 million | 20 |
| 23 | Synergy Wealth Advisors, LLC | State | $20.0 million | 60 |
| 24 | Progeny Wealth Management LLC | State | $18.9 million | 150 |
| 25 | Cavanaugh Wealth Management LLC | State | $16.4 million | 99 |
| 26 | Blue Cypress Wealth Management, LLC | State | $14.8 million | 140 |
| 27 | Rinaudo Capital, LLC | State | $4.2 million | 21 |
| 28 | Zion Capital LLC | State | $1.2 million | 7 |
| 29 | Fred Miller & Assoc. | State | $625,000 | 3 |
| 30 | Northstar Financial, Inc. | State | $0 | 0 |
| 31 | Rainier Wealth Planning, LLC | State | $0 | 0 |
| 32 | Senior Advisory Group, LLC | State | $0 | 0 |
Wealth management firms in Louisiana, including every city.
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.