City
Wealth management firms in Covington, Louisiana
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Covington, Louisiana reported $2.7 billion in regulatory assets under management; the largest by assets was Beam Wealth Advisors, Inc., with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $389.9 million
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Beam Wealth Advisors, Inc. | SEC | $1.6 billion | 5,324 |
| 2 | Paradiem, LLC | SEC | $483.4 million | 325 |
| 3 | Asset Planning Services Inc | SEC | $365.6 million | 516 |
| 4 | Pelican Advisory LLC | SEC | $119.0 million | 265 |
| 5 | Advocacy Financial LLC | SEC | $103.4 million | 289 |
| 6 | Live Oak Wealth Management, LLC | State | $57.0 million | 450 |
| 7 | Smith Securities LLC | State | $2 | 1 |
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.