City
Wealth management firms in Metairie, Louisiana
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Metairie, Louisiana reported $4.5 billion in regulatory assets under management; the largest by assets was Second Line Capital, LLC, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $4.5 billion
- Average per firm
- $224.4 million
- SEC-registered, of those listed
- 10 of 20 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Second Line Capital, LLC | SEC | $1.3 billion | 1,199 |
| 2 | FPL Capital Management, LLC | SEC | $1.1 billion | 1,051 |
| 3 | Delta Financial Advisors, L.L.C. | SEC | $592.3 million | 549 |
| 4 | Adg Wealth Management Group, LLC | SEC | $336.3 million | 1,553 |
| 5 | Guilbault Capital | SEC | $303.8 million | 654 |
| 6 | Regatta Research & Money Management L.L.C. | SEC | $211.5 million | 1,371 |
| 7 | Crescent Sterling Ltd. | SEC | $210.2 million | 455 |
| 8 | Crescent City Retirement Group | SEC | $130.9 million | 933 |
| 9 | Schayot Financial LLC | State | $72.8 million | 323 |
| 10 | Planning Associates Wealth Management, LLC | State | $72.3 million | 263 |
| 11 | A-V Capital Management, LLC | State | $59.5 million | 122 |
| 12 | Poydras Capital Partners | State | $26.7 million | 78 |
| 13 | Agular Asset Management LLC | State | $23.6 million | 17 |
| 14 | Terrell Financial Group | State | $22.7 million | 239 |
| 15 | Sage Capital Advisors, LLC | State | $9.5 million | 51 |
| 16 | Colomb Investment Management Company, LLC | SEC | $4.7 million | 32 |
| 17 | Hedged Private Wealth | State | $4.2 million | 49 |
| 18 | Carazo Wealth Management | SEC | $0 | 0 |
| 19 | First Security Financial Wealth Manager, Inc. | State | $0 | 0 |
| 20 | Mètis Financial 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.