City
Independent RIAs in New Orleans, Louisiana
As of October 2, 2026, 26 independent wealth management RIAs with their main office in New Orleans, Louisiana reported $11.0 billion in regulatory assets under management; the largest by assets was Stokes Family Office LLC, with $3.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 26
- Regulatory assets under management
- $11.0 billion
- Average per firm
- $422.9 million
- SEC-registered, of those listed
- 12 of 26 (46.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Stokes Family Office LLC | SEC | $3.4 billion | 2,486 |
| 2 | Waters, Parkerson & Co., LLC | SEC | $2.9 billion | 1,916 |
| 3 | Montz Harcus Wealth Management | SEC | $876.3 million | 1,531 |
| 4 | Freegulliver, LLC | SEC | $836.6 million | 584 |
| 5 | Hubbell Strickland Wealth Management, LLC | SEC | $617.9 million | 1,236 |
| 6 | Walter C. Flower & Co., Inc | SEC | $591.3 million | 37 |
| 7 | Thirtynorth Investments, LLC | SEC | $467.8 million | 635 |
| 8 | Plum Street Advisors, LLC | SEC | $462.8 million | 616 |
| 9 | Deane Retirement Strategies, Inc. | SEC | $250.7 million | 327 |
| 10 | Dumaine Investments LLC | SEC | $227.0 million | 356 |
| 11 | Bienvenue Wealth LLC | State | $98.8 million | 338 |
| 12 | Jecohen & Co., LLC | State | $77.8 million | 657 |
| 13 | Emeth Value Capital, LLC | SEC | $57.4 million | 37 |
| 14 | CDS James Investments, LLC | State | $48.6 million | 148 |
| 15 | Demauriac LLC | State | $40.0 million | 215 |
| 16 | Gem Street Capital Management | State | $30.7 million | 74 |
| 17 | Creole Wealth Solutions, LLC | State | $22.5 million | 58 |
| 18 | Bavarian Wealth Management, Inc. | State | $20.1 million | 229 |
| 19 | Deliberate Finances | State | $18.7 million | 98 |
| 20 | Estep Capital Management | State | $15.2 million | 67 |
| 21 | Upbeat Wealth | State | $14.6 million | 95 |
| 22 | Ninety West Global Wealth | State | $6.6 million | 32 |
| 23 | Skipjack Financial | State | $3.1 million | 31 |
| 24 | Mort Kelly Financial Services, LLC | State | $346,875 | 7 |
| 25 | Ridge Road Wealth Management, LLC | SEC | $0 | 0 |
| 26 | Synergist Private Wealth LLC | State | $0 | 0 |
Independent RIAs 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.