City
Wealth management firms in New Orleans, Louisiana
As of October 2, 2026, 29 wealth management firms, including broker-dealer firms, with their main office in New Orleans, Louisiana reported $54.7 billion in regulatory assets under management; the largest by assets was Newedge Advisors, with $43.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 29
- Regulatory assets under management
- $54.7 billion
- Average per firm
- $1.9 billion
- SEC-registered, of those listed
- 15 of 29 (51.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Newedge Advisors 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 | $43.2 billion | 103,000 |
| 2 | Stokes Family Office LLC | SEC | $3.4 billion | 2,486 |
| 3 | Waters, Parkerson & Co., LLC | SEC | $2.9 billion | 1,916 |
| 4 | Montz Harcus Wealth Management | SEC | $876.3 million | 1,531 |
| 5 | Freegulliver, LLC | SEC | $836.6 million | 584 |
| 6 | Hubbell Strickland Wealth Management, LLC | SEC | $617.9 million | 1,236 |
| 7 | Walter C. Flower & Co., Inc | SEC | $591.3 million | 37 |
| 8 | Thirtynorth Investments, LLC | SEC | $467.8 million | 635 |
| 9 | Plum Street Advisors, LLC | SEC | $462.8 million | 616 |
| 10 | Hancock Whitney Investment Services 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 | $306.1 million | 912 |
| 11 | Deane Retirement Strategies, Inc. | SEC | $250.7 million | 327 |
| 12 | Dumaine Investments LLC | SEC | $227.0 million | 356 |
| 13 | Bellingrath Wealth Management, L.L.C. 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 | $196.1 million | 459 |
| 14 | Bienvenue Wealth LLC | State | $98.8 million | 338 |
| 15 | Jecohen & Co., LLC | State | $77.8 million | 657 |
| 16 | Emeth Value Capital, LLC | SEC | $57.4 million | 37 |
| 17 | CDS James Investments, LLC | State | $48.6 million | 148 |
| 18 | Demauriac LLC | State | $40.0 million | 215 |
| 19 | Gem Street Capital Management | State | $30.7 million | 74 |
| 20 | Creole Wealth Solutions, LLC | State | $22.5 million | 58 |
| 21 | Bavarian Wealth Management, Inc. | State | $20.1 million | 229 |
| 22 | Deliberate Finances | State | $18.7 million | 98 |
| 23 | Estep Capital Management | State | $15.2 million | 67 |
| 24 | Upbeat Wealth | State | $14.6 million | 95 |
| 25 | Ninety West Global Wealth | State | $6.6 million | 32 |
| 26 | Skipjack Financial | State | $3.1 million | 31 |
| 27 | Mort Kelly Financial Services, LLC | State | $346,875 | 7 |
| 28 | Ridge Road Wealth Management, LLC | SEC | $0 | 0 |
| 29 | Synergist Private Wealth 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.