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Financial Advisors in Louisiana

161 investment advisory firms are registered with a main office in Louisiana, together advising $101B for 82,770 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.

Firms

161

SEC-registered

Assets advised

$101B

Clients served

82,770

With a disclosure

#	Firm	Assets	Clients	Staff	Record
1	Newedge Advisors New Orleans · SEC-registered	$43.2B	49,898	1,073	Flagged
2	Bernhard Capital Partners Management, LP Baton Rouge · SEC-registered	$6.6B	23	42	Clean
3	Maritime Partners, LLC Metairie · SEC-registered	$4.7B	7	41	Clean
4	Stokes Family Office LLC New Orleans · SEC-registered	$3.4B	795	14	Clean
5	Waters, Parkerson & Co., LLC New Orleans · SEC-registered	$2.9B	794	12	Clean
6	Orleans Capital Management Corp Mandeville · SEC-registered	$2.1B	105	12	Clean
7	Sisung Investment Management Services LLC Metairie · SEC-registered	$1.9B	13	7	Flagged
8	Summit Financial Wealth Advisors Lafayette · SEC-registered	$1.8B	1,265	22	Clean
9	Argent Advisors, Inc. Ruston · SEC-registered	$1.7B	1,499	27	Clean
10	Beam Wealth Advisors, Inc. Covington · SEC-registered	$1.6B	2,258	27	Clean
11	St. Denis J. Villere & Co., LLC New Orleans · SEC-registered	$1.4B	381	5	Clean
12	Second Line Capital, LLC Metairie · SEC-registered	$1.3B	1,196	28	Clean
13	Advantage Capital New Orleans · SEC-registered	$1.3B	16	230	Clean
14	FPL Capital Management, LLC Metairie · SEC-registered	$1.1B	324	5	Clean
15	Longuevue Management Company LLC Metairie · SEC-registered	$1.0B	4	25	Clean
16	Cullen Investment Group Lafayette · SEC-registered	$910.0M	611	11	Clean
17	Montz Harcus Wealth Management New Orleans · SEC-registered	$876.3M	687	10	Clean
18	Freegulliver, LLC New Orleans · SEC-registered	$836.6M	221	17	Clean
19	Black Bay Partners, LLC New Orleans · SEC-registered	$830.1M	7	17	Clean
20	Abel Hall, LLC Baton Rouge · SEC-registered	$819.1M	199	10	Clean
21	Enhanced Capital Partners, LLC New Orleans · SEC-registered	$785.9M	37	37	Clean
22	BCM Advisors, LLC Lafayette · SEC-registered	$775.7M	486	9	Clean
23	Argent Retirement Plan Advisors, LLC New Orleans · SEC-registered	$683.1M	53	7	Clean
24	Lees Monsour Group Shreveport · SEC-registered	$681.2M	361	4	Clean
25	Hubbell Strickland Wealth Management, LLC New Orleans · SEC-registered	$617.9M	505	3	Clean
26	Delta Financial Advisors, L.L.C. Metairie · SEC-registered	$592.3M	217	5	Clean
27	Walter C. Flower & Co., Inc New Orleans · SEC-registered	$591.3M	37	2	Clean
28	Carr'S Hill Partners New Orleans · SEC-registered	$492.7M	8	10	Clean
29	Paradiem, LLC Covington · SEC-registered	$483.4M	140	14	Clean
30	Thirtynorth Investments, LLC New Orleans · SEC-registered	$467.8M	238	6	Clean
31	HMV Wealth Advisors, LLC Shreveport · SEC-registered	$464.8M	113	4	Clean
32	Eagle Capital Management, LLC Mandeville · SEC-registered	$455.2M	312	3	Clean
33	Adkins Seale Capital Management LLC Shreveport · SEC-registered	$448.2M	140	3	Clean
34	Graham, Bordelon, Golson & Gilbert, Inc. Monroe · SEC-registered	$420.8M	207	4	Flagged
35	Evans Investment Advisors, L.L.C. Baton Rouge · SEC-registered	$390.7M	508	5	Clean
36	Hassell Wealth Management Houma · SEC-registered	$387.4M	414	9	Clean
37	Suncap Management New Orleans · SEC-registered	$380.0M	105	4	Clean
38	Hibernia Wealth Partners, LLC Baton Rouge · SEC-registered	$372.5M	653	10	Clean
39	Asset Planning Services Inc Covington · SEC-registered	$365.6M	148	5	Clean
40	Adg Wealth Management Group, LLC Metairie · SEC-registered	$336.3M	569	4	Clean
41	Wealthharbor Capital Group, LLC Metairie · SEC-registered	$334.7M	252	9	Clean
42	Meriwether Wealth & Planning, LLC Minden · SEC-registered	$308.9M	607	8	Clean
43	Hancock Whitney Investment Services Inc. New Orleans · SEC-registered	$306.1M	912	49	Flagged
44	Guilbault Capital Metairie · SEC-registered	$303.8M	138	3	Clean
45	Search Fund Accelerator, LLC New Orleans · SEC-registered	$298.9M	8	7	Clean
46	Cane Capital Partners, LLC Saint Francisville · SEC-registered	$284.1M	325	5	Clean
47	Deane Retirement Strategies, Inc. New Orleans · SEC-registered	$250.7M	137	5	Clean
48	Asempa Wealth Advisors Baton Rouge · SEC-registered	$246.0M	88	4	Clean
49	Maven Royalty Management, LLC Shreveport · SEC-registered	$241.4M	2	26	Clean
50	Brian Low Financial Group, LLC Baton Rouge · SEC-registered	$239.3M	874	8	Clean
51	Fortune 45, LLC. Gonzales · SEC-registered	$237.7M	653	5	Clean
52	Dumaine Investments LLC New Orleans · SEC-registered	$227.0M	156	4	Clean
53	Apex Capital Management, L.L.C. Lafayette · SEC-registered	$225.2M	357	7	Clean
54	Equitas Capital Advisors,Llc New Orleans · SEC-registered	$214.2M	46	6	Flagged
55	Regatta Research & Money Management L.L.C. Metairie · SEC-registered	$211.5M	554	8	Clean
56	Crescent Sterling LTD. Metairie · SEC-registered	$210.2M	195	7	Clean
57	KG Capital Management, LLC Saint Francisville · SEC-registered	$199.5M	438	4	Clean
58	Advisor.Investments Baton Rouge · SEC-registered	$199.4M	168	6	Clean
59	Bellingrath Wealth Management, L.L.C. New Orleans · SEC-registered	$196.1M	210	6	Clean
60	The Archer Consulting Group, LLC Thibodaux · SEC-registered	$192.2M	115	3	Clean
61	Vines Capital Management, LLC Monroe · SEC-registered	$192.2M	230	3	Clean
62	Spinosa Wealth Management Group Mandeville · SEC-registered	$191.4M	152	3	Clean
63	Avant Capital, LLC Lafayette · SEC-registered	$176.2M	339	5	Clean
64	Lyons Capital Group Shreveport · SEC-registered	$165.9M	287	6	Clean
65	Going Cpas & Wealth Advisors, LLP Opelousas · SEC-registered	$160.8M	324	10	Clean
66	Kropog Financial Group, LLC Mandeville · SEC-registered	$160.5M	221	7	Clean
67	Pinnacle Asset Management Group, Corporation (Inc.) Shreveport · SEC-registered	$156.4M	240	2	Clean
68	Stone Wealth Partners LLC Lafayette · SEC-registered	$142.9M	375	6	Clean
69	Broussard Financial Group, LLC Kaplan · SEC-registered	$138.8M	191	2	Clean
70	Harger and Company, Inc. Baton Rouge · State-registered	$137.0M	280	3	Flagged
71	Fletcher Financial Group West Monroe · SEC-registered	$133.0M	500	5	Clean
72	Crescent City Retirement Group Metairie · SEC-registered	$130.9M	933	12	Clean
73	JCN Financial & Tax Advisory Group, LLC Baton Rouge · SEC-registered	$130.5M	263	7	Clean
74	Castellano & Associates Shreveport · SEC-registered	$129.5M	301	14	Clean
75	Pelican Investment Advisors, LLC Baton Rouge · SEC-registered	$128.5M	270	12	Clean
76	Doucet Asset Management, LLC New Orleans · SEC-registered	$120.8M	48	2	Clean
77	Pelican Advisory LLC Covington · State-registered	$119.0M	207	4	Clean
78	Capital South Wealth Management, LLC Baton Rouge · State-registered	$113.3M	129	4	Clean
79	Legacy Investment Strategies, LLC Metairie · State-registered	$111.4M	168	8	Flagged
80	Advocacy Financial LLC Covington · SEC-registered	$103.4M	124	4	Clean
81	Barton Advisory Services, L.L.C. Lafayette · State-registered	$98.8M	42	2	Clean
82	Bienvenue Wealth LLC New Orleans · State-registered	$98.8M	128	2	Clean
83	Wingo Asset Management, LLC Shreveport · State-registered	$96.5M	211	2	Flagged
84	Parish Investment Advisors LLC Lafayette · State-registered	$88.9M	114	2	Clean
85	Cooper, Clay Stephen Pineville · State-registered	$81.0M	155	2	Clean
86	Graf Financial, L.L.C. Baton Rouge · State-registered	$80.3M	76	1	Clean
87	Global Planning Stewards LLC Baton Rouge · State-registered	$79.2M	236	1	Flagged
88	Twru Private Wealth Management, LLC Baton Rouge · State-registered	$78.6M	33	2	Clean
89	Jecohen & Co., LLC New Orleans · State-registered	$77.8M	246	10	Flagged
90	Schayot Financial LLC Metairie · State-registered	$72.8M	114	1	Clean
91	Planning Associates Wealth Management, LLC Metairie · State-registered	$72.3M	84	3	Clean
92	Martin & Associates Investment Advisory Services LLC Mandeville · State-registered	$68.8M	230	2	Clean
93	Bonfanti Investment Services, LLC Prairieville · State-registered	$65.7M	304	1	Clean
94	Final Ascent Wealth Advisors, LLC Lafayette · State-registered	$65.1M	21	2	Clean
95	Legacy Wealth Concepts Baton Rouge · State-registered	$64.8M	151	2	Clean
96	Vermilion Asset Management, LLC Lafayette · State-registered	$63.7M	15	1	Clean
97	Bf/Anderson Baton Rouge · State-registered	$62.6M	65	3	Clean
98	Heritage Capital Management, Inc. Monroe · State-registered	$61.4M	285	3	Clean
99	A-V Capital Management, LLC Metairie · State-registered	$59.5M	54	2	Clean
100	Emeth Value Capital, LLC New Orleans · SEC-registered	$57.4M	37	1	Clean

Where they are

New Orleans 36 Baton Rouge 27 Metairie 25 Lafayette 15 Shreveport 11 Mandeville 10 Covington 6 Monroe 4 Houma 3 Ruston 2 Prairieville 2 Youngsville 2 Pineville 2 Thibodaux 2

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Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Louisiana by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.

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Financial Advisors in Louisiana

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