Top RIAs in Louisiana
Every SEC-registered RIA with a main office in Louisiana, by regulatory AUM, from Form ADV
81 RIAs registered with the SEC are headquartered in Louisiana, the 32nd most of any state, managing $98.0B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Newedge Advisors in New Orleans at $43.2B. 15 firms report $1 billion or more.
81
SEC-registered RIAs
$98.0B
Regulatory AUM
15
Firms at $1B and above
$334.7M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Louisiana, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 81 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Newedge AdvisorsCRD 171351 | New Orleans | $43.2B | 515 | 103,000 | 48,809 | 92% | Aug 2026 |
| 2 | Bernhard Capital Partners Management, LPCRD 168155 | Baton Rouge | $6.6B | 32 | 23 | n.d. | 0% | Mar 2026 |
| 3 | Maritime Partners, LLCCRD 300186 | Metairie | $4.7B | 13 | 7 | n.d. | 0% | Aug 2026 |
| 4 | Stokes Family Office LLCCRD 300899 | New Orleans | $3.4B | 12 | 2,486 | 724 | 74% | Apr 2026 |
| 5 | Waters, Parkerson & Co., LLCCRD 3711 | New Orleans | $2.9B | 6 | 1,916 | 741 | 84% | May 2026 |
| 6 | Orleans Capital Management CorpCRD 111359 | Mandeville | $2.1B | 6 | 213 | 52 | 8% | Mar 2026 |
| 7 | Sisung Investment Management Services LLCCRD 107318 | Metairie | $1.9B | 4 | 13 | n.d. | 0% | Aug 2026 |
| 8 | Summit Financial Wealth AdvisorsCRD 171278 | Lafayette | $1.8B | 17 | 3,011 | 1,208 | 88% | Jul 2026 |
| 9 | Argent Advisors, Inc.CRD 112028 | Ruston | $1.7B | 12 | 2,888 | 1,410 | 58% | Aug 2026 |
| 10 | Beam Wealth Advisors, Inc.CRD 109867 | Covington | $1.6B | 27 | 5,324 | 2,207 | 86% | Aug 2026 |
| 11 | St. Denis J. Villere & Co., LLCCRD 105159 | New Orleans | $1.4B | 4 | 498 | 323 | 64% | May 2026 |
| 12 | Second Line Capital, LLCCRD 324386 | Metairie | $1.3B | 24 | 1,199 | 1,127 | 50% | Jul 2026 |
| 13 | Advantage CapitalCRD 171365 | New Orleans | $1.3B | 130 | 16 | n.d. | 0% | May 2026 |
| 14 | FPL Capital Management, LLCCRD 117499 | Metairie | $1.1B | 3 | 1,051 | 268 | 78% | Jan 2026 |
| 15 | Longuevue Management Company LLCCRD 330117 | Metairie | $1.0B | 18 | 4 | n.d. | 0% | Apr 2026 |
| 16 | Cullen Investment GroupCRD 18266 | Lafayette | $910.0M | 5 | 1,499 | 605 | 96% | Mar 2026 |
| 17 | Montz Harcus Wealth ManagementCRD 301963 | New Orleans | $876.3M | 6 | 1,531 | 667 | 91% | Aug 2026 |
| 18 | Freegulliver, LLCCRD 117040 | New Orleans | $836.6M | 9 | 584 | 170 | 63% | Aug 2026 |
| 19 | Black Bay Partners, LLCCRD 284945 | New Orleans | $830.1M | 12 | 7 | n.d. | 0% | Mar 2026 |
| 20 | Abel Hall, LLCCRD 302076 | Baton Rouge | $819.1M | 7 | 626 | 183 | 71% | Feb 2026 |
| 21 | Enhanced Capital Partners, LLCCRD 170236 | New Orleans | $785.9M | 12 | 37 | 2 | 1% | May 2026 |
| 22 | BCM Advisors, LLCCRD 107946 | Lafayette | $775.7M | 6 | 486 | 396 | 74% | Feb 2026 |
| 23 | Argent Retirement Plan Advisors, LLCCRD 165031 | New Orleans | $683.1M | 5 | 53 | n.d. | 0% | Mar 2026 |
| 24 | Lees Monsour GroupCRD 318023 | Shreveport | $681.2M | 3 | 1,350 | 330 | 89% | Aug 2026 |
| 25 | Hubbell Strickland Wealth Management, LLCCRD 301715 | New Orleans | $617.9M | 3 | 1,236 | 444 | 90% | Mar 2026 |
| 26 | Delta Financial Advisors, L.L.C.CRD 122092 | Metairie | $592.3M | 3 | 549 | 211 | 87% | Jul 2026 |
| 27 | Walter C. Flower & Co., IncCRD 110775 | New Orleans | $591.3M | 2 | 37 | 37 | 100% | Feb 2026 |
| 28 | Carr's Hill PartnersCRD 305205 | New Orleans | $492.7M | 8 | 8 | n.d. | 0% | Apr 2026 |
| 29 | Paradiem, LLCCRD 158200 | Covington | $483.4M | 6 | 325 | 140 | 97% | Jun 2026 |
| 30 | Thirtynorth Investments, LLCCRD 155355 | New Orleans | $467.8M | 5 | 635 | 214 | 51% | Mar 2026 |
| 31 | HMV Wealth Advisors, LLCCRD 297747 | Shreveport | $464.8M | 3 | 113 | 95 | 80% | Sep 2025 |
| 32 | Eagle Capital Management, LLCCRD 110177 | Mandeville | $455.2M | 2 | 804 | 291 | 75% | Feb 2026 |
| 33 | Adkins Seale Capital Management LLCCRD 166749 | Shreveport | $448.2M | 2 | 480 | 140 | 87% | Feb 2026 |
| 34 | Graham, Bordelon, Golson & Gilbert, Inc.CRD 104612 | Monroe | $420.8M | 4 | 349 | 201 | 99% | Mar 2026 |
| 35 | Evans Investment Advisors, L.L.C.CRD 147000 | Baton Rouge | $390.7M | 5 | 800 | 461 | 91% | Mar 2026 |
| 36 | Hassell Wealth ManagementCRD 297892 | Houma | $387.4M | 6 | 1,227 | 414 | 100% | Mar 2026 |
| 37 | Suncap ManagementCRD 304638 | New Orleans | $380.0M | 4 | 105 | 100 | 7% | Jul 2026 |
| 38 | Hibernia Wealth Partners, LLCCRD 319509 | Baton Rouge | $372.5M | 5 | 1,069 | 623 | 94% | Mar 2026 |
| 39 | Asset Planning Services IncCRD 104715 | Covington | $365.6M | 2 | 516 | 141 | 97% | Feb 2026 |
| 40 | ADG Wealth Management Group, LLCCRD 132341 | Metairie | $336.3M | 3 | 1,553 | 555 | 99% | Feb 2026 |
| 41 | Wealthharbor Capital Group, LLCCRD 118614 | Metairie | $334.7M | 6 | 374 | 188 | 41% | Mar 2026 |
| 42 | Meriwether Wealth & Planning, LLCCRD 310713 | Minden | $308.9M | 5 | 1,381 | 597 | 94% | Mar 2026 |
| 43 | Hancock Whitney Investment Services Inc.CRD 40637 | New Orleans | $306.1M | 49 | 912 | 865 | 92% | Mar 2026 |
| 44 | Guilbault CapitalCRD 331160 | Metairie | $303.8M | 1 | 654 | 138 | 98% | Mar 2026 |
| 45 | Search Fund Accelerator, LLCCRD 281491 | New Orleans | $298.9M | 3 | 292 | n.d. | 0% | Mar 2026 |
| 46 | Cane Capital Partners, LLCCRD 337468 | Saint Francisville | $284.1M | 4 | 622 | 315 | 94% | Mar 2026 |
| 47 | Deane Retirement Strategies, Inc.CRD 127096 | New Orleans | $250.7M | 3 | 327 | 137 | 99% | Mar 2026 |
| 48 | Asempa Wealth AdvisorsCRD 328609 | Baton Rouge | $246.0M | 3 | 88 | 87 | 94% | May 2026 |
| 49 | Maven Royalty Management, LLCCRD 288377 | Shreveport | $241.4M | 8 | 2 | n.d. | 0% | Mar 2026 |
| 50 | Brian Low Financial Group, LLCCRD 306346 | Baton Rouge | $239.3M | 4 | 874 | 874 | 100% | Mar 2026 |
02 · By city
Where in Louisiana the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- New Orleans24 · $60.4B
- Metairie14 · $12.2B
- Baton Rouge10 · $9.2B
- Shreveport7 · $2.3B
- Lafayette6 · $4.0B
- Covington4 · $2.6B
- Mandeville4 · $2.9B
- Monroe2 · $613.0M
- Saint Francisville2 · $483.6M
- Gonzales1 · $237.7M
- Houma1 · $387.4M
- Kaplan1 · $138.8M
- Minden1 · $308.9M
- Opelousas1 · $160.8M
- Ruston1 · $1.7B
- Thibodaux1 · $192.2M
- West Monroe1 · $133.0M
03 · Questions
Questions people ask about RIAs in Louisiana
- How many RIAs are in Louisiana?
- 81 RIAs registered with the SEC list a main office in Louisiana in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Louisiana?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Louisiana is Newedge Advisors in New Orleans, at $43.2B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Louisiana RIAs manage more than $1 billion?
- 15 of the 81 SEC-registered RIAs headquartered in Louisiana report regulatory assets under management of $1 billion or more. The median firm in the state reports $334.7M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.