Research Report · 2026-06-30
Institutional Registered Investment Advisers in Louisiana
SEC-registered investment advisers in Louisiana ranked by reported institutional client assets.
Firms
62
Total AUM
$83.93B
Median AUM
$376.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NEWEDGE ADVISORS, LLC | NEW ORLEANS | 171351 | $43.21B | 1,073 | 2026-06-30 | → |
| 2 | ORLEANS CAPITAL MANAGEMENT CORP | MANDEVILLE | 111359 | $2.13B | 12 | 2026-03-31 | → |
| 3 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC | METAIRIE | 107318 | $1.94B | 7 | 2026-03-31 | → |
| 4 | STOKES FAMILY OFFICE LLC | NEW ORLEANS | 300899 | $3.35B | 14 | 2026-04-30 | → |
| 5 | ARGENT ADVISORS, INC. | RUSTON | 112028 | $1.71B | 27 | 2026-03-31 | → |
| 6 | ARGENT RETIREMENT PLAN ADVISORS, LLC | NEW ORLEANS | 165031 | $683.1M | 7 | 2026-03-31 | → |
| 7 | SECOND LINE CAPITAL, LLC | METAIRIE | 324386 | $1.32B | 28 | 2026-06-30 | → |
| 8 | WATERS, PARKERSON & CO., LLC | NEW ORLEANS | 3711 | $2.86B | 12 | 2026-05-31 | → |
| 9 | ST. DENIS J. VILLERE & CO., LLC | NEW ORLEANS | 105159 | $1.40B | 5 | 2026-05-31 | → |
| 10 | SUNCOAST CAPITAL MANAGEMENT | NEW ORLEANS | 304638 | $380.0M | 4 | 2026-06-30 | → |
| 11 | FPL CAPITAL MANAGEMENT, LLC | METAIRIE | 117499 | $1.08B | 5 | 2026-01-31 | → |
| 12 | ABEL HALL, LLC | BATON ROUGE | 302076 | $819.1M | 10 | 2026-02-28 | → |
| 13 | THIRTYNORTH INVESTMENTS, LLC | NEW ORLEANS | 155355 | $467.8M | 6 | 2026-03-31 | → |
| 14 | BEAM WEALTH ADVISORS, INC. | COVINGTON | 109867 | $1.60B | 27 | 2026-04-30 | → |
| 15 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | LAFAYETTE | 171278 | $1.80B | 22 | 2026-03-31 | → |
| 16 | BCM ADVISORS, LLC | LAFAYETTE | 107946 | $775.7M | 9 | 2026-02-28 | → |
| 17 | WEALTHHARBOR CAPITAL GROUP, LLC | METAIRIE | 118614 | $334.7M | 9 | 2026-03-31 | → |
| 18 | EQUITAS CAPITAL ADVISORS,LLC | NEW ORLEANS | 124471 | $214.2M | 6 | 2026-03-31 | → |
| 19 | EMETH VALUE CAPITAL, LLC | NEW ORLEANS | 310696 | $193.7M | 1 | 2026-02-28 | → |
| 20 | EAGLE CAPITAL MANAGEMENT, LLC | MANDEVILLE | 110177 | $455.2M | 3 | 2026-02-28 | → |
| 21 | HMV WEALTH ADVISORS, LLC | SHREVEPORT | 297747 | $464.8M | 4 | 2025-09-30 | → |
| 22 | DOUCET ASSET MANAGEMENT, LLC | NEW ORLEANS | 141546 | $120.8M | 2 | 2026-03-31 | → |
| 23 | MONTZ HARCUS WEALTH MANAGEMENT LLC | NEW ORLEANS | 301963 | $876.3M | 10 | 2026-06-30 | → |
| 24 | DELTA FINANCIAL ADVISORS, L.L.C. | METAIRIE | 122092 | $592.3M | 5 | 2026-03-31 | → |
| 25 | LMG WEALTH PARTNERS, LLC | SHREVEPORT | 318023 | $681.2M | 4 | 2026-06-30 | → |
| 26 | HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | NEW ORLEANS | 301715 | $617.9M | 3 | 2026-03-31 | → |
| 27 | ADKINS SEALE CAPITAL MANAGEMENT LLC | SHREVEPORT | 166749 | $448.2M | 3 | 2026-02-28 | → |
| 28 | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | NEW ORLEANS | 336024 | $196.1M | 6 | 2026-05-31 | → |
| 29 | FREEGULLIVER, L.L.C. | NEW ORLEANS | 117040 | $836.6M | 17 | 2026-04-30 | → |
| 30 | VINES CAPITAL MANAGEMENT, LLC | MONROE | 298727 | $192.2M | 3 | 2026-05-31 | → |
| 31 | PELICAN INVESTMENT ADVISORS, LLC | BATON ROUGE | 313227 | $128.5M | 12 | 2026-06-30 | → |
| 32 | CULLEN INVESTMENT GROUP, LTD. | LAFAYETTE | 18266 | $910.0M | 11 | 2026-03-31 | → |
| 33 | EVANS INVESTMENT ADVISORS, L.L.C. | BATON ROUGE | 147000 | $390.7M | 5 | 2026-03-31 | → |
| 34 | DUMAINE INVESTMENTS LLC | NEW ORLEANS | 306481 | $227.0M | 4 | 2026-03-31 | → |
| 35 | CRESCENT STERLING LTD | METAIRIE | 106633 | $210.2M | 7 | 2026-03-31 | → |
| 36 | APEX CAPITAL MANAGEMENT, L.L.C. | LAFAYETTE | 117059 | $225.2M | 7 | 2026-03-31 | → |
| 37 | PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) | SHREVEPORT | 109965 | $156.4M | 2 | 2026-03-31 | → |
| 38 | MERIWETHER WEALTH & PLANNING, LLC | MINDEN | 310713 | $308.9M | 8 | 2026-03-31 | → |
| 39 | TRUWEALTH ADVISORS, LLC | METAIRIE | 306876 | $3.05B | 3 | 2026-05-31 | → |
| 40 | HIBERNIA WEALTH PARTNERS, LLC | BATON ROUGE | 319509 | $372.5M | 10 | 2026-03-31 | → |
| 41 | GOING, SEBASTIEN, FISHER & LEBOUEF, LLP | OPELOUSAS | 117104 | $160.8M | 10 | 2026-02-28 | → |
| 42 | DENTGROUP, LLC | BATON ROUGE | 151943 | $338.4M | 5 | 2025-10-31 | → |
| 43 | KG CAPITAL MANAGEMENT, LLC | SAINT FRANCISVILLE | 164500 | $199.5M | 4 | 2026-06-30 | → |
| 44 | CANE CAPITAL PARTNERS, LLC | SAINT FRANCISVILLE | 337468 | $284.1M | 5 | 2026-03-31 | → |
| 45 | ASEMPA, LLC | BATON ROUGE | 328609 | $246.0M | 4 | 2026-05-31 | → |
| 46 | PARADIEM, LLC | COVINGTON | 158200 | $483.4M | 14 | 2026-06-30 | → |
| 47 | KROPOG FINANCIAL GROUP, LLC | MANDEVILLE | 282747 | $160.5M | 7 | 2026-04-30 | → |
| 48 | ASSET PLANNING SERVICES INC | COVINGTON | 104715 | $365.6M | 5 | 2026-02-28 | → |
| 49 | HANCOCK WHITNEY INVESTMENT SERVICES INC. | NEW ORLEANS | 40637 | $306.1M | 49 | 2026-03-31 | → |
| 50 | GUILBAULT CAPITAL LLC | METAIRIE | 331160 | $303.8M | 3 | 2026-03-31 | → |
| 51 | FORTUNE 45, LLC. | GONZALES | 170693 | $237.7M | 5 | 2026-04-30 | → |
| 52 | ARNOLD CASTELLANO AND ASSOCIATES, LLC | SHREVEPORT | 117369 | $129.5M | 14 | 2026-03-31 | → |
| 53 | ADVOCACY FINANCIAL LLC | COVINGTON | 305954 | $103.4M | 4 | 2026-04-30 | → |
| 54 | INTEGRITY RIA, LLC | LAFAYETTE | 150415 | $130.5M | 3 | 2025-07-31 | → |
| 55 | GRAHAM, BORDELON, GOLSON & GILBERT, INC. | MONROE | 104612 | $420.8M | 4 | 2026-03-31 | → |
| 56 | LYONS CAPITAL GROUP, LLC | SHREVEPORT | 335733 | $165.9M | 6 | 2026-06-30 | → |
| 57 | ENHANCED CAPITAL PARTNERS, LLC | NEW ORLEANS | 170236 | $785.9M | 37 | 2026-05-31 | → |
| 58 | ADG WEALTH MANAGEMENT GROUP, LLC | METAIRIE | 132341 | $336.3M | 4 | 2026-02-28 | → |
| 59 | AVANT CAPITAL, LLC | LAFAYETTE | 167961 | $176.2M | 5 | 2026-04-30 | → |
| 60 | DEANE RETIREMENT STRATEGIES, INC. | NEW ORLEANS | 127096 | $250.7M | 5 | 2026-03-31 | → |
| 61 | REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | METAIRIE | 113181 | $211.5M | 8 | 2026-05-31 | → |
| 62 | HASSELL WEALTH MANAGEMENT, L.L.C. | HOUMA | 297892 | $387.4M | 9 | 2026-03-31 | → |
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