Research Report · 2026-06-30
Institutional Registered Investment Advisers in New Orleans
SEC-registered investment advisers in New Orleans ranked by reported institutional client assets.
Firms
18
Total AUM
$56.98B
Median AUM
$542.8M
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 | STOKES FAMILY OFFICE LLC | NEW ORLEANS | 300899 | $3.35B | 14 | 2026-04-30 | → |
| 3 | ARGENT RETIREMENT PLAN ADVISORS, LLC | NEW ORLEANS | 165031 | $683.1M | 7 | 2026-03-31 | → |
| 4 | WATERS, PARKERSON & CO., LLC | NEW ORLEANS | 3711 | $2.86B | 12 | 2026-05-31 | → |
| 5 | ST. DENIS J. VILLERE & CO., LLC | NEW ORLEANS | 105159 | $1.40B | 5 | 2026-05-31 | → |
| 6 | SUNCOAST CAPITAL MANAGEMENT | NEW ORLEANS | 304638 | $380.0M | 4 | 2026-06-30 | → |
| 7 | THIRTYNORTH INVESTMENTS, LLC | NEW ORLEANS | 155355 | $467.8M | 6 | 2026-03-31 | → |
| 8 | EQUITAS CAPITAL ADVISORS,LLC | NEW ORLEANS | 124471 | $214.2M | 6 | 2026-03-31 | → |
| 9 | EMETH VALUE CAPITAL, LLC | NEW ORLEANS | 310696 | $193.7M | 1 | 2026-02-28 | → |
| 10 | DOUCET ASSET MANAGEMENT, LLC | NEW ORLEANS | 141546 | $120.8M | 2 | 2026-03-31 | → |
| 11 | MONTZ HARCUS WEALTH MANAGEMENT LLC | NEW ORLEANS | 301963 | $876.3M | 10 | 2026-06-30 | → |
| 12 | HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | NEW ORLEANS | 301715 | $617.9M | 3 | 2026-03-31 | → |
| 13 | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | NEW ORLEANS | 336024 | $196.1M | 6 | 2026-05-31 | → |
| 14 | FREEGULLIVER, L.L.C. | NEW ORLEANS | 117040 | $836.6M | 17 | 2026-04-30 | → |
| 15 | DUMAINE INVESTMENTS LLC | NEW ORLEANS | 306481 | $227.0M | 4 | 2026-03-31 | → |
| 16 | HANCOCK WHITNEY INVESTMENT SERVICES INC. | NEW ORLEANS | 40637 | $306.1M | 49 | 2026-03-31 | → |
| 17 | ENHANCED CAPITAL PARTNERS, LLC | NEW ORLEANS | 170236 | $785.9M | 37 | 2026-05-31 | → |
| 18 | DEANE RETIREMENT STRATEGIES, INC. | NEW ORLEANS | 127096 | $250.7M | 5 | 2026-03-31 | → |
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