Top RIA Firms in Louisiana (2026)
40 SEC-registered investment advisory firms headquartered in Louisiana — a combined $93.2B in assets under management, led by Newedge Advisors in New Orleans. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Newedge Advisors
New Orleans
AUM $43.2B · 103,000 accounts
Bernhard Capital Partners Management, LP
Baton Rouge
AUM $6.6B · 23 accounts
Maritime Partners, LLC
Metairie
AUM $4.7B · 7 accounts
Stokes Family Office LLC
New Orleans
AUM $3.4B · 2,486 accounts
Truwealth Advisors, LLC
Metairie
AUM $3.1B · 7,629 accounts
Waters, Parkerson & Co., LLC
New Orleans
AUM $2.9B · 1,916 accounts
Orleans Capital Management Corp
Mandeville
AUM $2.1B · 213 accounts
Sisung Investment Management Services LLC
Metairie
AUM $1.9B · 13 accounts
Summit Financial Wealth Advisors
Lafayette
AUM $1.8B · 3,011 accounts
Argent Advisors, Inc.
Ruston
AUM $1.7B · 2,888 accounts
Beam Wealth Advisors, Inc.
Covington
AUM $1.6B · 5,324 accounts
St. Denis J. Villere & Co., LLC
New Orleans
AUM $1.4B · 498 accounts
Second Line Capital, LLC
Metairie
AUM $1.3B · 1,199 accounts
Advantage Capital
New Orleans
AUM $1.3B · 17 accounts
Fpl Capital Management, LLC
Metairie
AUM $1.1B · 1,051 accounts
Longuevue Management Company LLC
Metairie
AUM $1B · 5 accounts
Cullen Investment Group
Lafayette
AUM $910M · 1,499 accounts
Montz Harcus Wealth Management
New Orleans
AUM $876M · 1,531 accounts
Freegulliver, LLC
New Orleans
AUM $837M · 584 accounts
Black Bay Partners, LLC
New Orleans
AUM $830M · 7 accounts
Abel Hall, LLC
Baton Rouge
AUM $819M · 626 accounts
Enhanced Capital Partners, LLC
New Orleans
AUM $786M · 37 accounts
Bcm Advisors, LLC
Lafayette
AUM $776M · 486 accounts
Argent Retirement Plan Advisors, LLC
New Orleans
AUM $683M · 53 accounts
Lees Monsour Group
Shreveport
AUM $681M · 1,350 accounts
Hubbell Strickland Wealth Management, LLC
New Orleans
AUM $618M · 1,236 accounts
Delta Financial Advisors, L.L.C.
Metairie
AUM $592M · 549 accounts
Walter C. Flower & Co., Inc
New Orleans
AUM $591M · 37 accounts
Carr's Hill Partners
New Orleans
AUM $502M · 8 accounts
Paradiem, LLC
Covington
AUM $483M · 325 accounts
Thirtynorth Investments, LLC
New Orleans
AUM $468M · 635 accounts
Hmv Wealth Advisors, LLC
Shreveport
AUM $465M · 113 accounts
Eagle Capital Management, LLC
Mandeville
AUM $455M · 804 accounts
Adkins Seale Capital Management LLC
Shreveport
AUM $448M · 480 accounts
Graham, Bordelon, Golson & Gilbert, Inc.
Monroe
AUM $421M · 349 accounts
Evans Investment Advisors, L.L.C.
Baton Rouge
AUM $391M · 800 accounts
Hassell Wealth Management
Houma
AUM $387M · 1,227 accounts
Hackett Robertson Tobe Group
New Orleans
AUM $380M · 105 accounts
Hibernia Wealth Partners, LLC
Baton Rouge
AUM $373M · 1,069 accounts
Asset Planning Services Inc
Covington
AUM $366M · 516 accounts
How many RIA firms are in this Louisiana directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Louisiana, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in Louisiana?
By regulatory assets under management, the largest firm in this Louisiana directory is Newedge Advisors, headquartered in New Orleans, with approximately $43.2B in AUM.
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