Registered investment advisers in Louisiana

AUM: $43.2B
Per adviser: $84M
Advisers: 515

No reported disclosures

Bernhard Capital Partners Management, LP

Baton Rouge, LA · Est. 2014

AUM: $6.6B
Per adviser: $206M
Advisers: 32

No reported disclosures

Maritime Partners, LLC

Metairie, LA · Est. 2020

AUM: $4.7B
Per adviser: $363M
Advisers: 13

No reported disclosures

Stokes Family Office LLC

New Orleans, LA · Est. 2019

AUM: $3.4B
Per adviser: $279M
Advisers: 12

No reported disclosures

Waters, Parkerson & Co., LLC

New Orleans, LA · Est. 1972

AUM: $2.9B
Per adviser: $477M
Advisers: 6

No reported disclosures

Orleans Capital Management Corp

Mandeville, LA · Est. 1991

AUM: $2.1B
Per adviser: $354M
Advisers: 6

No reported disclosures

Sisung Investment Management Services LLC

Metairie, LA · Est. 1995

AUM: $1.9B
Per adviser: $486M
Advisers: 4

Summit Financial Wealth Advisors

Lafayette, LA · Est. 2014

AUM: $1.8B
Per adviser: $106M
Advisers: 17

No reported disclosures

Argent Advisors, INC.

Ruston, LA · Est. 2001

AUM: $1.7B
Per adviser: $143M
Advisers: 12

No reported disclosures

Beam Wealth Advisors, INC.

Covington, LA · Est. 2001

NationalInternational

AUM: $1.6B
Per adviser: $59M
Advisers: 27

No reported disclosures

St. Denis J. Villere & Co., LLC

New Orleans, LA · Est. 1940

AUM: $1.4B
Per adviser: $349M
Advisers: 4

No reported disclosures

Second Line Capital, LLC

Metairie, LA · Est. 2023

AUM: $1.3B
Per adviser: $55M
Advisers: 24

No reported disclosures

Advantage Capital

New Orleans, LA · Est. 2014

AUM: $1.3B
Per adviser: $10M
Advisers: 130

No reported disclosures

Fpl Capital Management, LLC

Metairie, LA · Est. 2014

AUM: $1.1B
Per adviser: $361M
Advisers: 3

No reported disclosures

Longuevue Management Company LLC

Metairie, LA · Est. 2025

AUM: $1.0B
Per adviser: $56M
Advisers: 18

No reported disclosures

Cullen Investment Group

Lafayette, LA · Est. 2002

AUM: $910M
Per adviser: $182M
Advisers: 5

No reported disclosures

Montz Harcus Wealth Management

New Orleans, LA · Est. 2019

AUM: $876M
Per adviser: $146M
Advisers: 6

No reported disclosures

Freegulliver, LLC

New Orleans, LA · Est. 2006

AUM: $837M
Per adviser: $93M
Advisers: 9

No reported disclosures

Black Bay Partners, LLC

New Orleans, LA · Est. 2018

AUM: $830M
Per adviser: $69M
Advisers: 12

No reported disclosures

Abel Hall, LLC

Baton Rouge, LA · Est. 2019

AUM: $819M
Per adviser: $117M
Advisers: 7

No reported disclosures

Enhanced Capital Partners, LLC

New Orleans, LA · Est. 2013

AUM: $786M
Per adviser: $65M
Advisers: 12

No reported disclosures

Bcm Advisors, LLC

Lafayette, LA · Est. 1998

AUM: $776M
Per adviser: $129M
Advisers: 6

No reported disclosures

Argent Retirement Plan Advisors, LLC

New Orleans, LA · Est. 2013

AUM: $683M
Per adviser: $137M
Advisers: 5

No reported disclosures

Lees Monsour Group

Shreveport, LA · Est. 2022

AUM: $681M
Per adviser: $227M
Advisers: 3

No reported disclosures

Hubbell Strickland Wealth Management, LLC

New Orleans, LA · Est. 2019

AUM: $618M
Per adviser: $206M
Advisers: 3

No reported disclosures

Delta Financial Advisors, L.L.C.

Metairie, LA · Est. 2003

AUM: $592M
Per adviser: $197M
Advisers: 3

No reported disclosures

Walter C. Flower & Co., INC

New Orleans, LA · Est. 1978

AUM: $591M
Per adviser: $296M
Advisers: 2

No reported disclosures

Carr'S Hill Partners

New Orleans, LA · Est. 2024

AUM: $493M
Per adviser: $62M
Advisers: 8

No reported disclosures

Paradiem, LLC

Covington, LA · Est. 2017

AUM: $483M
Per adviser: $81M
Advisers: 6

No reported disclosures

Thirtynorth Investments, LLC

New Orleans, LA · Est. 2010

AUM: $468M
Per adviser: $94M
Advisers: 5

No reported disclosures

Hmv Wealth Advisors, LLC

Shreveport, LA · Est. 2022

AUM: $465M
Per adviser: $155M
Advisers: 3

No reported disclosures

Eagle Capital Management, LLC

Mandeville, LA · Est. 2000

AUM: $455M
Per adviser: $228M
Advisers: 2

No reported disclosures

Adkins Seale Capital Management LLC

Shreveport, LA · Est. 2013

AUM: $448M
Per adviser: $224M
Advisers: 2

No reported disclosures

Graham, Bordelon, Golson & Gilbert, INC.

Monroe, LA · Est. 1985

AUM: $421M
Per adviser: $105M
Advisers: 4

No reported disclosures

Evans Investment Advisors, L.L.C.

Baton Rouge, LA · Est. 2008

AUM: $391M
Per adviser: $78M
Advisers: 5

No reported disclosures

Hassell Wealth Management

Houma, LA · Est. 2018

AUM: $387M
Per adviser: $65M
Advisers: 6

No reported disclosures

Suncap Management

New Orleans, LA · Est. 2019

AUM: $380M
Per adviser: $95M
Advisers: 4

No reported disclosures

Hibernia Wealth Partners, LLC

Baton Rouge, LA · Est. 2022

AUM: $373M
Per adviser: $75M
Advisers: 5

No reported disclosures

Asset Planning Services INC

Covington, LA · Est. 1987

AUM: $366M
Per adviser: $183M
Advisers: 2

No reported disclosures

Adg Wealth Management Group, LLC

Metairie, LA · Est. 2015

AUM: $336M
Per adviser: $112M
Advisers: 3

No reported disclosures

Wealthharbor Capital Group, LLC

Metairie, LA · Est. 2004

AUM: $335M
Per adviser: $56M
Advisers: 6

No reported disclosures

Meriwether Wealth & Planning, LLC

Minden, LA · Est. 2021

AUM: $309M
Per adviser: $62M
Advisers: 5

No reported disclosures

Hancock Whitney Investment Services INC.

New Orleans, LA · Est. 2007

AUM: $306M
Per adviser: $6M
Advisers: 49

No reported disclosures

Guilbault Capital

Metairie, LA · Est. 2024

AUM: $304M
Per adviser: $304M
Advisers: 1

No reported disclosures

Search Fund Accelerator, LLC

New Orleans, LA · Est. 2022

AUM: $299M
Per adviser: $100M
Advisers: 3

No reported disclosures

Cane Capital Partners, LLC

Saint Francisville, LA · Est. 2025

AUM: $284M
Per adviser: $71M
Advisers: 4

No reported disclosures

Deane Retirement Strategies, INC.

New Orleans, LA · Est. 2007

AUM: $251M
Per adviser: $84M
Advisers: 3

No reported disclosures

Asempa Wealth Advisors

Baton Rouge, LA · Est. 2023

AUM: $246M
Per adviser: $82M
Advisers: 3

No reported disclosures

Maven Royalty Management, LLC

Shreveport, LA · Est. 2020

AUM: $241M
Per adviser: $30M
Advisers: 8

No reported disclosures

Brian Low Financial Group, LLC

Baton Rouge, LA · Est. 2022

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

Fortune 45, LLC.

Gonzales, LA · Est. 2021

AUM: $238M
Per adviser: $79M
Advisers: 3

No reported disclosures

Dumaine Investments LLC

New Orleans, LA · Est. 2019

AUM: $227M
Per adviser: $113M
Advisers: 2

No reported disclosures

Apex Capital Management, L.L.C.

Lafayette, LA · Est. 2022

AUM: $225M
Per adviser: $113M
Advisers: 2

No reported disclosures

Equitas Capital Advisors,LLC

New Orleans, LA · Est. 2003

AUM: $214M
Per adviser: $43M
Advisers: 5

No reported disclosures

Regatta Research & Money Management L.L.C.

Metairie, LA · Est. 2001

AUM: $211M
Per adviser: $35M
Advisers: 6

No reported disclosures

Crescent Sterling Ltd.

Metairie, LA · Est. 1992

AUM: $210M
Per adviser: $53M
Advisers: 4

No reported disclosures

Kg Capital Management, LLC

Saint Francisville, LA · Est. 2018

AUM: $200M
Per adviser: $67M
Advisers: 3

No reported disclosures

Advisor.Investments

Baton Rouge, LA · Est. 2006

AUM: $199M
Per adviser: $66M
Advisers: 3

No reported disclosures

Bellingrath Wealth Management, L.L.C.

New Orleans, LA · Est. 2025

AUM: $196M
Per adviser: $49M
Advisers: 4

No reported disclosures

Emeth Value Capital, LLC

New Orleans, LA · Est. 2024

AUM: $194M
Per adviser: $194M
Advisers: 1

No reported disclosures

The Archer Consulting Group, LLC

Thibodaux, LA · Est. 2018

AUM: $192M
Per adviser: $96M
Advisers: 2

No reported disclosures

Vines Capital Management, LLC

Monroe, LA · Est. 2022

AUM: $192M
Per adviser: $64M
Advisers: 3

No reported disclosures

Spinosa Wealth Management Group

Mandeville, LA · Est. 2021

AUM: $191M
Per adviser: $96M
Advisers: 2

No reported disclosures

Avant Capital, LLC

Lafayette, LA · Est. 2022

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Lyons Capital Group

Shreveport, LA · Est. 2025

AUM: $166M
Per adviser: $83M
Advisers: 2

No reported disclosures

Going Cpas And Wealth Advisors

Opelousas, LA · Est. 2025

AUM: $161M
Per adviser: $20M
Advisers: 8

No reported disclosures

Kropog Financial Group, LLC

Mandeville, LA · Est. 2022

AUM: $160M
Per adviser: $40M
Advisers: 4

No reported disclosures

Pinnacle Asset Management Group, Corporation (INC.)

Shreveport, LA · Est. 2018

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Stone Wealth Partners LLC

Lafayette, LA · Est. 2024

AUM: $143M
Per adviser: $24M
Advisers: 6

No reported disclosures

Broussard Financial Group, LLC

Kaplan, LA · Est. 2024

AUM: $139M
Per adviser: $139M
Advisers: 1

No reported disclosures

Harger And Company, INC.

Baton Rouge, LA · Est. 2024

AUM: $137M
Per adviser: $46M
Advisers: 3

Fletcher Financial Group

West Monroe, LA · Est. 2026

AUM: $133M
Per adviser: $44M
Advisers: 3

No reported disclosures

Crescent City Retirement Group

Metairie, LA · Est. 2025

AUM: $131M
Per adviser: $33M
Advisers: 4

No reported disclosures

Jcn Financial & Tax Advisory Group, LLC

Baton Rouge, LA · Est. 2026

AUM: $130M
Per adviser: $65M
Advisers: 2

No reported disclosures

Castellano & Associates

Shreveport, LA · Est. 2024

AUM: $130M
Per adviser: $43M
Advisers: 3

No reported disclosures

Pelican Investment Advisors, LLC

Baton Rouge, LA · Est. 2026

RegionalInternational

AUM: $129M
Per adviser: $13M
Advisers: 10

No reported disclosures

Doucet Asset Management, LLC

New Orleans, LA · Est. 2025

AUM: $121M
Per adviser: $60M
Advisers: 2

No reported disclosures

Advocacy Financial LLC

Covington, LA · Est. 2026

AUM: $103M
Per adviser: $52M
Advisers: 2

No reported disclosures

Colomb Investment Management Company, LLC

Metairie, LA · Est. 2024