Financial advisers in New Orleans, LA
23 registered investment adviser firms in New Orleans managing $60.5B in assets, based on public SEC Form ADV filings.
Newedge Advisors
New Orleans, LA · Est. 2014
- AUM
- $43.2B
- Per adviser
- $84M
- Advisers
- 515
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
St. Denis J. Villere & Co., LLC
New Orleans, LA · Est. 1940
- AUM
- $1.4B
- Per adviser
- $349M
- Advisers
- 4
No reported disclosures
Advantage Capital
New Orleans, LA · Est. 2014
- AUM
- $1.3B
- Per adviser
- $10M
- Advisers
- 130
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
Enhanced Capital Partners, LLC
New Orleans, LA · Est. 2013
- AUM
- $786M
- Per adviser
- $65M
- Advisers
- 12
No reported disclosures
Argent Retirement Plan Advisors, LLC
New Orleans, LA · Est. 2013
- AUM
- $683M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Hubbell Strickland Wealth Management, LLC
New Orleans, LA · Est. 2019
- AUM
- $618M
- Per adviser
- $206M
- 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
Thirtynorth Investments, LLC
New Orleans, LA · Est. 2010
- AUM
- $468M
- Per adviser
- $94M
- Advisers
- 5
No reported disclosures
Suncap Management
New Orleans, LA · Est. 2019
- AUM
- $380M
- Per adviser
- $95M
- Advisers
- 4
No reported disclosures
Hancock Whitney Investment Services INC.
New Orleans, LA · Est. 2007
- AUM
- $306M
- Per adviser
- $6M
- Advisers
- 49
No reported disclosures
Search Fund Accelerator, LLC
New Orleans, LA · Est. 2022
- AUM
- $299M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Deane Retirement Strategies, INC.
New Orleans, LA · Est. 2007
- AUM
- $251M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Dumaine Investments LLC
New Orleans, LA · Est. 2019
- AUM
- $227M
- 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
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
Doucet Asset Management, LLC
New Orleans, LA · Est. 2025
- AUM
- $121M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures