Data / Investment advisers / $100 million to $500 million in AUM / Louisiana
Investment advisers in Louisiana with $100 million to $500 million in AUM: 50 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
50 SEC registered investment advisers in Louisiana report between $100 million and $500 million in regulatory assets under management, $12.5 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Carr's Hill Partners with $493 million.
The request: Every investment adviser in Louisiana with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 50Advisers
- 50SEC registered
- $12.5 billionTotal AUM
- 50Advisers over $100 million
- 5Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Carr's Hill Partners | New Orleans | $492.7 million | 8 | 10 | 8 | (504) 332-0901 | adviserinfo.sec.gov | |
| Paradiem, LLC | Covington | $483.4 million | 325 | 14 | Not listed | (985) 727-0770 | adviserinfo.sec.gov | |
| Thirtynorth Investments, LLC | New Orleans | $467.8 million | 635 | 6 | Not listed | (504) 528-3685 | adviserinfo.sec.gov | |
| Eagle Capital Management, LLC | Mandeville | $455.2 million | 804 | 3 | Not listed | (985) 778-0987 | eagle-capital.com | adviserinfo.sec.gov |
| Adkins Seale Capital Management LLC | Shreveport | $448.2 million | 480 | 3 | Not listed | (318) 703-3641 | ascm-llc.com | adviserinfo.sec.gov |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe | $420.8 million | 349 | 4 | Not listed | (318) 322-7157 | gbggwealth.com | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | $390.7 million | 800 | 5 | Not listed | (225) 761-7870 | evansinvestmentadvisors.com | adviserinfo.sec.gov |
| Hassell Wealth Management | Houma | $387.4 million | 1,227 | 9 | Not listed | (985) 868-9881 | adviserinfo.sec.gov | |
| Suncap Management | New Orleans | $380 million | 105 | 4 | Not listed | (800) 478-6227 | 4suncap.com | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | $372.5 million | 1,069 | 10 | Not listed | (225) 778-7972 | hiberniawealth.com | adviserinfo.sec.gov |
| Asset Planning Services Inc | Covington | $365.6 million | 516 | 5 | Not listed | (985) 867-8679 | adviserinfo.sec.gov | |
| Adg Wealth Management Group, LLC | Metairie | $336.3 million | 1,553 | 4 | Not listed | (504) 267-9880 | adgwealth.com | adviserinfo.sec.gov |
| Wealthharbor Capital Group, LLC | Metairie | $334.7 million | 374 | 9 | Not listed | (504) 482-1962 | wealthharbor.com | adviserinfo.sec.gov |
| Meriwether Wealth & Planning, LLC | Minden | $308.9 million | 1,381 | 8 | Not listed | (318) 377-1803 | adviserinfo.sec.gov | |
| Hancock Whitney Investment Services Inc. | New Orleans | $306.1 million | 912 | 49 | Not listed | (504) 586-7290 | adviserinfo.sec.gov | |
| Guilbault Capital | Metairie | $303.8 million | 654 | 3 | Not listed | (504) 612-9250 | guilbaultcapital.com | adviserinfo.sec.gov |
| Search Fund Accelerator, LLC | New Orleans | $298.9 million | 292 | 7 | 8 | (601) 310-4115 | searchfundaccelerator.com | adviserinfo.sec.gov |
| Cane Capital Partners, LLC | Saint Francisville | $284.1 million | 622 | 5 | Not listed | (281) 608-1137 | canecapitalpartners.com | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | $250.7 million | 327 | 5 | Not listed | (504) 582-2345 | deaneretire.com | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | $246 million | 88 | 4 | Not listed | (225) 529-9329 | adviserinfo.sec.gov | |
| Maven Royalty Management, LLC | Shreveport | $241.4 million | 2 | 26 | 2 | (318) 698-0048 | mavenroyalty.com | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | $239.3 million | 874 | 8 | Not listed | (225) 292-4225 | brianlowfinancial.com | adviserinfo.sec.gov |
| Fortune 45, LLC. | Gonzales | $237.7 million | 1,137 | 5 | Not listed | (225) 614-9599 | fortune45.com | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | $227 million | 356 | 4 | Not listed | (504) 521-7350 | dumaineinvestments.com | adviserinfo.sec.gov |
| Apex Capital Management, L.L.C. | Lafayette | $225.2 million | 611 | 7 | Not listed | (337) 895-0800 | adviserinfo.sec.gov | |
| Equitas Capital Advisors,Llc | New Orleans | $214.2 million | 46 | 6 | 1 | (504) 569-9600 | adviserinfo.sec.gov | |
| Regatta Research & Money Management L.L.C. | Metairie | $211.5 million | 1,371 | 8 | Not listed | (504) 831-4636 | adviserinfo.sec.gov | |
| Crescent Sterling LTD. | Metairie | $210.2 million | 455 | 7 | Not listed | (504) 885-1135 | crescentsterling.com | adviserinfo.sec.gov |
| KG Capital Management, LLC | Saint Francisville | $199.5 million | 781 | 4 | Not listed | (225) 245-5153 | kgcapitalmanagement.com | adviserinfo.sec.gov |
| Advisor.Investments | Baton Rouge | $199.4 million | 316 | 6 | 1 | (225) 292-0687 | adviserinfo.sec.gov | |
| Bellingrath Wealth Management, L.L.C. | New Orleans | $196.1 million | 459 | 6 | Not listed | (504) 593-6040 | adviserinfo.sec.gov | |
| The Archer Consulting Group, LLC | Thibodaux | $192.2 million | 343 | 3 | Not listed | (985) 227-4019 | archerconsulting.com | adviserinfo.sec.gov |
| Vines Capital Management, LLC | Monroe | $192.2 million | 441 | 3 | Not listed | (318) 450-4664 | vinescapital.com | adviserinfo.sec.gov |
| Spinosa Wealth Management Group | Mandeville | $191.4 million | 334 | 3 | Not listed | (985) 674-6722 | spinosawmg.com | adviserinfo.sec.gov |
| Avant Capital, LLC | Lafayette | $176.2 million | 855 | 5 | Not listed | (337) 504-2221 | avantcapitalllc.com | adviserinfo.sec.gov |
| Lyons Capital Group | Shreveport | $165.9 million | 677 | 6 | Not listed | (318) 455-7790 | adviserinfo.sec.gov | |
| Going Cpas & Wealth Advisors, LLP | Opelousas | $160.8 million | 601 | 11 | Not listed | (337) 942-3041 | going.cpa | adviserinfo.sec.gov |
| Kropog Financial Group, LLC | Mandeville | $160.5 million | 522 | 7 | Not listed | (985) 727-6724 | kropogfinancial.com | adviserinfo.sec.gov |
| Pinnacle Asset Management Group, Corporation (Inc.) | Shreveport | $156.4 million | 281 | 2 | Not listed | (318) 221-7526 | planwithpamg.com | adviserinfo.sec.gov |
| Stone Wealth Partners LLC | Lafayette | $142.9 million | 750 | 6 | Not listed | (337) 660-2334 | stone-wealth.com | adviserinfo.sec.gov |
| Broussard Financial Group, LLC | Kaplan | $138.8 million | 438 | 2 | Not listed | (337) 643-8319 | adviserinfo.sec.gov | |
| Harger and Company, Inc. | Baton Rouge | $137 million | 423 | 3 | Not listed | (225) 767-7228 | hargerandcompany.com | adviserinfo.sec.gov |
| Fletcher Financial Group | West Monroe | $133 million | 713 | 5 | Not listed | (318) 387-8918 | fletcherfinancialgroup.net | adviserinfo.sec.gov |
| Crescent City Retirement Group | Metairie | $130.9 million | 933 | 12 | Not listed | (504) 828-2171 | theretirementkeys.com | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | $130.5 million | 702 | 7 | Not listed | (225) 755-0488 | strengthsciencestudios.net | adviserinfo.sec.gov |
| Castellano & Associates | Shreveport | $129.5 million | 462 | 14 | Not listed | (318) 683-1040 | todaycpa.com | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | $128.5 million | 272 | 12 | Not listed | (225) 293-9283 | pelicanadvisory.com | adviserinfo.sec.gov |
| Doucet Asset Management, LLC | New Orleans | $120.8 million | 48 | 2 | Not listed | (205) 414-9788 | doucetcapital.com | adviserinfo.sec.gov |
| Pelican Advisory LLC | Covington | $119 million | 265 | 4 | Not listed | (985) 237-4033 | pelicanfo.com | adviserinfo.sec.gov |
| Advocacy Financial LLC | Covington | $103.4 million | 289 | 4 | Not listed | (888) 787-4590 | advocacyfinancial.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.