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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Carr's Hill PartnersNew Orleans$492.7 million8108(504) 332-0901adviserinfo.sec.gov
Paradiem, LLCCovington$483.4 million32514Not listed(985) 727-0770adviserinfo.sec.gov
Thirtynorth Investments, LLCNew Orleans$467.8 million6356Not listed(504) 528-3685adviserinfo.sec.gov
Eagle Capital Management, LLCMandeville$455.2 million8043Not listed(985) 778-0987eagle-capital.comadviserinfo.sec.gov
Adkins Seale Capital Management LLCShreveport$448.2 million4803Not listed(318) 703-3641ascm-llc.comadviserinfo.sec.gov
Graham, Bordelon, Golson & Gilbert, Inc.Monroe$420.8 million3494Not listed(318) 322-7157gbggwealth.comadviserinfo.sec.gov
Evans Investment Advisors, L.L.C.Baton Rouge$390.7 million8005Not listed(225) 761-7870evansinvestmentadvisors.comadviserinfo.sec.gov
Hassell Wealth ManagementHouma$387.4 million1,2279Not listed(985) 868-9881adviserinfo.sec.gov
Suncap ManagementNew Orleans$380 million1054Not listed(800) 478-62274suncap.comadviserinfo.sec.gov
Hibernia Wealth Partners, LLCBaton Rouge$372.5 million1,06910Not listed(225) 778-7972hiberniawealth.comadviserinfo.sec.gov
Asset Planning Services IncCovington$365.6 million5165Not listed(985) 867-8679adviserinfo.sec.gov
Adg Wealth Management Group, LLCMetairie$336.3 million1,5534Not listed(504) 267-9880adgwealth.comadviserinfo.sec.gov
Wealthharbor Capital Group, LLCMetairie$334.7 million3749Not listed(504) 482-1962wealthharbor.comadviserinfo.sec.gov
Meriwether Wealth & Planning, LLCMinden$308.9 million1,3818Not listed(318) 377-1803adviserinfo.sec.gov
Hancock Whitney Investment Services Inc.New Orleans$306.1 million91249Not listed(504) 586-7290adviserinfo.sec.gov
Guilbault CapitalMetairie$303.8 million6543Not listed(504) 612-9250guilbaultcapital.comadviserinfo.sec.gov
Search Fund Accelerator, LLCNew Orleans$298.9 million29278(601) 310-4115searchfundaccelerator.comadviserinfo.sec.gov
Cane Capital Partners, LLCSaint Francisville$284.1 million6225Not listed(281) 608-1137canecapitalpartners.comadviserinfo.sec.gov
Deane Retirement Strategies, Inc.New Orleans$250.7 million3275Not listed(504) 582-2345deaneretire.comadviserinfo.sec.gov
Asempa Wealth AdvisorsBaton Rouge$246 million884Not listed(225) 529-9329adviserinfo.sec.gov
Maven Royalty Management, LLCShreveport$241.4 million2262(318) 698-0048mavenroyalty.comadviserinfo.sec.gov
Brian Low Financial Group, LLCBaton Rouge$239.3 million8748Not listed(225) 292-4225brianlowfinancial.comadviserinfo.sec.gov
Fortune 45, LLC.Gonzales$237.7 million1,1375Not listed(225) 614-9599fortune45.comadviserinfo.sec.gov
Dumaine Investments LLCNew Orleans$227 million3564Not listed(504) 521-7350dumaineinvestments.comadviserinfo.sec.gov
Apex Capital Management, L.L.C.Lafayette$225.2 million6117Not listed(337) 895-0800adviserinfo.sec.gov
Equitas Capital Advisors,LlcNew Orleans$214.2 million4661(504) 569-9600adviserinfo.sec.gov
Regatta Research & Money Management L.L.C.Metairie$211.5 million1,3718Not listed(504) 831-4636adviserinfo.sec.gov
Crescent Sterling LTD.Metairie$210.2 million4557Not listed(504) 885-1135crescentsterling.comadviserinfo.sec.gov
KG Capital Management, LLCSaint Francisville$199.5 million7814Not listed(225) 245-5153kgcapitalmanagement.comadviserinfo.sec.gov
Advisor.InvestmentsBaton Rouge$199.4 million31661(225) 292-0687adviserinfo.sec.gov
Bellingrath Wealth Management, L.L.C.New Orleans$196.1 million4596Not listed(504) 593-6040adviserinfo.sec.gov
The Archer Consulting Group, LLCThibodaux$192.2 million3433Not listed(985) 227-4019archerconsulting.comadviserinfo.sec.gov
Vines Capital Management, LLCMonroe$192.2 million4413Not listed(318) 450-4664vinescapital.comadviserinfo.sec.gov
Spinosa Wealth Management GroupMandeville$191.4 million3343Not listed(985) 674-6722spinosawmg.comadviserinfo.sec.gov
Avant Capital, LLCLafayette$176.2 million8555Not listed(337) 504-2221avantcapitalllc.comadviserinfo.sec.gov
Lyons Capital GroupShreveport$165.9 million6776Not listed(318) 455-7790adviserinfo.sec.gov
Going Cpas & Wealth Advisors, LLPOpelousas$160.8 million60111Not listed(337) 942-3041going.cpaadviserinfo.sec.gov
Kropog Financial Group, LLCMandeville$160.5 million5227Not listed(985) 727-6724kropogfinancial.comadviserinfo.sec.gov
Pinnacle Asset Management Group, Corporation (Inc.)Shreveport$156.4 million2812Not listed(318) 221-7526planwithpamg.comadviserinfo.sec.gov
Stone Wealth Partners LLCLafayette$142.9 million7506Not listed(337) 660-2334stone-wealth.comadviserinfo.sec.gov
Broussard Financial Group, LLCKaplan$138.8 million4382Not listed(337) 643-8319adviserinfo.sec.gov
Harger and Company, Inc.Baton Rouge$137 million4233Not listed(225) 767-7228hargerandcompany.comadviserinfo.sec.gov
Fletcher Financial GroupWest Monroe$133 million7135Not listed(318) 387-8918fletcherfinancialgroup.netadviserinfo.sec.gov
Crescent City Retirement GroupMetairie$130.9 million93312Not listed(504) 828-2171theretirementkeys.comadviserinfo.sec.gov
JCN Financial & Tax Advisory Group, LLCBaton Rouge$130.5 million7027Not listed(225) 755-0488strengthsciencestudios.netadviserinfo.sec.gov
Castellano & AssociatesShreveport$129.5 million46214Not listed(318) 683-1040todaycpa.comadviserinfo.sec.gov
Pelican Investment Advisors, LLCBaton Rouge$128.5 million27212Not listed(225) 293-9283pelicanadvisory.comadviserinfo.sec.gov
Doucet Asset Management, LLCNew Orleans$120.8 million482Not listed(205) 414-9788doucetcapital.comadviserinfo.sec.gov
Pelican Advisory LLCCovington$119 million2654Not listed(985) 237-4033pelicanfo.comadviserinfo.sec.gov
Advocacy Financial LLCCovington$103.4 million2894Not listed(888) 787-4590advocacyfinancial.comadviserinfo.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.