Data / Investment advisers / Louisiana / New Orleans
Investment advisers in New Orleans, LA: 26 firms, $60.4 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
26 investment advisers have their main office in New Orleans, Louisiana: 24 SEC registered and 2 exempt reporting. The registered advisers report $60.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Newedge Advisors with $43.2 billion.
The request: Every investment adviser in New Orleans, Louisiana with AUM over $100 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.
- 26Advisers
- 24SEC registered
- 2Exempt reporting
- $60.4 billionTotal AUM
- 22Advisers over $100 million
- 9Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Newedge Advisors | New Orleans | $43.21 billion | 103,000 | 1,073 | Not listed | (504) 459-4391 | forefrontwealthplanning.com | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | $3.35 billion | 2,486 | 14 | Not listed | (504) 399-4100 | stokesfamilyoffice.com | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | $2.86 billion | 1,916 | 12 | Not listed | (504) 581-2022 | watersparkerson.com | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | $1.40 billion | 498 | 5 | Not listed | (504) 525-0808 | villere.com | adviserinfo.sec.gov |
| Advantage Capital | New Orleans | $1.29 billion | 16 | 230 | 16 | (504) 522-4850 | medium.com | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | $876.3 million | 1,531 | 10 | Not listed | (504) 488-3700 | montzharcus.com | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | $836.6 million | 584 | 17 | 29 | (504) 899-0300 | freegulliver.com | adviserinfo.sec.gov |
| Black Bay Partners, LLC | New Orleans | $830.1 million | 7 | 17 | 7 | (504) 227-3020 | blackbaypartners.com | adviserinfo.sec.gov |
| Enhanced Capital Partners, LLC | New Orleans | $785.9 million | 37 | 37 | 5 | (504) 569-7900 | adviserinfo.sec.gov | |
| Argent Retirement Plan Advisors, LLC | New Orleans | $683.1 million | 53 | 7 | Not listed | (381) 251-5800 | argentfinancial.com | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | $617.9 million | 1,236 | 3 | Not listed | (504) 832-3921 | hubbellstrickland.com | adviserinfo.sec.gov |
| Walter C. Flower & Co., Inc | New Orleans | $591.3 million | 37 | 2 | Not listed | (504) 561-0138 | adviserinfo.sec.gov | |
| Carr's Hill Partners | New Orleans | $492.7 million | 8 | 10 | 8 | (504) 332-0901 | adviserinfo.sec.gov | |
| Thirtynorth Investments, LLC | New Orleans | $467.8 million | 635 | 6 | Not listed | (504) 528-3685 | adviserinfo.sec.gov | |
| Suncap Management | New Orleans | $380 million | 105 | 4 | Not listed | (800) 478-6227 | 4suncap.com | adviserinfo.sec.gov |
| Hancock Whitney Investment Services Inc. | New Orleans | $306.1 million | 912 | 49 | Not listed | (504) 586-7290 | adviserinfo.sec.gov | |
| Search Fund Accelerator, LLC | New Orleans | $298.9 million | 292 | 7 | 8 | (601) 310-4115 | searchfundaccelerator.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 |
| Dumaine Investments LLC | New Orleans | $227 million | 356 | 4 | Not listed | (504) 521-7350 | dumaineinvestments.com | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | $214.2 million | 46 | 6 | 1 | (504) 569-9600 | adviserinfo.sec.gov | |
| Bellingrath Wealth Management, L.L.C. | New Orleans | $196.1 million | 459 | 6 | Not listed | (504) 593-6040 | adviserinfo.sec.gov | |
| Doucet Asset Management, LLC | New Orleans | $120.8 million | 48 | 2 | Not listed | (205) 414-9788 | doucetcapital.com | adviserinfo.sec.gov |
| Emeth Value Capital, LLC | New Orleans | $57.4 million | 37 | 1 | Not listed | (210) 381-7262 | emethvaluecapital.com | adviserinfo.sec.gov |
| Crescent Investment Advisors LLC | New Orleans | Not listed | Not listed | Not listed | 4 | (504) 378-3470 | adviserinfo.sec.gov | |
| Benson Capital Partners | New Orleans | Not listed | Not listed | Not listed | 2 | (504) 603-0126 | adviserinfo.sec.gov | |
| Ridge Road Wealth Management, LLC | New Orleans | Not listed | 0 | 3 | Not listed | (504) 531-5380 | adviserinfo.sec.gov |
Advisers in New Orleans that manage private funds
9 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Freegulliver, LLC | New Orleans | LA | 29 | 4 | 18 | 4 | 2 | $271 million | $836.6 million | adviserinfo.sec.gov |
| Advantage Capital | New Orleans | LA | 16 | Not listed | 15 | Not listed | Not listed | $649.5 million | $1.29 billion | adviserinfo.sec.gov |
| Carr's Hill Partners | New Orleans | LA | 8 | Not listed | 8 | Not listed | Not listed | $492.7 million | $492.7 million | adviserinfo.sec.gov |
| Search Fund Accelerator, LLC | New Orleans | LA | 8 | Not listed | 1 | 7 | Not listed | $355.9 million | $298.9 million | adviserinfo.sec.gov |
| Black Bay Partners, LLC | New Orleans | LA | 7 | Not listed | 7 | Not listed | Not listed | $428.1 million | $830.1 million | adviserinfo.sec.gov |
| Enhanced Capital Partners, LLC | New Orleans | LA | 5 | 5 | Not listed | Not listed | Not listed | $502.7 million | $785.9 million | adviserinfo.sec.gov |
| Crescent Investment Advisors LLC | New Orleans | LA | 4 | Not listed | Not listed | Not listed | 3 | $40.9 million | Not listed | adviserinfo.sec.gov |
| Benson Capital Partners | New Orleans | LA | 2 | Not listed | Not listed | 1 | 1 | $74 million | Not listed | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | LA | 1 | 1 | Not listed | Not listed | Not listed | $45 million | $214.2 million | adviserinfo.sec.gov |
Newest SEC registrations in New Orleans
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Ridge Road Wealth Management, LLC | New Orleans | LA | August 27, 2026 | Not listed | 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.