Data / Investment advisers / Serving corporations and other businesses / Louisiana
Investment advisers in Louisiana serving corporations and other businesses: 47 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
47 SEC registered investment advisers with a main office in Louisiana report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $4.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Newedge Advisors.
The request: Every investment adviser in Louisiana that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.
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- 47Advisers
- $4.5 billionAUM from this client type
- 47Advisers over $100 million
- November 2, 2026File date
Advisers in Louisiana serving corporations and other businesses
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Newedge Advisors | New Orleans | 663 | $2.98 billion | $43.21 billion | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | 10 | $216.7 million | $819.1 million | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | 15 | $189.5 million | $3.35 billion | adviserinfo.sec.gov |
| BCM Advisors, LLC | Lafayette | 65 | $173.9 million | $775.7 million | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | 28 | $147.8 million | $2.86 billion | adviserinfo.sec.gov |
| HMV Wealth Advisors, LLC | Shreveport | 19 | $111.9 million | $567.4 million | adviserinfo.sec.gov |
| Summit Financial Wealth Advisors | Lafayette | 30 | $98.7 million | $1.80 billion | adviserinfo.sec.gov |
| Argent Advisors, Inc. | Ruston | 40 | $93 million | $1.71 billion | adviserinfo.sec.gov |
| Doucet Asset Management, LLC | New Orleans | 7 | $86 million | $120.8 million | adviserinfo.sec.gov |
| Delta Financial Advisors, L.L.C. | Metairie | 5 | $73.9 million | $592.3 million | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | 27 | $62.4 million | $1.40 billion | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | 22 | $44.4 million | $681.2 million | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | 10 | $31 million | $227 million | adviserinfo.sec.gov |
| Vines Capital Management, LLC | Monroe | 30 | $27.4 million | $192.2 million | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | 42 | $21.4 million | $390.7 million | adviserinfo.sec.gov |
| Meriwether Wealth & Planning, LLC | Minden | 10 | $19.5 million | $308.9 million | adviserinfo.sec.gov |
| Beam Wealth Advisors, Inc. | Covington | 10 | $18.4 million | $1.60 billion | adviserinfo.sec.gov |
| Apex Capital Management, L.L.C. | Lafayette | 20 | $15.9 million | $225.2 million | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | 4 | $13.1 million | $836.6 million | adviserinfo.sec.gov |
| Pinnacle Asset Management Group, Corporation (Inc.) | Shreveport | 3 | $12.1 million | $156.4 million | adviserinfo.sec.gov |
| Eagle Capital Management, LLC | Mandeville | 21 | $11.6 million | $455.2 million | adviserinfo.sec.gov |
| FPL Capital Management, LLC | Metairie | Fewer than 5 | $9.2 million | $1.08 billion | adviserinfo.sec.gov |
| Hancock Whitney Investment Services Inc. | New Orleans | 16 | $8.1 million | $306.1 million | adviserinfo.sec.gov |
| Bellingrath Wealth Management, L.L.C. | New Orleans | 4 | $7.7 million | $196.1 million | adviserinfo.sec.gov |
| Cane Capital Partners, LLC | Saint Francisville | 2 | $7.7 million | $284.1 million | adviserinfo.sec.gov |
| KG Capital Management, LLC | Saint Francisville | 8 | $6.4 million | $199.5 million | adviserinfo.sec.gov |
| Wealthharbor Capital Group, LLC | Metairie | 6 | $5.7 million | $334.7 million | adviserinfo.sec.gov |
| Advocacy Financial LLC | Covington | Fewer than 5 | $5.4 million | $103.4 million | adviserinfo.sec.gov |
| Second Line Capital, LLC | Metairie | 7 | $5.2 million | $1.32 billion | adviserinfo.sec.gov |
| Fortune 45, LLC. | Gonzales | 5 | $5.2 million | $237.7 million | adviserinfo.sec.gov |
| Asset Planning Services Inc | Covington | 3 | $4.1 million | $365.6 million | adviserinfo.sec.gov |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe | 3 | $3.6 million | $420.8 million | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | 7 | $3.2 million | $876.3 million | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | 6 | $3.2 million | $372.5 million | adviserinfo.sec.gov |
| Cullen Investment Group | Lafayette | Fewer than 5 | $2.9 million | $910 million | adviserinfo.sec.gov |
| Adg Wealth Management Group, LLC | Metairie | 14 | $2.9 million | $336.3 million | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | 2 | $2.8 million | $467.8 million | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | 13 | $2.5 million | $617.9 million | adviserinfo.sec.gov |
| Going Cpas & Wealth Advisors, LLP | Opelousas | Fewer than 5 | $2.4 million | $160.8 million | adviserinfo.sec.gov |
| Orleans Capital Management Corp | Mandeville | Fewer than 5 | $1.5 million | $2.13 billion | adviserinfo.sec.gov |
| Lyons Capital Group | Shreveport | Fewer than 5 | $1.5 million | $165.9 million | adviserinfo.sec.gov |
| Regatta Research & Money Management L.L.C. | Metairie | 4 | $1.4 million | $211.5 million | adviserinfo.sec.gov |
| Crescent Sterling LTD. | Metairie | 1 | $800,000 | $210.2 million | adviserinfo.sec.gov |
| Hassell Wealth Management | Houma | Fewer than 5 | $243,147 | $387.4 million | adviserinfo.sec.gov |
| Avant Capital, LLC | Lafayette | Fewer than 5 | $159,521 | $176.2 million | adviserinfo.sec.gov |
| Kropog Financial Group, LLC | Mandeville | Fewer than 5 | $110,591 | $160.5 million | adviserinfo.sec.gov |
| Paradiem, LLC | Covington | Fewer than 5 | $11,425 | $483.4 million | 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.