Data / Investment advisers / Serving high net worth individuals / Louisiana
Investment advisers in Louisiana serving high net worth individuals: 67 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
67 SEC registered investment advisers with a main office in Louisiana report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $50.5 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 high net worth individuals, with AUM, 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.
- 67Advisers
- $50.5 billionAUM from this client type
- 66Advisers over $100 million
- November 2, 2026File date
Advisers in Louisiana serving high net worth individuals
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 | 13,112 | $28.42 billion | $43.21 billion | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | 383 | $2.36 billion | $3.35 billion | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | 471 | $2.26 billion | $2.86 billion | adviserinfo.sec.gov |
| Summit Financial Wealth Advisors | Lafayette | 268 | $1.17 billion | $1.80 billion | adviserinfo.sec.gov |
| Beam Wealth Advisors, Inc. | Covington | 445 | $890.1 million | $1.60 billion | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | 190 | $828.1 million | $1.40 billion | adviserinfo.sec.gov |
| FPL Capital Management, LLC | Metairie | 179 | $823.3 million | $1.08 billion | adviserinfo.sec.gov |
| Cullen Investment Group | Lafayette | 236 | $783.6 million | $910 million | adviserinfo.sec.gov |
| Argent Advisors, Inc. | Ruston | 271 | $724 million | $1.71 billion | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | 220 | $687.2 million | $876.3 million | adviserinfo.sec.gov |
| Walter C. Flower & Co., Inc | New Orleans | 37 | $591.3 million | $591.3 million | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | 107 | $546 million | $681.2 million | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | 87 | $507 million | $836.6 million | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | 69 | $500.3 million | $819.1 million | adviserinfo.sec.gov |
| BCM Advisors, LLC | Lafayette | 165 | $485.6 million | $775.7 million | adviserinfo.sec.gov |
| Second Line Capital, LLC | Metairie | 277 | $482.6 million | $1.32 billion | adviserinfo.sec.gov |
| Delta Financial Advisors, L.L.C. | Metairie | 98 | $466.6 million | $592.3 million | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | 158 | $445.4 million | $617.9 million | adviserinfo.sec.gov |
| HMV Wealth Advisors, LLC | Shreveport | 67 | $436.5 million | $567.4 million | adviserinfo.sec.gov |
| Paradiem, LLC | Covington | 30 | $428.7 million | $483.4 million | adviserinfo.sec.gov |
| Adkins Seale Capital Management LLC | Shreveport | 88 | $368.9 million | $448.2 million | adviserinfo.sec.gov |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe | 114 | $344.3 million | $420.8 million | adviserinfo.sec.gov |
| Asset Planning Services Inc | Covington | 68 | $328.1 million | $365.6 million | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | 281 | $321.1 million | $390.7 million | adviserinfo.sec.gov |
| Hassell Wealth Management | Houma | 94 | $293.8 million | $387.4 million | adviserinfo.sec.gov |
| Eagle Capital Management, LLC | Mandeville | 87 | $290.4 million | $455.2 million | adviserinfo.sec.gov |
| Guilbault Capital | Metairie | 108 | $287.4 million | $303.8 million | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | 230 | $272.4 million | $372.5 million | adviserinfo.sec.gov |
| Adg Wealth Management Group, LLC | Metairie | 149 | $240.7 million | $336.3 million | adviserinfo.sec.gov |
| Cane Capital Partners, LLC | Saint Francisville | 109 | $232.7 million | $284.1 million | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | 80 | $230.9 million | $246 million | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | 82 | $223.2 million | $250.7 million | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | 70 | $204.9 million | $467.8 million | adviserinfo.sec.gov |
| Meriwether Wealth & Planning, LLC | Minden | 69 | $175.4 million | $308.9 million | adviserinfo.sec.gov |
| Orleans Capital Management Corp | Mandeville | 34 | $163.5 million | $2.13 billion | adviserinfo.sec.gov |
| Spinosa Wealth Management Group | Mandeville | 58 | $159.3 million | $191.4 million | adviserinfo.sec.gov |
| Advisor.Investments | Baton Rouge | 79 | $156.8 million | $199.4 million | adviserinfo.sec.gov |
| Apex Capital Management, L.L.C. | Lafayette | 116 | $154.2 million | $225.2 million | adviserinfo.sec.gov |
| Crescent Sterling LTD. | Metairie | 54 | $143.5 million | $210.2 million | adviserinfo.sec.gov |
| KG Capital Management, LLC | Saint Francisville | 99 | $130.5 million | $199.5 million | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | 52 | $126.9 million | $227 million | adviserinfo.sec.gov |
| Wealthharbor Capital Group, LLC | Metairie | 59 | $120 million | $334.7 million | adviserinfo.sec.gov |
| Bellingrath Wealth Management, L.L.C. | New Orleans | 70 | $113.7 million | $196.1 million | adviserinfo.sec.gov |
| Lyons Capital Group | Shreveport | 62 | $113.6 million | $165.9 million | adviserinfo.sec.gov |
| Broussard Financial Group, LLC | Kaplan | 72 | $113.4 million | $138.8 million | adviserinfo.sec.gov |
| Avant Capital, LLC | Lafayette | 67 | $111.6 million | $176.2 million | adviserinfo.sec.gov |
| Vines Capital Management, LLC | Monroe | 25 | $110 million | $192.2 million | adviserinfo.sec.gov |
| Kropog Financial Group, LLC | Mandeville | 51 | $91.5 million | $160.5 million | adviserinfo.sec.gov |
| Fortune 45, LLC. | Gonzales | 24 | $91.5 million | $237.7 million | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | 46 | $85.3 million | $239.3 million | adviserinfo.sec.gov |
| Castellano & Associates | Shreveport | 50 | $85.1 million | $129.5 million | adviserinfo.sec.gov |
| Stone Wealth Partners LLC | Lafayette | 28 | $80.1 million | $142.9 million | adviserinfo.sec.gov |
| Advocacy Financial LLC | Covington | 30 | $77.4 million | $103.4 million | adviserinfo.sec.gov |
| Going Cpas & Wealth Advisors, LLP | Opelousas | 38 | $76.7 million | $160.8 million | adviserinfo.sec.gov |
| Pinnacle Asset Management Group, Corporation (Inc.) | Shreveport | 61 | $76.3 million | $156.4 million | adviserinfo.sec.gov |
| Pelican Advisory LLC | Covington | 47 | $70.7 million | $119 million | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | 24 | $68.9 million | $214.2 million | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | 39 | $65 million | $130.5 million | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | 40 | $64.2 million | $128.5 million | adviserinfo.sec.gov |
| Emeth Value Capital, LLC | New Orleans | 20 | $34 million | $57.4 million | adviserinfo.sec.gov |
| Crescent City Retirement Group | Metairie | 15 | $31.1 million | $130.9 million | adviserinfo.sec.gov |
| Doucet Asset Management, LLC | New Orleans | 6 | $25.9 million | $120.8 million | adviserinfo.sec.gov |
| The Archer Consulting Group, LLC | Thibodaux | 56 | $22.9 million | $192.2 million | adviserinfo.sec.gov |
| Suncap Management | New Orleans | 25 | $12 million | $380 million | adviserinfo.sec.gov |
| Hancock Whitney Investment Services Inc. | New Orleans | 2 | $11.6 million | $306.1 million | adviserinfo.sec.gov |
| Enhanced Capital Partners, LLC | New Orleans | 2 | $10.4 million | $785.9 million | adviserinfo.sec.gov |
| Regatta Research & Money Management L.L.C. | Metairie | 60 | $7 million | $211.5 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.