Data / Investment advisers / Serving individuals / Louisiana
Investment advisers in Louisiana serving individuals: 68 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
68 SEC registered investment advisers with a main office in Louisiana report individuals among their clients in Form ADV item 5.D, and together they attribute $16.6 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 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.
- 68Advisers
- $16.6 billionAUM from this client type
- 66Advisers over $100 million
- November 2, 2026File date
Advisers in Louisiana serving 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 | 35,697 | $11.28 billion | $43.21 billion | adviserinfo.sec.gov |
| Beam Wealth Advisors, Inc. | Covington | 1,762 | $489.6 million | $1.60 billion | adviserinfo.sec.gov |
| Summit Financial Wealth Advisors | Lafayette | 940 | $418.4 million | $1.80 billion | adviserinfo.sec.gov |
| Argent Advisors, Inc. | Ruston | 1,139 | $273.3 million | $1.71 billion | adviserinfo.sec.gov |
| Hancock Whitney Investment Services Inc. | New Orleans | 863 | $270.3 million | $306.1 million | adviserinfo.sec.gov |
| Regatta Research & Money Management L.L.C. | Metairie | 490 | $203 million | $211.5 million | adviserinfo.sec.gov |
| Second Line Capital, LLC | Metairie | 850 | $183.5 million | $1.32 billion | adviserinfo.sec.gov |
| The Archer Consulting Group, LLC | Thibodaux | 59 | $169.3 million | $192.2 million | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | 828 | $154 million | $239.3 million | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | 270 | $141.4 million | $2.86 billion | adviserinfo.sec.gov |
| Fortune 45, LLC. | Gonzales | 621 | $139.7 million | $237.7 million | adviserinfo.sec.gov |
| Harger and Company, Inc. | Baton Rouge | 280 | $137 million | $137 million | adviserinfo.sec.gov |
| Fletcher Financial Group | West Monroe | 500 | $133 million | $133 million | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | 341 | $130.5 million | $3.35 billion | adviserinfo.sec.gov |
| Meriwether Wealth & Planning, LLC | Minden | 528 | $114 million | $308.9 million | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | 286 | $111.3 million | $617.9 million | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | 447 | $107.1 million | $876.3 million | adviserinfo.sec.gov |
| Crescent City Retirement Group | Metairie | 918 | $99.8 million | $130.9 million | adviserinfo.sec.gov |
| Hassell Wealth Management | Houma | 320 | $93.3 million | $387.4 million | adviserinfo.sec.gov |
| Adg Wealth Management Group, LLC | Metairie | 406 | $92.8 million | $336.3 million | adviserinfo.sec.gov |
| Cullen Investment Group | Lafayette | 369 | $89.6 million | $910 million | adviserinfo.sec.gov |
| BCM Advisors, LLC | Lafayette | 231 | $86.7 million | $775.7 million | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | 114 | $80.1 million | $819.1 million | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | 393 | $79.3 million | $372.5 million | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | 133 | $73.1 million | $1.40 billion | adviserinfo.sec.gov |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe | 87 | $71.6 million | $420.8 million | adviserinfo.sec.gov |
| Going Cpas & Wealth Advisors, LLP | Opelousas | 286 | $66.8 million | $160.8 million | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | 224 | $65.5 million | $130.5 million | adviserinfo.sec.gov |
| Stone Wealth Partners LLC | Lafayette | 347 | $62.7 million | $142.9 million | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | 223 | $62.3 million | $681.2 million | adviserinfo.sec.gov |
| Avant Capital, LLC | Lafayette | 272 | $61.7 million | $176.2 million | adviserinfo.sec.gov |
| Pinnacle Asset Management Group, Corporation (Inc.) | Shreveport | 172 | $58.6 million | $156.4 million | adviserinfo.sec.gov |
| Kropog Financial Group, LLC | Mandeville | 170 | $58.5 million | $160.5 million | adviserinfo.sec.gov |
| Eagle Capital Management, LLC | Mandeville | 204 | $53 million | $455.2 million | adviserinfo.sec.gov |
| KG Capital Management, LLC | Saint Francisville | 325 | $52.1 million | $199.5 million | adviserinfo.sec.gov |
| Lyons Capital Group | Shreveport | 225 | $47.6 million | $165.9 million | adviserinfo.sec.gov |
| Delta Financial Advisors, L.L.C. | Metairie | 113 | $46.5 million | $592.3 million | adviserinfo.sec.gov |
| Apex Capital Management, L.L.C. | Lafayette | 216 | $46.1 million | $225.2 million | adviserinfo.sec.gov |
| Pelican Advisory LLC | Covington | 147 | $43.4 million | $119 million | adviserinfo.sec.gov |
| Advisor.Investments | Baton Rouge | 89 | $42.6 million | $199.4 million | adviserinfo.sec.gov |
| Paradiem, LLC | Covington | 110 | $40.5 million | $483.4 million | adviserinfo.sec.gov |
| Crescent Sterling LTD. | Metairie | 137 | $39.6 million | $210.2 million | adviserinfo.sec.gov |
| Castellano & Associates | Shreveport | 235 | $38.2 million | $129.5 million | adviserinfo.sec.gov |
| Cane Capital Partners, LLC | Saint Francisville | 206 | $35.6 million | $284.1 million | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | 144 | $35.5 million | $467.8 million | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | 180 | $34.1 million | $390.7 million | adviserinfo.sec.gov |
| Vines Capital Management, LLC | Monroe | 157 | $33.6 million | $192.2 million | adviserinfo.sec.gov |
| Spinosa Wealth Management Group | Mandeville | 94 | $32.1 million | $191.4 million | adviserinfo.sec.gov |
| Bellingrath Wealth Management, L.L.C. | New Orleans | 116 | $28.2 million | $196.1 million | adviserinfo.sec.gov |
| Asset Planning Services Inc | Covington | 73 | $27.9 million | $365.6 million | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | 190 | $26.8 million | $128.5 million | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | 55 | $25.7 million | $250.7 million | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | 81 | $25.5 million | $227 million | adviserinfo.sec.gov |
| Broussard Financial Group, LLC | Kaplan | 119 | $25.4 million | $138.8 million | adviserinfo.sec.gov |
| Adkins Seale Capital Management LLC | Shreveport | 52 | $20.5 million | $448.2 million | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | 83 | $20.4 million | $836.6 million | adviserinfo.sec.gov |
| Advocacy Financial LLC | Covington | 94 | $19.8 million | $103.4 million | adviserinfo.sec.gov |
| FPL Capital Management, LLC | Metairie | 89 | $18.8 million | $1.08 billion | adviserinfo.sec.gov |
| Wealthharbor Capital Group, LLC | Metairie | 129 | $17.6 million | $334.7 million | adviserinfo.sec.gov |
| HMV Wealth Advisors, LLC | Shreveport | 50 | $15.2 million | $567.4 million | adviserinfo.sec.gov |
| Suncap Management | New Orleans | 75 | $13 million | $380 million | adviserinfo.sec.gov |
| Orleans Capital Management Corp | Mandeville | 18 | $11.1 million | $2.13 billion | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | 13 | $9.5 million | $214.2 million | adviserinfo.sec.gov |
| Guilbault Capital | Metairie | 30 | $9.2 million | $303.8 million | adviserinfo.sec.gov |
| Doucet Asset Management, LLC | New Orleans | 35 | $8.9 million | $120.8 million | adviserinfo.sec.gov |
| Colomb Investment Management Company, LLC | Metairie | 32 | $4.7 million | $4.7 million | adviserinfo.sec.gov |
| Emeth Value Capital, LLC | New Orleans | 14 | $2.8 million | $57.4 million | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | 7 | $508,065 | $246 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.