Data / Investment advisers / Serving pension and profit sharing plans / Louisiana
Investment advisers in Louisiana serving pension and profit sharing plans: 40 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
40 SEC registered investment advisers with a main office in Louisiana report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $3.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Argent Retirement Plan Advisors, LLC.
The request: Every investment adviser in Louisiana that serves pension and profit sharing plans, with AUM, phone and website. $10 of work on sign-up, no card.
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- 40Advisers
- $3.6 billionAUM from this client type
- 40Advisers over $100 million
- November 2, 2026File date
Advisers in Louisiana serving pension and profit sharing plans
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 |
|---|
| Argent Retirement Plan Advisors, LLC | New Orleans | 53 | $683.1 million | $683.1 million | adviserinfo.sec.gov |
| Second Line Capital, LLC | Metairie | 62 | $652.2 million | $1.32 billion | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | 50 | $525.6 million | $3.35 billion | adviserinfo.sec.gov |
| Newedge Advisors | New Orleans | 259 | $322.1 million | $43.21 billion | adviserinfo.sec.gov |
| FPL Capital Management, LLC | Metairie | 56 | $231.4 million | $1.08 billion | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | 18 | $218.6 million | $467.8 million | adviserinfo.sec.gov |
| Beam Wealth Advisors, Inc. | Covington | 40 | $202.2 million | $1.60 billion | adviserinfo.sec.gov |
| Wealthharbor Capital Group, LLC | Metairie | 58 | $186.8 million | $334.7 million | adviserinfo.sec.gov |
| Summit Financial Wealth Advisors | Lafayette | 21 | $91 million | $1.80 billion | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | 11 | $62.6 million | $876.3 million | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | 46 | $56.9 million | $617.9 million | adviserinfo.sec.gov |
| Bellingrath Wealth Management, L.L.C. | New Orleans | 18 | $46 million | $196.1 million | adviserinfo.sec.gov |
| Argent Advisors, Inc. | Ruston | 18 | $41.1 million | $1.71 billion | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | 40 | $36.2 million | $128.5 million | adviserinfo.sec.gov |
| BCM Advisors, LLC | Lafayette | 25 | $29.6 million | $775.7 million | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | 11 | $19.5 million | $836.6 million | adviserinfo.sec.gov |
| Eagle Capital Management, LLC | Mandeville | Fewer than 5 | $16.3 million | $455.2 million | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | 1 | $14.6 million | $246 million | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | 21 | $14.2 million | $372.5 million | adviserinfo.sec.gov |
| Vines Capital Management, LLC | Monroe | 11 | $11.4 million | $192.2 million | adviserinfo.sec.gov |
| KG Capital Management, LLC | Saint Francisville | 6 | $10.6 million | $199.5 million | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | Fewer than 5 | $9.7 million | $2.86 billion | adviserinfo.sec.gov |
| Pinnacle Asset Management Group, Corporation (Inc.) | Shreveport | 4 | $9.4 million | $156.4 million | adviserinfo.sec.gov |
| Apex Capital Management, L.L.C. | Lafayette | 5 | $8.9 million | $225.2 million | adviserinfo.sec.gov |
| Kropog Financial Group, LLC | Mandeville | Fewer than 5 | $7.9 million | $160.5 million | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | Fewer than 5 | $7.4 million | $819.1 million | adviserinfo.sec.gov |
| Guilbault Capital | Metairie | Fewer than 5 | $7.2 million | $303.8 million | adviserinfo.sec.gov |
| Cane Capital Partners, LLC | Saint Francisville | 6 | $6.7 million | $284.1 million | adviserinfo.sec.gov |
| Castellano & Associates | Shreveport | 16 | $6.2 million | $129.5 million | adviserinfo.sec.gov |
| Asset Planning Services Inc | Covington | 4 | $5.4 million | $365.6 million | adviserinfo.sec.gov |
| Suncap Management | New Orleans | 4 | $5 million | $380 million | adviserinfo.sec.gov |
| Orleans Capital Management Corp | Mandeville | Fewer than 5 | $4.7 million | $2.13 billion | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | 2 | $4.2 million | $390.7 million | adviserinfo.sec.gov |
| Going Cpas & Wealth Advisors, LLP | Opelousas | Fewer than 5 | $3.6 million | $160.8 million | adviserinfo.sec.gov |
| Pelican Advisory LLC | Covington | 10 | $3.5 million | $119 million | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | Fewer than 5 | $3.2 million | $681.2 million | adviserinfo.sec.gov |
| Avant Capital, LLC | Lafayette | Fewer than 5 | $2.7 million | $176.2 million | adviserinfo.sec.gov |
| Adkins Seale Capital Management LLC | Shreveport | Fewer than 5 | $1.9 million | $448.2 million | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | Fewer than 5 | $1.8 million | $250.7 million | adviserinfo.sec.gov |
| Lyons Capital Group | Shreveport | Fewer than 5 | $217,909 | $165.9 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.