NEW ORLEANS, LACRD 165031Latest ADV March 23, 2026
Argent Retirement Plan Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 23, 2026, reports $683M in regulatory assets under management, 7 employees, 4 offices, and 53 accounts.
Assets Under Management
$683M
Employees
7
Offices
4 offices
Total Clients
53
Primary office
NEW ORLEANS, LA
201 ST. CHARLES AVE., SUITE 2420, NEW ORLEANS, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$683Mas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$683M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$683M
Total Accounts53
10Y AUM Change+$481M (+238.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee8:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.