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Top RIA Firms in Louisiana
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Louisiana. This hub covers 77 matching firms with $100.5B in total reported AUM and median AUM of $365.6M.
Firms
77
Matching current profiles
Total AUM
$100.5B
Reported regulatory AUM
Median AUM
$365.6M
Across firms with AUM
Largest firm
$43.2B
Newedge Advisors
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Newedge Advisors CRD 171351 · Limited Liability Company | NEW ORLEANS, LA | $43.2B May 2026 | +$15.8B+57.8% | +$30.5B+240.7% | +$37.5B+660.6% | — | +574 employees+115.0% over 3Y | +54,933 accounts+114.3% over 3Y |
| 2. Bernhard Capital Partners Management, LP CRD 168155 · Limited Partnership | BATON ROUGE, LA | $6.6B Mar 2026 | +$2.6B+65.9% | +$3.1B+91.7% | +$4.0B+158.4% | +$6.5B+5428.3% | +8 employees+23.5% over 3Y | +13 accounts+130.0% over 3Y |
| 3. Maritime Partners, LLC CRD 300186 · Limited Liability Company | METAIRIE, LA | $4.7B Mar 2026 | +$1.7B+53.9% | +$3.2B+219.5% | +$4.4B+1409.8% | +$4.5B+1779.1% | +22 employees+115.8% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Stokes Family Office LLC CRD 300899 · Limited Liability Company | NEW ORLEANS, LA | $3.4B Apr 2026 | +$876.5M+35.4% | +$1.8B+115.4% | +$2.0B+151.8% | — | +6 employees+75.0% over 3Y | +666 accounts+36.6% over 3Y |
| 5. Truwealth Advisors, LLC CRD 306876 · Limited Liability Company | METAIRIE, LA | $3.1B May 2026 | +$514.8M+20.3% | +$1.4B+82.3% | +$1.7B+123.0% | — | -33 employees-91.7% over 3Y | +1,521 accounts+24.9% over 3Y |
| 6. Waters, Parkerson & CO., LLC CRD 3711 · Limited Liability Company | NEW ORLEANS, LA | $2.9B May 2026 | +$174.1M+6.5% | +$557.3M+24.2% | +$751.3M+35.6% | +$1.9B+193.2% | 0 employees+0.0% over 3Y | +108 accounts+6.0% over 3Y |
| 7. Orleans Capital Management Corp CRD 111359 · Corporation | MANDEVILLE, LA | $2.1B Mar 2026 | +$532.3M+33.4% | +$800.5M+60.4% | +$551.3M+35.0% | +$364.3M+20.7% | +2 employees+20.0% over 3Y | +10 accounts+4.9% over 3Y |
| 8. Sisung Investment Management Services LLC CRD 107318 · Limited Liability Company | METAIRIE, LA | $1.9B Mar 2026 | -$57.8M-2.9% | +$345.5M+21.6% | +$314.3M+19.3% | +$630.3M+48.0% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 9. Summit Financial Wealth Advisors CRD 171278 · Limited Liability Company | LAFAYETTE, LA | $1.8B Mar 2026 | +$369.0M+25.8% | +$507.6M+39.3% | +$796.1M+79.3% | +$1.4B+399.7% | +5 employees+29.4% over 3Y | +969 accounts+47.5% over 3Y |
| 10. Argent Advisors, INC. CRD 112028 · Corporation | RUSTON, LA | $1.7B Mar 2026 | +$251.4M+17.2% | +$521.5M+43.8% | +$639.5M+59.6% | +$1.4B+492.2% | -3 employees-10.0% over 3Y | +600 accounts+26.2% over 3Y |
| 11. Beam Wealth Advisors, INC. CRD 109867 · Corporation | COVINGTON, LA | $1.6B Apr 2026 | +$286.2M+21.8% | +$1.1B+220.6% | +$1.0B+166.8% | +$1.5B+994.5% | +9 employees+50.0% over 3Y | +2,716 accounts+104.1% over 3Y |
| 12. St. Denis J. Villere & CO., LLC CRD 105159 · Limited Liability Company | NEW ORLEANS, LA | $1.4B May 2026 | -$133.1M-8.7% | -$275.4M-16.5% | -$877.1M-38.6% | -$90.7M-6.1% | +1 employees+25.0% over 3Y | -96 accounts-16.2% over 3Y |
| 13. Second Line Capital, LLC CRD 324386 · Limited Liability Company | METAIRIE, LA | $1.3B Mar 2026 | +$601.1M+83.1% | — | — | — | +27 employees+2700.0% over 3Y | -1,303 accounts-52.1% over 1Y |
| 14. Advantage Capital CRD 171365 · Limited Liability Company | NEW ORLEANS, LA | $1.3B May 2026 | +$500.1M+62.9% | +$714.7M+123.2% | +$1.1B+701.6% | +$1.1B+646.7% | +80 employees+53.3% over 3Y | +7 accounts+77.8% over 3Y |
| 15. Fpl Capital Management, LLC CRD 117499 · Limited Liability Company | METAIRIE, LA | $1.1B Jan 2026 | +$197.5M+22.3% | +$500.6M+86.0% | +$542.1M+100.3% | +$955.6M+751.9% | +2 employees+66.7% over 3Y | +290 accounts+38.1% over 3Y |
| 16. Longuevue Management Company LLC CRD 330117 · Limited Liability Company | METAIRIE, LA | $1.0B Apr 2026 | — | — | — | +$203.4M+25.4% | 0 employees+0.0% over Total | -1 accounts-20.0% over Total |
| 17. Cullen Investment Group CRD 18266 · Corporation | LAFAYETTE, LA | $910.0M Mar 2026 | +$114.5M+14.4% | +$357.6M+64.7% | +$367.3M+67.7% | +$747.3M+459.4% | +6 employees+120.0% over 3Y | +370 accounts+32.8% over 3Y |
| 18. Montz Harcus Wealth Management CRD 301963 · Limited Liability Company | NEW ORLEANS, LA | $876.3M Mar 2026 | +$162.6M+22.8% | +$425.7M+94.5% | +$439.9M+100.8% | — | +2 employees+28.6% over 3Y | +429 accounts+38.9% over 3Y |
| 19. Freegulliver, LLC CRD 117040 · Limited Liability Company | NEW ORLEANS, LA | $836.6M Apr 2026 | +$38.4M+4.8% | +$371.3M+79.8% | +$443.1M+112.6% | +$627.3M+299.7% | 0 employees+0.0% over 3Y | -182 accounts-23.8% over 3Y |
| 20. Black Bay Partners, LLC CRD 284945 · Limited Liability Company | NEW ORLEANS, LA | $830.1M Mar 2026 | +$446.6M+116.4% | +$295.6M+55.3% | +$500.8M+152.1% | +$634.0M+323.4% | +9 employees+112.5% over 3Y | +2 accounts+40.0% over 3Y |
| 21. Abel Hall, LLC CRD 302076 · Limited Liability Company | BATON ROUGE, LA | $819.1M Feb 2026 | +$419.0M+104.7% | +$533.3M+186.6% | +$614.1M+299.5% | — | +5 employees+100.0% over 3Y | +130 accounts+26.2% over 3Y |
| 22. Enhanced Capital Partners, LLC CRD 170236 · Limited Liability Company | NEW ORLEANS, LA | $785.9M May 2026 | -$89.1M-10.2% | +$63.8M+8.8% | +$430.0M+120.8% | +$490.7M+166.2% | +2 employees+5.7% over 3Y | +10 accounts+37.0% over 3Y |
| 23. Bcm Advisors, LLC CRD 107946 · Limited Liability Company | LAFAYETTE, LA | $775.7M Feb 2026 | +$109.5M+16.4% | +$181.0M+30.4% | +$290.6M+59.9% | +$552.2M+247.1% | +1 employees+12.5% over 3Y | -24 accounts-4.7% over 3Y |
| 24. Argent Retirement Plan Advisors, LLC CRD 165031 · Limited Liability Company | NEW ORLEANS, LA | $683.1M Mar 2026 | +$31.2M+4.8% | +$289.4M+73.5% | +$422.6M+162.2% | +$674.7M+7972.8% | +2 employees+40.0% over 3Y | +38 accounts+253.3% over 3Y |
| 25. Lees Monsour Group CRD 318023 · Limited Liability Company | SHREVEPORT, LA | $681.2M Feb 2026 | +$69.0M+11.3% | +$269.1M+65.3% | — | — | 0 employees+0.0% over 3Y | +504 accounts+59.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.