Rialytix insights

Top RIA Firms in Lafayette, Louisiana

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lafayette, Louisiana. This hub covers 6 matching firms with $4.0B in total reported AUM and median AUM of $500.4M.

Firms

Matching current profiles

Total AUM

$4.0B

Reported regulatory AUM

Median AUM

$500.4M

Across firms with AUM

Largest firm

$1.8B

Summit Financial Wealth Advisors

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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. 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
2. 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
3. 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
4. Apex Capital Management, L.l.c. CRD 117059 · Limited Liability Company	LAFAYETTE, LA	$225.2M Mar 2026	+$8.6M+4.0%	+$67.9M+43.2%	+$165.3M+275.8%	+$165.3M+275.8%	-4 employees-36.4% over 3Y	+224 accounts+57.9% over 3Y
5. Avant Capital, LLC CRD 167961 · Limited Liability Company	LAFAYETTE, LA	$176.2M Apr 2026	+$21.3M+13.7%	+$66.7M+60.9%	—	+$63.6M+56.4%	+1 employees+25.0% over 3Y	+555 accounts+185.0% over 3Y
6. Stone Wealth Partners LLC CRD 308429 · Limited Liability Company	LAFAYETTE, LA	$142.9M Mar 2026	+$40.8M+39.9%	—	—	+$40.8M+39.9%	+1 employees+20.0% over 1Y	+98 accounts+15.0% over 1Y

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.