Rialytix insights

Top RIA Firms in Metairie, Louisiana

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Metairie, Louisiana. This hub covers 14 matching firms with $15.2B in total reported AUM and median AUM of $464.3M.

Firms

14

Matching current profiles

Total AUM

$15.2B

Reported regulatory AUM

Median AUM

$464.3M

Across firms with AUM

Largest firm

$4.7B

Maritime Partners, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. 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 3Y0 accounts+0.0% over 3Y
2. 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
3. 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 3Y0 accounts+0.0% over 3Y
4. 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
5. 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
6. 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
7. Delta Financial Advisors, L.l.c.
CRD 122092 · Limited Liability Company
METAIRIE, LA$592.3M
Mar 2026
+$211.2M+55.4%+$189.4M+47.0%+$130.4M+28.2%+$335.8M+130.9%+1 employees+25.0% over 3Y+82 accounts+17.6% over 3Y
8. Adg Wealth Management Group, LLC
CRD 132341 · Limited Liability Company
METAIRIE, LA$336.3M
Feb 2026
+$57.2M+20.5%-$5.1M-1.5%+$69.3M+25.9%+$183.8M+120.4%-1 employees-20.0% over 3Y+237 accounts+18.0% over 3Y
9. Wealthharbor Capital Group, LLC
CRD 118614 · Limited Liability Company
METAIRIE, LA$334.7M
Mar 2026
+$42.1M+14.4%+$38.5M+13.0%+$80.9M+31.9%+$221.7M+196.2%+3 employees+50.0% over 3Y+163 accounts+77.3% over 3Y
10. Guilbault Capital
CRD 331160 · Limited Liability Company
METAIRIE, LA$303.8M
Mar 2026
-$9.2M-2.9%0 employees+0.0% over 1Y+3 accounts+0.5% over 1Y
11. Regatta Research & Money Management L.l.c.
CRD 113181 · Limited Liability Company
METAIRIE, LA$211.5M
May 2026
+$23.0M+12.2%+$58.2M+37.9%+$69.2M+48.6%+$99.0M+88.1%+2 employees+33.3% over 3Y-42 accounts-3.0% over 3Y
12. Crescent Sterling LTD.
CRD 106633 · Corporation
METAIRIE, LA$210.2M
Mar 2026
-$3.9M-1.8%+$5.2M+2.5%+$24.5M+13.2%+$70.0M+49.9%0 employees+0.0% over 3Y-61 accounts-11.8% over 3Y
13. Crescent City Retirement Group
CRD 146666 · Limited Liability Company
METAIRIE, LA$130.9M
Apr 2026
+$21.9M+20.1%+3 employees+33.3% over Total-827 accounts-47.0% over Total
14. Colomb Investment Management Company, LLC
CRD 140088 · Limited Liability Company
METAIRIE, LA$4.7M
Mar 2026
+$3.1M+190.7%+$3.1M+190.7%+3 employees+60.0% over 1Y+25 accounts+357.1% 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.