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Top RIA Firms in New Orleans, Louisiana
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in New Orleans, Louisiana. This hub covers 23 matching firms with $60.5B in total reported AUM and median AUM of $591.3M.
Firms
23
Matching current profiles
Total AUM
$60.5B
Reported regulatory AUM
Median AUM
$591.3M
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. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. Hubbell Strickland Wealth Management, LLC CRD 301715 · Limited Liability Company | NEW ORLEANS, LA | $617.9M Mar 2026 | +$113.9M+22.6% | +$120.4M+24.2% | +$220.0M+55.3% | — | 0 employees+0.0% over 3Y | +233 accounts+23.2% over 3Y |
| 12. Walter C. Flower & CO., INC CRD 110775 · Corporation | NEW ORLEANS, LA | $591.3M Feb 2026 | +$131.7M+28.7% | +$227.5M+62.5% | +$277.7M+88.6% | +$352.4M+147.4% | -2 employees-50.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Carr'S Hill Partners CRD 305205 · Limited Partnership | NEW ORLEANS, LA | $492.7M Apr 2026 | +$157.5M+47.0% | — | — | +$315.6M+178.2% | +2 employees+25.0% over 1Y | +2 accounts+33.3% over 1Y |
| 14. Thirtynorth Investments, LLC CRD 155355 · Limited Liability Company | NEW ORLEANS, LA | $467.8M Mar 2026 | +$124.3M+36.2% | +$231.5M+98.0% | +$250.2M+114.9% | +$386.4M+475.0% | 0 employees+0.0% over 3Y | +316 accounts+99.1% over 3Y |
| 15. Hackett Robertson Tobe Group CRD 304638 · Corporation | NEW ORLEANS, LA | $380.0M May 2026 | $0+0.0% | -$190.0M-33.3% | -$40.0M-9.5% | — | +1 employees+33.3% over 3Y | -45 accounts-30.0% over 3Y |
| 16. Hancock Whitney Investment Services INC. CRD 40637 · Corporation | NEW ORLEANS, LA | $306.1M Mar 2026 | +$95.4M+45.3% | -$37.4M-10.9% | -$250.4M-45.0% | +$60.8M+24.8% | +9 employees+22.5% over 3Y | -749 accounts-45.1% over 3Y |
| 17. Search Fund Accelerator, LLC CRD 281491 · Limited Liability Company | NEW ORLEANS, LA | $298.9M Mar 2026 | +$64.3M+27.4% | +$128.9M+75.8% | — | +$128.9M+75.8% | +1 employees+16.7% over 3Y | +194 accounts+198.0% over 3Y |
| 18. Deane Retirement Strategies, INC. CRD 127096 · Corporation | NEW ORLEANS, LA | $250.7M Mar 2026 | +$34.4M+15.9% | +$62.1M+32.9% | +$95.7M+61.7% | +$146.6M+140.8% | -1 employees-16.7% over 3Y | +22 accounts+7.2% over 3Y |
| 19. Dumaine Investments LLC CRD 306481 · Limited Liability Company | NEW ORLEANS, LA | $227.0M Mar 2026 | +$22.9M+11.2% | +$21.8M+10.6% | +$102.9M+83.0% | — | 0 employees+0.0% over 3Y | +78 accounts+28.1% over 3Y |
| 20. Equitas Capital Advisors,llc CRD 124471 · Limited Liability Company | NEW ORLEANS, LA | $214.2M Mar 2026 | +$12.8M+6.4% | -$178.7M-45.5% | -$153.4M-41.7% | -$2.3B-91.4% | -4 employees-40.0% over 3Y | -24 accounts-34.3% over 3Y |
| 21. Bellingrath Wealth Management, L.l.c. CRD 336024 · Limited Liability Company | NEW ORLEANS, LA | $196.1M May 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 22. Emeth Value Capital, LLC CRD 310696 · Limited Liability Company | NEW ORLEANS, LA | $193.7M Feb 2026 | +$74.3M+62.2% | — | — | +$74.3M+62.2% | 0 employees+0.0% over 1Y | +4 accounts+8.0% over 1Y |
| 23. Doucet Asset Management, LLC CRD 141546 · Limited Liability Company | NEW ORLEANS, LA | $120.8M Mar 2026 | +$107.3M+792.7% | +$107.3M+792.7% | +$107.3M+792.7% | +$107.3M+792.7% | 0 employees+0.0% over Total | -7 accounts-12.7% 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.