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Investment adviser firms in Louisiana

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

79 firms · Source months shown: August 2026

ABEL HALL, LLCCRD 302076 · BATON ROUGE, LA
$819,117,440.00Regulatory AUM · August 2026
ADG WEALTH MANAGEMENT GROUP, LLCCRD 132341 · METAIRIE, LA
$336,337,565.00Regulatory AUM · August 2026
ADKINS SEALE CAPITAL MANAGEMENT LLCCRD 166749 · SHREVEPORT, LA
$448,179,388.00Regulatory AUM · August 2026
ADVANTAGE CAPITAL INVESTMENT ADVISER, LLCCRD 171365 · NEW ORLEANS, LA
$1,294,679,102.00Regulatory AUM · August 2026
ADVOCACY FINANCIAL LLCCRD 305954 · COVINGTON, LA
$103,416,660.00Regulatory AUM · August 2026
APEX CAPITAL MANAGEMENT, L.L.C.CRD 117059 · LAFAYETTE, LA
$225,190,934.00Regulatory AUM · August 2026
ARGENT ADVISORS, INC.CRD 112028 · RUSTON, LA
$1,713,265,623.00Regulatory AUM · August 2026
ARGENT RETIREMENT PLAN ADVISORS, LLCCRD 165031 · NEW ORLEANS, LA
$683,140,774.00Regulatory AUM · August 2026
ARNOLD CASTELLANO AND ASSOCIATES, LLCCRD 117369 · SHREVEPORT, LA
$129,542,260.00Regulatory AUM · August 2026
ASEMPA, LLCCRD 328609 · BATON ROUGE, LA
$246,043,951.00Regulatory AUM · August 2026
ASSET PLANNING SERVICES INCCRD 104715 · COVINGTON, LA
$365,570,218.00Regulatory AUM · August 2026
AVANT CAPITAL, LLCCRD 167961 · LAFAYETTE, LA
$176,206,195.00Regulatory AUM · August 2026
BCM ADVISORS, LLCCRD 107946 · LAFAYETTE, LA
$775,708,312.00Regulatory AUM · August 2026
BEAM WEALTH ADVISORS, INC.CRD 109867 · COVINGTON, LA
$1,600,547,274.00Regulatory AUM · August 2026
BELLINGRATH WEALTH MANAGEMENT, L.L.C.CRD 336024 · NEW ORLEANS, LA
$196,108,853.00Regulatory AUM · August 2026
BERNHARD CAPITAL PARTNERS MANAGEMENT, LPCRD 168155 · BATON ROUGE, LA
$6,578,702,870.00Regulatory AUM · August 2026
BLACK BAY PARTNERS, LLCCRD 284945 · NEW ORLEANS, LA
$830,085,572.00Regulatory AUM · August 2026
BRIAN LOW FINANCIAL GROUP, LLCCRD 306346 · BATON ROUGE, LA
$239,345,026.00Regulatory AUM · August 2026
BROUSSARD FINANCIAL GROUP, LLCCRD 123724 · KAPLAN, LA
$138,790,787.00Regulatory AUM · August 2026
CANE CAPITAL PARTNERS, LLCCRD 337468 · SAINT FRANCISVILLE, LA
$284,109,433.00Regulatory AUM · August 2026
CARR'S HILL CAPITAL PARTNERS MANAGEMENT, L.P.CRD 305205 · NEW ORLEANS, LA
$492,654,566.00Regulatory AUM · August 2026
COLOMB INVESTMENT MANAGEMENT COMPANY, LLCCRD 140088 · METAIRIE, LA
$4,651,207.00Regulatory AUM · August 2026
CRESCENT CITY RETIREMENT GROUP, LLCCRD 146666 · METAIRIE, LA
$130,923,958.00Regulatory AUM · August 2026
CRESCENT STERLING LTDCRD 106633 · METAIRIE, LA
$210,200,000.00Regulatory AUM · August 2026
CULLEN INVESTMENT GROUP, LTD.CRD 18266 · LAFAYETTE, LA
$909,951,360.00Regulatory AUM · August 2026
DEANE RETIREMENT STRATEGIES, INC.CRD 127096 · NEW ORLEANS, LA
$250,732,080.00Regulatory AUM · August 2026
DELTA FINANCIAL ADVISORS, L.L.C.CRD 122092 · METAIRIE, LA
$592,287,336.00Regulatory AUM · August 2026
DIVERSIFIED INVESTMENT STRATEGIES, LLCCRD 142202 · BATON ROUGE, LA
$199,401,546.00Regulatory AUM · August 2026
DOUCET ASSET MANAGEMENT, LLCCRD 141546 · NEW ORLEANS, LA
$120,829,895.00Regulatory AUM · August 2026
DUMAINE INVESTMENTS LLCCRD 306481 · NEW ORLEANS, LA
$226,991,557.00Regulatory AUM · August 2026
EAGLE CAPITAL MANAGEMENT, LLCCRD 110177 · MANDEVILLE, LA
$455,167,867.00Regulatory AUM · August 2026
EMETH VALUE CAPITAL, LLCCRD 310696 · NEW ORLEANS, LA
$57,392,814.00Regulatory AUM · August 2026
ENHANCED CAPITAL PARTNERS, LLCCRD 170236 · NEW ORLEANS, LA
$785,915,242.00Regulatory AUM · August 2026
EQUITAS CAPITAL ADVISORS,LLCCRD 124471 · NEW ORLEANS, LA
$214,236,183.00Regulatory AUM · August 2026
EVANS INVESTMENT ADVISORS, L.L.C.CRD 147000 · BATON ROUGE, LA
$390,734,415.00Regulatory AUM · August 2026
FAMILY FINANCIAL GROUPCRD 152609 · WEST MONROE, LA
$133,000,000.00Regulatory AUM · August 2026
FORTUNE 45, LLC.CRD 170693 · GONZALES, LA
$237,666,282.00Regulatory AUM · August 2026
FPL CAPITAL MANAGEMENT, LLCCRD 117499 · METAIRIE, LA
$1,082,665,992.00Regulatory AUM · August 2026
FREEGULLIVER, L.L.C.CRD 117040 · NEW ORLEANS, LA
$836,584,355.00Regulatory AUM · August 2026
GOING CPAS & WEALTH ADVISORS, LLPCRD 117104 · OPELOUSAS, LA
$160,825,856.00Regulatory AUM · August 2026
GRAHAM, BORDELON, GOLSON & GILBERT, INC.CRD 104612 · MONROE, LA
$420,819,606.00Regulatory AUM · August 2026
GUILBAULT CAPITAL LLCCRD 331160 · METAIRIE, LA
$303,755,823.00Regulatory AUM · August 2026
HANCOCK WHITNEY INVESTMENT SERVICES INC.CRD 40637 · NEW ORLEANS, LA
$306,052,831.00Regulatory AUM · August 2026
HARGER AND COMPANY, INC.CRD 10385 · BATON ROUGE, LA
$137,039,240.00Regulatory AUM · August 2026
HASSELL WEALTH MANAGEMENT, L.L.C.CRD 297892 · HOUMA, LA
$387,400,590.00Regulatory AUM · August 2026
HIBERNIA WEALTH PARTNERS, LLCCRD 319509 · BATON ROUGE, LA
$372,536,792.00Regulatory AUM · August 2026
HMV WEALTH ADVISORS, LLCCRD 297747 · SHREVEPORT, LA
$464,771,467.00Regulatory AUM · August 2026
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLCCRD 301715 · NEW ORLEANS, LA
$617,882,576.00Regulatory AUM · August 2026
JCN FINANCIAL & TAX ADVISORY GROUP, LLCCRD 174358 · BATON ROUGE, LA
$130,490,896.00Regulatory AUM · August 2026
KG CAPITAL MANAGEMENT, LLCCRD 164500 · SAINT FRANCISVILLE, LA
$199,514,529.00Regulatory AUM · August 2026
KROPOG FINANCIAL GROUP, LLCCRD 282747 · MANDEVILLE, LA
$160,493,597.00Regulatory AUM · August 2026
LMG WEALTH PARTNERS, LLCCRD 318023 · SHREVEPORT, LA
$681,163,458.00Regulatory AUM · August 2026
LONGUEVUE MANAGEMENT COMPANY LLCCRD 330117 · METAIRIE, LA
$1,005,413,474.00Regulatory AUM · August 2026
LYONS CAPITAL GROUP, LLCCRD 335733 · SHREVEPORT, LA
$165,937,224.00Regulatory AUM · August 2026
MARITIME PARTNERS, LLCCRD 300186 · METAIRIE, LA
$4,716,515,556.00Regulatory AUM · August 2026
MAVEN ROYALTY PARTNERS, LLCCRD 288377 · SHREVEPORT, LA
$241,355,014.00Regulatory AUM · August 2026
MERIWETHER WEALTH & PLANNING, LLCCRD 310713 · MINDEN, LA
$308,876,105.00Regulatory AUM · August 2026
MONTZ HARCUS WEALTH MANAGEMENT LLCCRD 301963 · NEW ORLEANS, LA
$876,333,177.00Regulatory AUM · August 2026
NEWEDGE ADVISORS, LLCCRD 171351 · NEW ORLEANS, LA
$43,214,714,138.00Regulatory AUM · August 2026
ORLEANS CAPITAL MANAGEMENT CORPCRD 111359 · MANDEVILLE, LA
$2,126,643,309.00Regulatory AUM · August 2026
PARADIEM, LLCCRD 158200 · COVINGTON, LA
$483,429,554.00Regulatory AUM · August 2026
PELICAN INVESTMENT ADVISORS, LLCCRD 313227 · BATON ROUGE, LA
$128,500,000.00Regulatory AUM · August 2026
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)CRD 109965 · SHREVEPORT, LA
$156,365,616.00Regulatory AUM · August 2026
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.CRD 113181 · METAIRIE, LA
$211,476,970.00Regulatory AUM · August 2026
SEARCH FUND ACCELERATOR, LLCCRD 281491 · NEW ORLEANS, LA
$298,889,000.00Regulatory AUM · August 2026
SECOND LINE CAPITAL, LLCCRD 324386 · METAIRIE, LA
$1,324,089,165.00Regulatory AUM · August 2026
SISUNG INVESTMENT MANAGEMENT SERVICES LLCCRD 107318 · METAIRIE, LA
$1,943,099,882.00Regulatory AUM · August 2026
SPINOSA WEALTH MANAGEMENT GROUP, LLCCRD 170903 · MANDEVILLE, LA
$191,417,058.00Regulatory AUM · August 2026
ST. DENIS J. VILLERE & CO., LLCCRD 105159 · NEW ORLEANS, LA
$1,397,820,904.00Regulatory AUM · August 2026
STOKES FAMILY OFFICE LLCCRD 300899 · NEW ORLEANS, LA
$3,351,688,868.00Regulatory AUM · August 2026
STONE WEALTH PARTNERS LLCCRD 308429 · LAFAYETTE, LA
$142,879,888.00Regulatory AUM · August 2026
SUMMIT FINANCIAL WEALTH ADVISORS, LLCCRD 171278 · LAFAYETTE, LA
$1,799,431,900.00Regulatory AUM · August 2026
SUNCOAST CAPITAL MANAGEMENTCRD 304638 · NEW ORLEANS, LA
$380,000,000.00Regulatory AUM · August 2026
THE ARCHER CONSULTING GROUP, LLCCRD 156062 · THIBODAUX, LA
$192,244,119.00Regulatory AUM · August 2026
THIRTYNORTH INVESTMENTS, LLCCRD 155355 · NEW ORLEANS, LA
$467,782,000.00Regulatory AUM · August 2026
VINES CAPITAL MANAGEMENT, LLCCRD 298727 · MONROE, LA
$192,183,223.00Regulatory AUM · August 2026
WALTER C. FLOWER & CO., INCCRD 110775 · NEW ORLEANS, LA
$591,335,914.00Regulatory AUM · August 2026
WATERS, PARKERSON & CO., LLCCRD 3711 · NEW ORLEANS, LA
$2,859,829,975.00Regulatory AUM · August 2026
WEALTHHARBOR CAPITAL GROUP, LLCCRD 118614 · METAIRIE, LA
$334,662,398.00Regulatory AUM · August 2026