Adviser Record

Investment advisers in LA

81 SEC-registered firms · $97.96 billion in regulatory assets · 6 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
Abel Hall, LLCBaton Rouge$819.1 million0
Adg Wealth Management Group, LLCMetairie$336.3 million0
Adkins Seale Capital Management LLCShreveport$448.2 million0
Advantage CapitalNew Orleans$1.29 billion0
Advisor.investmentsBaton Rouge$199.4 million0
Advocacy Financial LLCCovington$103.4 million0
Apex Capital Management, L.L.C.Lafayette$225.2 million0
Argent Advisors, Inc.Ruston$1.71 billion0
Argent Retirement Plan Advisors, LLCNew Orleans$683.1 million0
Asempa Wealth AdvisorsBaton Rouge$246.0 million0
Asset Planning Services IncCovington$365.6 million0
Avant Capital, LLCLafayette$176.2 million0
Bcm Advisors, LLCLafayette$775.7 million0
Beam Wealth Advisors, Inc.Covington$1.60 billion0
Bellingrath Wealth Management, L.L.C.New Orleans$196.1 million0
Bernhard Capital Partners Management, LPBaton Rouge$6.58 billion0
Black Bay Partners, LLCNew Orleans$830.1 million0
Brian Low Financial Group, LLCBaton Rouge$239.3 million0
Broussard Financial Group, LLCKaplan$138.8 million0
Cane Capital Partners, LLCSaint Francisville$284.1 million0
Carazo Wealth ManagementMetairie$00
Carr's Hill PartnersNew Orleans$492.7 million0
Castellano & AssociatesShreveport$129.5 million0
Colomb Investment Management Company, LLCMetairie$4.7 million0
Crescent City Retirement GroupMetairie$130.9 million0
Crescent Sterling Ltd.Metairie$210.2 million0
Cullen Investment GroupLafayette$910.0 million0
Deane Retirement Strategies, Inc.New Orleans$250.7 million0
Delta Financial Advisors, L.L.C.Metairie$592.3 million0
Doucet Asset Management, LLCNew Orleans$120.8 million0
Dumaine Investments LLCNew Orleans$227.0 million0
Eagle Capital Management, LLCMandeville$455.2 million0
Emeth Value Capital, LLCNew Orleans$57.4 million0
Enhanced Capital Partners, LLCNew Orleans$785.9 million0
Equitas Capital Advisors,llcNew Orleans$214.2 million5
Evans Investment Advisors, L.L.C.Baton Rouge$390.7 million0
Fletcher Financial GroupWest Monroe$133.0 million0
Fortune 45, LLC.Gonzales$237.7 million0
Fpl Capital Management, LLCMetairie$1.08 billion0
Freegulliver, LLCNew Orleans$836.6 million0
Going Cpas & Wealth Advisors, LLPOpelousas$160.8 million0
Graham, Bordelon, Golson & Gilbert, Inc.Monroe$420.8 million2
Guilbault CapitalMetairie$303.8 million0
Hancock Whitney Investment Services Inc.New Orleans$306.1 million5
Harger and Company, Inc.Baton Rouge$137.0 million2
Hassell Wealth ManagementHouma$387.4 million0
Hibernia Wealth Partners, LLCBaton Rouge$372.5 million0
Hmv Wealth Advisors, LLCShreveport$464.8 million0
Hubbell Strickland Wealth Management, LLCNew Orleans$617.9 million0
Jcn Financial & Tax Advisory Group, LLCBaton Rouge$130.5 million0
Kg Capital Management, LLCSaint Francisville$199.5 million0
Kropog Financial Group, LLCMandeville$160.5 million0
Lees Monsour GroupShreveport$681.2 million0
Longuevue Management Company LLCMetairie$1.01 billion0
Lyons Capital GroupShreveport$165.9 million0
Maritime Partners, LLCMetairie$4.72 billion0
Maven Royalty Management, LLCShreveport$241.4 million0
Meriwether Wealth & Planning, LLCMinden$308.9 million0
Montz Harcus Wealth ManagementNew Orleans$876.3 million0
Newedge AdvisorsNew Orleans$43.21 billion4
Orleans Capital Management CorpMandeville$2.13 billion0
Paradiem, LLCCovington$483.4 million0
Pelican Investment Advisors, LLCBaton Rouge$128.5 million0
Pinnacle Asset Management Group, Corporation (Inc.)Shreveport$156.4 million0
Regatta Research & Money Management L.L.C.Metairie$211.5 million0
Ridge Road Wealth Management, LLCNew Orleans$00
Search Fund Accelerator, LLCNew Orleans$298.9 million0
Second Line Capital, LLCMetairie$1.32 billion0
Sisung Investment Management Services LLCMetairie$1.94 billion1
Spinosa Wealth Management GroupMandeville$191.4 million0
St. Denis J. Villere & Co., LLCNew Orleans$1.40 billion0
Stokes Family Office LLCNew Orleans$3.35 billion0
Stone Wealth Partners LLCLafayette$142.9 million0
Summit Financial Wealth AdvisorsLafayette$1.80 billion0
Suncap ManagementNew Orleans$380.0 million0
The Archer Consulting Group, LLCThibodaux$192.2 million0
Thirtynorth Investments, LLCNew Orleans$467.8 million0
Vines Capital Management, LLCMonroe$192.2 million0
Walter C. Flower & Co., IncNew Orleans$591.3 million0
Waters, Parkerson & Co., LLCNew Orleans$2.86 billion0
Wealthharbor Capital Group, LLCMetairie$334.7 million0