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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

82 firms manage $98 billionLouisiana

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 9635
    Wealthharbor Capital Group, LLCMetairie, LA · 252 clientsAsset manager
    Pershing 50%MG Trust Company 50%
    $335M
  2. 10012
    Meriwether Wealth & Planning, LLCMinden, LA · 607 clientsWealth manager
    SEI 100%
    $309M
  3. 10060
    Hancock Whitney Investment Services Inc.New Orleans, LA · 912 clientsBroker-dealer firmAffiliated broker-dealer
    No custodian reported
    $306M
  4. 10106
    Guilbault CapitalMetairie, LA · 138 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $304M
  5. 10190
    Search Fund Accelerator, LLCNew Orleans, LA · 8 clientsPrivate fund adviser
    No custodian reported
    $299M
  6. 10445
    Cane Capital Partners, LLCSaint Francisville, LA · 325 clientsWealth manager
    Schwab 100%
    $284M
  7. 11080
    Deane Retirement Strategies, Inc.New Orleans, LA · 137 clientsWealth manager
    Schwab 100%
    $251M
  8. 11174
    Asempa Wealth AdvisorsBaton Rouge, LA · 88 clientsWealth manager
    Fidelity 100%
    $246M
  9. 11258
    Maven Royalty Management, LLCShreveport, LA · 2 clientsPrivate fund adviser
    No custodian reported
    $241M
  10. 11311
    Brian LOW Financial Group, LLCBaton Rouge, LA · 874 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  11. 11356
    Fortune 45, LLC.Gonzales, LA · 653 clientsWealth manager
    Schwab 100%
    $238M
  12. 11600
    Dumaine Investments LLCNew Orleans, LA · 156 clientsWealth manager
    Schwab 100%
    $227M
  13. 11646
    Apex Capital Management, L.L.C.Lafayette, LA · 357 clientsWealth manager
    SEI 100%
    $225M
  14. 11904
    Equitas Capital Advisors,llcNew Orleans, LA · 46 clientsAsset manager
    Pershing 86%
    $214M
  15. 11967
    Regatta Research & Money Management L.L.C.Metairie, LA · 554 clientsWealth manager
    Fidelity 100%
    $211M
  16. 12002
    Crescent Sterling LTD.Metairie, LA · 195 clientsWealth manager
    Schwab 100%
    $210M
  17. 12245
    KG Capital Management, LLCSaint Francisville, LA · 438 clientsWealth managerHybrid
    Schwab 100%
    $200M
  18. 12249
    Advisor.investmentsBaton Rouge, LA · 168 clientsWealth manager
    Schwab 100%
    $199M
  19. 12326
    Bellingrath Wealth Management, L.L.C.New Orleans, LA · 210 clientsBroker-dealer firm
    No custodian reported
    $196M
  20. 12435
    The Archer Consulting Group, LLCThibodaux, LA · 115 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $192M
  21. 12438
    Vines Capital Management, LLCMonroe, LA · 230 clientsWealth manager
    Schwab 100%
    $192M
  22. 12459
    Spinosa Wealth Management GroupMandeville, LA · 152 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $191M
  23. 12875
    Avant Capital, LLCLafayette, LA · 339 clientsWealth manager
    Schwab 100%
    $176M
  24. 13201
    Lyons Capital GroupShreveport, LA · 287 clientsWealth managerHybrid
    Schwab 100%
    $166M
  25. 13329
    Going Cpas & Wealth Advisors, LLPOpelousas, LA · 324 clientsWealth manager
    Schwab 100%
    $161M
  26. 13342
    Kropog Financial Group, LLCMandeville, LA · 221 clientsWealth managerHybrid
    LPL Financial 100%
    $160M
  27. 13483
    Pinnacle Asset Management Group, Corporation (inc.)Shreveport, LA · 240 clientsWealth managerHybrid
    Pershing 100%
    $156M
  28. 13924
    Stone Wealth Partners LLCLafayette, LA · 375 clientsWealth manager
    Schwab 100%
    $143M
  29. 14060
    Broussard Financial Group, LLCKaplan, LA · 191 clientsWealth manager
    Schwab 100%
    $139M
  30. 14120
    Harger and Company, Inc.Baton Rouge, LA · 280 clientsBroker-dealer firmHybrid
    No custodian reported
    $137M
  31. 14260
    Fletcher Financial GroupWest Monroe, LA · 500 clientsWealth manager
    No custodian reported
    $133M
  32. 14333
    Crescent City Retirement GroupMetairie, LA · 933 clientsWealth manager
    Schwab 92%
    $131M
  33. 14342
    JCN Financial & Tax Advisory Group, LLCBaton Rouge, LA · 263 clientsWealth managerWrap sponsor
    LPL Financial 59%Schwab 41%
    $130M
  34. 14374
    Castellano & AssociatesShreveport, LA · 301 clientsWealth manager
    Schwab 100%
    $130M
  35. 14413
    Pelican Investment Advisors, LLCBaton Rouge, LA · 270 clientsWealth managerHybrid
    Schwab 100%
    $129M
  36. 14686
    Doucet Asset Management, LLCNew Orleans, LA · 48 clientsAsset managerHybrid
    RBC 100%
    $121M
  37. 14769
    Pelican Advisory LLCCovington, LA · 207 clientsWealth managerHybrid
    LPL Financial 83%
    $119M
  38. 15327
    Advocacy Financial LLCCovington, LA · 124 clientsWealth managerHybrid
    Fidelity 100%
    $103M
  39. 15832
    Emeth Value Capital, LLCNew Orleans, LA · 37 clientsWealth manager
    Interactive Brokers 100%
    $57M
  40. 16370
    Colomb Investment Management Company, LLCMetairie, LA · 32 clientsWealth manager
    Altruist 85%
    $5M

RIAs by state