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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. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  2. 1769
    Bernhard Capital Partners Management, LPBaton Rouge, LA · 23 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  3. 2190
    Maritime Partners, LLCMetairie, LA · 7 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  4. 2652
    Stokes Family Office LLCNew Orleans, LA · 795 clientsWealth manager
    Fidelity 100%
    $3.4B
  5. 2914
    Waters, Parkerson & Co., LLCNew Orleans, LA · 794 clientsWealth manager
    Schwab 100%
    $2.9B
  6. 3502
    Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
    Argent Trust 41%BNY 25%
    $2.1B
  7. 3697
    Sisung Investment Management Services LLCMetairie, LA · 13 clientsAsset managerHybridSisung Securities Corporation, clears through Pershing
    No custodian reported
    $1.9B
  8. 3859
    Summit Financial Wealth AdvisorsLafayette, LA · 1,265 clientsWealth managerHybrid
    Schwab 100%
    $1.8B
  9. 3960
    Argent Advisors, Inc.Ruston, LA · 1,499 clientsWealth managerBank-affiliatedHybrid
    Argent Trust 53%Fidelity 47%
    $1.7B
  10. 4116
    Beam Wealth Advisors, Inc.Covington, LA · 2,258 clientsWealth managerHybrid
    Fidelity 49%Raymond James 36%
    $1.6B
  11. 4459
    St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clientsWealth manager
    Schwab 100%
    $1.4B
  12. 4607
    Second Line Capital, LLCMetairie, LA · 1,196 clientsWealth managerWrap sponsorHybrid
    LPL Financial 52%Schwab 48%
    $1.3B
  13. 4653
    Advantage CapitalNew Orleans, LA · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  14. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  15. 5371
    Longuevue Management Company LLCMetairie, LA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  16. 5672
    Cullen Investment GroupLafayette, LA · 611 clientsWealth manager
    Raymond James 100%
    $910M
  17. 5795
    Montz Harcus Wealth ManagementNew Orleans, LA · 687 clientsWealth managerHybrid
    Schwab 100%
    $876M
  18. 5949
    Freegulliver, LLCNew Orleans, LA · 221 clientsWealth manager
    Schwab 100%
    $837M
  19. 5970
    Black Bay Partners, LLCNew Orleans, LA · 7 clientsPrivate fund adviser
    No custodian reported
    $830M
  20. 6017
    Abel Hall, LLCBaton Rouge, LA · 199 clientsWealth managerHybrid
    Fidelity 100%
    $819M
  21. 6161
    Enhanced Capital Partners, LLCNew Orleans, LA · 37 clientsPrivate fund adviserAffiliated broker-dealer
    Capital One Bank 100%
    $786M
  22. 6207
    BCM Advisors, LLCLafayette, LA · 486 clientsWealth manager
    Schwab 100%
    $776M
  23. 6627
    Argent Retirement Plan Advisors, LLCNew Orleans, LA · 53 clientsAsset manager
    No custodian reported
    $683M
  24. 6639
    Lees Monsour GroupShreveport, LA · 361 clientsWealth manager
    Raymond James 100%
    $681M
  25. 6996
    Hubbell Strickland Wealth Management, LLCNew Orleans, LA · 505 clientsWealth managerHybrid
    Fidelity 100%
    $618M
  26. 7143
    Delta Financial Advisors, L.L.C.Metairie, LA · 217 clientsWealth manager
    Schwab 100%
    $592M
  27. 7148
    Walter C. Flower & Co., IncNew Orleans, LA · 37 clientsWealth manager
    Wilmington Trust Investment Management 51%UBS 49%
    $591M
  28. 7316
    HMV Wealth Advisors, LLCShreveport, LA · 138 clientsWealth manager
    Fidelity 100%
    $567M
  29. 7888
    Carr's Hill PartnersNew Orleans, LA · 8 clientsPrivate fund adviser
    No custodian reported
    $493M
  30. 7970
    Paradiem, LLCCovington, LA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $483M
  31. 8098
    Thirtynorth Investments, LLCNew Orleans, LA · 238 clientsWealth manager
    Schwab 70%Voya Financial Partners 30%
    $468M
  32. 8217
    Eagle Capital Management, LLCMandeville, LA · 312 clientsWealth manager
    Schwab 82%
    $455M
  33. 8283
    Adkins Seale Capital Management LLCShreveport, LA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $448M
  34. 8559
    Graham, Bordelon, Golson & Gilbert, Inc.Monroe, LA · 207 clientsWealth managerHybrid
    Fidelity 100%
    $421M
  35. 8909
    Evans Investment Advisors, L.L.C.Baton Rouge, LA · 508 clientsWealth managerHybrid
    Schwab 100%
    $391M
  36. 8949
    Hassell Wealth ManagementHouma, LA · 414 clientsWealth manager
    Altruist 100%
    $387M
  37. 9037
    Suncap ManagementNew Orleans, LA · 105 clientsAsset manager
    Schwab 100%
    $380M
  38. 9130
    Hibernia Wealth Partners, LLCBaton Rouge, LA · 653 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $373M
  39. 9222
    Asset Planning Services IncCovington, LA · 148 clientsWealth manager
    Schwab 100%
    $366M
  40. 9604
    ADG Wealth Management Group, LLCMetairie, LA · 569 clientsWealth manager
    Fidelity 100%
    $336M

RIAs by state