SEC Form ADV, by state
The largest investment adviser firms in Louisiana
The current SEC Form ADV data lists 84 investment adviser firms headquartered in Louisiana, of which 6 (7.1%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| NEWEDGE ADVISORS | NEW ORLEANS | $43B | % of AUMhourlyfixed | yes, reported |
| BERNHARD CAPITAL PARTNERS MANAGEMENT, LP | BATON ROUGE | $6.6B | % of AUMperformance | none reported |
| MARITIME PARTNERS, LLC | METAIRIE | $4.7B | % of AUMfixedperformanceother | none reported |
| STOKES FAMILY OFFICE LLC | NEW ORLEANS | $3.4B | % of AUMhourlyfixedperformance | none reported |
| WATERS, PARKERSON & CO., LLC | NEW ORLEANS | $2.9B | % of AUMfixed | none reported |
| ORLEANS CAPITAL MANAGEMENT CORP | MANDEVILLE | $2.1B | % of AUMfixed | none reported |
| SISUNG INVESTMENT MANAGEMENT SERVICES LLC | METAIRIE | $1.9B | % of AUM | yes, reported |
| SUMMIT FINANCIAL WEALTH ADVISORS | LAFAYETTE | $1.8B | % of AUMhourlyfixed | none reported |
| ARGENT ADVISORS, INC. | RUSTON | $1.7B | % of AUMhourlyfixed | none reported |
| BEAM WEALTH ADVISORS, INC. | COVINGTON | $1.6B | % of AUMhourlyfixed | none reported |
| ST. DENIS J. VILLERE & CO., LLC | NEW ORLEANS | $1.4B | % of AUM | none reported |
| SECOND LINE CAPITAL, LLC | METAIRIE | $1.3B | % of AUMhourlyfixed | none reported |
| ADVANTAGE CAPITAL | NEW ORLEANS | $1.3B | performanceother | none reported |
| FPL CAPITAL MANAGEMENT, LLC | METAIRIE | $1.1B | % of AUMhourlyfixed | none reported |
| LONGUEVUE MANAGEMENT COMPANY LLC | METAIRIE | $1.0B | % of AUM | none reported |
| CULLEN INVESTMENT GROUP | LAFAYETTE | $910M | % of AUM | none reported |
| MONTZ HARCUS WEALTH MANAGEMENT | NEW ORLEANS | $876M | % of AUMhourlyfixed | none reported |
| FREEGULLIVER, LLC | NEW ORLEANS | $837M | % of AUMfixedperformancecommissions | none reported |
| BLACK BAY PARTNERS, LLC | NEW ORLEANS | $830M | % of AUMperformance | none reported |
| ABEL HALL, LLC | BATON ROUGE | $819M | % of AUMfixed | none reported |
| ENHANCED CAPITAL PARTNERS, LLC | NEW ORLEANS | $786M | % of AUMperformance | none reported |
| BCM ADVISORS, LLC | LAFAYETTE | $776M | % of AUM | none reported |
| ARGENT RETIREMENT PLAN ADVISORS, LLC | NEW ORLEANS | $683M | % of AUMhourlyfixed | none reported |
| LEES MONSOUR GROUP | SHREVEPORT | $681M | % of AUMhourlyfixed | none reported |
| HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | NEW ORLEANS | $618M | % of AUMfixed | none reported |
| DELTA FINANCIAL ADVISORS, L.L.C. | METAIRIE | $592M | % of AUMhourly | none reported |
| WALTER C. FLOWER & CO., INC | NEW ORLEANS | $591M | % of AUM | none reported |
| CARR'S HILL PARTNERS | NEW ORLEANS | $493M | % of AUMperformanceother | none reported |
| PARADIEM, LLC | COVINGTON | $483M | % of AUMhourlyfixed | none reported |
| THIRTYNORTH INVESTMENTS, LLC | NEW ORLEANS | $468M | % of AUMfixed | none reported |
| HMV WEALTH ADVISORS, LLC | SHREVEPORT | $465M | % of AUM | none reported |
| EAGLE CAPITAL MANAGEMENT, LLC | MANDEVILLE | $455M | % of AUM | none reported |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | SHREVEPORT | $448M | % of AUMhourlyfixed | none reported |
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. | MONROE | $421M | % of AUMhourlyfixed | yes, reported |
| EVANS INVESTMENT ADVISORS, L.L.C. | BATON ROUGE | $391M | % of AUMhourlyfixed | none reported |
| HASSELL WEALTH MANAGEMENT | HOUMA | $387M | % of AUMhourlyfixed | none reported |
| SUNCAP MANAGEMENT | NEW ORLEANS | $380M | % of AUMhourlyfixed | none reported |
| HIBERNIA WEALTH PARTNERS, LLC | BATON ROUGE | $373M | % of AUMhourlyfixed | none reported |
| ASSET PLANNING SERVICES INC | COVINGTON | $366M | % of AUMfixed | none reported |
| ADG WEALTH MANAGEMENT GROUP, LLC | METAIRIE | $336M | % of AUMhourlyfixedother | none reported |
| WEALTHHARBOR CAPITAL GROUP, LLC | METAIRIE | $335M | % of AUMfixed | none reported |
| MERIWETHER WEALTH & PLANNING, LLC | MINDEN | $309M | % of AUMhourlyfixed | none reported |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | NEW ORLEANS | $306M | % of AUM | yes, reported |
| GUILBAULT CAPITAL | METAIRIE | $304M | % of AUMhourlyfixed | none reported |
| SEARCH FUND ACCELERATOR, LLC | NEW ORLEANS | $299M | performanceother | none reported |
| CANE CAPITAL PARTNERS, LLC | SAINT FRANCISVILLE | $284M | % of AUM | none reported |
| DEANE RETIREMENT STRATEGIES, INC. | NEW ORLEANS | $251M | % of AUM | none reported |
| ASEMPA WEALTH ADVISORS | BATON ROUGE | $246M | % of AUM | none reported |
| MAVEN ROYALTY MANAGEMENT, LLC | SHREVEPORT | $241M | % of AUMperformance | none reported |
| BRIAN LOW FINANCIAL GROUP, LLC | BATON ROUGE | $239M | % of AUMhourlyfixed | none reported |
Source: SEC Form ADV monthly data, firms reporting a Louisianaheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
Other states
Alabama·Alaska·Arizona·Arkansas·California·Colorado·Connecticut·Delaware·Washington, D.C.·Florida·Georgia·Hawaii·Idaho·Illinois·Indiana·Iowa·Kansas·Kentucky·Maine·Maryland·Massachusetts·Michigan·Minnesota·Mississippi·Missouri·Montana·Nebraska·Nevada·New Hampshire·New Jersey·New Mexico·New York·North Carolina·North Dakota·Ohio·Oklahoma·Oregon·Pennsylvania·Rhode Island·South Carolina·South Dakota·Tennessee·Texas·Utah·Vermont·Virginia·Washington·West Virginia·Wisconsin·Wyoming