Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Louisiana.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Louisiana, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Louisiana are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Louisiana.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 3rd Street Capital Management |
|
$57.2 million | 88 | 1 | $650,531 |
| Abel Hall |
|
$351.2 million | 155 | 5 | $2.3 million |
| ADG Wealth Management Group |
|
$341.4 million | 553 | 4 | $617,352 |
| Adkins Seale Capital Management |
|
$334.4 million | 132 | 3 | $2.5 million |
| Advisor Resource Council |
|
$2.7 billion | 10,773 | 85 | $251,932 |
| Advisory Services Network |
|
$5.7 billion | 7,974 | 192 | $713,087 |
| Almanack Investment Partners |
|
$937.6 million | 972 | 15 | $964,579 |
| Apex Capital Management |
|
$157.2 million | 235 | 4 | $669,125 |
| Argent Advisors |
|
$1.0 billion | 1,212 | 13 | $839,449 |
| Argent Retirement Plan Advisors |
|
$656.2 million | 33 | 5 | $19.9 million |
| Arnold Castellano AND Associates |
|
$94.0 million | 544 | 2 | $172,794 |
| Axxcess Wealth Management |
|
$3.6 billion | 4,581 | 40 | $783,349 |
| Barton Advisory Services |
|
$59.3 million | 35 | 2 | $1.7 million |
| Bavarian Wealth Management |
|
$21.1 million | 107 | 2 | $197,235 |
| BCM Advisors |
|
$594.7 million | 510 | 6 | $1.2 million |
| Beacon Pointe Advisors |
|
$23.7 billion | 10,657 | 200 | $2.2 million |
| Beam Asset Management |
|
$505.8 million | 1,114 | 19 | $454,051 |
| Benedict Financial Planning |
|
$68.2 million | 168 | 1 | $405,666 |
| BF/anderson |
|
$58.5 million | 69 | 3 | $847,846 |
| Bienvenue Wealth |
|
$57.5 million | 86 | 2 | $668,413 |
| Bonfanti Investment Services |
|
$39.9 million | 256 | 1 | $156,023 |
| Broussard Financial Group |
|
$94.2 million | 172 | 1 | $547,821 |
| Burnette Financial Planning |
|
$56.1 million | 95 | 2 | $590,650 |
| Clear NET Worth |
|
$13.1 million | 19 | 1 | $688,663 |
| Colomb Investment Management Company |
|
$600,000 | 3 | 2 | $200,000 |
| Crescent City Retirement Group |
|
$76.1 million | 486 | 1 | $156,517 |
| Crescent Sterling |
|
$209.3 million | 198 | 3 | $1.1 million |
| Cullen Asset Management |
|
$595.5 million | 500 | 4 | $1.2 million |
| CWM |
|
$18.8 billion | 34,436 | 410 | $547,367 |
| Deane Retirement Strategies |
|
$202.5 million | 140 | 5 | $1.4 million |
| Delta Financial Advisors |
|
$402.9 million | 184 | 2 | $2.2 million |
| Dent Wealth Advisors |
|
$324.7 million | 171 | 3 | $1.9 million |
| Disciplina Capital Management |
|
$1.6 billion | 19 | 4 | $86.5 million |
| Doucet Asset Management |
|
$31.1 million | 36 | 2 | $863,478 |
| Dumaine Investments |
|
$205.2 million | 103 | 2 | $2.0 million |
| E. A. Horwitz |
|
$216.1 million | 338 | 10 | $639,345 |
| Eagle Capital Management |
|
$443.0 million | 273 | 2 | $1.6 million |
| Eagle Financial Management Services |
|
$102.6 million | 220 | 2 | $466,224 |
| Evans Investment Advisors |
|
$240.6 million | 433 | 2 | $555,597 |
| Ferro Financial |
|
$50.5 million | 48 | 1 | $1.1 million |
| Final Ascent Wealth Advisors |
|
$20.0 million | 46 | 3 | $434,156 |
| Financial Advocates Investment Management |
|
$4.4 billion | 12,968 | 121 | $337,641 |
| FMP Wealth Advisers |
|
$941.8 million | 694 | 10 | $1.4 million |
| Fmsa |
|
$146.4 million | 660 | 9 | $221,818 |
| FPL Capital Management |
|
$582.1 million | 209 | 3 | $2.8 million |
| Going, Sebastien, Fisher & Lebouef |
|
$89.2 million | 131 | 2 | $681,263 |
| Graf Financial |
|
$76.2 million | 71 | 1 | $1.1 million |
| Hassell Wealth Management |
|
$246.7 million | 349 | 5 | $706,977 |
| Hibernia Wealth Management |
|
$223.3 million | 542 | 5 | $411,966 |
| Hightower Advisors |
|
$103.6 billion | 101,749 | 764 | $1.0 million |
| HMV Wealth Advisors |
|
$113.6 million | 53 | 2 | $2.1 million |
| Icom Advisors |
|
$67.0 million | 107 | 3 | $626,168 |
| Inspire Advisors |
|
$445.6 million | 1,497 | 33 | $297,630 |
| Ironwood Investment Advisers |
|
$20.7 million | 49 | 3 | $422,686 |
| JB Meridian Advisors |
|
$29.1 million | 164 | 2 | $177,548 |
| Jecohen & CO |
|
$26.2 million | 86 | 1 | $304,840 |
| Kassouf Wealth Advisors |
|
$359.9 million | 297 | 5 | $1.2 million |
| Lees Monsour Group |
|
$412.0 million | 265 | 2 | $1.6 million |
| Level Four Advisory Services |
|
$2.9 billion | 3,781 | 111 | $761,826 |
| Lifeworks Advisors |
|
$201.5 million | 455 | 14 | $442,757 |
| Logical Investments |
|
$40.0 million | 135 | 1 | $296,296 |
| New Century Financial Group |
|
$242.3 million | 1,011 | 17 | $239,634 |
| Nida and Montgomery Wealth Advisors |
|
$16.1 million | 32 | 2 | $503,314 |
| Orleans Capital Management Corp |
|
$1.6 billion | 197 | 5 | $8.3 million |
| Palmer Wealth Management |
|
$30.0 million | 43 | 2 | $697,674 |
| Paradiem |
|
$429.8 million | 141 | 7 | $3.0 million |
| Parish Investment Advisors |
|
$49.0 million | 96 | 1 | $510,598 |
| Pebble Management Group |
|
$10.5 million | 33 | 3 | $318,181 |
| Pelican Wealth Management |
|
$33.4 million | 105 | 2 | $318,374 |
| Planning FOR Wealth |
|
$54.9 million | 104 | 4 | $528,220 |
| Poydras Capital Partners |
|
$17.2 million | 54 | 1 | $318,584 |
| Prosperity Wealth Management |
|
$232.6 million | 1,123 | 52 | $207,098 |
| Regatta Research & Money Management |
|
$168.1 million | 562 | 1 | $299,035 |
| Reliant Investment Management |
|
$1.5 billion | 254 | 9 | $5.7 million |
| Retirement Plan Advisors |
|
$1.3 billion | 7,023 | 34 | $184,526 |
| RFG Advisory |
|
$2.7 billion | 8,110 | 80 | $336,481 |
| Ritholtz Wealth Management |
|
$2.7 billion | 1,747 | 26 | $1.5 million |
| St. Denis J. Villere & Co |
|
$2.2 billion | 609 | 4 | $3.6 million |
| Stability Financial |
|
$29.5 million | 152 | 1 | $193,936 |
| Steward Partners Investment Advisory |
|
$13.2 billion | 13,202 | 245 | $1.0 million |
| Stokes Family Office |
|
$1.6 billion | 541 | 6 | $3.0 million |
| Strategic Financial Concepts |
|
$855.1 million | 3,572 | 39 | $239,377 |
| Strategic Wealth Advisors Group |
|
$6.6 billion | 24,579 | 119 | $269,193 |
| Stratos Wealth Advisors |
|
$3.4 billion | 4,072 | 57 | $829,098 |
| Summit Financial Wealth Advisors |
|
$1.3 billion | 947 | 14 | $1.4 million |
| Terrell Financial Group |
|
$13.5 million | 105 | 2 | $128,908 |
| The Archer Consulting Group |
|
$163.9 million | 106 | 2 | $1.5 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Planning Center |
|
$995.7 million | 927 | 10 | $1.1 million |
| THE Shobe Financial Group |
|
$449.0 million | 338 | 12 | $1.3 million |
| ThirtyNorth Investments |
|
$287.7 million | 136 | 4 | $2.1 million |
| Thompson Creek Wealth Advisors |
|
$78.6 million | 57 | 1 | $1.4 million |
| Toce Financial Group |
|
$6.3 million | 133 | 2 | $47,376 |
| Truwealth Advisors |
|
$1.7 billion | 3,130 | 16 | $542,342 |
| Twru Private Wealth Management |
|
$76.6 million | 35 | 1 | $2.2 million |
| Virtue Capital Management |
|
$1.1 billion | 5,419 | 111 | $197,733 |
| Waters, Parkerson & Co. |
|
$2.6 billion | 806 | 6 | $3.2 million |
| Wealth Planners Advisory Group |
|
$0.0 | 12 | 1 | $0.0 |
| WealthHarbor Capital Group |
|
$296.1 million | 206 | 4 | $1.4 million |
| Wealthview Capital |
|
$264.1 million | 184 | 3 | $1.4 million |
More Top Firms by State
About the Editorial Team
investor.com
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