Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Louisiana.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Louisiana are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- 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 |
|
$45.0 million | 81 | 1 | $556,033 |
| Abel Hall |
|
$285.8 million | 167 | 5 | $1.7 million |
| ADG Wealth Management Group |
|
$236.8 million | 554 | 4 | $427,369 |
| Adkins Seale Capital Management |
|
$345.0 million | 149 | 3 | $2.3 million |
| Advisor Resource Council |
|
$2.3 billion | 6,784 | 96 | $341,792 |
| Advisory Services Network |
|
$5.8 billion | 10,352 | 192 | $557,607 |
| Almanack Investment Partners |
|
$772.5 million | 697 | 12 | $1.1 million |
| Argent Advisors |
|
$1.2 billion | 1,347 | 13 | $884,718 |
| Argent Retirement Plan Advisors |
|
$393.8 million | 15 | 4 | $26.3 million |
| Arnold Castellano AND Associates |
|
$88.0 million | 275 | 3 | $320,000 |
| Axxcess Wealth Management |
|
$3.4 billion | 4,933 | 42 | $689,158 |
| Barton Advisory Services |
|
$57.0 million | 37 | 2 | $1.5 million |
| Bavarian Wealth Management |
|
$21.1 million | 107 | 2 | $197,235 |
| BCM Advisors |
|
$515.2 million | 512 | 6 | $1.0 million |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| Beam Asset Management |
|
$499.2 million | 1,346 | 18 | $370,906 |
| Benedict Financial Planning |
|
$68.2 million | 168 | 1 | $405,666 |
| BF/anderson |
|
$47.8 million | 69 | 3 | $692,601 |
| Bienvenue Wealth |
|
$50.3 million | 92 | 2 | $546,199 |
| Bonfanti Investment Services |
|
$40.5 million | 267 | 1 | $151,799 |
| Broussard Financial Group |
|
$96.5 million | 179 | 1 | $538,928 |
| Burnette Financial Planning |
|
$48.1 million | 114 | 2 | $422,076 |
| Clear NET Worth |
|
$12.4 million | 18 | 1 | $689,338 |
| Concurrent Advisors |
|
$139.9 million | 443 | 12 | $315,767 |
| Corda Investment Management |
|
$1.4 billion | 1,301 | 19 | $1.1 million |
| Crescent City Retirement Group |
|
$83.0 million | 530 | 1 | $156,603 |
| Crescent Sterling |
|
$205.0 million | 225 | 4 | $911,111 |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Cullen Asset Management |
|
$552.4 million | 464 | 4 | $1.2 million |
| CWA Asset Management Group |
|
$2.2 billion | 1,333 | 23 | $1.6 million |
| CWM |
|
$19.9 billion | 35,511 | 475 | $561,616 |
| Deane Retirement Strategies |
|
$188.6 million | 135 | 5 | $1.4 million |
| Delta Financial Advisors |
|
$339.0 million | 174 | 2 | $1.9 million |
| Dent Wealth Advisors |
|
$353.0 million | 181 | 3 | $2.0 million |
| Disciplina Capital Management |
|
$1.8 billion | 23 | 4 | $80.3 million |
| Doucet Asset Management |
|
$27.8 million | 36 | 2 | $771,408 |
| Dumaine Investments |
|
$199.7 million | 113 | 2 | $1.8 million |
| E. A. Horwitz |
|
$195.1 million | 347 | 10 | $562,189 |
| Eagle Capital Management |
|
$375.0 million | 290 | 2 | $1.3 million |
| Evans Investment Advisors |
|
$240.4 million | 434 | 3 | $553,972 |
| Ferro Financial |
|
$46.6 million | 47 | 1 | $990,957 |
| Financial Advocates Investment Management |
|
$3.6 billion | 12,679 | 113 | $282,435 |
| FMP Wealth Advisers |
|
$817.7 million | 721 | 10 | $1.1 million |
| Fmsa |
|
$145.2 million | 713 | 9 | $203,658 |
| Fortune 45 |
|
$125.6 million | 525 | 3 | $239,152 |
| FPL Capital Management |
|
$563.0 million | 231 | 3 | $2.4 million |
| Going, Sebastien, Fisher & Lebouef |
|
$85.8 million | 142 | 2 | $604,181 |
| Graf Financial |
|
$71.9 million | 78 | 1 | $921,435 |
| Hart Financial |
|
$42.3 million | 482 | 2 | $87,759 |
| Hassell Wealth Management |
|
$224.8 million | 358 | 5 | $627,875 |
| Hubbell Strickland Wealth Management |
|
$441.8 million | 432 | 2 | $1.0 million |
| Ironwood Investment Advisers |
|
$17.8 million | 48 | 3 | $370,041 |
| JB Meridian Advisors |
|
$26.5 million | 180 | 3 | $147,245 |
| Jecohen & CO |
|
$26.2 million | 94 | 3 | $278,353 |
| Kassouf Wealth Advisors |
|
$317.8 million | 266 | 7 | $1.2 million |
| KG&L Capital Management |
|
$282.8 million | 665 | 6 | $425,224 |
| Kinetic Investment Management |
|
$249.3 million | 993 | 17 | $251,066 |
| Level Four Advisory Services |
|
$3.7 billion | 6,474 | 128 | $575,094 |
| LFN Advisors |
|
$945,405 | 9 | 2 | $105,045 |
| Momentum Wealth Management |
|
$35.1 million | 164 | 2 | $214,255 |
| Mustard Seed Wealth Management |
|
$313.0 million | 706 | 10 | $443,367 |
| New Century Financial Group |
|
$190.1 million | 617 | 16 | $308,063 |
| Nida and Montgomery Wealth Advisors |
|
$15.1 million | 35 | 2 | $430,887 |
| Orleans Capital Management Corp |
|
$1.3 billion | 203 | 5 | $6.5 million |
| Palmer Wealth Management |
|
$23.3 million | 42 | 2 | $554,761 |
| Paradiem |
|
$337.8 million | 180 | 6 | $1.9 million |
| Parish Investment Advisors |
|
$42.0 million | 100 | 1 | $419,538 |
| Pebble Management Group |
|
$10.5 million | 33 | 3 | $318,181 |
| Pelican Wealth Management |
|
$32.0 million | 108 | 2 | $296,719 |
| Pinnacle Asset Management Group, Corporation Inc. |
|
$102.2 million | 233 | 4 | $438,786 |
| Planning FOR Wealth |
|
$10.5 million | 15 | 3 | $701,488 |
| Portolan Financial Planning |
|
$5.9 million | 34 | 1 | $174,769 |
| Poydras Capital Partners |
|
$14.6 million | 51 | 1 | $285,948 |
| Regatta Research & Money Management |
|
$153.3 million | 1,413 | 1 | $108,492 |
| Reliant Investment Management |
|
$1.4 billion | 262 | 8 | $5.4 million |
| Retirement Plan Advisors |
|
$1.1 billion | 7,033 | 35 | $156,035 |
| RFG Advisory |
|
$3.0 billion | 10,046 | 110 | $298,315 |
| Ritholtz Wealth Management |
|
$2.9 billion | 2,000 | 33 | $1.5 million |
| S.B. Value Partners |
|
$3.9 billion | 58 | 9 | $66.8 million |
| Sisung Investment Management Services |
|
$2.0 billion | 12 | 4 | $162.9 million |
| St. Denis J. Villere & Co |
|
$1.7 billion | 594 | 4 | $2.8 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 | 622 | 8 | $2.5 million |
| Strategic Financial Concepts |
|
$811.0 million | 4,470 | 35 | $181,439 |
| Stratos Wealth Advisors |
|
$3.5 billion | 4,948 | 60 | $717,343 |
| Summit Financial Wealth Advisors |
|
$1.2 billion | 1,019 | 14 | $1.2 million |
| Terrell Financial Group |
|
$13.0 million | 133 | 1 | $97,598 |
| The Archer Consulting Group |
|
$152.5 million | 105 | 2 | $1.5 million |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Planning Center |
|
$946.6 million | 941 | 9 | $1.0 million |
| THE Shobe Financial Group |
|
$396.6 million | 294 | 9 | $1.3 million |
| ThirtyNorth Investments |
|
$236.3 million | 155 | 5 | $1.5 million |
| Thompson Creek Wealth Advisors |
|
$91.8 million | 66 | 1 | $1.4 million |
| Toce Financial Group |
|
$6.9 million | 164 | 2 | $42,174 |
| Truwealth Advisors |
|
$1.7 billion | 3,893 | 17 | $429,899 |
| Twru Private Wealth Management |
|
$73.0 million | 37 | 1 | $2.0 million |
| Waters, Parkerson & Co. |
|
$2.3 billion | 825 | 6 | $2.8 million |
| WealthHarbor Capital Group |
|
$252.4 million | 210 | 4 | $1.2 million |
| Wealthview Capital |
|
$251.0 million | 195 | 3 | $1.3 million |
More Top Firms by State
About the Editorial Team
investor.com
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