RIA firms in Louisiana
3,966 RIA firms are registered or notice filed in Louisiana: 615 state registered and 3,351 federally registered. 156 are headquartered here.
Another 31 state registered advisers with no address on file are registered only in Louisiana. 6 exempt reporting advisers also file in Louisiana and are not counted as RIA firms. #31 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Louisiana, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| NewEdge Advisors | 597 | $43.2B | Federally registered | New Orleans |
| Beam Wealth Advisors, Inc. | 25 | $1.6B | Federally registered | Covington |
| Second Line Capital, LLC | 24 | $1.3B | Federally registered | Metairie |
| Summit Financial Wealth Advisors | 17 | $1.8B | Federally registered | Lafayette |
| Stokes Family Office LLC | 12 | $3.4B | Federally registered | New Orleans |
| Argent Advisors, Inc. | 12 | $1.7B | Federally registered | Ruston |
| Pelican Investment Advisors, LLC | 11 | $129M | Federally registered | Baton Rouge |
| KG Capital Management, LLC | 10 | $2M | Federally registered | Saint Francisville |
| Going CPAs & Wealth Advisors, LLP | 9 | $161M | Federally registered | Opelousas |
| Orleans Capital Management Corp | 8 | $2.1B | Federally registered | Mandeville |
Most advisers based in Louisiana
Advisers registered and working in Louisiana, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Louisiana that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $98.8B
- Firms reporting
- 136
- Median, federally registered
- $309M
- Median, state registered
- $43.4M
One firm reports 44% of Louisiana's reported AUM.
How they charge
Share of the 154 firms headquartered here that report their fees.
Who they serve
Share of the 137 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Louisiana RIA firms, answered.
How many RIA firms are registered in Louisiana?
3,966 RIA firms are registered or notice filed in Louisiana: 615 state registered and 3,351 federally registered. 156 are headquartered there.
Which RIA firms in Louisiana have the most advisers?
NewEdge Advisors (597 advisers), Beam Wealth Advisors, Inc. (25 advisers) and Second Line Capital, LLC (24 advisers).
How much do RIA firms in Louisiana manage?
The 136 RIA firms headquartered in Louisiana that report assets report $98.8B in total. The median is $309M for federally registered firms and $43.4M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Louisiana counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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