RIAs in Louisiana
152 RIAs headquartered in Louisiana managing a combined $100B.
By city
New OrleansLouisiana32 FIRMS · $60.2BBaton RougeLouisiana24 FIRMS · $9.8BMetairieLouisiana24 FIRMS · $12.6BLafayetteLouisiana15 FIRMS · $4.4BShreveportLouisiana11 FIRMS · $2.4BMandevilleLouisiana10 FIRMS · $3.1BCovingtonLouisiana6 FIRMS · $2.7BMonroeLouisiana4 FIRMS · $686MSaint FrancisvilleLouisiana3 FIRMS · $484MPrairievilleLouisiana2 FIRMS · $109MYoungsvilleLouisiana2 FIRMS · $39.2MThibodauxLouisiana2 FIRMS · $248MPinevilleLouisiana2 FIRMS · $129MHoumaLouisiana2 FIRMS · $399MRustonLouisiana2 FIRMS · $1.7BMindenLouisiana1 FIRM · $309MAbita SpringsLouisiana1 FIRMChalmetteLouisiana1 FIRM · $1.5MGonzalesLouisiana1 FIRM · $238MHarahanLouisiana1 FIRM · $18MKaplanLouisiana1 FIRM · $139MMarreroLouisiana1 FIRM · $29.6MAbbevilleLouisiana1 FIRM · $47.4MOpelousasLouisiana1 FIRM · $161MSlidellLouisiana1 FIRM · $650KWest MonroeLouisiana1 FIRM · $133M
All RIAs in Louisiana
Pelican Investment Advisors, LLC
RIABaton Rouge, LA
AUM $129MTEAM 12REPS 12
Doucet Asset Management, LLC
RIANew Orleans, LA
AUM $121MTEAM 2REPS 3
Capital South Wealth Management, LLC
RIABaton Rouge, LA
AUM $113MTEAM 4REPS 4
Legacy Investment Strategies, LLC
RIAMetairie, LA
AUM $111MTEAM 8REPS 7
Advocacy Financial LLC
RIACovington, LA
AUM $103MTEAM 4REPS 1
Barton Advisory Services, L.L.C.
RIALafayette, LA
AUM $98.8MTEAM 2REPS 2
Bienvenue Wealth LLC
RIANew Orleans, LA
AUM $98.8MTEAM 2REPS 2
Wingo Asset Management, LLC
RIAShreveport, LA
AUM $96.5MTEAM 2REPS 3
Pelican Advisory LLC
RIACovington, LA
AUM $89.5MTEAM 4REPS 4
Parish Investment Advisors LLC
RIALafayette, LA
AUM $88.9MTEAM 2REPS 2
Cooper, Clay Stephen
RIAPineville, LA
AUM $81MTEAM 2REPS 2
Graf Financial, L.L.C.
RIABaton Rouge, LA
AUM $80.3MTEAM 1REPS 1
Global Planning Stewards LLC
RIABaton Rouge, LA
AUM $79.2MTEAM 1REPS 1
Twru Private Wealth Management, LLC
RIABaton Rouge, LA
AUM $78.6MTEAM 2REPS 5
Jecohen & Co, LLC
RIANew Orleans, LA
AUM $77.8MTEAM 10REPS 7
Schayot Financial LLC
RIAMetairie, LA
AUM $72.8MTEAM 1REPS 1
Planning Associates Wealth Management, LLC
RIAMetairie, LA
AUM $72.3MTEAM 3REPS 2
Martin & Associates Investment Advisory Services LLC
RIAMandeville, LA
AUM $68.8MTEAM 2REPS 2
Bonfanti Investment Services, LLC
RIAPrairieville, LA
AUM $65.7MTEAM 1REPS 1
Final Ascent Wealth Advisors, LLC
RIALafayette, LA
AUM $65.1MTEAM 2REPS 2
Legacy Wealth Concepts
RIABaton Rouge, LA
AUM $64.8MTEAM 2REPS 3
Vermilion Asset Management, LLC
RIALafayette, LA
AUM $63.7MTEAM 1REPS 1
Bf/Anderson
RIABaton Rouge, LA
AUM $62.6MTEAM 3REPS 4
Heritage Capital Management, Inc.
RIAMonroe, LA
AUM $61.4MTEAM 3REPS 3
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