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
Emeth Value Capital, LLC
RIANew Orleans, LA
AUM $57.4MTEAM 1REPS 1
Live Oak Wealth Management, LLC
RIACovington, LA
AUM $57MTEAM 3REPS 3
3rd Street Capital Management L.L.C.
RIABaton Rouge, LA
AUM $56MTEAM 2REPS 2
Callais Capital Management, LLC
RIAThibodaux, LA
AUM $55.4MTEAM 8REPS 2
GT Financial, Ltd., L.L.C.
RIAMandeville, LA
AUM $49.7MTEAM 1REPS 1
CDS James Investments, LLC
RIANew Orleans, LA
AUM $48.6MTEAM 1REPS 1
Main Street Advisors LLC
RIAPineville, LA
AUM $48MTEAM 2REPS 2
Lailaps Capital, L.L.C.
RIAAbbeville, LA
AUM $47.4MTEAM 1REPS 1
Logical Investments, LLC
RIABaton Rouge, LA
AUM $45.7MTEAM 2REPS 1
Palmer Wealth Management LLC
RIAPrairieville, LA
AUM $43.4MTEAM 2REPS 2
Demauriac LLC
RIANew Orleans, LA
AUM $40MTEAM 1REPS 1
Stability Financial, LLC
RIAMarrero, LA
AUM $29.6MTEAM 2REPS 1
Capital Financial Planners, LLC
RIAYoungsville, LA
AUM $29MTEAM 1REPS 1
Kidd Vision Capital LLC
RIALafayette, LA
AUM $27MTEAM 1REPS 1
Poydras Capital Partners
RIAMetairie, LA
AUM $26.7MTEAM 1REPS 2
Royal Road Wealth Partners, LLC
RIANew Orleans, LA
AUM $26.2MTEAM 2REPS 2
Cornerstone Advisory
RIAMandeville, LA
AUM $25MTEAM 3REPS 3
Clear Net Worth, L.L.C.
RIABaton Rouge, LA
AUM $24.3MTEAM 1REPS 1
HTB Wealth Advisors, LLC
RIABaton Rouge, LA
AUM $24.3MTEAM 2REPS 2
Terrell Financial Group
RIAMetairie, LA
AUM $22.7MTEAM 2REPS 2
Bavarian Wealth Management, Inc.
RIANew Orleans, LA
AUM $20.1MTEAM 1REPS 1
Toce Financial Group LLC
RIAMandeville, LA
AUM $19.2MTEAM 3REPS 7
Progeny Wealth Management LLC
RIABaton Rouge, LA
AUM $18.9MTEAM 2REPS 2
Pebble Management Group
RIAHarahan, LA
AUM $18MTEAM 3REPS 3
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