Louisiana · 190 advisers
Financial Advisors in Louisiana
Falists is the most comprehensive public directory of financial advisors in Louisiana — 190 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
190
With website
152
Largest AUM
$43.21B
Financial planning
111
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Louisiana
Ranked by AUM and profile completeness · Data from SEC IAPD
NEWEDGE ADVISORS
New Orleans, LA
AUM
$43.21B
Team
515 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
504-459-4391
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Baton Rouge, LA
AUM
$6.58B
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(225) 228-2500
MARITIME PARTNERS, LLC
Metairie, LA
AUM
$4.72B
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
504-264-5870
STOKES FAMILY OFFICE LLC
New Orleans, LA
AUM
$3.35B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(504) 399-4100
WATERS, PARKERSON & CO., LLC
New Orleans, LA
AUM
$2.86B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
504-581-2022
ORLEANS CAPITAL MANAGEMENT CORP
Mandeville, LA
AUM
$2.13B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
504-592-4680
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Metairie, LA
AUM
$1.94B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-544-7700
SUMMIT FINANCIAL WEALTH ADVISORS
Lafayette, LA
AUM
$1.80B
Team
17 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
337-232-1141
ARGENT ADVISORS, INC.
Ruston, LA
AUM
$1.71B
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-251-5800
KBI GLOBAL INVESTORS (NORTH AMERICA) LTD
Dublin 1, LA
AUM
$1.66B
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+353-1-4384400
BEAM WEALTH ADVISORS, INC.
Covington, LA
AUM
$1.60B
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
985-893-1440
ST. DENIS J. VILLERE & CO., LLC
New Orleans, LA
AUM
$1.40B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
504-525-0808
SECOND LINE CAPITAL, LLC
Metairie, LA
AUM
$1.32B
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
504-321-0923
ADVANTAGE CAPITAL
New Orleans, LA
AUM
$1.29B
Team
130 advisors
Clients
—
Fees
Performance-based fees; PERCENTAGE OF CAPITAL CONTRIBUTED
504-522-4850
FPL CAPITAL MANAGEMENT, LLC
Metairie, LA
AUM
$1.08B
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
504-828-1969
LONGUEVUE MANAGEMENT COMPANY LLC
Metairie, LA
AUM
$1.01B
Team
18 advisors
Clients
0
Fees
Percentage of AUM
504-293-3600
CULLEN INVESTMENT GROUP
Lafayette, LA
AUM
$910.0M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
337-237-8000
MONTZ HARCUS WEALTH MANAGEMENT
New Orleans, LA
AUM
$876.3M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
504-488-3700
FREEGULLIVER, LLC
New Orleans, LA
AUM
$836.6M
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
504-899-0300
BLACK BAY PARTNERS, LLC
New Orleans, LA
AUM
$830.1M
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-227-3020
ABEL HALL, LLC
Baton Rouge, LA
AUM
$819.1M
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
225-408-4000
ENHANCED CAPITAL PARTNERS, LLC
New Orleans, LA
AUM
$785.9M
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-569-7900
BCM ADVISORS, LLC
Lafayette, LA
AUM
$775.7M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
337-233-7758
ARGENT RETIREMENT PLAN ADVISORS, LLC
New Orleans, LA
AUM
$683.1M
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
381-251-5800
Cities in Louisiana
Browse financial advisors by city across Louisiana
The Louisiana advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.