Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in New Orleans, LA
24 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in LA
Firm
Assets
Employees
Disclosures
Newedge Advisors
$43.21 billion
1,073
4
Stokes Family Office LLC
$3.35 billion
14
0
Waters, Parkerson & Co., LLC
$2.86 billion
12
0
St. Denis J. Villere & Co., LLC
$1.40 billion
5
0
Advantage Capital
$1.29 billion
230
0
Montz Harcus Wealth Management
$876.3 million
10
0
Freegulliver, LLC
$836.6 million
17
0
Black Bay Partners, LLC
$830.1 million
17
0
Enhanced Capital Partners, LLC
$785.9 million
37
0
Argent Retirement Plan Advisors, LLC
$683.1 million
7
0
Hubbell Strickland Wealth Management, LLC
$617.9 million
3
0
Walter C. Flower & Co., Inc
$591.3 million
2
0
Carr's Hill Partners
$492.7 million
10
0
Thirtynorth Investments, LLC
$467.8 million
6
0
Suncap Management
$380.0 million
4
0
Hancock Whitney Investment Services Inc.
$306.1 million
49
5
Search Fund Accelerator, LLC
$298.9 million
7
0
Deane Retirement Strategies, Inc.
$250.7 million
5
0
Dumaine Investments LLC
$227.0 million
4
0
Equitas Capital Advisors,llc
$214.2 million
6
5
Bellingrath Wealth Management, L.L.C.
$196.1 million
6
0
Doucet Asset Management, LLC
$120.8 million
2
0
Emeth Value Capital, LLC
$57.4 million
1
0
Ridge Road Wealth Management, LLC
$0
3
0