Adviser Record

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

FirmAssetsEmployeesDisclosures
Newedge Advisors$43.21 billion1,0734
Stokes Family Office LLC$3.35 billion140
Waters, Parkerson & Co., LLC$2.86 billion120
St. Denis J. Villere & Co., LLC$1.40 billion50
Advantage Capital$1.29 billion2300
Montz Harcus Wealth Management$876.3 million100
Freegulliver, LLC$836.6 million170
Black Bay Partners, LLC$830.1 million170
Enhanced Capital Partners, LLC$785.9 million370
Argent Retirement Plan Advisors, LLC$683.1 million70
Hubbell Strickland Wealth Management, LLC$617.9 million30
Walter C. Flower & Co., Inc$591.3 million20
Carr's Hill Partners$492.7 million100
Thirtynorth Investments, LLC$467.8 million60
Suncap Management$380.0 million40
Hancock Whitney Investment Services Inc.$306.1 million495
Search Fund Accelerator, LLC$298.9 million70
Deane Retirement Strategies, Inc.$250.7 million50
Dumaine Investments LLC$227.0 million40
Equitas Capital Advisors,llc$214.2 million65
Bellingrath Wealth Management, L.L.C.$196.1 million60
Doucet Asset Management, LLC$120.8 million20
Emeth Value Capital, LLC$57.4 million10
Ridge Road Wealth Management, LLC$030