{ "path": "/advisors/la", "url": "https://advisorcensus.com/advisors/la/page/4", "page_type": "state", "title": "Financial advisors in Louisiana", "filters": {}, "scope_total": 206, "faq": [ { "q": "How many financial advisory firms are there in Louisiana?", "a": "AdvisorCensus lists 206 investment advisory firms with a principal office in Louisiana, from Form ADV filings as of October 2026: 83 SEC-registered, 115 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Louisiana?", "a": "50 of the 206 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Louisiana offer financial planning?", "a": "128 of the 198 firms in Louisiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Louisiana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 50 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 206 investment advisory firms with a principal office in Louisiana, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Louisiana: 206 firms from Form ADV filings as of October 2026.", "total_firms": 206, "page": 4, "total_pages": 5, "sort": "name", "registration_types": { "sec": 83, "state": 115, "exempt": 8 }, "fee_model_mix": [ { "code": "fee-only", "count": 50 }, { "code": "percentage_of_aum", "count": 175 }, { "code": "hourly", "count": 88 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 121 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 19 }, { "code": "other", "count": 53 }, { "code": "not_reported", "count": 8 } ], "years_registered_distribution": [ { "code": "under_5", "count": 67 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 52 }, { "code": "20_plus", "count": 39 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 52 }, { "code": "25m_100m", "count": 43 }, { "code": "100m_500m", "count": 53 }, { "code": "500m_1b", "count": 13 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "crd_number": 305339, "name": "Planning Associates Wealth Management, LLC", "name_as_filed": "PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/planning-associates-wealth-management-llc-metairie-la-305339", "city": "Metairie", "state": "LA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284745, "name": "Poydras Capital Partners", "name_as_filed": "POYDRAS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/poydras-capital-partners-metairie-la-284745", "city": "Metairie", "state": "LA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152721, "name": "Prescience Point Capital Management LLC", "name_as_filed": "PRESCIENCE POINT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/prescience-point-capital-management-llc-baton-rouge-la-152721", "city": "Baton Rouge", "state": "LA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317458, "name": "Progeny Wealth Management LLC", "name_as_filed": "PROGENY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/progeny-wealth-management-llc-baton-rouge-la-317458", "city": "Baton Rouge", "state": "LA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117030, "name": "R.S. Mattei & Company, Inc.", "name_as_filed": "R.S. MATTEI & COMPANY, INC.", "url": "https://advisorcensus.com/firm/r-s-mattei-and-company-inc-117030", "city": null, "state": null, "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 153420, "name": "Rainey Asset Management, Inc.", "name_as_filed": "RAINEY ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/rainey-asset-management-inc-shreveport-la-153420", "city": "Shreveport", "state": "LA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 338645, "name": "Rainier Wealth Planning, LLC", "name_as_filed": "RAINIER WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/rainier-wealth-planning-llc-baton-rouge-la-338645", "city": "Baton Rouge", "state": "LA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341129, "name": "Red Stick Consulting, LLC", "name_as_filed": "RED STICK CONSULTING, LLC", "url": "https://advisorcensus.com/firm/red-stick-consulting-llc-baton-rouge-la-341129", "city": "Baton Rouge", "state": "LA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 113181, "name": "Regatta Research & Money Management L.L.C.", "name_as_filed": "REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/regatta-research-and-money-management-l-l-c-metairie-la-113181", "city": "Metairie", "state": "LA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 39838, "name": "Rice, Voelker, LLC", "name_as_filed": "RICE, VOELKER, LLC", "url": "https://advisorcensus.com/firm/rice-voelker-llc-mandeville-la-39838", "city": "Mandeville", "state": "LA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 343684, "name": "Ridge Road Wealth Management, LLC", "name_as_filed": "RIDGE ROAD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ridge-road-wealth-management-llc-new-orleans-la-343684", "city": "New Orleans", "state": "LA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170661, "name": "Rinaudo Capital, LLC", "name_as_filed": "RINAUDO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/rinaudo-capital-llc-170661", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119971, "name": "Rizzutto Financial Advisors", "name_as_filed": "RIZZUTTO FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/rizzutto-financial-advisors-119971", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 329817, "name": "Rock Solid Consultants LLC", "name_as_filed": "ROCK SOLID CONSULTANTS LLC", "url": "https://advisorcensus.com/firm/rock-solid-consultants-llc-329817", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 304973, "name": "Royal Road Wealth Partners, LLC", "name_as_filed": "ROYAL ROAD WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/royal-road-wealth-partners-llc-new-orleans-la-304973", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156750, "name": "Sage Capital Advisors, LLC", "name_as_filed": "SAGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sage-capital-advisors-llc-156750", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337315, "name": "Schayot Financial LLC", "name_as_filed": "SCHAYOT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/schayot-financial-llc-metairie-la-337315", "city": "Metairie", "state": "LA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281491, "name": "Search Fund Accelerator, LLC", "name_as_filed": "SEARCH FUND ACCELERATOR, LLC", "url": "https://advisorcensus.com/firm/search-fund-accelerator-llc-new-orleans-la-281491", "city": "New Orleans", "state": "LA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 324386, "name": "Second Line Capital, LLC", "name_as_filed": "SECOND LINE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/second-line-capital-llc-metairie-la-324386", "city": "Metairie", "state": "LA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144380, "name": "Senior Advisory Group, LLC", "name_as_filed": "SENIOR ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/senior-advisory-group-llc-baton-rouge-la-144380", "city": "Baton Rouge", "state": "LA", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 155258, "name": "Simmons Asset Management, LLC", "name_as_filed": "SIMMONS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/simmons-asset-management-llc-baton-rouge-la-155258", "city": "Baton Rouge", "state": "LA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 107318, "name": "Sisung Investment Management Services LLC", "name_as_filed": "SISUNG INVESTMENT MANAGEMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/sisung-investment-management-services-llc-metairie-la-107318", "city": "Metairie", "state": "LA", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332271, "name": "Skipjack Financial", "name_as_filed": "SKIPJACK FINANCIAL", "url": "https://advisorcensus.com/firm/skipjack-financial-332271", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172100, "name": "SKM Professional Services, Inc.", "name_as_filed": "SKM PROFESSIONAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/skm-professional-services-inc-metairie-la-172100", "city": "Metairie", "state": "LA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 288886, "name": "Smith Securities LLC", "name_as_filed": "SMITH SECURITIES LLC", "url": "https://advisorcensus.com/firm/smith-securities-llc-covington-la-288886", "city": "Covington", "state": "LA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336353, "name": "SOW Advisors LLC", "name_as_filed": "SOW ADVISORS LLC", "url": "https://advisorcensus.com/firm/sow-advisors-llc-youngsville-la-336353", "city": "Youngsville", "state": "LA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170903, "name": "Spinosa Wealth Management Group", "name_as_filed": "SPINOSA WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/spinosa-wealth-management-group-mandeville-la-170903", "city": "Mandeville", "state": "LA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105159, "name": "ST. Denis J. Villere & Co., LLC", "name_as_filed": "ST. DENIS J. VILLERE & CO., LLC", "url": "https://advisorcensus.com/firm/st-denis-j-villere-and-co-llc-new-orleans-la-105159", "city": "New Orleans", "state": "LA", "years_registered": 85, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167906, "name": "Stability Financial, LLC", "name_as_filed": "STABILITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/stability-financial-llc-marrero-la-167906", "city": "Marrero", "state": "LA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300899, "name": "Stokes Family Office LLC", "name_as_filed": "STOKES FAMILY OFFICE LLC", "url": "https://advisorcensus.com/firm/stokes-family-office-llc-new-orleans-la-300899", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 308429, "name": "Stone Wealth Partners LLC", "name_as_filed": "STONE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/stone-wealth-partners-llc-lafayette-la-308429", "city": "Lafayette", "state": "LA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171278, "name": "Summit Financial Wealth Advisors", "name_as_filed": "SUMMIT FINANCIAL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/summit-financial-wealth-advisors-lafayette-la-171278", "city": "Lafayette", "state": "LA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304638, "name": "Suncap Management", "name_as_filed": "SUNCAP MANAGEMENT", "url": "https://advisorcensus.com/firm/suncap-management-new-orleans-la-304638", "city": "New Orleans", "state": "LA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312555, "name": "Synergist Private Wealth LLC", "name_as_filed": "SYNERGIST PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/synergist-private-wealth-llc-new-orleans-la-312555", "city": "New Orleans", "state": "LA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150155, "name": "Synergy Wealth Advisors, LLC", "name_as_filed": "SYNERGY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/synergy-wealth-advisors-llc-150155", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 148425, "name": "Terrell Financial Group", "name_as_filed": "TERRELL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/terrell-financial-group-metairie-la-148425", "city": "Metairie", "state": "LA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 156062, "name": "The Archer Consulting Group, LLC", "name_as_filed": "THE ARCHER CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/the-archer-consulting-group-llc-thibodaux-la-156062", "city": "Thibodaux", "state": "LA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140768, "name": "The Fiscal Fitness Company, Inc.", "name_as_filed": "THE FISCAL FITNESS COMPANY, INC.", "url": "https://advisorcensus.com/firm/the-fiscal-fitness-company-inc-mandeville-la-140768", "city": "Mandeville", "state": "LA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 340461, "name": "The Geauxmez Group Wealth Management LLC", "name_as_filed": "THE GEAUXMEZ GROUP WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/the-geauxmez-group-wealth-management-llc-340461", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155355, "name": "Thirtynorth Investments, LLC", "name_as_filed": "THIRTYNORTH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/thirtynorth-investments-llc-new-orleans-la-155355", "city": "New Orleans", "state": "LA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151363, "name": "Thompson Creek Wealth Advisors", "name_as_filed": "THOMPSON CREEK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/thompson-creek-wealth-advisors-151363", "city": null, "state": null, "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130378, "name": "TM Financial Group, LLC", "name_as_filed": "TM FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/tm-financial-group-llc-metairie-la-130378", "city": "Metairie", "state": "LA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 297965, "name": "Toce Financial Group LLC", "name_as_filed": "TOCE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/toce-financial-group-llc-mandeville-la-297965", "city": "Mandeville", "state": "LA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293900, "name": "Toni L. Ladnier, CPA LLC", "name_as_filed": "TONI L. 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