Firms by state
Registered investment advisers in Louisiana
26 SEC-registered advisers with at least one office in Louisiana, listed by regulatory assets under management as reported on Form ADV.
Browse cities in Louisiana
26 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Creative PlanningCRD 105348 | Overland Park, KS | $295.57B | 1,538 | 100,298 |
| Hightower AdvisorsCRD 145323 | Chicago, IL | $198.58B | 953 | 64,035 |
| Gallagher Fiduciary AdvisorsCRD 146509 | Rolling Meadows, IL | $194.82B | 218 | 6,120 |
| MarinerCRD 140195 | Overland Park, KS | $125.41B | 933 | 55,512 |
| Wealth Enhancement Advisory ServicesCRD 116407 | Plymouth, MN | $122.19B | 850 | 85,001 |
| Kestra Advisory ServicesCRD 283330 | Austin, TX | $79.80B | 1,359 | 117,403 |
| Beacon Pointe AdvisorsCRD 119290 | Newport Beach, CA | $54.87B | 440 | 29,929 |
| CWMCRD 155344 | Omaha, NE | $50.58B | 472 | 52,669 |
| Ae Wealth ManagementCRD 282580 | Topeka, KS | $49.84B | 448 | 128,073 |
| Newedge AdvisorsCRD 171351 | New Orleans, LA | $43.21B | 515 | 49,898 |
| Prime Capital Investment AdvisorsCRD 288712 | Overland Park, KS | $39.14B | 261 | 23,965 |
| Wealthspire RetirementCRD 121254 | Aliso Viejo, CA | $38.61B | 139 | 7,532 |
| Steward Partners Investment AdvisoryCRD 283004 | Stamford, CT | $36.73B | 310 | 42,763 |
| Sanctuary AdvisorsCRD 226606 | Miami, FL | $34.88B | 396 | 19,540 |
| Valic Financial AdvisorsCRD 42803 | Houston, TX | $29.22B | 1,280 | 293,026 |
| Stratos Wealth PartnersCRD 153184 | Beachwood, OH | $18.65B | 352 | 25,391 |
| StephensCRD 3496 | Little Rock, AR | $18.04B | 247 | 21,991 |
| Independent Advisor AllianceCRD 168267 | Charlotte, NC | $17.23B | 247 | 45,002 |
| Ifp AdvisorsCRD 125112 | Tampa, FL | $16.29B | 302 | 54,154 |
| PFS InvestmentsCRD 10111 | Duluth, GA | $15.54B | 3,959 | 67,816 |
| Prospera Financial ServicesCRD 10740 | Dallas, TX | $14.39B | 211 | 18,584 |
| Ameritas Advisory ServicesCRD 317245 | Lincoln, NE | $13.75B | 366 | 29,718 |
| The Mather GroupCRD 156005 | Chicago, IL | $13.45B | 97 | 4,773 |
| Brookstone Capital ManagementCRD 141413 | Wheaton, IL | $12.75B | 320 | 54,845 |
| Hub Investment PartnersCRD 307956 | Austin, TX | $11.88B | 103 | 6,127 |
| Advisory Services NetworkCRD 146051 | Atlanta, GA | $10.60B | 247 | 12,919 |
Creative PlanningCRD 105348$295.57B
- Headquarters
- Overland Park, KS
- Advisory staff
- 1,538
- Clients
- 100,298
Hightower AdvisorsCRD 145323$198.58B
- Headquarters
- Chicago, IL
- Advisory staff
- 953
- Clients
- 64,035
Gallagher Fiduciary AdvisorsCRD 146509$194.82B
- Headquarters
- Rolling Meadows, IL
- Advisory staff
- 218
- Clients
- 6,120
MarinerCRD 140195$125.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 933
- Clients
- 55,512
Wealth Enhancement Advisory ServicesCRD 116407$122.19B
- Headquarters
- Plymouth, MN
- Advisory staff
- 850
- Clients
- 85,001
Kestra Advisory ServicesCRD 283330$79.80B
- Headquarters
- Austin, TX
- Advisory staff
- 1,359
- Clients
- 117,403
Beacon Pointe AdvisorsCRD 119290$54.87B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 440
- Clients
- 29,929
CWMCRD 155344$50.58B
- Headquarters
- Omaha, NE
- Advisory staff
- 472
- Clients
- 52,669
Ae Wealth ManagementCRD 282580$49.84B
- Headquarters
- Topeka, KS
- Advisory staff
- 448
- Clients
- 128,073
Newedge AdvisorsCRD 171351$43.21B
- Headquarters
- New Orleans, LA
- Advisory staff
- 515
- Clients
- 49,898
Prime Capital Investment AdvisorsCRD 288712$39.14B
- Headquarters
- Overland Park, KS
- Advisory staff
- 261
- Clients
- 23,965
Wealthspire RetirementCRD 121254$38.61B
- Headquarters
- Aliso Viejo, CA
- Advisory staff
- 139
- Clients
- 7,532
Steward Partners Investment AdvisoryCRD 283004$36.73B
- Headquarters
- Stamford, CT
- Advisory staff
- 310
- Clients
- 42,763
Sanctuary AdvisorsCRD 226606$34.88B
- Headquarters
- Miami, FL
- Advisory staff
- 396
- Clients
- 19,540
Valic Financial AdvisorsCRD 42803$29.22B
- Headquarters
- Houston, TX
- Advisory staff
- 1,280
- Clients
- 293,026
Stratos Wealth PartnersCRD 153184$18.65B
- Headquarters
- Beachwood, OH
- Advisory staff
- 352
- Clients
- 25,391
StephensCRD 3496$18.04B
- Headquarters
- Little Rock, AR
- Advisory staff
- 247
- Clients
- 21,991
Independent Advisor AllianceCRD 168267$17.23B
- Headquarters
- Charlotte, NC
- Advisory staff
- 247
- Clients
- 45,002
Ifp AdvisorsCRD 125112$16.29B
- Headquarters
- Tampa, FL
- Advisory staff
- 302
- Clients
- 54,154
PFS InvestmentsCRD 10111$15.54B
- Headquarters
- Duluth, GA
- Advisory staff
- 3,959
- Clients
- 67,816
Prospera Financial ServicesCRD 10740$14.39B
- Headquarters
- Dallas, TX
- Advisory staff
- 211
- Clients
- 18,584
Ameritas Advisory ServicesCRD 317245$13.75B
- Headquarters
- Lincoln, NE
- Advisory staff
- 366
- Clients
- 29,718
The Mather GroupCRD 156005$13.45B
- Headquarters
- Chicago, IL
- Advisory staff
- 97
- Clients
- 4,773
Brookstone Capital ManagementCRD 141413$12.75B
- Headquarters
- Wheaton, IL
- Advisory staff
- 320
- Clients
- 54,845
Hub Investment PartnersCRD 307956$11.88B
- Headquarters
- Austin, TX
- Advisory staff
- 103
- Clients
- 6,127
Advisory Services NetworkCRD 146051$10.60B
- Headquarters
- Atlanta, GA
- Advisory staff
- 247
- Clients
- 12,919
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports an office in Louisiana on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in Louisiana from elsewhere.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.