29 wealth management firms in Louisiana grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Second Line Capital, LLC METAIRIE | $402.1M → $1.32B | 3.29× 2.5× typical | 14 → 24 | +2 | Organic | LPL Financial | 95.4 |
| 2 | Newedge Advisors NEW ORLEANS | $18.43B → $43.21B | 2.34× 1.7× typical | 396 → 515 | +52 | Organic | LPL Financial | 92.4 |
| 3 | Stokes Family Office LLC NEW ORLEANS | $1.87B → $3.35B | 1.79× 1.3× typical | 9 → 12 | +1 | Organic | Fidelity | 85.0 |
| 4 | Thirtynorth Investments, LLC NEW ORLEANS | $311M → $467.8M | 1.5× 1.1× typical | 4 → 5 | +1 | Organic | Schwab | 76.3 |
| 5 | Beam Wealth Advisors, Inc. COVINGTON | $577.4M → $1.6B | 2.77× 2.1× typical | 17 → 27 | -1 | Organic | Fidelity | 73.0 |
| 6 | Abel Hall, LLC BATON ROUGE | $327.3M → $819.1M | 2.5× 1.9× typical | 5 → 7 | 0 | Organic | Fidelity | 72.9 |
| 7 | Brian Low Financial Group, LLC BATON ROUGE | $149.5M → $239.3M | 1.6× 1.2× typical | 2 → 4 | -1 | Organic | Schwab | 66.3 |
| 8 | Delta Financial Advisors, L.l.c. METAIRIE | $381.1M → $592.3M | 1.55× 1.2× typical | 2 → 3 | 0 | Organic or recruited | Schwab | 64.5 |
| 9 | Asempa Wealth Advisors BATON ROUGE | $166.6M → $246M | 1.48× 1.1× typical | 2 → 3 | 0 | Organic | Fidelity | 60.8 |
| 10 | Avant Capital, LLC LAFAYETTE | $126.1M → $176.2M | 1.4× 1.0× typical | 1 → 2 | 0 | Organic | Schwab | 57.2 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.