Louisiana RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in Louisiana, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024

Total Firms

101

Total AUM?

$68.7B

Median AUM

$257M

13F Filers

19

AUM Tier Distribution

Under $100M17

$100M–$500M61

$500M–$1B13

$1B–$5B9

$5B+1

State Snapshot

Total Firms101

Total AUM$68.7B

Median AUM$257M

13F Filers19

High Succession Risk16

Elevated Succession Risk10

Succession Risk Breakdown

High

16 firms (16%)

Elevated

10 firms (10%)

Moderate

19 firms (19%)

Lower

55 firms (55%)

Growth Leaders — Wealth Advisory Firms

Firm	City	AUM	3Y CAGR	Succession
SUMMIT FINANCIAL OF LOUISIANA INC.	LAFAYETTE	$360M	+91.0%	Moderate
ADVANTAGE CAPITAL INVESTMENT ADVISER, LLC	NEW ORLEANS	$1.3B	+72.5%	Lower
ARGENT RETIREMENT PLAN ADVISORS, LLC	NEW ORLEANS	$652M	+48.4%	Moderate
MARITIME PARTNERS, LLC	METAIRIE	$3.1B	+39.6%	Lower
BEAM WEALTH ADVISORS, INC.	COVINGTON	$1.3B	+37.2%	Elevated
HMV WEALTH ADVISORS, LLC	SHREVEPORT	$465M	+34.6%	Lower
ENHANCED CAPITAL PARTNERS, LLC	NEW ORLEANS	$875M	+26.1%	Lower
FPL ASSET MANAGEMENT, LLC	MONROE	$402M	+25.4%	Moderate

M&A Opportunity Signals

🎯

26Acquisition candidates

Firms with elevated/high succession risk and AUM $100M–$5B

📈

12Growing but vulnerable

Positive 3Y CAGR with high succession risk — attractive for acquirers

📉

5Mid-market shrinking

AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk

🔒 Top 25 Acquisition Targets — Ranked by Composite Score

Rank	Firm	AUM	Score
1	CULLEN INVESTMENT GROUP, LTD.	$795M	44.7
2	BROUSSARD FINANCIAL GROUP, LLC	$115M	44.3
3	BEAM WEALTH ADVISORS, INC.	$1.3B	41.1
4	THIRTYNORTH INVESTMENTS, LLC	$344M	40.6
5	EVANS INVESTMENT ADVISORS, L.L.C.	$326M	40.5
6	REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.	$188M	38.3

🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in Louisiana. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.