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Fastest Growing RIAs
in Louisiana

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Veritas Wealth Advisors, LLC
Baton Rouge, 
LA
3 Year Grow Rate:
101%
AUM (MM):
$35

#

FPL Capital Management, LLC
Metairie, 
LA
3 Year Grow Rate:
80%
AUM (MM):
$541

#

Barton Advisory Services, L.L.C.
Lafayette, 
LA
3 Year Grow Rate:
74%
AUM (MM):
$39

#

Crescent Capital Consulting, LLC
New Orleans, 
LA
3 Year Grow Rate:
46%
AUM (MM):
$757

#

Waters, Parkerson & Co., LLC
New Orleans, 
LA
3 Year Grow Rate:
29%
AUM (MM):
$1,882

#

Brett Josey Wealth Management LLC
Bossier City, 
LA
3 Year Grow Rate:
22%
AUM (MM):
$98

#

Rankin Capital Investment Management
Shreveport, 
LA
3 Year Grow Rate:
6%
AUM (MM):
$23

#

Maynard Investment Management, LLC
New Orleans, 
LA
3 Year Grow Rate:
0%
AUM (MM):
$21
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