NewRiaPulse: records in Louisiana
7 newRiaPulse: records in Louisiana are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-02-23 to 2026-09-01; the most frequent is Pelican Advisory LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
7 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-02-23 to 2026-09-01. Most frequent: Pelican Advisory LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
Get new NewRiaPulse records by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
- Pelican Advisory LLC (1)
- Pelican Investment Advisors, LLC (1)
- Advocacy Financial LLC (1)
- Fletcher Financial Group (1)
- Jcn Financial & Tax Advisory Group, LLC (1)
How do I get new newRiaPulse: records in Louisiana by email?
Search, filter and export these records, or get alerts when new ones appear.
What are the top newRiaPulse: records in Louisiana right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Pelican Advisory LLC | $119,006,151 | 265 | Covington |
| Pelican Investment Advisors, LLC | $128,500,000 | 272 | Baton Rouge |
| Advocacy Financial LLC | $103,416,660 | 289 | Covington |
| Fletcher Financial Group | $133,000,000 | 713 | West Monroe |
| Jcn Financial & Tax Advisory Group, LLC | $130,490,896 | 702 | Baton Rouge |
| Ridge Road Wealth Management, LLC | New Orleans | ||
| Carazo Wealth Management | Metairie |
Which related categories and locations should I check?
Browse by assets under management
$100M-$500M (908) Under $100M (403) $500M-$1B (71) $1B-$10B (55) $10B+ (13)
Browse by state
New York (178) California (148) Florida (113) Texas (86) Illinois (57) Massachusetts (38) Ohio (37) New Jersey (34) Connecticut (32) Pennsylvania (30) Colorado (29) Michigan (27) Arizona (26) Georgia (25) North Carolina (22) Tennessee (22) Virginia (20) Utah (19) Wisconsin (18) Missouri (15) South Carolina (14) Washington (14) Minnesota (13) Oregon (13) Maryland (12) Indiana (11) Kansas (8) Iowa (7) Kentucky (7) Nevada (7) Alabama (6) New Hampshire (6) Delaware (5) Mississippi (5) Oklahoma (5) Rhode Island (5) District of Columbia (4) Idaho (4) Nebraska (4) Wyoming (4)
Browse by registration status
Approved (1231) In 120-day approval window (219)
More Louisiana public-record feeds
New NIH Research Awards by Organization in Louisiana Bank Branch Openings, Closings & Mergers by State in Louisiana Federal Alcohol Permit Holder Directory in Louisiana Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Louisiana New Health-Based Drinking Water Violations by Water System (EPA SDWIS) in Louisiana CMS HAC Reduction & Readmissions Penalties by Hospital in Louisiana Baton Rouge LA Businesses Registered with EBR Parish Pulse in Louisiana New SBA 7(a) & 504 Loan Approvals in Louisiana
Frequently asked questions
How many newRiaPulse: records in Louisiana are listed?
7 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-01.
Can I get alerts for Louisiana?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records