About Stokes Family Office LLC
STOKES FAMILY OFFICE LLC is a distinguished, 100% family-owned SEC-registered investment advisor (RIA) with a rich history spanning over 35 years. Founded in 1987, the firm is dedicated to providing fiduciary services and operates with a client-first philosophy, prioritizing long-term relationships with families and institutions. STOKES FAMILY OFFICE LLC offers comprehensive wealth management, retirement plan consulting, and family office services tailored to the unique needs of high-net-worth individuals and families. Recognized for its commitment to excellence, STOKES FAMILY OFFICE LLC has been named among Forbes’ America’s Top RIA firms for four consecutive years, including 2025. Their team of experienced advisors, with an average age under 45, brings a modern, innovative perspective to complex wealth management challenges, offering radically transparent guidance. Key services offered by STOKES FAMILY OFFICE LLC include designing strategies for investment, tax, and estate planning, coupled with a strong focus on responsiveness and creativity. The firm is committed to putting clients' interests first, fostering confidence in their financial futures. STOKES FAMILY OFFICE LLC serves clients from its offices in New Orleans, LA, and Dallas, TX.
Website: https://stokesfamilyoffice.com/about-us/
Founded: 1987
Office Locations
- Dallas, TX
- Dallas, TX
- New Orleans, LA (Headquarters)
- New Orleans, LA (Headquarters)
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| HUMANA RETIREMENT SAVINGS PLAN | HUMANA INC., KY | $7.7B | 42,968 |
| ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | ADAMS AND REESE LLP, LA | $262M | 384 |
| EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | COBURN SUPPLY COMPANY, INC., TX | $85M | 1,206 |
| T. BAKER SMITH, LLC 401(K) PLAN | T. BAKER SMITH, LLC., LA | $40M | 318 |
| PARISH MANAGEMENT CONSULTANTS SALARY SAVINGS PLAN | PARISH MANAGEMENT CONSULTANTS LLC, LA | $33M | 27 |
| 401(k) Retirement Plan | Healthcare Sponsor, LA | $15M | 216 |
| 401(k) Retirement Plan | Manufacturing Sponsor, LA | $15M | 466 |
| 401(k) Retirement Plan | Professional Services Sponsor, LA | $12M | 612 |
| 401(k) Retirement Plan | Technology Sponsor, MT | $7M | 159 |
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Subscribe TodayTeam Members
- David Stokes, Founder Emeritus, CFP®
- Charlie Tiblier, Chief Compliance and Operations Officer, CFP®
- Doug Stokes, Managing Partner, CFA®
- Daniel Becker, Managing Director and Wealth Advisor, Dallas, CFP®
- Devin Brieske, Senior Analyst, Wealth Management, CFP®
- Rachael Richard, Director of Portfolio Management and Trading, CFP®
- Aimee Charrier, Client Operations Manager
- Will Calhoun, Analyst, Stokes Institutional
- Derrick Rau, Analyst
- Hannah Tucker, Analyst, CFP®