Best Financial Advisors in SHREVEPORT, Louisiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SHREVEPORT
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
SHREVEPORT, LA · Since 2018
CASTELLANO & ASSOCIATES
SHREVEPORT, LA · Since 2024
ADKINS SEALE CAPITAL MANAGEMENT LLC
SHREVEPORT, LA · Since 2013
HMV WEALTH ADVISORS, LLC
SHREVEPORT, LA · Since 2022
MAVEN ROYALTY MANAGEMENT, LLC
SHREVEPORT, LA · Since 2020
LEES MONSOUR GROUP
SHREVEPORT, LA · Since 2022
LYONS CAPITAL GROUP
SHREVEPORT, LA · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in SHREVEPORT?
The median advisory fee in SHREVEPORT, LA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.