Best Financial Advisors in SHREVEPORT, Louisiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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
MAVEN ROYALTY MANAGEMENT, LLC
SHREVEPORT, LA · Since 2020
HMV WEALTH ADVISORS, LLC
SHREVEPORT, LA · Since 2022
LEES MONSOUR GROUP
SHREVEPORT, LA · Since 2022
LYONS CAPITAL GROUP
SHREVEPORT, LA · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.