Find Top Financial Advisors in Shreveport, Louisiana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Shreveport, Louisiana
Last Updated - 25-Jun-2022

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Top Financial Advisor Firms in Shreveport, Louisiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Adkins Seale Capital Management Llc
333 Texas Street, Suite 2235,
Shreveport, LA 71101
$334,390,591 381 A percentage of AUM
Hourly charges
Fixed fees
Maven Royalty Management, Llc
620 Texas Street , Suite 300,
Shreveport, LA 71101
$197,857,384 2 A percentage of AUM
Performance Based
Pinnacle Asset Management Group, Corporation (Inc.)
2020 Line Avenue,
Shreveport, LA 71104-2125
$98,664,261 243 A percentage of AUM
Hourly charges
Lees Monsour Group
9335 Ellerbe Road,
Shreveport, LA 71106
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Shreveport, Louisiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Cardinaux Wealth Advisors
    Inquire with Cardinaux
    738 N Ashley Ridge Loop, Shreveport, LA  71106 318-861-3521
    Larry Yelverton
    Inquire with Larry
    670 Albemarle Dr, Ste 401, Shreveport, LA  71106 318-212-2673
    Sharon Martin
    Inquire with Sharon
    738 N Ashley Ridge Loop, Shreveport, LA  71106 318-861-3521
    Chad Boisseau
    Inquire with Chad
    6105 Line Ave, Ste 100, Shreveport, LA  71106 318-797-2995
    Laveer Wealth Management
    Inquire with Laveer
    738 N Ashley Ridge Loop, Shreveport, LA  71106 800-361-7831
    Mark McCrocklin
    Inquire with Mark
    738 N Ashley Ridge Loop, Shreveport, LA  71106 318-861-3521
    Maureen O'Neal
    Inquire with Maureen
    738 N Ashley Ridge Loop, Shreveport, LA  71106 318-861-3521
    Kevin Murphy
    Inquire with Kevin
    738 N Ashley Ridge Loop, Shreveport, LA  71106 318-861-3521
    Christopher Murphy
    Inquire with Christopher
    738 N Ashley Ridge Loop, Shreveport, LA  71106 318-861-3521
    RoseStone Wealth Advisors
    Inquire with RoseStone
    6105 Line Ave, Ste 100, Shreveport, LA  71106 318-797-2995
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?