How many financial advisors are in Shreveport, Louisiana?

Falists lists 13 registered investment advisers with a principal office or filing address in Shreveport, Louisiana, based on public SEC IAPD data.

How do financial advisors in Shreveport charge fees?

Fee structures vary by firm. In Shreveport, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Shreveport?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Louisiana · 13 advisers

Financial Advisors in Shreveport, Louisiana

Looking for a financial advisor in Shreveport, Louisiana? Falists indexes 13 SEC-registered and state-registered investment advisers in Shreveport — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $681.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$681.2M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth9 Planning7 Trusts7 Retirement5 Institutional7

Top advisors in Shreveport

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

LEES MONSOUR GROUP

Shreveport, LA

AUM

$681.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(318) 506-8635

Full profile Visit site →

HMV WEALTH ADVISORS, LLC

Shreveport, LA

AUM

$464.8M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM

318-517-6255

Full profile Visit site →

Shreveport, LA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(318) 746-8430

Full profile Visit site →

DANIEL SANT, CPA

Shreveport, LA

AUM

—

Financial Planning

Team

5 employees

Clients

—

Fees

REVENUE SHARING

318-321-2765

Full profile Visit site →

RAINEY ASSET MANAGEMENT, INC.

Shreveport, LA

AUM

—

Team

3 advisors

Clients

—

Fees

Fixed fees; SHARED ADVISORY FEES AND NEGOTIABLE FEES

318-869-3133

Full profile Visit site →

CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

Shreveport, LA

AUM

$5.7M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

(318) 221-8888

Full profileNo website

CYPRESS FUND MANAGEMENT, LLC

Shreveport, LA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

318-424-2031

Full profileNo website

More cities in Louisiana

New Orleans (36)Baton Rouge (27)Metairie (25)Lafayette (15)Mandeville (10)Covington (6)Monroe (4)Houma (3)Pineville (2)Prairieville (2)Ruston (2)Saint Francisville (2)

Common questions

How many financial advisors are in Shreveport, Louisiana?: 13 registered investment advisers are listed in our Shreveport directory, sourced from public SEC filings.
What types of advisors are in Shreveport?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Shreveport?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.