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Find Retirement Advisors for Retirement Planning in Louisiana, Shreveport

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 6 Retirement Planning firms in Shreveport, Louisiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

9335 Ellerbe Road,
Shreveport, LA, 71106
$612,190,36011994
A percentage of AUM, Hourly charges, Fixed fees
2

333 Texas Street, Suite 2235,
Shreveport, LA, 71101
$384,003,2034164
A percentage of AUM, Hourly charges, Fixed fees
3

333 Texas Street, Suite 1525
Shreveport, LA, 71101
$305,193,651774
A percentage of AUM
4

1065 Provenance Place Blvd, Suite 230
Shreveport, LA, 71106
$287,582,694322
A percentage of AUM, Performance Based
5

2020 Line Avenue,
Shreveport, LA, 71104-2125
$131,513,7172323
A percentage of AUM, Hourly charges, Other (NEGOTIABLE FEES)
6

9343 Ellerbe Road, Bldg A
Shreveport, LA, 71106
$113,812,55435014
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Shreveport, Louisiana

QualificationsFirm CRD# 318023

Assets Under Management $612,190,360

No. Of Clients1199

Clients Per Financial Advisor300

LEES MONSOUR GROUP is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1199 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 166749

Assets Under Management $384,003,203

No. Of Clients416

Clients Per Financial Advisor104

ADKINS SEALE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $384M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 297747

Assets Under Management $305,193,651

No. Of Clients77

Clients Per Financial Advisor19

HMV WEALTH ADVISORS, LLC is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 288377

Assets Under Management $287,582,694

No. Of Clients3

Clients Per Financial Advisor0

MAVEN ROYALTY MANAGEMENT, LLC is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 109965

Assets Under Management $131,513,717

No. Of Clients232

Clients Per Financial Advisor77

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 232 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (NEGOTIABLE FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 117369

Assets Under Management $113,812,554

No. Of Clients350

Clients Per Financial Advisor25

CASTELLANO & ASSOCIATES is a financial advisory firm situated in Shreveport, Louisiana. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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