Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 9335 Ellerbe Road, Shreveport, LA, 71106 | $612,190,360 | 1199 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 333 Texas Street, Suite 2235, Shreveport, LA, 71101 | $384,003,203 | 416 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 333 Texas Street, Suite 1525 Shreveport, LA, 71101 | $305,193,651 | 77 | 4 | A percentage of AUM |
4 | 1065 Provenance Place Blvd, Suite 230 Shreveport, LA, 71106 | $287,582,694 | 3 | 22 | A percentage of AUM, Performance Based |
5 | 2020 Line Avenue, Shreveport, LA, 71104-2125 | $131,513,717 | 232 | 3 | A percentage of AUM, Hourly charges, Other (NEGOTIABLE FEES) |
6 | 9343 Ellerbe Road, Bldg A Shreveport, LA, 71106 | $113,812,554 | 350 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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.
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.
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.
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