City
Wealth management firms in Shreveport, Louisiana
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Shreveport, Louisiana reported $2.3 billion in regulatory assets under management; the largest by assets was Lees Monsour Group, with $681.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $206.7 million
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lees Monsour Group | SEC | $681.2 million | 1,350 |
| 2 | HMV Wealth Advisors, LLC | SEC | $567.4 million | 138 |
| 3 | Adkins Seale Capital Management LLC | SEC | $448.2 million | 480 |
| 4 | Lyons Capital Group | SEC | $165.9 million | 677 |
| 5 | Pinnacle Asset Management Group, Corporation (Inc.) | SEC | $156.4 million | 281 |
| 6 | Castellano & Associates | SEC | $129.5 million | 462 |
| 7 | Wingo Asset Management, LLC | State | $96.5 million | 217 |
| 8 | Montgomery Wealth Advisors | State | $16.4 million | 76 |
| 9 | Graham Financial | State | $6.2 million | 18 |
| 10 | Cornerstone Investment Advisors Group, LLC | State | $5.7 million | 30 |
| 11 | Daniel Sant, CPA | State | $0 | 0 |
Wealth management firms in Louisiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.