Rialytix insights

Top RIA Firms in Shreveport, Louisiana

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Shreveport, Louisiana. This hub covers 6 matching firms with $1.8B in total reported AUM and median AUM of $203.6M.

Firms

Matching current profiles

Total AUM

$1.8B

Reported regulatory AUM

Median AUM

$203.6M

Across firms with AUM

Largest firm

$681.2M

Lees Monsour Group

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Lees Monsour Group CRD 318023 · Limited Liability Company	SHREVEPORT, LA	$681.2M Feb 2026	+$69.0M+11.3%	+$269.1M+65.3%	—	—	0 employees+0.0% over 3Y	+504 accounts+59.6% over 3Y
2. Adkins Seale Capital Management LLC CRD 166749 · Limited Liability Company	SHREVEPORT, LA	$448.2M Feb 2026	+$64.2M+16.7%	+$113.8M+34.0%	+$169.6M+60.9%	—	-1 employees-25.0% over 3Y	+99 accounts+26.0% over 3Y
3. Maven Royalty Management, LLC CRD 288377 · Limited Liability Company	SHREVEPORT, LA	$241.4M Mar 2026	-$46.2M-16.1%	+$43.5M+22.0%	+$38.8M+19.1%	+$28.9M+13.6%	+8 employees+44.4% over 3Y	0 accounts+0.0% over 3Y
4. Lyons Capital Group CRD 335733 · Limited Liability Company	SHREVEPORT, LA	$165.9M Feb 2026	—	—	—	—	+2 employees+50.0% over Total	—
5. Pinnacle Asset Management Group, Corporation (inc.) CRD 109965 · Corporation	SHREVEPORT, LA	$156.4M Mar 2026	+$24.9M+18.9%	+$54.1M+52.9%	+$17.3M+12.4%	+$44.3M+39.5%	-2 employees-50.0% over 3Y	+11 accounts+4.1% over 3Y
6. Castellano & Associates CRD 117369 · Limited Liability Company	SHREVEPORT, LA	$129.5M Mar 2026	+$15.7M+13.8%	—	—	+$15.8M+13.9%	0 employees+0.0% over 1Y	+112 accounts+32.0% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.