Louisiana · 2 advisers
Financial Advisors in Pineville, Louisiana
Looking for a financial advisor in Pineville, Louisiana? Falists indexes 2 SEC-registered and state-registered investment advisers in Pineville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $81.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
0
Largest AUM
$81.0M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pineville
Ranked by AUM · Fees, team & specialties at a glance
COOPER, CLAY STEPHEN
Pineville, LA
AUM
$81.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
318-487-4242
MAIN STREET ADVISORS LLC
Pineville, LA
AUM
$48.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
318-487-4242
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Common questions
- How many financial advisors are in Pineville, Louisiana?
- 2 registered investment advisers are listed in our Pineville directory, sourced from public SEC filings.
- What types of advisors are in Pineville?
- 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 Pineville?
- 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.