5 financial advisors & firms and 0 insurance agents verified near Monroe, LA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Monroe, LA 71201 · Registered investment adviser · $421M AUM
CRD 104612 · verify at the regulator
RIA firm · Monroe, LA 71201 · Registered investment adviser · $61M AUM
CRD 117498 · verify at the regulator
RIA firm · Monroe, LA 71201 · Registered investment adviser · $12M AUM
CRD 289549 · verify at the regulator
RIA firm · Monroe, LA 71201 · Registered investment adviser · $192M AUM
CRD 298727 · verify at the regulator
RIA firm · West Monroe, LA 71291 · Registered investment adviser · $133M AUM
CRD 152609 · verify at the regulator
Verified advisors and insurance agents in the places closest to Monroe, LA.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.