Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Monroe, LA

Every SEC-registered investment adviser representative at a firm office in West Monroe, with the firms that employ the most of them.

15 registered advisors work in West Monroe; the most are at Fletcher Financial Group (3). 1 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in West Monroe

FirmAdvisors in West Monroe
Fletcher Financial Group3
LPL Financial LLC news3
State Farm Investment Management Corp.3
Amc Wealth Management, LLC1
Cetera Investment Advisers LLC news1
Edward Jones news1
Legacy Wealth Concepts1
Raymond James Financial Services Advisors, Inc. news1
Voya Financial Advisors, Inc.1

Advisors in West Monroe, A to Z

CFP advisors in West Monroe →

Other cities in Louisiana

All of Louisiana →

New Orleans 679Baton Rouge 588Metairie 343Lafayette 313Shreveport 213Mandeville 176Lake Charles 107Covington 74Monroe 74Slidell 54Houma 52Alexandria 47Thibodaux 38New Iberia 28Ruston 26Hammond 25Bossier City 21Gretna 21Gonzales 19Kenner 16Denham Springs 15Harahan 15Opelousas 15Sulphur 14

Questions

How many financial advisors are in West Monroe, LA?

15 investment adviser representatives are registered at firm offices in West Monroe, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in West Monroe?

Fletcher Financial Group, with 3 registered advisors in West Monroe, followed by LPL Financial LLC with 3.

How do I check a financial advisor in West Monroe?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.