Top 10 financial advisors in Little Rock, AR
We’ve curated a list of the best financial advisors in Little Rock, take a look at it below
Find an advisor in Little Rock| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,107,578,000 | 7 advisors | ||
| 2 | $1,008,440,028 | 4 advisors | ||
| 3 | $795,247,850 | 23 advisors | ||
| 4 | $741,635,478 | 5 advisors | ||
| 5 | $667,274,942 | 9 advisors | ||
| 6 | $620,461,525 | 6 advisors | ||
| 7 | $600,166,582 | 5 advisors | ||
| 8 | $394,962,810 | 1 advisors | ||
| 9 | $377,880,448 | 14 advisors | ||
| 10 | $296,704,285 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Little Rock, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Little Rock. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Naviter Wealth, LLC
Naviter Wealth, LLC is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $1,107,578,000 of assets under management and employs about 7 people. Naviter Wealth, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,107,578,000
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-120077
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
Stephens Group Asset Management, LLC
Stephens Group Asset Management, LLC is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $1,008,440,028 of assets under management and employs about 4 people. Stephens Group Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,008,440,028
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-111747
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $795,247,850 of assets under management and employs about 23 people. Legacy Capital Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$795,247,850
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-112442
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Meridian Investment Advisors
Meridian Investment Advisors is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $741,635,478 of assets under management and employs about 5 people. Meridian Investment Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$741,635,478
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-13452
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
The Arkansas Financial Group, Inc.
The Arkansas Financial Group, Inc. is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $667,274,942 of assets under management and employs about 9 people. The Arkansas Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$667,274,942
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-23922
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Lathrop Investment Management Corp
Lathrop Investment Management Corp is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $620,461,525 of assets under management and employs about 6 people. Lathrop Investment Management Corp uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$620,461,525
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-16128
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Bass And Bell, Inc.
Bass And Bell, Inc. is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $600,166,582 of assets under management and employs about 5 people. Bass And Bell, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$600,166,582
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-114766
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Horrell Capital Management, Inc.
Horrell Capital Management, Inc. is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $394,962,810 of assets under management and employs about 1 people. Horrell Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$394,962,810
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-67063
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Ifrah Financial Services, Inc.
Ifrah Financial Services, Inc. is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $377,880,448 of assets under management and employs about 14 people. Ifrah Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$377,880,448
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-64962
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
Forest Hill Capital, LLC
Forest Hill Capital, LLC is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $296,704,285 of assets under management and employs about 4 people. Forest Hill Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$296,704,285
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-62567
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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