Top financial advisors in Rogers, AR
We’ve curated a list of the best financial advisors in Rogers, take a look at it below
Find an advisor in Rogers| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $515,710,609 | 18 advisors | ||
| 2 | $270,638,362 | 16 advisors | ||
| 3 | $32,012,872 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Rogers, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rogers. 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.
Newroad Capital Partners, LLC
Newroad Capital Partners, LLC is a financial advisory firm based in Rogers, Arkansas. It currently has approximately $515,710,609 of assets under management and employs about 18 people. Newroad Capital Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$515,710,609
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-106671
Services offered
Portfolio Management For Pooled Investment Vehicles
Mach-1 Financial Group, LLC
Mach-1 Financial Group, LLC is a financial advisory firm based in Rogers, Arkansas. It currently has approximately $270,638,362 of assets under management and employs about 16 people. Mach-1 Financial Group, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$270,638,362
Headcount
16 advisors
Fee structure
A percentage of assets under your management
SEC number
801-118093
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Willow Financial LLC
Willow Financial LLC is a financial advisory firm based in Rogers, Arkansas. It currently has approximately $32,012,872 of assets under management and employs about 3 people. Willow Financial LLC uses a fee structure of hourly charges and fixed fees.
Assets under management
$32,012,872
Headcount
3 advisors
Fee structure
Hourly charges
Fixed fees
SEC number
801-128082
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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