Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 111 Center St, Little Rock, AR, 72201 | $14,783,890,572 | 21924 | 629 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based |
2 | 111 Center Street, Little Rock, AR, 72201 | $7,463,667,271 | 162 | 23 | A percentage of AUM, Performance Based |
3 | 5320 Northshore Drive, North Little Rock, AR, 72118 | $3,329,402,135 | 13257 | 157 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 5201 Village Parkway, Rogers, AR, 72758 | $2,593,400,723 | 7674 | 252 | A percentage of AUM, Fixed fees |
5 | 901 Se Village Loop, Suite 1 Bentonville, AR, 72712 | $2,346,620,000 | 4 | 4 | A percentage of AUM, Fixed fees |
6 | 26 E Center St, Fayetteville, AR, 72701-4278 | $1,637,149,230 | 2873 | 23 | A percentage of AUM, Fixed fees, Performance Based |
7 | 1 Information Way, Suite 400 Little Rock, AR, 72202 | $1,487,648,453 | 2115 | 13 | A percentage of AUM, Performance Based |
8 | 100 River Bluff Drive, Suite 220 Little Rock, AR, 72202-2215 | $1,137,726,808 | 371 | 4 | A percentage of AUM |
9 | 8315 Cantrell Road, Suite 200 Little Rock, AR, 72227 | $1,128,118,401 | 2360 | 24 | A percentage of AUM, Fixed fees |
10 | 500 Pleasant Valley Drive,, Building D-101 Little Rock, AR, 72227 | $937,096,914 | 818 | 6 | A percentage of AUM |
11 | 401 W. Capitol, Suite 503, Little Rock, AR, 72201 | $918,374,450 | 609 | 11 | A percentage of AUM |
12 | 1 Information Way, Suite 200 Little Rock, AR, 72202 | $874,625,136 | 1145 | 5 | A percentage of AUM |
13 | 500 Pleasant Valley Drive, Building D-Suite 101 Little Rock, AR, 72227 | $868,362,753 | 841 | 6 | A percentage of AUM, Fixed fees |
14 | 2107 S 54th Street, Rogers, AR, 72758 | $790,362,000 | 1034 | 7 | A percentage of AUM |
15 | 11300 Cantrell Road, Suite 200 Little Rock, AR, 72212 | $766,523,683 | 460 | 6 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 3496
Assets Under Management $14,783,890,572
No. Of Clients21924
Clients Per Financial Advisor35
STEPHENS is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21924 clients. The team consists of 629 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 136369
Assets Under Management $7,463,667,271
No. Of Clients162
Clients Per Financial Advisor7
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127145
Assets Under Management $3,329,402,135
No. Of Clients13257
Clients Per Financial Advisor84
SOWELL MANAGEMENT is a financial advisory firm situated in North Little Rock, Arkansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13257 clients. The team consists of 157 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 42057
Assets Under Management $2,593,400,723
No. Of Clients7674
Clients Per Financial Advisor30
ARVEST WEALTH MANAGEMENT is a financial advisory firm situated in Rogers, Arkansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7674 clients. The team consists of 252 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317557
Assets Under Management $2,346,620,000
No. Of Clients4
Clients Per Financial Advisor1
36 NORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bentonville, Arkansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110379
Assets Under Management $1,637,149,230
No. Of Clients2873
Clients Per Financial Advisor125
GREENWOOD GEARHART INC. is a financial advisory firm situated in Fayetteville, Arkansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2873 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311508
Assets Under Management $1,487,648,453
No. Of Clients2115
Clients Per Financial Advisor163
NAVITER WEALTH, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2115 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288981
Assets Under Management $1,137,726,808
No. Of Clients371
Clients Per Financial Advisor93
STEPHENS GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 371 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291960
Assets Under Management $1,128,118,401
No. Of Clients2360
Clients Per Financial Advisor98
LEGACY CAPITAL WEALTH PARTNERS, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2360 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 334458
Assets Under Management $937,096,914
No. Of Clients818
Clients Per Financial Advisor136
LATHROP INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $937M assets under management, the firm specializes in crafting personalized retirement planning solutions for 818 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116359
Assets Under Management $918,374,450
No. Of Clients609
Clients Per Financial Advisor55
FOUNDATION RESOURCE MANAGEMENT, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 609 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300557
Assets Under Management $874,625,136
No. Of Clients1145
Clients Per Financial Advisor229
BASS AND BELL, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $875M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1145 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108327
Assets Under Management $868,362,753
No. Of Clients841
Clients Per Financial Advisor140
LATHROP INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $868M assets under management, the firm specializes in crafting personalized retirement planning solutions for 841 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305850
Assets Under Management $790,362,000
No. Of Clients1034
Clients Per Financial Advisor148
HEXAGON CAPITAL PARTNERS, LLC is a financial advisory firm situated in Rogers, Arkansas. With a nearly $790M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1034 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110216
Assets Under Management $766,523,683
No. Of Clients460
Clients Per Financial Advisor77
MERIDIAN INVESTMENT ADVISORS is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 460 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.