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Find Retirement Advisors for Retirement Planning in Little Rock, Arkansas

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 you 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 registrations check. 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.

Finding the Best Retirement Planners in Little Rock, Arkansas

Last Updated - May 23, 2024

Little Rock has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Little Rock, Arkansas have an average of 40 years of experience.

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List of Qualified Retirement Planning Advisors in Little Rock, Arkansas

advisor-photo
vector.svg VERIFIED

Larry Watts
CFA®, CPFA
Watts Wealth Management

Qualifications
CRD# 1140384
Firm CRD# 127145

Minimum Assets Required
$200,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Commissions, Based on Assets

Top 15 Retirement Planning firms in Little Rock, Arkansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
STEPHENS
111 Center St,
Little Rock, AR, 72201
$13,304,755,86021432658
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based
2
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
111 Center Street,
Little Rock, AR, 72201
$6,566,514,16311522
A Percentage of AUM, Performance Based
3
NAVITER WEALTH, LLC
1 Information Way, Suite 100
Little Rock, AR, 72202
$1,107,578,00012707
A Percentage of AUM, Performance Based
4
LEGACY CAPITAL WEALTH PARTNERS, LLC
8315 Cantrell Road, Suite 200
Little Rock, AR, 72227
$1,021,999,600213923
A Percentage of AUM, Fixed Fees
5
STEPHENS GROUP ASSET MANAGEMENT, LLC
100 River Bluff Drive, Suite 220
Little Rock, AR, 72202-2215
$1,008,440,0283564
A Percentage of AUM
6
FOUNDATION RESOURCE MANAGEMENT, INC.
401 W. Capitol, Suite 503,
Little Rock, AR, 72201
$849,576,72153810
A Percentage of AUM
7
LATHROP INVESTMENT MANAGEMENT CORP
10 Corporate Hill Drive, Suite 225
Little Rock, AR, 72205
$781,012,3598226
A Percentage of AUM, Fixed Fees
8
MERIDIAN INVESTMENT ADVISORS
11300 Cantrell Road, Suite 200
Little Rock, AR, 72212
$741,635,4785995
A Percentage of AUM, Fixed Fees
9
THE ARKANSAS FINANCIAL GROUP, INC.
1001 N. University Ave., Suite 200
Little Rock, AR, 72207-6366
$667,274,94214629
A Percentage of AUM, Hourly charges, Fixed Fees
10
BASS AND BELL, INC.
1 Information Way, Suite 200
Little Rock, AR, 72202
$600,166,58210525
A Percentage of AUM
11
GILLILAND JETER WEALTH MANAGEMENT, LLC
5619 R Street,
Little Rock, AR, 72207
$401,766,7888214
A Percentage of AUM
12
HORRELL CAPITAL MANAGEMENT, INC.
10 Corporate Hill Drive, Suite 165
Little Rock, AR, 72205
$394,962,8101691
A Percentage of AUM, Hourly charges, Fixed Fees
13
IFRAH FINANCIAL SERVICES, INC.
17300 Chenal Parkway, Suite 150
Little Rock, AR, 72223-5876
$377,880,44862014
A Percentage of AUM, Hourly charges, Fixed Fees
14
FOREST HILL CAPITAL, LLC
100 River Bluff Drive, Suite 430
Little Rock, AR, 72202
$296,704,28574
A Percentage of AUM, Performance Based
15
APPLIED CAPITAL LLC
415 N. Mckinley Street, Suite 1045
Little Rock, AR, 72205
$233,797,486203510
A Percentage of AUM

Information on Top Retirement Planning firms in Little Rock, Arkansas

QualificationsFirm CRD# 3496

Assets Under Management $13,304,755,860

No. Of Clients21432

Clients Per Financial Advisor33

STEPHENS is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21432 clients. The team consists of 658 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 136369

Assets Under Management $6,566,514,163

No. Of Clients115

Clients Per Financial Advisor5

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 115 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 311508

Assets Under Management $1,107,578,000

No. Of Clients1270

Clients Per Financial Advisor181

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 1270 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 291960

Assets Under Management $1,021,999,600

No. Of Clients2139

Clients Per Financial Advisor93

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 2139 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 288981

Assets Under Management $1,008,440,028

No. Of Clients356

Clients Per Financial Advisor89

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 356 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 116359

Assets Under Management $849,576,721

No. Of Clients538

Clients Per Financial Advisor54

FOUNDATION RESOURCE MANAGEMENT, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 538 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108327

Assets Under Management $781,012,359

No. Of Clients822

Clients Per Financial Advisor137

LATHROP INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $781M assets under management, the firm specializes in crafting personalized retirement planning solutions for 822 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110216

Assets Under Management $741,635,478

No. Of Clients599

Clients Per Financial Advisor120

MERIDIAN INVESTMENT ADVISORS is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 599 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104808

Assets Under Management $667,274,942

No. Of Clients1462

Clients Per Financial Advisor162

THE ARKANSAS FINANCIAL GROUP, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $667M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1462 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 300557

Assets Under Management $600,166,582

No. Of Clients1052

Clients Per Financial Advisor210

BASS AND BELL, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $600M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1052 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 324403

Assets Under Management $401,766,788

No. Of Clients821

Clients Per Financial Advisor205

GILLILAND JETER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $402M assets under management, the firm specializes in crafting personalized retirement planning solutions for 821 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Security Rating
View Full Profile

QualificationsFirm CRD# 115711

Assets Under Management $394,962,810

No. Of Clients169

Clients Per Financial Advisor169

HORRELL CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 169 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 136925

Assets Under Management $377,880,448

No. Of Clients620

Clients Per Financial Advisor44

IFRAH FINANCIAL SERVICES, INC. is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $378M assets under management, the firm specializes in crafting personalized retirement planning solutions for 620 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 129667

Assets Under Management $296,704,285

No. Of Clients7

Clients Per Financial Advisor2

FOREST HILL CAPITAL, LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 166175

Assets Under Management $233,797,486

No. Of Clients2035

Clients Per Financial Advisor204

APPLIED CAPITAL LLC is a financial advisory firm situated in Little Rock, Arkansas. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2035 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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