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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 12, 2024Little 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
VERIFIEDLarry 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Little Rock, Arkansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STEPHENS 111 Center St, Little Rock, AR, 72201 | $13,304,755,860 | 21432 | 658 | 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 | $6,566,514,163 | 115 | 22 | A Percentage of AUM, Performance Based |
| 3 | NAVITER WEALTH, LLC 1 Information Way, Suite 100 Little Rock, AR, 72202 | $1,107,578,000 | 1270 | 7 | A Percentage of AUM, Performance Based |
| 4 | LEGACY CAPITAL WEALTH PARTNERS, LLC 8315 Cantrell Road, Suite 200 Little Rock, AR, 72227 | $1,021,999,600 | 2139 | 23 | A Percentage of AUM, Fixed Fees |
| 5 | STEPHENS GROUP ASSET MANAGEMENT, LLC 100 River Bluff Drive, Suite 220 Little Rock, AR, 72202-2215 | $1,008,440,028 | 356 | 4 | A Percentage of AUM |
| 6 | FOUNDATION RESOURCE MANAGEMENT, INC. 401 W. Capitol, Suite 503, Little Rock, AR, 72201 | $849,576,721 | 538 | 10 | A Percentage of AUM |
| 7 | LATHROP INVESTMENT MANAGEMENT CORP 10 Corporate Hill Drive, Suite 225 Little Rock, AR, 72205 | $781,012,359 | 822 | 6 | A Percentage of AUM, Fixed Fees |
| 8 | MERIDIAN INVESTMENT ADVISORS 11300 Cantrell Road, Suite 200 Little Rock, AR, 72212 | $741,635,478 | 599 | 5 | A Percentage of AUM, Fixed Fees |
| 9 | THE ARKANSAS FINANCIAL GROUP, INC. 1001 N. University Ave., Suite 200 Little Rock, AR, 72207-6366 | $667,274,942 | 1462 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | BASS AND BELL, INC. 1 Information Way, Suite 200 Little Rock, AR, 72202 | $600,166,582 | 1052 | 5 | A Percentage of AUM |
| 11 | GILLILAND JETER WEALTH MANAGEMENT, LLC 5619 R Street, Little Rock, AR, 72207 | $401,766,788 | 821 | 4 | A Percentage of AUM |
| 12 | HORRELL CAPITAL MANAGEMENT, INC. 10 Corporate Hill Drive, Suite 165 Little Rock, AR, 72205 | $394,962,810 | 169 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | IFRAH FINANCIAL SERVICES, INC. 17300 Chenal Parkway, Suite 150 Little Rock, AR, 72223-5876 | $377,880,448 | 620 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | FOREST HILL CAPITAL, LLC 100 River Bluff Drive, Suite 430 Little Rock, AR, 72202 | $296,704,285 | 7 | 4 | A Percentage of AUM, Performance Based |
| 15 | APPLIED CAPITAL LLC 415 N. Mckinley Street, Suite 1045 Little Rock, AR, 72205 | $233,797,486 | 2035 | 10 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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