Skip to the page

Data / Investment advisers / $100 million to $500 million in AUM / Arkansas

Investment advisers in Arkansas with $100 million to $500 million in AUM: 35 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

35 SEC registered investment advisers in Arkansas report between $100 million and $500 million in regulatory assets under management, $8.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Ifrah Financial Services, Inc. with $489 million.

The request: Every investment adviser in Arkansas with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 35Advisers
  • 35SEC registered
  • $8.1 billionTotal AUM
  • 35Advisers over $100 million
  • 5Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Ifrah Financial Services, Inc.Little Rock$489.1 million1,43214Not listed(501) 821-7733ifrahfinancial.comadviserinfo.sec.gov
Cabana Asset ManagementFayetteville$471.8 million36Not listed(479) 442-6464thecabanagroup.comadviserinfo.sec.gov
Mustard Seed Wealth ManagementMagnolia$449.4 million1,62110Not listed(870) 234-1618msfwm.comadviserinfo.sec.gov
Horrell Capital Management, Inc.Little Rock$435.1 million1441Not listed(501) 975-4655adviserinfo.sec.gov
New Wave Wealth AdvisorsSpringdale$386.8 million1,2567Not listed(479) 877-2525newwavewealthadvisors.comadviserinfo.sec.gov
Applied Capital LLCLittle Rock$357.5 million2,2009Not listed(501) 500-0890adviserinfo.sec.gov
Lexington Research and Capital Group, LLCFayetteville$354.5 million2051Not listed(859) 312-2497adviserinfo.sec.gov
Gutierrez Wealth Advisory, LLCLittle Rock$329.3 million5104Not listed(501) 451-6900adviserinfo.sec.gov
Clientfirst Wealth Management, LLCLittle Rock$302.8 million1054Not listed(501) 603-0406adviserinfo.sec.gov
Mendel Capital Management, LLCLittle Rock$272.3 million4123Not listed(501) 225-1405mendelcapital.netadviserinfo.sec.gov
Forest Hill Capital, LLCLittle Rock$248.8 million541(501) 663-4491foresthillcap.comadviserinfo.sec.gov
First Security Investment Management, Inc.Little Rock$247.8 million4008Not listed(501) 227-7400fmioffice.comadviserinfo.sec.gov
The Circumference Group LLCLittle Rock$239.6 million10144(501) 492-8400circumferencegroup.comadviserinfo.sec.gov
Ipsen Advisor GroupLittle Rock$236.1 million1,0035Not listed(501) 614-4700ipsenadvisorgroup.comadviserinfo.sec.gov
Millennium Capital Advisors, LLCLittle Rock$232.2 million3353Not listed(501) 975-0256mca-ar.comadviserinfo.sec.gov
Natural CapitalFayetteville$225.7 million101110(901) 626-7090naturalcapitalfirm.comadviserinfo.sec.gov
Brown Capital Management, LLCLittle Rock$216.1 million3275Not listed(501) 503-0001brown-cm.comadviserinfo.sec.gov
Lieblong & Associates, Inc.Little Rock$197.9 million13241(501) 219-2003adviserinfo.sec.gov
Crews & Associates, Inc.Little Rock$181.1 million336145Not listed(501) 907-2000adviserinfo.sec.gov
Family Legacy PlanningBentonville$169.1 million8363Not listed(479) 273-3040flpwealth.comadviserinfo.sec.gov
Westrock Asset Management, LLCLittle Rock$162.7 million4123(501) 320-4867adviserinfo.sec.gov
Corkern & Co., Inc.Little Rock$161.9 million855Not listed(501) 664-7866bcorkern.comadviserinfo.sec.gov
Financial Legacy Management, NC.Little Rock$153.1 million7712Not listed(501) 224-7526financiallegacymanagement.comadviserinfo.sec.gov
Thrasher & Chambers Wealth Management, LLCBentonville$151 million4005Not listed(479) 273-5333adviserinfo.sec.gov
Rivertree WealthLittle Rock$143.1 million6716Not listed(501) 500-0893rivertreewealth.comadviserinfo.sec.gov
October Wealth Advisors, IncFort Smith$141.6 million3492Not listed(479) 452-0996octwealth.comadviserinfo.sec.gov
St. Bernard Financial Services, Inc.Russellville$136.2 million798117Not listed(479) 967-1200turnerfinancial.netadviserinfo.sec.gov
Veach Family FinancialNorth Little Rock$134.5 million4614Not listed(501) 753-0313veachfamilyfinancial.comadviserinfo.sec.gov
The Sherry Group, Inc.Mountain Home$130.3 million4696Not listed(870) 425-8252adviserinfo.sec.gov
WillowRogers$127.6 million3585Not listed(479) 709-3949adviserinfo.sec.gov
Hatcher Capital Investments, Inc.Little Rock$127.5 million5426Not listed(501) 747-2656adviserinfo.sec.gov
Strongtower Wealth Management, PLCHot Springs$125 million7447Not listed(501) 623-1141adviserinfo.sec.gov
Hulsey Capital Management, Inc.Heber Springs$113.2 million2401Not listed(501) 362-1681adviserinfo.sec.gov
Retirepath Wealth, LLCLittle Rock$109.7 million7605Not listed(501) 904-5858theretirepath.comadviserinfo.sec.gov
First Financial Services, LLCLittle Rock$103.2 million1975Not listed(501) 666-0302firstfinservices.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.