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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Ifrah Financial Services, Inc. | Little Rock | $489.1 million | 1,432 | 14 | Not listed | (501) 821-7733 | ifrahfinancial.com | adviserinfo.sec.gov |
| Cabana Asset Management | Fayetteville | $471.8 million | 3 | 6 | Not listed | (479) 442-6464 | thecabanagroup.com | adviserinfo.sec.gov |
| Mustard Seed Wealth Management | Magnolia | $449.4 million | 1,621 | 10 | Not listed | (870) 234-1618 | msfwm.com | adviserinfo.sec.gov |
| Horrell Capital Management, Inc. | Little Rock | $435.1 million | 144 | 1 | Not listed | (501) 975-4655 | adviserinfo.sec.gov | |
| New Wave Wealth Advisors | Springdale | $386.8 million | 1,256 | 7 | Not listed | (479) 877-2525 | newwavewealthadvisors.com | adviserinfo.sec.gov |
| Applied Capital LLC | Little Rock | $357.5 million | 2,200 | 9 | Not listed | (501) 500-0890 | adviserinfo.sec.gov | |
| Lexington Research and Capital Group, LLC | Fayetteville | $354.5 million | 205 | 1 | Not listed | (859) 312-2497 | adviserinfo.sec.gov | |
| Gutierrez Wealth Advisory, LLC | Little Rock | $329.3 million | 510 | 4 | Not listed | (501) 451-6900 | adviserinfo.sec.gov | |
| Clientfirst Wealth Management, LLC | Little Rock | $302.8 million | 105 | 4 | Not listed | (501) 603-0406 | adviserinfo.sec.gov | |
| Mendel Capital Management, LLC | Little Rock | $272.3 million | 412 | 3 | Not listed | (501) 225-1405 | mendelcapital.net | adviserinfo.sec.gov |
| Forest Hill Capital, LLC | Little Rock | $248.8 million | 5 | 4 | 1 | (501) 663-4491 | foresthillcap.com | adviserinfo.sec.gov |
| First Security Investment Management, Inc. | Little Rock | $247.8 million | 400 | 8 | Not listed | (501) 227-7400 | fmioffice.com | adviserinfo.sec.gov |
| The Circumference Group LLC | Little Rock | $239.6 million | 10 | 14 | 4 | (501) 492-8400 | circumferencegroup.com | adviserinfo.sec.gov |
| Ipsen Advisor Group | Little Rock | $236.1 million | 1,003 | 5 | Not listed | (501) 614-4700 | ipsenadvisorgroup.com | adviserinfo.sec.gov |
| Millennium Capital Advisors, LLC | Little Rock | $232.2 million | 335 | 3 | Not listed | (501) 975-0256 | mca-ar.com | adviserinfo.sec.gov |
| Natural Capital | Fayetteville | $225.7 million | 10 | 11 | 10 | (901) 626-7090 | naturalcapitalfirm.com | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Little Rock | $216.1 million | 327 | 5 | Not listed | (501) 503-0001 | brown-cm.com | adviserinfo.sec.gov |
| Lieblong & Associates, Inc. | Little Rock | $197.9 million | 132 | 4 | 1 | (501) 219-2003 | adviserinfo.sec.gov | |
| Crews & Associates, Inc. | Little Rock | $181.1 million | 336 | 145 | Not listed | (501) 907-2000 | adviserinfo.sec.gov | |
| Family Legacy Planning | Bentonville | $169.1 million | 836 | 3 | Not listed | (479) 273-3040 | flpwealth.com | adviserinfo.sec.gov |
| Westrock Asset Management, LLC | Little Rock | $162.7 million | 4 | 12 | 3 | (501) 320-4867 | adviserinfo.sec.gov | |
| Corkern & Co., Inc. | Little Rock | $161.9 million | 85 | 5 | Not listed | (501) 664-7866 | bcorkern.com | adviserinfo.sec.gov |
| Financial Legacy Management, NC. | Little Rock | $153.1 million | 771 | 2 | Not listed | (501) 224-7526 | financiallegacymanagement.com | adviserinfo.sec.gov |
| Thrasher & Chambers Wealth Management, LLC | Bentonville | $151 million | 400 | 5 | Not listed | (479) 273-5333 | adviserinfo.sec.gov | |
| Rivertree Wealth | Little Rock | $143.1 million | 671 | 6 | Not listed | (501) 500-0893 | rivertreewealth.com | adviserinfo.sec.gov |
| October Wealth Advisors, Inc | Fort Smith | $141.6 million | 349 | 2 | Not listed | (479) 452-0996 | octwealth.com | adviserinfo.sec.gov |
| St. Bernard Financial Services, Inc. | Russellville | $136.2 million | 798 | 117 | Not listed | (479) 967-1200 | turnerfinancial.net | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | $134.5 million | 461 | 4 | Not listed | (501) 753-0313 | veachfamilyfinancial.com | adviserinfo.sec.gov |
| The Sherry Group, Inc. | Mountain Home | $130.3 million | 469 | 6 | Not listed | (870) 425-8252 | adviserinfo.sec.gov | |
| Willow | Rogers | $127.6 million | 358 | 5 | Not listed | (479) 709-3949 | adviserinfo.sec.gov | |
| Hatcher Capital Investments, Inc. | Little Rock | $127.5 million | 542 | 6 | Not listed | (501) 747-2656 | adviserinfo.sec.gov | |
| Strongtower Wealth Management, PLC | Hot Springs | $125 million | 744 | 7 | Not listed | (501) 623-1141 | adviserinfo.sec.gov | |
| Hulsey Capital Management, Inc. | Heber Springs | $113.2 million | 240 | 1 | Not listed | (501) 362-1681 | adviserinfo.sec.gov | |
| Retirepath Wealth, LLC | Little Rock | $109.7 million | 760 | 5 | Not listed | (501) 904-5858 | theretirepath.com | adviserinfo.sec.gov |
| First Financial Services, LLC | Little Rock | $103.2 million | 197 | 5 | Not listed | (501) 666-0302 | firstfinservices.com | adviserinfo.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.