Data / Investment advisers / Serving high net worth individuals / Arkansas
Investment advisers in Arkansas serving high net worth individuals: 50 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
50 SEC registered investment advisers with a main office in Arkansas report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $29.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Stephens.
The request: Every investment adviser in Arkansas that serves high net worth individuals, with AUM, 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.
- 50Advisers
- $29.3 billionAUM from this client type
- 49Advisers over $100 million
- November 2, 2026File date
Advisers in Arkansas serving high net worth individuals
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Stephens | Little Rock | 3,088 | $10.11 billion | $18.04 billion | adviserinfo.sec.gov |
| Sowell Management | North Little Rock | 400 | $2.03 billion | $4.81 billion | adviserinfo.sec.gov |
| Naviter Wealth, LLC | Little Rock | 253 | $1.69 billion | $1.87 billion | adviserinfo.sec.gov |
| Greenwood Gearhart, LLC | Fayetteville | 483 | $1.65 billion | $1.97 billion | adviserinfo.sec.gov |
| Arvest Wealth Management | Lowell | 589 | $1.31 billion | $3.44 billion | adviserinfo.sec.gov |
| Legacy Capital Wealth Partners, LLC | Little Rock | 304 | $1.31 billion | $1.52 billion | adviserinfo.sec.gov |
| Stephens Group Asset Management, LLC | Little Rock | 111 | $1.26 billion | $1.70 billion | adviserinfo.sec.gov |
| The Arkansas Financial Group, Inc. | Little Rock | 248 | $893.3 million | $971.1 million | adviserinfo.sec.gov |
| Bass and Bell, Inc. | Little Rock | 220 | $810 million | $1.02 billion | adviserinfo.sec.gov |
| Foundation Resource Management, Inc. | Little Rock | 157 | $748.8 million | $1.14 billion | adviserinfo.sec.gov |
| Lathrop Investment Management Company | Little Rock | 150 | $584 million | $1.01 billion | adviserinfo.sec.gov |
| Hexagon Capital Partners, LLC | Rogers | 203 | $526 million | $965 million | adviserinfo.sec.gov |
| Whiterock Wealth Design, LLC | Fayetteville | 173 | $459.2 million | $632.9 million | adviserinfo.sec.gov |
| Gilliland Jeter Wealth Management, LLC | Little Rock | 55 | $400.2 million | $569.1 million | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | 63 | $375.5 million | $867.8 million | adviserinfo.sec.gov |
| Lexington Research and Capital Group, LLC | Fayetteville | 160 | $346.4 million | $354.5 million | adviserinfo.sec.gov |
| Ifrah Financial Services, Inc. | Little Rock | 149 | $334.5 million | $489.1 million | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | 103 | $332.7 million | $861.6 million | adviserinfo.sec.gov |
| Clientfirst Wealth Management, LLC | Little Rock | 45 | $299 million | $302.8 million | adviserinfo.sec.gov |
| Gutierrez Wealth Advisory, LLC | Little Rock | 68 | $285.8 million | $329.3 million | adviserinfo.sec.gov |
| New Wave Wealth Advisors | Springdale | 111 | $277 million | $386.8 million | adviserinfo.sec.gov |
| Mach-1 Financial Group, LLC | Rogers | 161 | $241.6 million | $546.3 million | adviserinfo.sec.gov |
| Mustard Seed Wealth Management | Magnolia | 151 | $239.9 million | $449.4 million | adviserinfo.sec.gov |
| Horrell Capital Management, Inc. | Little Rock | 22 | $220.1 million | $435.1 million | adviserinfo.sec.gov |
| Mendel Capital Management, LLC | Little Rock | 72 | $192.3 million | $272.3 million | adviserinfo.sec.gov |
| Applied Capital LLC | Little Rock | 94 | $191.7 million | $357.5 million | adviserinfo.sec.gov |
| Forest Hill Capital, LLC | Little Rock | 4 | $182.3 million | $248.8 million | adviserinfo.sec.gov |
| Millennium Capital Advisors, LLC | Little Rock | 72 | $164.1 million | $232.2 million | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Little Rock | 62 | $162.1 million | $216.1 million | adviserinfo.sec.gov |
| Corkern & Co., Inc. | Little Rock | 81 | $144.7 million | $161.9 million | adviserinfo.sec.gov |
| Ipsen Advisor Group | Little Rock | 47 | $126.1 million | $236.1 million | adviserinfo.sec.gov |
| Stephens Investment Management Group, LLC | Little Rock | 212 | $124.1 million | $9.55 billion | adviserinfo.sec.gov |
| Crews & Associates, Inc. | Little Rock | 49 | $98.6 million | $181.1 million | adviserinfo.sec.gov |
| Rivertree Wealth | Little Rock | 56 | $94.3 million | $143.1 million | adviserinfo.sec.gov |
| Willow | Rogers | 46 | $93.7 million | $127.6 million | adviserinfo.sec.gov |
| Thrasher & Chambers Wealth Management, LLC | Bentonville | 90 | $91 million | $151 million | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | 51 | $90.6 million | $134.5 million | adviserinfo.sec.gov |
| The Sherry Group, Inc. | Mountain Home | 39 | $84.7 million | $130.3 million | adviserinfo.sec.gov |
| First Financial Services, LLC | Little Rock | 37 | $84 million | $103.2 million | adviserinfo.sec.gov |
| Hulsey Capital Management, Inc. | Heber Springs | 23 | $83.1 million | $113.2 million | adviserinfo.sec.gov |
| Strongtower Wealth Management, PLC | Hot Springs | 56 | $75 million | $125 million | adviserinfo.sec.gov |
| October Wealth Advisors, Inc | Fort Smith | 23 | $73.6 million | $141.6 million | adviserinfo.sec.gov |
| Financial Legacy Management, NC. | Little Rock | 56 | $72.7 million | $153.1 million | adviserinfo.sec.gov |
| Family Legacy Planning | Bentonville | 33 | $67.8 million | $169.1 million | adviserinfo.sec.gov |
| Lieblong & Associates, Inc. | Little Rock | 68 | $61.5 million | $197.9 million | adviserinfo.sec.gov |
| First Security Investment Management, Inc. | Little Rock | 26 | $61.5 million | $247.8 million | adviserinfo.sec.gov |
| Retirepath Wealth, LLC | Little Rock | 33 | $49.5 million | $109.7 million | adviserinfo.sec.gov |
| St. Bernard Financial Services, Inc. | Russellville | 12 | $35.5 million | $136.2 million | adviserinfo.sec.gov |
| Hatcher Capital Investments, Inc. | Little Rock | 247 | $17.3 million | $127.5 million | adviserinfo.sec.gov |
| St Bernard Asset Management, Inc. | Russellville | 3 | $6.8 million | $27.4 million | 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.