Data / Investment advisers / Serving individuals / Arkansas
Investment advisers in Arkansas serving individuals: 49 firms
49 SEC registered investment advisers with a main office in Arkansas report individuals among their clients in Form ADV item 5.D, and together they attribute $11.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Stephens.
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.
- 49Advisers
- $11.2 billionAUM from this client type
- 46Advisers over $100 million
- November 2, 2026File date
Advisers in Arkansas serving 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 | 18,080 | $4.13 billion | $18.04 billion | adviserinfo.sec.gov |
| Sowell Management | North Little Rock | 5,880 | $2.25 billion | $4.81 billion | adviserinfo.sec.gov |
| Arvest Wealth Management | Lowell | 6,100 | $1.63 billion | $3.44 billion | adviserinfo.sec.gov |
| Mach-1 Financial Group, LLC | Rogers | 1,405 | $300.8 million | $546.3 million | adviserinfo.sec.gov |
| Greenwood Gearhart, LLC | Fayetteville | 568 | $211.2 million | $1.97 billion | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | 346 | $185.5 million | $867.8 million | adviserinfo.sec.gov |
| Mustard Seed Wealth Management | Magnolia | 528 | $184.3 million | $449.4 million | adviserinfo.sec.gov |
| Whiterock Wealth Design, LLC | Fayetteville | 558 | $172.7 million | $632.9 million | adviserinfo.sec.gov |
| Applied Capital LLC | Little Rock | 593 | $165.8 million | $357.5 million | adviserinfo.sec.gov |
| Gilliland Jeter Wealth Management, LLC | Little Rock | 236 | $116.6 million | $569.1 million | adviserinfo.sec.gov |
| Ifrah Financial Services, Inc. | Little Rock | 406 | $107.7 million | $489.1 million | adviserinfo.sec.gov |
| Legacy Capital Wealth Partners, LLC | Little Rock | 356 | $107.5 million | $1.52 billion | adviserinfo.sec.gov |
| New Wave Wealth Advisors | Springdale | 385 | $106.2 million | $386.8 million | adviserinfo.sec.gov |
| St. Bernard Financial Services, Inc. | Russellville | 786 | $100.8 million | $136.2 million | adviserinfo.sec.gov |
| Ipsen Advisor Group | Little Rock | 290 | $100.5 million | $236.1 million | adviserinfo.sec.gov |
| Hexagon Capital Partners, LLC | Rogers | 189 | $95.6 million | $965 million | adviserinfo.sec.gov |
| Family Legacy Planning | Bentonville | 294 | $93.8 million | $169.1 million | adviserinfo.sec.gov |
| Bass and Bell, Inc. | Little Rock | 109 | $78.5 million | $1.02 billion | adviserinfo.sec.gov |
| Financial Legacy Management, NC. | Little Rock | 391 | $74.9 million | $153.1 million | adviserinfo.sec.gov |
| The Arkansas Financial Group, Inc. | Little Rock | 119 | $64.8 million | $971.1 million | adviserinfo.sec.gov |
| Crews & Associates, Inc. | Little Rock | 277 | $64.3 million | $181.1 million | adviserinfo.sec.gov |
| Retirepath Wealth, LLC | Little Rock | 483 | $60.3 million | $109.7 million | adviserinfo.sec.gov |
| Thrasher & Chambers Wealth Management, LLC | Bentonville | 308 | $57 million | $151 million | adviserinfo.sec.gov |
| October Wealth Advisors, Inc | Fort Smith | 137 | $55.6 million | $141.6 million | adviserinfo.sec.gov |
| Stephens Group Asset Management, LLC | Little Rock | 89 | $52 million | $1.70 billion | adviserinfo.sec.gov |
| Strongtower Wealth Management, PLC | Hot Springs | 324 | $50 million | $125 million | adviserinfo.sec.gov |
| Rivertree Wealth | Little Rock | 111 | $48.8 million | $143.1 million | adviserinfo.sec.gov |
| Millennium Capital Advisors, LLC | Little Rock | 128 | $48.7 million | $232.2 million | adviserinfo.sec.gov |
| Lathrop Investment Management Company | Little Rock | 79 | $47.3 million | $1.01 billion | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | 88 | $46.9 million | $861.6 million | adviserinfo.sec.gov |
| The Sherry Group, Inc. | Mountain Home | 164 | $45.6 million | $130.3 million | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Little Rock | 252 | $41.1 million | $216.1 million | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | 140 | $39.2 million | $134.5 million | adviserinfo.sec.gov |
| First Security Investment Management, Inc. | Little Rock | 120 | $38.7 million | $247.8 million | adviserinfo.sec.gov |
| Willow | Rogers | 62 | $33.9 million | $127.6 million | adviserinfo.sec.gov |
| Foundation Resource Management, Inc. | Little Rock | 54 | $33.3 million | $1.14 billion | adviserinfo.sec.gov |
| Gutierrez Wealth Advisory, LLC | Little Rock | 64 | $30.2 million | $329.3 million | adviserinfo.sec.gov |
| Hulsey Capital Management, Inc. | Heber Springs | 60 | $27.3 million | $113.2 million | adviserinfo.sec.gov |
| Mendel Capital Management, LLC | Little Rock | 81 | $27 million | $272.3 million | adviserinfo.sec.gov |
| Naviter Wealth, LLC | Little Rock | 79 | $23.3 million | $1.87 billion | adviserinfo.sec.gov |
| Hatcher Capital Investments, Inc. | Little Rock | 23 | $20.9 million | $127.5 million | adviserinfo.sec.gov |
| St Bernard Asset Management, Inc. | Russellville | 66 | $20.6 million | $27.4 million | adviserinfo.sec.gov |
| Lieblong & Associates, Inc. | Little Rock | 57 | $17.3 million | $197.9 million | adviserinfo.sec.gov |
| First Financial Services, LLC | Little Rock | 51 | $16 million | $103.2 million | adviserinfo.sec.gov |
| Lexington Research and Capital Group, LLC | Fayetteville | 45 | $8.1 million | $354.5 million | adviserinfo.sec.gov |
| Horrell Capital Management, Inc. | Little Rock | 55 | $7.6 million | $435.1 million | adviserinfo.sec.gov |
| Cornerstone Advisors LLC | Fayetteville | 71 | $7.2 million | $7.2 million | adviserinfo.sec.gov |
| Clientfirst Wealth Management, LLC | Little Rock | 9 | $3.9 million | $302.8 million | adviserinfo.sec.gov |
| New Day Wealth Management, LLC | Russellville | 8 | $355,140 | $355,140 | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.