Data / Investment advisers / Serving pension and profit sharing plans / Arkansas
Investment advisers in Arkansas serving pension and profit sharing plans: 31 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
31 SEC registered investment advisers with a main office in Arkansas report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $3.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Stephens Investment Management Group, LLC.
The request: Every investment adviser in Arkansas that serves pension and profit sharing plans, with AUM, phone and website. $10 of work on sign-up, no card.
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- 31Advisers
- $3.8 billionAUM from this client type
- 31Advisers over $100 million
- November 2, 2026File date
Advisers in Arkansas serving pension and profit sharing plans
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 Investment Management Group, LLC | Little Rock | 9 | $2.02 billion | $9.55 billion | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | 28 | $340.8 million | $861.6 million | adviserinfo.sec.gov |
| Lathrop Investment Management Company | Little Rock | 6 | $339.3 million | $1.01 billion | adviserinfo.sec.gov |
| Stephens | Little Rock | 249 | $226.5 million | $18.04 billion | adviserinfo.sec.gov |
| Sowell Management | North Little Rock | 116 | $156.7 million | $4.81 billion | adviserinfo.sec.gov |
| First Security Investment Management, Inc. | Little Rock | 36 | $111.2 million | $247.8 million | adviserinfo.sec.gov |
| Hatcher Capital Investments, Inc. | Little Rock | 49 | $89.2 million | $127.5 million | adviserinfo.sec.gov |
| Greenwood Gearhart, LLC | Fayetteville | 30 | $80.8 million | $1.97 billion | adviserinfo.sec.gov |
| Foundation Resource Management, Inc. | Little Rock | 10 | $69.6 million | $1.14 billion | adviserinfo.sec.gov |
| Naviter Wealth, LLC | Little Rock | 6 | $67.3 million | $1.87 billion | adviserinfo.sec.gov |
| Mendel Capital Management, LLC | Little Rock | 11 | $48.7 million | $272.3 million | adviserinfo.sec.gov |
| Ifrah Financial Services, Inc. | Little Rock | 38 | $44.5 million | $489.1 million | adviserinfo.sec.gov |
| Stephens Group Asset Management, LLC | Little Rock | 7 | $42.9 million | $1.70 billion | adviserinfo.sec.gov |
| Bass and Bell, Inc. | Little Rock | 15 | $34.6 million | $1.02 billion | adviserinfo.sec.gov |
| Legacy Capital Wealth Partners, LLC | Little Rock | 11 | $23.8 million | $1.52 billion | adviserinfo.sec.gov |
| Arvest Wealth Management | Lowell | 23 | $19.3 million | $3.44 billion | adviserinfo.sec.gov |
| Hexagon Capital Partners, LLC | Rogers | 10 | $17.5 million | $965 million | adviserinfo.sec.gov |
| Corkern & Co., Inc. | Little Rock | 2 | $15.1 million | $161.9 million | adviserinfo.sec.gov |
| Millennium Capital Advisors, LLC | Little Rock | 1 | $13 million | $232.2 million | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Little Rock | 13 | $13 million | $216.1 million | adviserinfo.sec.gov |
| Lieblong & Associates, Inc. | Little Rock | Fewer than 5 | $9.1 million | $197.9 million | adviserinfo.sec.gov |
| Family Legacy Planning | Bentonville | 13 | $7 million | $169.1 million | adviserinfo.sec.gov |
| Financial Legacy Management, NC. | Little Rock | 5 | $5.5 million | $153.1 million | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | 3 | $4.6 million | $134.5 million | adviserinfo.sec.gov |
| Ipsen Advisor Group | Little Rock | Fewer than 5 | $4.6 million | $236.1 million | adviserinfo.sec.gov |
| The Arkansas Financial Group, Inc. | Little Rock | Fewer than 5 | $4 million | $971.1 million | adviserinfo.sec.gov |
| Mustard Seed Wealth Management | Magnolia | 25 | $2.7 million | $449.4 million | adviserinfo.sec.gov |
| New Wave Wealth Advisors | Springdale | 5 | $2.5 million | $386.8 million | adviserinfo.sec.gov |
| First Financial Services, LLC | Little Rock | 2 | $2.2 million | $103.2 million | adviserinfo.sec.gov |
| Mach-1 Financial Group, LLC | Rogers | Fewer than 5 | $2.1 million | $546.3 million | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | Fewer than 5 | $1.9 million | $867.8 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.