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Data / Investment advisers / Arkansas

Investment advisers in Arkansas: 59 firms, $62.8 billion in AUM

59 investment advisers have their main office in Arkansas: 58 SEC registered and 1 exempt reporting. The registered advisers report $62.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Stephens with $18 billion.

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.

Get advisers in Arkansas over $100 millionWatch new advisers in ArkansasGet private fund advisers in Arkansas
  • 59Advisers
  • 58SEC registered
  • 1Exempt reporting
  • $62.8 billionTotal AUM
  • 55Advisers over $100 million
  • 8Manage 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
StephensLittle Rock$18.04 billion21,991611Not listed(501) 377-2000itunes.apple.comadviserinfo.sec.gov
Stephens Investment Management Group, LLCLittle Rock$9.55 billion27722Not listed(800) 458-6589stephensimg.comadviserinfo.sec.gov
Sowell ManagementNorth Little Rock$4.81 billion16,763162Not listed(501) 219-2434reaganholloway.comadviserinfo.sec.gov
Arvest Wealth ManagementLowell$3.44 billion8,453238Not listed(888) 916-2121share.arvest.comadviserinfo.sec.gov
36 North Capital Management, LLCBentonville$2.67 billion54Not listed(479) 250-954036northcapital.comadviserinfo.sec.gov
Greenwood Gearhart, LLCFayetteville$1.97 billion3,101261(479) 521-5353adviserinfo.sec.gov
Naviter Wealth, LLCLittle Rock$1.87 billion95715Not listed(501) 333-9800naviterwealth.comadviserinfo.sec.gov
Stephens Group Asset Management, LLCLittle Rock$1.70 billion4464Not listed(501) 246-7500sgassetmgt.comadviserinfo.sec.gov
Legacy Capital Wealth Partners, LLCLittle Rock$1.52 billion2,62621Not listed(501) 376-7878legacycapitalwp.comadviserinfo.sec.gov
Foundation Resource Management, Inc.Little Rock$1.14 billion5979Not listed(501) 534-2675adviserinfo.sec.gov
Bass and Bell, Inc.Little Rock$1.02 billion1,3226Not listed(501) 664-4170bassandbell.comadviserinfo.sec.gov
Lathrop Investment Management CompanyLittle Rock$1.01 billion8365Not listed(501) 227-4930limc.comadviserinfo.sec.gov
The Arkansas Financial Group, Inc.Little Rock$971.1 million1,66111Not listed(501) 376-9051adviserinfo.sec.gov
Hexagon Capital Partners, LLCRogers$965 million1,2928Not listed(479) 340-0115hexagoncapitalpartners.comadviserinfo.sec.gov
TMB Capital Partners, LLCLittle Rock$867.8 million4566Not listed(501) 671-1140adviserinfo.sec.gov
Meridian Investment AdvisorsLittle Rock$861.6 million4586Not listed(501) 663-7055adviserinfo.sec.gov
Whiterock Wealth Design, LLCFayetteville$632.9 million1,8928Not listed(479) 439-5550whiterockwealthdesign.comadviserinfo.sec.gov
Newroad Capital Partners, LLCBentonville$584.4 million5165(479) 657-2100adviserinfo.sec.gov
Gilliland Jeter Wealth Management, LLCLittle Rock$569.1 million8364Not listed(501) 902-4951gillilandjeter.comadviserinfo.sec.gov
Mach-1 Financial Group, LLCRogers$546.3 million3,25520Not listed(479) 876-2100mach-1financial.comadviserinfo.sec.gov
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
St Bernard Asset Management, Inc.Russellville$27.4 million691Not listed(479) 967-1200stbernardam.comadviserinfo.sec.gov
Cornerstone Advisors LLCFayetteville$7.2 million716Not listed(501) 943-7132adviserinfo.sec.gov
New Day Wealth Management, LLCRussellville$355,14082Not listed(479) 967-1200adviserinfo.sec.gov
Pinnacle Timberland Management, Inc.Little RockNot listedNot listedNot listed1(501) 954-8883adviserinfo.sec.gov

Advisers in Arkansas that manage private funds

8 advisers report private funds. The 40 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Natural CapitalFayettevilleAR10Not listed5Not listed5$253.1 million$225.7 millionadviserinfo.sec.gov
Newroad Capital Partners, LLCBentonvilleAR5Not listed5Not listedNot listed$470 million$584.4 millionadviserinfo.sec.gov
The Circumference Group LLCLittle RockAR413Not listedNot listed$199.3 million$239.6 millionadviserinfo.sec.gov
Westrock Asset Management, LLCLittle RockAR31Not listedNot listedNot listed$180.6 million$162.7 millionadviserinfo.sec.gov
Greenwood Gearhart, LLCFayettevilleAR1Not listed1Not listedNot listed$5.2 million$1.97 billionadviserinfo.sec.gov
Forest Hill Capital, LLCLittle RockAR11Not listedNot listedNot listed$66.6 million$248.8 millionadviserinfo.sec.gov
Lieblong & Associates, Inc.Little RockAR11Not listedNot listedNot listed$105.1 million$197.9 millionadviserinfo.sec.gov
Pinnacle Timberland Management, Inc.Little RockAR1Not listedNot listedNot listed1$99.4 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Arkansas

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Retirepath Wealth, LLCLittle RockAROctober 20, 2026$109.7 milliontheretirepath.comadviserinfo.sec.gov

Cities in Arkansas

CityAdvisersAUM
Little Rock34$44.07 billion

More ways to read Arkansas

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.