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AdvisorIQ

Ranking, Arkansas

Fastest-growing wealth firms over three years, including broker-dealer firms in Arkansas

As of October 2, 2026, Naviter Wealth, LLC ranked #1 in Arkansas in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 33.6%, from a base of $785.9 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Growth Starting value
1 Naviter Wealth, LLC Little Rock 33.6% $785.9 million
2 Greenwood Gearhart, LLC Fayetteville 31.0% $877.8 million
3 New Wave Wealth Advisors Springdale 29.9% $176.4 million
4 MACH-1 Financial Group, LLC Rogers 26.4% $270.6 million
5 Gutierrez Wealth Advisory, LLC Little Rock 25.4% $167.1 million
6 Sowell Management North Little Rock 19.6% $2.8 billion
7 Bass and Bell, Inc. Little Rock 19.5% $600.2 million
8 Stephens Group Asset Management, LLC Little Rock 19.1% $1.0 billion
9 Mendel Capital Management, LLC Little Rock 16.0% $174.4 million
10 Applied Capital LLC Little Rock 15.2% $233.8 million
11 Legacy Capital Wealth Partners, LLC Little Rock 14.0% $1.0 billion
12 Millennium Capital Advisors, LLC Little Rock 13.5% $158.8 million
13 The Arkansas Financial Group, Inc. Little Rock 13.3% $667.3 million
14 Mustard Seed Wealth Management Magnolia 12.8% $313.0 million
15 Gilliland Jeter Wealth Management, LLC Little Rock 12.3% $401.8 million
16 Clientfirst Wealth Management, LLC Little Rock 11.2% $219.9 million
17 Stephens Broker-dealer affiliated Little Rock 10.7% $13.3 billion
18 Foundation Resource Management, Inc. Little Rock 10.2% $849.6 million
19 Hexagon Capital Partners, LLC Rogers 9.8% $729.9 million
20 Lexington Research and Capital Group, LLC Fayetteville 9.3% $271.3 million
21 St. Bernard Financial Services, Inc. Broker-dealer affiliated Russellville 9.3% $104.5 million
22 October Wealth Advisors, Inc Fort Smith 9.1% $109.1 million
23 Ifrah Financial Services, Inc. Little Rock 9.0% $377.9 million
24 Arvest Wealth Management Broker-dealer affiliated Lowell 8.3% $2.7 billion
25 Corkern & Co., Inc. Little Rock 8.0% $128.7 million
26 Veach Family Financial North Little Rock 6.0% $112.8 million
27 Ipsen Advisor Group Little Rock 5.1% $203.5 million
28 Horrell Capital Management, Inc. Little Rock 3.3% $395.0 million
29 Strongtower Wealth Management, PLC Hot Springs 2.8% $115.0 million
30 Forest Hill Capital, LLC Little Rock -5.7% $296.7 million

30 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 3 years by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.