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Ranking, Arkansas

Newest wealth firms, including broker-dealer firms in Arkansas

As of October 2, 2026, Whiterock Wealth Design, LLC ranked #1 in Arkansas in AdvisorIQ's ranking of newest wealth firms, including broker-dealer firms, with $632.9 million.

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

Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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). 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.

Newest wealth firms, including broker-dealer firms in Arkansas
Rank Firm City Amount
1 Whiterock Wealth Design, LLC Fayetteville $632.9 million
2 Hulsey Capital Management, Inc. Heber Springs $113.2 million
3 Fountain Financial & Tax Harrison $12.2 million
4 FIVE8 Financial LLC Rogers $4.7 million
5 Crystal Oak Wealth Management, LLC Rogers $118,916
6 Tekton Wealth Advisors Lowell $0
6 Ironclad Income Strategies LLC Gravette $0
6 Rainbrook Capital LLC Little Rock $0
6 Asheri Grove Financial Planning Conway $0
6 Reframe Wealth Strategies Harrison $0

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

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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.