City
Independent RIAs in Bentonville, Arkansas
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Bentonville, Arkansas reported $334.5 million in regulatory assets under management; the largest by assets was Family Legacy Planning, with $169.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $334.5 million
- Average per firm
- $41.8 million
- SEC-registered, of those listed
- 1 of 8 (12.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Family Legacy Planning | SEC | $169.1 million | 836 |
| 2 | Guardian Financial, Inc. | State | $94.5 million | 450 |
| 3 | Portico Financial Group, LLC | State | $29.2 million | 194 |
| 4 | D.L. Fields Advisory Group, LLC | State | $25.0 million | 311 |
| 5 | Lafargue Financial Group, Inc. | State | $10.6 million | 159 |
| 6 | Taurus Financial Planning | State | $4.7 million | 16 |
| 7 | Do Wealth Different | State | $1.3 million | 9 |
| 8 | Pape Financial | State | $94,467 | 1 |
Independent RIAs in Arkansas, including every city.
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.