City
Wealth management firms in Bentonville, Arkansas
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Bentonville, Arkansas reported $485.5 million in regulatory assets under management; the largest by assets was Family Legacy Planning, with $169.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $485.5 million
- Average per firm
- $53.9 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Family Legacy Planning | SEC | $169.1 million | 836 |
| 2 | Thrasher & Chambers Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $151.0 million | 400 |
| 3 | Guardian Financial, Inc. | State | $94.5 million | 450 |
| 4 | Portico Financial Group, LLC | State | $29.2 million | 194 |
| 5 | D.L. Fields Advisory Group, LLC | State | $25.0 million | 311 |
| 6 | Lafargue Financial Group, Inc. | State | $10.6 million | 159 |
| 7 | Taurus Financial Planning | State | $4.7 million | 16 |
| 8 | Do Wealth Different | State | $1.3 million | 9 |
| 9 | Pape Financial | State | $94,467 | 1 |
Wealth management firms 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.