City
Independent RIAs in Little Rock, Arkansas
As of October 2, 2026, 40 independent wealth management RIAs with their main office in Little Rock, Arkansas reported $15.0 billion in regulatory assets under management; the largest by assets was Naviter Wealth, LLC, with $1.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 40
- Regulatory assets under management
- $15.0 billion
- Average per firm
- $375.5 million
- SEC-registered, of those listed
- 24 of 40 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Naviter Wealth, LLC | SEC | $1.9 billion | 957 |
| 2 | Stephens Group Asset Management, LLC | SEC | $1.7 billion | 446 |
| 3 | Legacy Capital Wealth Partners, LLC | SEC | $1.5 billion | 2,626 |
| 4 | Foundation Resource Management, Inc. | SEC | $1.1 billion | 597 |
| 5 | Bass and Bell, Inc. | SEC | $1.0 billion | 1,322 |
| 6 | Lathrop Investment Management Company | SEC | $1.0 billion | 836 |
| 7 | The Arkansas Financial Group, Inc. | SEC | $971.1 million | 1,661 |
| 8 | TMB Capital Partners, LLC | SEC | $867.8 million | 456 |
| 9 | Gilliland Jeter Wealth Management, LLC | SEC | $569.1 million | 836 |
| 10 | Ifrah Financial Services, Inc. | SEC | $489.1 million | 1,432 |
| 11 | Horrell Capital Management, Inc. | SEC | $435.1 million | 144 |
| 12 | Applied Capital LLC | SEC | $357.5 million | 2,200 |
| 13 | Gutierrez Wealth Advisory, LLC | SEC | $329.3 million | 510 |
| 14 | Clientfirst Wealth Management, LLC | SEC | $302.8 million | 105 |
| 15 | Mendel Capital Management, LLC | SEC | $272.3 million | 412 |
| 16 | Forest Hill Capital, LLC | SEC | $248.8 million | 5 |
| 17 | Ipsen Advisor Group | SEC | $236.1 million | 1,003 |
| 18 | Millennium Capital Advisors, LLC | SEC | $232.2 million | 335 |
| 19 | Brown Capital Management, LLC | SEC | $216.1 million | 327 |
| 20 | Corkern & Co., Inc. | SEC | $161.9 million | 85 |
| 21 | Financial Legacy Management, NC. | SEC | $153.1 million | 771 |
| 22 | Rivertree Wealth | SEC | $143.1 million | 671 |
| 23 | Retirepath Wealth, LLC | State | $109.7 million | 760 |
| 24 | First Financial Services, LLC | SEC | $103.2 million | 197 |
| 25 | Heritage Asset Managers, Inc. | State | $83.4 million | 93 |
| 26 | Caprock Wealth Management | State | $83.3 million | 272 |
| 27 | Ethos Capital Group, LLC | State | $77.6 million | 341 |
| 28 | White McGowan | State | $75.0 million | 1,625 |
| 29 | Fiduciary Wealth Management, LLC | State | $58.5 million | 76 |
| 30 | Luxon Brown | State | $56.3 million | 267 |
| 31 | Global Wealth Management, Inc. | State | $48.5 million | 368 |
| 32 | Round Table Financial | State | $45.6 million | 77 |
| 33 | Valuepoint Partners, Inc. | State | $17.6 million | 22 |
| 34 | Sound Capital | State | $6.9 million | 66 |
| 35 | Advanced Retirement Solutions, Inc. | State | $4.6 million | 85 |
| 36 | Crosscurrent Wealthmanagement, LLC | State | $1.3 million | 12 |
| 37 | Aptus Financial, LLC | SEC | $0 | 0 |
| 38 | Daniel Financial Group, Inc. | State | $0 | 0 |
| 39 | Rainbrook Capital LLC | State | $0 | 0 |
| 40 | Stoffel Financial Advisor's, LLC | State | $0 | 0 |
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.