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Top Financial Advisors in Little Rock

Little Rock is far from little, and their right-to-work environment provides a great situation for workers of all ages to get a great job and earn a great income. This means there’s plenty of financial advisors to choose from to give you the most practical solution to managing your wealth and finances. Benzinga has figured out which one of these financial advisors would fit your situation and circumstances.

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  • CDR# 300557
    $343,000,000
    90
    • Financial planning services
    • Pension consulting services
  • $550,728,145
    75
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $467,142,352
    150
    • Financial planning services
  • $274,883,267
    10
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $166,718,000
    326
  • $308,993,999
    470
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
  • CDR# 166175
    $125,000,000
    410
  • $508,325,282
    79
    • Financial planning services
  • $190,838,056
    82
  • $92,743,082
    N/A

To determine the top financial advisors in Little Rock we poured through all SEC registered advisory firms who have an office in Little Rock. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

BASS AND BELL, INC.

CDR# 300557
$343,000,000
90
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
1001 NORTH UNIVERSITY AVENUE SUITE 100
LITTLE ROCK AR, 72207
501-664-4170

$343,000,000
90
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management

LATHROP INVESTMENT MANAGEMENT CORP

CDR# 108327
$550,728,145
75
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
10 CORPORATE HILL DRIVE SUITE 225
LITTLE ROCK AR, 72205
501-227-4930

$550,728,145
75
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

THE ARKANSAS FINANCIAL GROUP, INC.

CDR# 104808
$467,142,352
150
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1001 N. UNIVERSITY AVE. SUITE 200
LITTLE ROCK AR, 72207-6366
501-376-9051

$467,142,352
150
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

LEGACY CAPITAL WEALTH PARTNERS, LLC

CDR# 291960
$274,883,267
10
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
8315 CANTRELL ROAD SUITE 200
LITTLE ROCK AR, 72227
501-376-7878

$274,883,267
10
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

TRENT CAPITAL MANAGEMENT, INC.

CDR# 114560
$166,718,000
326
Works with high networth individuals
  • A percentage of assets under your management
8315 CANTRELL ROAD SUITE 240
LITTLE ROCK AR, 72227
501-868-7772

$166,718,000
326
Works with high networth individuals
  • A percentage of assets under your management

IFRAH FINANCIAL SERVICES, INC.

CDR# 136925
$308,993,999
470
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
17300 CHENAL PARKWAY SUITE 150
LITTLE ROCK AR, 72223-5876
501-821-7733

$308,993,999
470
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

APPLIED CAPITAL LLC

CDR# 166175
$125,000,000
410
Works with high networth individuals
  • A percentage of assets under your management
415 N. MCKINLEY STREET SUITE 1045
LITTLE ROCK AR, 72205
(501) 500-0890

$125,000,000
410
Works with high networth individuals
  • A percentage of assets under your management

MERIDIAN INVESTMENT ADVISORS

CDR# 110216
$508,325,282
79
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
11300 CANTRELL ROAD SUITE 200
LITTLE ROCK AR, 72212
501-663-7055

$508,325,282
79
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

MENDEL CAPITAL MANAGEMENT, INC.

CDR# 105002
$190,838,056
82
Works with high networth individuals
  • A percentage of assets under your management
18 CORPORATE HILL DRIVE, SUITE 202
LITTLE ROCK AR, 72205
501-225-1405

$190,838,056
82
Works with high networth individuals
  • A percentage of assets under your management

PINNACLE TIMBERLAND MANAGEMENT, INC.

CDR# 161345
$92,743,082
N/A
Works with high networth individuals
  • A percentage of assets under your management
650 S. SHACKLEFORD ROAD STE. 400
LITTLE ROCK AR, 72211
501-954-8883

$92,743,082
N/A
Works with high networth individuals
  • A percentage of assets under your management