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STEPHENS
STEPHENS
Little Rock, Arkansas
Stephens, a renowned regional investment advisory firm, is headquartered in Little Rock, AR, with a presence in 24 offices. With a strong track record and extensive experience, Stephens caters to a diverse client base of over 18,810 individuals. Their impressive portfolio boasts an impressive $12,334,227,000 in assets under management, of which 74% are managed on a discretionary basis. As a registered municipal advisor, Stephens offers comprehensive financial services to its clients. While they primarily manage employer funds, they also handle 401K and individual accounts, which collectively constitute less than 30% of their assets under management. The firm's compensation structure is designed to accommodate various client needs, incorporating options such as a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. This flexibility ensures that clients can choose the most suitable arrangement for their investment requirements. Stephens boasts a talented team of 637 employees, 253 of whom are dedicated investment advisory professionals. With an average of $48,750,000 in assets under management per investment advisor, the firm aligns with the industry average in terms of productivity. Notably, several of Stephens' advisors have demonstrated remarkable dedication and loyalty over the years. Steven Middleton, James Mitchell, and Henry Bennett are among the firm's longest-tenured advisors, exemplifying their commitment to delivering exceptional financial guidance and building enduring client relationships. With their impressive assets under management, comprehensive service offerings, and experienced team, Stephens continues to establish itself as a trusted name in the investment advisory landscape.
CABANA ASSET MANAGEMENT
CABANA ASSET MANAGEMENT
Fayetteville, Arkansas
Cabana Asset Management, based in Fayetteville, AR, is a reputable local investment advisory firm with a widespread presence, operating from four well-established offices. With a dedicated team of 22 professionals, the vast majority of whom specialize in providing top-notch investment advisory services, Cabana Asset Management offers a comprehensive range of financial solutions to its clients. Drawing from their extensive knowledge and expertise, the firm manages an impressive average of $73,840,000 in assets per investment advisor, aligning them closely with industry standards. Demonstrating their commitment to client success, Cabana Asset Management employs a compensation structure that includes various models, such as a percentage of assets under management and performance-based fees. As a discretionary asset manager, Cabana Asset Management holds full authority to make investment decisions on behalf of their clients. Their client base comprises over 350 individuals who entrust the firm with a substantial total of $1,476,781,000 in assets under management. The success and longevity of Cabana Asset Management can be attributed to the expertise and experience of their dedicated team. Notably, Jon Prevost, Louis Shaff, and George Mason are among the firm's most seasoned advisors, providing invaluable guidance and support to clients over the years. With a strong focus on delivering tailored investment strategies and personalized client service, Cabana Asset Management has established itself as a trusted partner for individuals seeking professional wealth management services in the Fayetteville, AR area and beyond.
ARVEST WEALTH MANAGEMENT
ARVEST WEALTH MANAGEMENT
Rogers, Arkansas
Arvest Wealth Management, based out of Rogers, AR, is a reputable regional investment advisory firm with a long-standing presence in the industry. With 247 dedicated employees, 214 of whom specialize in providing comprehensive investment advisory services, Arvest Wealth Management is committed to delivering personalized financial solutions to their clients. The firm boasts an impressive average of approximately $7,570,000 in assets under management per investment advisor, a testament to their expertise in managing wealth effectively. Their compensation structure is diverse, including various types such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for their clients. Arvest Wealth Management takes pride in serving over 5,950 individual clients, cultivating trusted relationships and overseeing a substantial $2,704,711,000 in assets under management. Their notable experience in managing employer 401Ks and individual investments is evident, with nearly half of their assets under management originating from this space. Furthermore, the firm exhibits a commendable 33% of discretionary assets under management, indicating their ability to make informed investment decisions and exercise prudent judgment on behalf of their clients. With a widespread presence, Arvest Wealth Management operates through 178 offices, ensuring accessibility and convenience for their clientele. The firm's longevity is further enhanced by the presence of esteemed advisors, including Asa Cottrell, Bruce Knapp, and Jerry Roberts, who have demonstrated their expertise and commitment to delivering exceptional financial guidance. Arvest Wealth Management stands as a trusted partner for individuals and organizations seeking tailored investment strategies and a reliable approach to wealth management.
HEXAGON CAPITAL PARTNERS, LLC
HEXAGON CAPITAL PARTNERS, LLC
Rogers, Arkansas
Hexagon Capital Partners, LLC is a reputable investment advisory firm located in Rogers, AR. With a single office, the company employs a total of 7 dedicated professionals, 6 of whom specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor amount to approximately $121,650,000, aligning with the industry average. In terms of compensation, Hexagon Capital Partners, LLC offers various structures, including a percentage of assets under management. While less than 30% of their assets under management are attributed to 401K and individual accounts, the firm possesses the expertise to manage employer funds. Notably, all of the assets they oversee are under discretionary management, exemplifying their commitment to making informed investment decisions on behalf of their clients. In addition to their investment advisory services, Hexagon Capital Partners, LLC also operates as an insurance broker or agent, broadening their range of offerings to better serve their clients' financial needs. With a strong client base, Hexagon Capital Partners, LLC caters to over 110 individual clients, expertly managing their assets, which collectively amount to an impressive $729,929,000. The company takes pride in its experienced team, including long-tenured advisors such as Brent Henry, John Hudson, and Dustin Colebank, who bring a wealth of knowledge and expertise to their clients' investment strategies. Overall, Hexagon Capital Partners, LLC is a trusted and capable investment advisory firm, dedicated to providing personalized financial guidance and assisting clients in achieving their financial goals.
STRONGTOWER WEALTH MANAGEMENT, PLC
STRONGTOWER WEALTH MANAGEMENT, PLC
Hot Springs, Arkansas
Strongtower Wealth Management, Plc, a small investment advisory firm based out of Hot Springs, AR, operates with a team of six dedicated professionals, four of whom specialize in providing expert investment advisory services. With over $25,630,000 in average assets under management per investment advisor, they possess a strong track record of managing client wealth effectively. Committed to delivering tailored financial solutions, Strongtower Wealth Management, Plc offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, their extensive experience in managing employer 401Ks and individual accounts comprises approximately half of their assets under management, showcasing their expertise in this space. As a discretionary asset management firm, Strongtower Wealth Management, Plc holds full responsibility for all client assets they manage. With over 380 individual clients and an impressive $102,500,000 in assets under management, they have garnered a substantial client base. The firm takes pride in their team of experienced advisors, including Katrina Robertson, Terry Bewley, and Mitzie Stevens, who have established long-standing tenures within the company. These professionals bring a wealth of knowledge and expertise to their clients, ensuring personalized financial strategies tailored to each individual's needs. Strongtower Wealth Management, Plc serves as a trusted partner to individuals and organizations seeking comprehensive wealth management services. With their commitment to delivering exceptional financial guidance and their impressive client portfolio, they are positioned as a reputable and reliable choice in the investment advisory industry.
GARRISON ASSET MANAGEMENT, LLC
GARRISON ASSET MANAGEMENT, LLC
Fayetteville, Arkansas
Garrison Asset Management, LLC, headquartered in Fayetteville, AR, is a small investment advisory firm with a strong track record in managing assets. With a total of four dedicated professionals, three of whom specialize in providing comprehensive investment advisory services, the firm offers a personalized approach to wealth management. Garrison Asset Management stands out in the industry, as their average assets under management per investment advisor amount to approximately $370,490,000, surpassing the industry average. The firm's compensation structure is designed to align the interests of clients and advisors, incorporating various types of fees. This includes a percentage of assets under management, fixed fees, and performance-based fees, ensuring that advisors are motivated to achieve optimal results for their clients. Garrison Asset Management serves a diverse client base, boasting over 220 individual clients and managing assets totaling more than $277,797,000. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to manage employer funds. A significant majority of the assets they manage, 96%, are under discretionary management, highlighting their expertise and ability to make informed investment decisions on behalf of their clients. With a single office in Fayetteville, Garrison Asset Management is deeply rooted in the local community. The firm takes pride in its experienced team, with long-tenured advisors such as James Bell, Kerry Bradley, and Glenn Atkins. These professionals bring a wealth of knowledge and expertise to the firm, further strengthening its ability to deliver exceptional investment advisory services.
IPSEN ADVISOR GROUP
IPSEN ADVISOR GROUP
Little Rock, Arkansas
Ipsen Advisor Group is a reputable investment advisory firm headquartered in Little Rock, AR. With one office, this small but dynamic firm employs a total of four individuals, two of whom specialize in providing expert investment advisory services. The average assets under management per investment advisor stand at approximately $101,770,000, placing Ipsen Advisor Group on par with industry standards. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Distinguished by their extensive experience in managing employer 401Ks and individual portfolios, Ipsen Advisor Group predominantly oversees assets from these sources, accounting for about half of their assets under management. Their expertise in this domain is well-regarded. Notably, a significant portion of the assets they manage, specifically 92%, falls under discretionary management, underscoring their competence in making investment decisions on behalf of clients. In addition to their investment advisory services, Ipsen Advisor Group also operates as a registered representative of a broker-dealer and insurance broker or agent. With an impressive client base comprising over 390 individuals, the firm manages assets totaling over $203,532,000. Amy Ipsen, Loren Ipsen, and James Merriweather are among the firm's highly experienced and longest-serving advisors, exemplifying Ipsen Advisor Group's commitment to providing top-notch financial guidance and support.
SOWELL MANAGEMENT
SOWELL MANAGEMENT
North Little Rock, Arkansas
Sowell Management is a regional investment advisory firm based out of North Little Rock, AR. With 122 dedicated employees, including 87 skilled investment advisors, they provide comprehensive financial services to a diverse clientele. The firm manages a substantial $2,809,119,000 in assets under management, serving over 5,180 individual clients. Sowell Management's investment advisors possess extensive expertise in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. All the assets entrusted to the firm are handled with discretion, ensuring a high level of trust and confidentiality. The compensation structure at Sowell Management includes various types, such as a percentage of assets under management and fixed fees. This flexibility allows clients to choose the payment option that best suits their needs. Operating from 56 offices across the region, Sowell Management delivers personalized financial guidance and investment strategies tailored to meet each client's unique goals and risk tolerance. The firm takes pride in its team of seasoned professionals, with notable advisors like Kimberly Nordi, Joseph Latour, and William Sowell, who have contributed significantly to the firm's long-standing success. With an average of $60,720,000 in assets under management per investment advisor, Sowell Management aligns with industry standards. Their commitment to client satisfaction, combined with their expertise and extensive network, positions them as a trusted partner in helping clients achieve financial prosperity and peace of mind.
LEGACY CAPITAL WEALTH PARTNERS, LLC
LEGACY CAPITAL WEALTH PARTNERS, LLC
Little Rock, Arkansas
Legacy Capital Wealth Partners, LLC is a reputable investment advisory firm headquartered in Little Rock, AR, with two well-established offices. With a team of 23 dedicated professionals, the firm offers comprehensive investment advisory services, with 17 advisors solely focused on delivering expert guidance. On average, each investment advisor oversees approximately $54,030,000 in assets under management, aligning with industry standards. Legacy Capital Wealth Partners, LLC employs a flexible compensation structure, which includes a variety of options such as a percentage of assets under management and fixed fees. While they primarily manage assets for high net worth individuals, they also possess the capability to handle employer funds, even though 401K and individual accounts make up less than 30% of their total assets under management. A notable aspect of their operation is that 79% of the assets they manage are under discretionary management, allowing clients to entrust the firm with decision-making authority. With a substantial client base of over 290 individuals, Legacy Capital Wealth Partners, LLC diligently oversees assets exceeding $918,489,000 in value. The firm takes pride in its experienced team, boasting some of the longest tenured advisors in the industry, including Wessel Zwiegers, Matthew Jones, and Jason Prather. Their deep knowledge and unwavering dedication contribute to the firm's track record of delivering exceptional service and sound financial guidance to their esteemed clientele. As Legacy Capital Wealth Partners, LLC continues to expand its reach, they remain committed to serving as trusted stewards of their clients' wealth and providing tailored investment solutions that align with their long-term financial goals.
TRANSPARENT WEALTH PARTNERS LLC
TRANSPARENT WEALTH PARTNERS LLC
Little Rock, Arkansas
Transparent Wealth Partners LLC, based out of Little Rock, AR, is a reputable investment advisory firm catering to over 150 individual clients. With a remarkable track record, they currently oversee a substantial $188,773,000 in assets under management. Committed to providing personalized financial solutions, Transparent Wealth Partners LLC operates from a single office and possesses extensive expertise in managing employer 401Ks and individual portfolios. Impressively, an overwhelming 97% of the assets they manage are under their discretionary authority, demonstrating the high level of trust clients place in their investment strategies. Transparent Wealth Partners LLC offers a diverse compensation structure that includes a percentage of assets under management. The firm boasts a team of four dedicated professionals, with two of them specializing in investment advisory services. On average, each investment advisor at Transparent Wealth Partners LLC manages approximately $94,390,000 in assets, which aligns with the industry average. Notably, David Meador and Perry Streett are among the longest tenured registered advisors at the firm, exemplifying their deep-rooted commitment to client satisfaction and long-term partnerships. With a comprehensive understanding of financial markets and a client-centric approach, Transparent Wealth Partners LLC continues to deliver sound investment guidance to its growing clientele.
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MENDEL CAPITAL MANAGEMENT, LLC
MENDEL CAPITAL MANAGEMENT, LLC
Little Rock, Arkansas
Mendel Capital Management, LLC, a small investment advisory firm based in Little Rock, AR, operates with a focus on serving their clientele with expertise and dedication. With over 90 individual clients and more than $174,442,000 in assets under management, Mendel Capital Management has established a reputation for managing substantial portfolios. Operating from a single office, the firm possesses the capability to manage employer funds in addition to handling 401K and individual accounts, despite these representing less than 30% of their total assets under management. Demonstrating their commitment to discretion and informed decision-making, 97% of the assets they manage are discretionary. The majority of the assets Mendel Capital Management oversees are for high-net-worth individuals, showcasing their expertise in catering to this client segment. Their compensation structure provides flexibility and includes options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of three employees, including two dedicated investment advisors, Mendel Capital Management delivers personalized service and expertise. Their investment advisors average approximately $87,220,000 in assets under management, aligning with the industry average and reflecting their ability to provide tailored financial solutions. Geoffrey Niebaum and Maureen Ruggiero are two of the firm's longest-tenured registered advisors, contributing their extensive experience and knowledge to the success of Mendel Capital Management. As a trusted partner in financial management, Mendel Capital Management strives to build long-lasting client relationships, deliver exceptional service, and help clients achieve their financial goals in Little Rock, AR.
NEW WAVE WEALTH ADVISORS
NEW WAVE WEALTH ADVISORS
Springdale, Arkansas
New Wave Wealth Advisors, headquartered in Springdale, AR, is a prominent investment advisory firm with a focus on providing comprehensive financial solutions. With two well-established offices, the company boasts a team of three highly skilled professionals dedicated to delivering top-notch investment advisory services. Each advisor at New Wave Wealth Advisors manages an average of $58,790,000 in assets under management, aligning with the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring the team's dedication to achieving optimal results for their clients. New Wave Wealth Advisors possesses extensive experience managing employer 401Ks and individual investments, making them a trusted partner in this sector. Notably, 100% of the assets they oversee are under their discretionary management, showcasing their expertise in executing investment strategies. With a substantial client base of over 500 individuals, New Wave Wealth Advisors manages assets totaling more than $176,360,000, exemplifying their ability to deliver substantial value to their clientele. The firm takes pride in their team of advisors, including the longest tenured professionals, Dustin Stanley, Tomek Siwiec, and Hannah Stanley, who possess a wealth of experience and knowledge in the field. New Wave Wealth Advisors distinguishes itself through its commitment to providing tailored financial advice, striving to help clients navigate the complexities of investment management while achieving their unique goals. By delivering exceptional service and leveraging their extensive expertise, New Wave Wealth Advisors continues to empower individuals and businesses to thrive in their financial endeavors.