Find Top Financial Advisors Near Fayetteville, Arkansas
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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.
OCTOBER WEALTH ADVISORS, INC
OCTOBER WEALTH ADVISORS, INC
Fort Smith, Arkansas
October Wealth Advisors, Inc is a reputable small investment advisory firm based out of Fort Smith, AR. With over 140 individual clients and an impressive $109,064,000 in assets under management, the company has established a strong presence in the financial industry. The firm operates from a single office, catering to a diverse range of clients. A significant portion of October Wealth Advisors' assets under management derives from employer 401Ks and individual accounts, demonstrating their expertise in these areas. In fact, a noteworthy 94% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. The compensation structure at October Wealth Advisors, Inc encompasses various types, including a percentage of assets under management and fixed fees. This approach ensures that their interests are aligned with those of their clients. With a total of three employees, two of whom provide investment advisory services, the firm maintains a personalized approach to client relationships. Each investment advisor manages an average of approximately $54,530,000 in assets, which is on par with the industry average. October Wealth Advisors takes pride in its experienced team, with David Craig and Jon-Erik Garrido serving as two of the longest-tenured registered advisors with the firm. Their extensive knowledge and dedication contribute to the high-quality services and trusted guidance that October Wealth Advisors, Inc consistently provides to its valued clientele.
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.
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.
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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.