Fiduciary advisors in Arkansas

Batesville, Arkansas

McGaha Investment Group, operating as a Cetera Advisors affiliate in Batesville, Arkansas, offers financial planning and investment management services with a focus on risk assessment and client education. The firm, founded in 2002 and led by Bobby McGaha (a Certified Wealth Strategist and Financial Advisor), emphasizes understanding clients' personal circumstances and long-term objectives rather than prescriptive advice. Services include retirement planning assistance, portfolio management, and multi-generational financial strategy. The firm has operated for over 30 years in investment management and maintains a 5-star Google rating.

Benton, Arkansas

Red Dog Investment Group is an investment advisory firm in Benton, Arkansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Bentonville, Arkansas

Harvest Investment Strategies is an investment advisory firm in Bentonville, Arkansas. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Bentonville, Arkansas

Revolutionary Wealth is a financial advisory firm in Bentonville, Arkansas that provides estate planning, financial planning, and tax planning services. The firm integrates tax strategy with retirement and estate planning, working with an in-house CPA and attorney to coordinate financial documents, IRA and 401(k) strategies, tax preparation, and wealth transfer planning for clients primarily in the 55–68 age range across Northwest Arkansas. Services include retirement income planning, Social Security optimization, Roth conversion analysis, and estate plan coordination.

Bentonville, Arkansas

Natural State Wealth Advisors is an investment advisory firm in Bentonville, Arkansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Bryant, Arkansas

Dan W. Nowell Wealth Management is an investment advisory firm in Bryant, Arkansas. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Conway, Arkansas

Insurance-Based

Northwestern Mutual - Conway District Office is an insurance-based firm in Conway, Arkansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Conway, Arkansas

Insurance-Based

Northwestern Mutual - Conway is an insurance-based firm in Conway, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Conway, Arkansas

Rawls Wealth Management is an investment advisory firm in Conway, Arkansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Conway, Arkansas

FIT Financial, LLC, based in Conway, Arkansas, offers financial planning, insurance solutions, and tax planning services to individuals and business owners. The firm provides guidance across income planning, retirement, investment management, net worth strategies, and estate planning, alongside health, life, annuity, and long-term care insurance options. The firm emphasizes a customized approach to tax and financial strategy rather than standardized solutions.

Fayetteville, Arkansas

Holy City Prosperity, based in Fayetteville, Arkansas, offers financial planning and investment management services to individuals, families, and business owners throughout Northwest Arkansas. Led by Managing Partner Phillip Cingolani, who holds master's degrees in Financial Planning and Business along with a bachelor's in Mathematics, the firm operates as a fee-only fiduciary. The firm's approach involves a comprehensive financial review and the design of investment strategies aligned with clients' objectives, with Cingolani drawing on over 20 years of experience in managing investment portfolios.

Fayetteville, Arkansas

Commission Independent RIA

Greenwood Gearhart is an independent registered investment adviser in Fayetteville serving high-net-worth families across the country. Founded in 1982, the firm manages over $2.03 billion in assets and provides investment management, financial planning, estate planning, alternative investments, corporate retirement plans, and accounting services. The firm operates on a commission-based fee structure and adheres to a fiduciary standard, with principals investing their own capital alongside client assets.

Fort Smith, Arkansas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Smith, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.5-star rating from 4 Google reviews.

Fort Smith, Arkansas

TSG Financial, LLC, based in Fort Smith, Arkansas, offers financial planning services to individuals, families, and business owners. The firm works with clients to develop and implement wealth management strategies across areas including estate planning, asset protection, tax considerations, and business succession planning. The firm's approach incorporates clients' personal values and financial objectives to create customized plans.

Hatfield, Arkansas

Diamond Legacy Wealth Management, led by CFP® Holly Henry and affiliated with LPL Financial, provides financial planning and investment management to individuals, families, and businesses across the United States from their Hatfield, Arkansas office. The firm offers a range of account types including IRAs, 401(k)s, 529 plans, and taxable investment accounts, with a stated approach grounded in diversified, evidence-based strategies aligned to client risk tolerance and time horizons. Holly Henry operates as a fiduciary for advisory clients and holds Series 7 and Series 66 licenses, and clients can engage through in-person meetings, phone, Zoom, or text communication. The firm emphasizes values-aligned investing options, including religious-based and ESG-focused portfolios.

Heber Springs, Arkansas

Integrity Financial, based in Heber Springs, Arkansas, is led by Christine Schlicker, a Registered Representative with Cetera Wealth Services and an Investment Advisor Representative with Cetera Investment Advisers, bringing over 25 years of industry experience. The firm offers personalized financial advisory services addressing wealth building, family protection, and asset preservation, supported by a team of professionals with extensive experience in financial services.

Hot Springs, Arkansas

Phoenix Rising Wealth Management is a fee-only fiduciary firm founded in 2007 by Katrina Robertson, a CDFA® practitioner with an accounting degree and nearly two decades of experience. The firm provides investment management, financial planning, and retirement planning services, including specialized guidance for clients navigating divorce through its Certified Divorce Financial Analyst credential. Operating as a DBA of Black Knight Wealth Management with securities offered through Charles Schwab, the firm emphasizes a personalized approach aligned to individual risk tolerance, goals, and values without accepting commissions or outside compensation.

Jonesboro, Arkansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jonesboro, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Jonesboro, Arkansas

L & E Legacy Group is an investment advisory firm in Jonesboro, Arkansas. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Little Rock, Arkansas

Capital Rock Wealth Management in Little Rock offers investment management, retirement planning, and tax strategy services founded on the principle that financial plans should be individualized rather than formulaic. Led by Brad, a CFP® professional with prior experience managing institutional assets, the firm operates on a fiduciary basis and conducts a discovery process that examines clients' goals, financial situation, and existing accounts before recommending customized portfolios and addressing tax efficiency. The firm accepts clients with no minimum asset requirements and provides ongoing advisory support, with Kate Price serving as Director of Operations to manage client relationships and operational execution.

Little Rock, Arkansas

Innovations Financial, based in Little Rock, Arkansas, provides financial planning, retirement income planning, investment management, estate planning, and insurance services to individuals, families, business owners, and retirees. The firm operates through a data-driven three-step process of assessment, planning, and ongoing management, with Norman Hall, CPFA, bringing over 32 years of experience in investment strategy, retirement planning, and wealth preservation. The firm serves business owners with specialized resources including retirement plan setup guidance and serves clients across Arkansas seeking personalized financial strategies aligned with their goals and risk tolerance.

Little Rock, Arkansas

Insurance-Based

Northwestern Mutual - Little Rock is an insurance-based firm in Little Rock, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Little Rock, Arkansas

Olympus Wealth Strategies, founded in 2025 by CFP® and Certified Private Wealth Advisor® John Sidery, is an independent fiduciary advisory firm in Little Rock offering retirement planning, asset management, estate tax strategies, and comprehensive wealth management. The firm charges assets-under-management fees (percentage-based, varying by portfolio size) and uses Charles Schwab as custodian. John holds a Bachelor of Arts in Economics and brings over a decade of experience serving high-net-worth individuals, families, and business owners.

Little Rock, Arkansas

Rivertree Wealth is a fee-only fiduciary firm in Little Rock, Arkansas that provides retirement planning, investment management, tax planning, income planning, Social Security optimization, and estate planning services. The firm serves clients aged 50 and older with at least $1 million in retirement assets across 26 states, managing over $179 million in assets for more than 100 clients. Rivertree operates on a fully remote basis and uses Charles Schwab or Fidelity as custodians, with a stated planning methodology called RetirementOS that incorporates tax efficiency and the client's personal objectives throughout the planning process.

Lowell, Arkansas

Tekton Wealth Advisors, based in Lowell, Arkansas, provides retirement planning services focused on individuals over 50. The firm works with clients to address retirement income needs, Social Security timing, portfolio risk management, and tax strategy through a structured planning process that examines lifestyle goals and retirement readiness across five key areas.

Mena, Arkansas

Diamond Legacy Wealth Management's Mena branch, led by Holly, offers financial planning and investment management services for individuals, families, and business clients. The firm provides guidance on a range of account types including retirement plans (401(k), 403(b), IRAs), education savings vehicles (529 plans), and custodial accounts, alongside retirement planning, tax optimization, and estate planning. Holly holds Series 7 and Series 66 licenses through LPL Financial, health and life insurance licenses, and the Certified Financial Planner® designation. The firm operates as a fiduciary for advisory clients and offers flexible meeting arrangements in-person, by phone, video, or text.

Mountain Home, Arkansas

Financial Services & Investment Strategies Group - Raymond James is an investment advisory firm in Mountain Home, Arkansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Mountain Home, Arkansas

Glasscock Financial is an investment advisory firm in Mountain Home, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Mountain Home, Arkansas

Ascend Wealth Management, based in Mountain Home, Arkansas, provides investment management and wealth management services. The firm emphasizes client relationships alongside financial planning and maintains an expanded team that includes a Vice President of Insurance Solutions. The firm is backed by a single five-star Google review.

North Little Rock, Arkansas

Argenta Wealth Management is a fee-only wealth management firm based in North Little Rock, Arkansas, serving individuals and families seeking objective financial advice. The firm provides investment management and holistic wealth planning services, including resource alignment guidance, strategy monitoring, and integrated tax and protection considerations. Founded and owned by John, who brings 30 years of investment advisory experience, the firm emphasizes understanding clients' personal goals before recommending strategies.

Rogers, Arkansas

Mach 1 Financial Group is an investment advisory firm in Rogers, Arkansas. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 27 Google reviews.

Rogers, Arkansas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Rogers, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Rogers, Arkansas

Independent RIA

Willow Financial is an independent registered investment adviser in Rogers, Arkansas, offering financial planning, investment management, and estate planning services while operating under fiduciary standards. The firm serves clients approaching or in retirement, with a specialized program called Pathway by Willow designed for key employees of major regional employers like JB Hunt, Tyson, and Walmart. The team is led by Managing Partner Steven Schmitt (CFP®, AEP®, MSFS, AIF) and includes partners Madison Derden and Philip Kapler, who together provide customized planning through both one-time consultations and ongoing advisory relationships. The firm has earned a 5-star rating across 19 Google reviews.

Rogers, Arkansas

Turner Financial, based in Rogers, Arkansas, provides financial planning and investment management services alongside retirement, estate, education, and tax planning. The firm is led by Josh Turner, a dually registered investment advisor since 2003 with Series 7 and Series 65 licenses and registration across multiple states, and his wife Melissa Turner, a certified financial coach. The practice offers registered investment advisory services, asset management, insurance policy review, and financial coaching, drawing on a philosophy influenced by the Ramsey approach to personal finance.

Rogers, Arkansas

Legacy Capital is an investment advisory firm in Rogers, Arkansas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Rogers, Arkansas

Delta Wealth Advisors, based in Bentonville, Arkansas, provides financial planning and investment management services to individuals, families, business owners, and high-income earners. The firm's advisors—including David Lange (CFP®, CLU®, CLTC®, APMA™) and Seth Holder (CRPC®)—structure their practice around comprehensive financial planning before customizing investments to support client objectives. The firm serves clients navigating life transitions such as retirement, business sales, and wealth transfer, with a focus on aligning financial strategies with personal values and goals.

Russellville, Arkansas

Apex Wealth Financial is an independent fiduciary advisory firm based in Russellville, Arkansas, affiliated with Cetera Advisors LLC for investment products and services. The firm offers financial planning, investment management, and tax strategy services through a team of experienced advisors. The firm operates on a fiduciary basis and serves clients across retirement planning, education savings, and legacy planning needs.

Russellville, Arkansas

Advanced Wealth Financial Inc, based in Russellville, Arkansas, is led by financial advisor Vikki Johnson, who has worked in the industry since 1989 and holds securities licenses (Series 7, 24, 63, 65) and insurance licenses. The firm provides goals-based financial planning and related services, emphasizing a client-centered approach that adapts to life changes and incorporates client values into planning. Johnson and her team conduct financial analysis and develop customized plans designed to evolve with clients' circumstances over time.