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Laurels

Best Financial Advisors in Fayetteville
2022

We scored 30 Financial Advisors in Fayetteville, AR and Picked the Top 12

Here are the Picks:

Cabana

Greenwood Gearhart

Lighthouse Financial

Northwestern Mutual

Paradigm Advisors, LLC

Prewitt Mahler Tucker Private Wealth Management Group

Prime Capital Investment Advisors

PRZ CPAs & Advisors

Race A. Hobson

Stephens

The Point Financial Group

Wealthpath Investment Advisors

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fayetteville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 30 22 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Cabana

  • Financial Planning
  • Retirement Planning

Cabana is a group of financial professionals serving clients in Fayetteville. Its service starts with a portfolio analysis to ensure alignment with a client's risk number. From there, the team creates and monitors budgets, determines the right amount of insurances, and formulates a retirement map. Cabana was established in 2007 through the efforts of Chadd Mason and Louis Shaff. In 2018, the firm was recognized by the Financial Advisor Magazine as the number one fastest-growing registered investment adviser in the U.S.

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220 S. School Ave.
Fayetteville, AR 72701

Website Instagram

(479) 442-6464 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Greenwood Gearhart

  • Wealth Management
  • Retirement Planning
  • Finance Planning

Greenwood Gearhart is a fiduciary investment advisory firm that serves individuals and business owners in Fayetteville and the surrounding communities. Composed of a team of Certified Financial Planners and Chartered Financial Analysts, the firm provides a comprehensive range of wealth management services that encompass life insurance needs, corporate benefits, estate plans, portfolio management, and retirement plans. They currently manage approximately $750 million worth of assets. Its other available services are accounting services and financial concierge.

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26 East Center Street
Fayetteville, AR 72701

Website

(479) 521-5353 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lighthouse Financial

  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Lighthouse Financial assists clients in Fayetteville. Its wealth management service helps individuals and families meet their short-term and long-term financial goals. It involves planning out a budget and preparing for retirement with an income that can sustain needs throughout a client's golden years. The firm also handles estate planning, insurance, and setting up investment portfolios that suit a person's risk tolerance. Founder Lance Belline is a Certified Financial Planner with more than 20 years of industry experience.

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3614 West Southern Hills Blvd. Suite 102
Rogers, AR 72758

Website

(479) 696-8234 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

41 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Northwestern Mutual

  • Retirement Planning
  • Certified Financial Planner (CFP)

Northwestern Mutual is a financial planning firm with an office in Fayetteville that serves residents and businesses. Its staff assists clients in making personalized financial plans that account for factors like insurance, family education, retirement, and long-term care. The company also offers advisory services centered around investment strategies and small businesses. The company has an online toolset that allows clients to access their financial accounts and goal trackers. The National Association of Insurance and Financial Advisors awarded managing director Blake Kelley the Quality Award.

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234 E Millsap Rd Ste 100
Fayetteville, AR 72703

Website

(479) 715-8815 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Paradigm Advisors, LLC

  • Investment Management
  • Financial Planning
  • Certified Financial Planner (CFP)

Paradigm Advisors, LLC, offers investment management and financial planning services in Fayetteville. The company's clientele includes dual-career household family members aged 30 to 40 who are earning at least $250,000. The firm offers financial advice to parents with school-age children in preparing for their college education, while planning for their own retirement. Its advisors also accommodate established executive officers or directors in understanding employer benefits options. Team member Michelle Underwood Gass holds certifications as CFP, CPA, and RLP.

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310 West Dickson, Suite 220
Fayetteville, AR 72701

Website

(479) 777-2727 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Prewitt Mahler Tucker Private Wealth Management Group

  • Insurance Products
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Prewitt Mahler Tucker Private Wealth Management Group provides a wide range of services to help Fayetteville customers reach a financially secure future. Its offered services include investment and trust management, retirement planning, estate plan consulting, non-profit and endowment management, and tax strategies, as well as socially and environmentally responsible investing. Founder Edward Prewitt is a CFP who has received the Forbes' Best In-State Wealth Advisors Award from 2017 to 2021. He also received Barron's Top Advisors recognition in 2014 and 2015.

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217 East Dickson Street, Suite 101
Fayetteville, AR 72701

Website

(479) 521-2200 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Prime Capital Investment Advisors

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Prime Capital Investment Advisors helps determine financial goals and investment opportunities in Fayetteville. It provides consultancy for insurance services, financial planning and safety, and estate and tax discussions. The company also assists participants in choosing retirement plans through third-party vendors, investment firms, and technology providers and offering companies and its employees' financial wellness solutions via data analytics, employee education, and financial coaching. Prime Capital Investment Advisors has practiced a client-centered goal since 1985.

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6325 Ranch Dr
Little Rock, AR 72223

Website

(501) 823-4637 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

PRZ CPAs & Advisors

  • Tax Preparation
  • Tax Planning

PRZ CPAs & Advisors is a certified public accounting firm that has been operating in Fayetteville since 1991. It advises and assists individuals and businesses with regard to tax, auditing and attestation, and bookkeeping and payroll. In addition to helping nonprofit organizations and construction contractors, its team of professionals works with new businesses in analyzing data and developing personalized strategies to get started. The firm also reviews and compiles financial statements. It handles payroll operations, tax returns, and virtual CFO services.

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2594 E. Joyce Blvd., Suite 1
Fayetteville, AR 72703

Website

(479) 444-8200 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.1 / 5 (Better)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Race A. Hobson

  • Certified Financial Planner (CFP)

Race A. Hobson, CFP®, ChFC®, is a financial advisor serving the Fayetteville area. He provides investment and wealth management services to aid clients in articulating their vision of success and navigating their financial lives in the future. To help customers attain financial stability, Race and his team provide retirement distribution, legacy, estate, and life and disability insurance planning. Investments portfolio management and employee benefits are the other services Richard provides. He graduated with a bachelor's degree in business administration, majoring in finance.

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234 E Millsap Rd Ste 100
Fayetteville, AR 72703

Website

(479) 443-1339 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Stephens

  • CFA Charterholder

Stephens is a financial services company that assists individuals and businesses in Fayetteville. The independent advisory firm creates financial plans and strategies, with an aim to help clients preserve, grow, and transfer assets. Its team of financial advisors also offers advice on life, disability, and property insurance. In addition, they conduct risk management assessments for companies. Stephens is headed by Warren A. Stephens, who has been the company's president since 1986 and chairman since 2005. He is also the Arkansas Arts Center Foundation Board's chair.

Click to Call

3425 North Futrall Drive Suite 201
Fayetteville, AR 72703

Website

(479) 718-7400 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 (Best)

Total Reviews:

31 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

The Point Financial Group

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

The Point Financial Group is an advisory firm that serves Fayetteville clients. It aims to help them achieve their financial goals by providing wealth management services such as cash flow analysis, retirement accumulation, insurance planning, and estate and legacy planning. The firm also handles investment management, including cash and banking solutions and fixed-income securities. The Point Financial Group was established in 2001 by Jim Blount, a Certified Financial Planner. He serves as vice president of the Foundation Board of Directors of the Circle of Life Hospice.

Click to Call

6576 Lynch's Prairie Cove Suite A
Springdale, AR 72762

Website

(479) 872-9998 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealthpath Investment Advisors

  • Retirement Planning

Wealthpath Investment Advisors is a company that helps people throughout Fayetteville metro with financial risk management. Among its services are retirement plan design and advisory, tax-efficient and risk-based portfolio analysis, private wealth planning, and proprietary third-party asset management solutions. Founded in 2011, the company has since utilized the resources of Pensionmark, a fiduciary retirement plan network with billions in advised assets. Its professional advisors collaborate to assist clients by incorporating the latest technology, research, and tools into their practice while staying current on market conditions.

Click to Call

5305 Village Parkway, #5
Rogers, AR 72758

Website

(479) 845-6220 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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