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Best Financial Advisors in Little Rock

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Little Rock, ARLittle Rock, AR

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Little Rock, ARLittle Rock, AR

Website

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: --

415 North McKinley Street, Little Rock, AR 72205
Little Rock, AR 72205
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Applied Capital is a fiduciary financial advisor that services Little Rock. It uses a personalized and academic-based approach in helping clients implement long-term financial plans. The financial planning services it offers include budgeting, retirement planning, investment management, education planning, insurance management, and estate planning. Its advisors regularly monitor and review their clients' financial health in order to plan for the next phases of their lives. Applied Capital was founded in 2013 and currently has offices in three different locations.

415 North McKinley Street, Little Rock, AR 72205
Little Rock, AR 72205

Website(501) 500-1075

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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:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

2 Van Circle, Little Rock, AR 72207
Little Rock, AR 72207
  • Certified Financial Planner (CFP)

Aptus Financial is an advisory firm that offers conflict-free financial planning and wealth management services to individuals, professionals, and business owners in Little Rock and other nearby areas. It helps its clients manage cash flow, risks, and contingencies. It conducts insurance reviews and basic estate planning. It also helps physicians create financial plans, make tax-efficient investments, and pay off student debts. The company has been featured in various publications such as The Wall Street Journal, the Arkansas Times, and The White Coat Investor.

2 Van Circle, Little Rock, AR 72207
Little Rock, AR 72207

Website(501) 907-1993

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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:

2 (Good)

Score Consistency:

Consistent (Best)

10816 Executive Center Drive, Little Rock, AR 72211
Little Rock, AR 72211
  • Certified Financial Planner (CFP)
  • Retirement Planning

Brown Capital Management is an independent registered investment advisory firm that serves private individuals and business owners in Little Rock and surrounding areas. Its president, Johnny Brown, has been in the investment industry since 1999. He is a Certified Financial Planner who has eight years of experience as an equity analyst. This helped him develop his skill in valuing investments. He and the company's team of financial advisors provide clients with services like retirement planning, wealth management, financial planning, and life insurance.

10816 Executive Center Drive, Little Rock, AR 72211
Little Rock, AR 72211

Website(501) 503-0001

Show Number

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:

9 (Good)

Score Consistency:

Consistent (Best)

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+

1501 North University Avenue, Little Rock, AR 72207
Little Rock, AR 72207
  • Certified Financial Planner (CFP)
  • Retirement Planning

ClientFirst Wealth Management is a fee-only registered investment advisor and fiduciary that caters to clients in Arkansas. Established in 2007, this firm offers different services, such as financial planning, investment management, and retirement income strategies, including customized portfolios of tax-free municipal bonds. It works with the clients by discovering their goals and risk tolerance prior to making recommendations. Its founder and president, Edward P. Mahaffy worked as a portfolio manager, independent branch manager, and vice-president of different companies prior to starting this firm.

1501 North University Avenue, Little Rock, AR 72207
Little Rock, AR 72207

Website(800) 600-8416

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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)

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: --

1501 North University Avenue, Little Rock, AR 72207
Little Rock, AR 72207
  • Estate Planning
  • Certified Financial Planner (CFP)

Fiduciary Wealth Management is an independent firm offering comprehensive financial planning strategies and wealth management to individuals and business owners in Little Rock. Its services include income planning, estate planning, benefits plan optimization, investments, asset management, and Social Security assistance. Its staff uses state-of-the-art planning techniques and tools to incorporate investments appropriate to its clients' needs. The company's president, Rocklin Senavinin, is a member of the National Association of Personal Financial Advisors. Furthermore, he has contributed to the Arkansas Business and The Wall Street Journal.

1501 North University Avenue, Little Rock, AR 72207
Little Rock, AR 72207

Website(501) 673-3092

Show Number

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:

4 (Good)

Score Consistency:

Consistent (Best)

10825 Financial Centre Parkway, Little Rock, AR 72211
Little Rock, AR 72211
  • Estate Planning
  • Retirement Planning

Financial Decisions, Inc. is a wealth management firm that has been serving the residents of Little Rock and the surrounding areas for more than two decades. It helps clients develop their financial road maps through comprehensive financial planning and investment management services. President Karron E. Wages has served on the board of directors of the Financial Planning Association of Arkansas. She and Financial Decisions, Inc. were featured as the cover story of Financial Advisor Magazine in 2007.

10825 Financial Centre Parkway, Little Rock, AR 72211
Little Rock, AR 72211

Website(501) 975-2445

Show Number

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)

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: --

900 South Shackleford Road, Little Rock, AR 72211
Little Rock, AR 72211
  • Certified Financial Planner (CFP)

GenWealth Financial Advisors serves clients in Little Rock and its surrounding areas. The firm also works with LPL Financial, LLC, and specializes in investment, asset protection, financial, retirement, and estate planning. Financial advisors John Shrewsbury and Janet Walker are the owners of the firm. Janet uses her background as a teacher to educate her clients about financial freedom. John, meanwhile, has been helping individuals develop their financial programs and plans for retirement for over two decades.

900 South Shackleford Road, Little Rock, AR 72211
Little Rock, AR 72211

Website(501) 653-7355

Show Number

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

17300 Chenal Parkway, Little Rock, AR 72223
Little Rock, AR 72223
  • Certified Financial Planner (CFP)

Ifrah Financial Services is a firm that serves clients in Little Rock. It caters to individuals, families, trustees, and institutions. It provides financial planning, investment management, and portfolio management services. The firm implements, tracks, and reports its clients' former and current financial statements. Ifrah Financial Services was previously named as the third-largest advisory firm in Arkansas by Arkansas Business in 2005. One of its founders, Patrick Ifrah, has over 25 years of experience in the industry.

17300 Chenal Parkway, Little Rock, AR 72223
Little Rock, AR 72223

Website(800) 954-3724

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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+

8412 Counts Massie Road, North Little Rock, AR 72113
North Little Rock, AR 72113
  • Certified Financial Planner (CFP)

Independent Financial Advisors, Inc., is an investment company that has been serving clients in Little Rock and the surrounding communities since 1994. Its team of financial advisors customizes individual retirement accounts, 401(k) plans, and estate plans. It also provides investment management services, including equity mutual funds and non-equity investments. In addition, the company's president, Ray Veach, is a former president of the Maumelle Chamber of Commerce. He also holds a Personal Financial Specialist designation from AICPA.

8412 Counts Massie Road, North Little Rock, AR 72113
North Little Rock, AR 72113

Website(501) 753-0313

Show Number

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+

10800 Financial Centre Parkway, Little Rock, AR 72211
Little Rock, AR 72211
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Mac Barnes is a Certified Financial Planner based in Little Rock. He provides families, retirees, and medical professionals with comprehensive financial plans for their retirement, estate, and business. He also helps his clients with their child's education funding. Barnes is working for Northwestern Mutual, an investment advisory and brokerage services provider that has been in business for over 160 years. Northwestern Mutual was named among the Top 10 U.S. Independent Investment Broker-Dealers by the Financial Advisor magazine and Investment News in 2021.

10800 Financial Centre Parkway, Little Rock, AR 72211
Little Rock, AR 72211

Website(501) 228-9300

Show Number

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+

11300 Cantrell Road, Little Rock, AR 72212
Little Rock, AR 72212
  • Retirement Planning

Meridian Investment Advisors is a firm located in Little Rock. This independently owned and operated business offers investment management and retirement plan services. As an independent firm, it can provide customized vendor partners, investment options, and features for its client's retirement plans. The firm manages more than $500 million for retirement plans, foundations, and high-net-worth families. Founded in 1977, Meridian Investment Advisors was initially an investment subsidiary of First Variable Life Insurance Company. In 1983, the firm became a separate company.

11300 Cantrell Road, Little Rock, AR 72212
Little Rock, AR 72212

Website(866) 663-7055

Show Number

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 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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+

1001 North University Avenue, Little Rock, AR 72207
Little Rock, AR 72207
  • Certified Financial Planner (CFP)
  • Retirement Planning

The Arkansas Financial Group Inc. serves the Little Rock metro and its surrounding communities. Established in 1985, it is a fiduciary firm that caters to doctors and professionals and provides them with comprehensive financial planning and advisory services. These include investment management, retirement planning, asset management, and retirement income management. The Arkansas Financial Group has received recognition from the Worth Magazine and the Medical Economics Magazine. The firm’s CEO, Rick Adkins, is a Certified Financial Planner and a Chartered Financial Consultant.

1001 North University Avenue, Little Rock, AR 72207
Little Rock, AR 72207

Website(501) 376-9051

Show Number

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:

7 (Good)

Score Consistency:

Consistent (Best)

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+

2311 Biscayne Drive, Little Rock, AR 72227
Little Rock, AR 72227
  • Certified Financial Planner (CFP)

Wealth Management provides financial advisory solutions to the residents of Little Rock and the surrounding areas. It assists clients with eliminating debt and growing their wealth through services such as financial planning, retirement planning, estate planning, and tax planning. Additionally, it helps with managing clients' investment portfolios. CEO Robert J. Holdford has been working in the financial services industry for more than three decades. Wealth Management has been featured in Forbes, Barron's Advisor Hall of Fame, and InvestmentNews' Icons & Innovators.

2311 Biscayne Drive, Little Rock, AR 72227
Little Rock, AR 72227

Website(501) 217-4069

Show Number

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:

2 (Good)

Score Consistency:

Consistent (Best)

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+

2228 Cottondale Lane, Little Rock, AR 72202
Little Rock, AR 72202
  • Private Wealth Advisor
  • Retirement Planning

WealthPath Investment Advisors is an independent investment advisory firm that serves clients from the Little Rock area. It caters to businesses and families in the local community and other areas of Arkansas and Virginia. It was established in 2011. The firm mainly deals with insurance and investment needs for individuals and company retirement plans. Since 2015, it has been a part of Pensionmark Financial Group, which gives it the resources of a nationwide firm. The firm's managing partner Clay Kendall is a Chartered Financial Analyst.

2228 Cottondale Lane, Little Rock, AR 72202
Little Rock, AR 72202

Website(501) 671-6690

Show Number

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)

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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