Best Financial Advisors in Little Rock, AR

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.