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2024

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Best Financial Advisors in Little Rock, AR

Our Recommended Top 15

We did the research for you!

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

58Reviewed

40Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Little Rock, AR
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

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

Little Rock, AR

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Little Rock? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

900 South Shackleford Road, Little Rock, AR 72211

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

10800 Financial Centre Parkway, Little Rock, AR 72211

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

10825 Financial Centre Parkway, Little Rock, AR 72211

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

17300 Chenal Parkway, Little Rock, AR 72223

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2228 Cottondale Lane, Little Rock, AR 72202

Expertise.com Rating

Review Sources

Facebook
5.0 (2)

Why choose this provider?

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.

  • Private Wealth Advisor
  • Retirement Planning

2311 Biscayne Drive, Little Rock, AR 72227

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

8412 Counts Massie Road, North Little Rock, AR 72113

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

10816 Executive Center Drive, Little Rock, AR 72211

Expertise.com Rating

Review Sources

Google
5.0 (9)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1001 North University Avenue, Little Rock, AR 72207

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

2 Van Circle, Little Rock, AR 72207

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1501 North University Avenue, Little Rock, AR 72207

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

415 North McKinley Street, Little Rock, AR 72205

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

11300 Cantrell Road, Little Rock, AR 72212

Expertise.com Rating

Review Sources

Google
4.0 (9)

Why choose this provider?

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.

  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Little Rock, ARFree Consultation
GenWealth Financial Advisors
900 South Shackleford Road, Little Rock, AR 72211
Mac Barnes
10800 Financial Centre Parkway, Little Rock, AR 72211
Financial Decisions, Inc.
10825 Financial Centre Parkway, Little Rock, AR 72211
Ifrah Financial Services
17300 Chenal Parkway, Little Rock, AR 72223
WealthPath Investment Advisors
2228 Cottondale Lane, Little Rock, AR 72202
Wealth Management
2311 Biscayne Drive, Little Rock, AR 72227
Independent Financial Advisors, Inc.
8412 Counts Massie Road, North Little Rock, AR 72113
Brown Capital Management
10816 Executive Center Drive, Little Rock, AR 72211
The Arkansas Financial Group Inc.
1001 North University Avenue, Little Rock, AR 72207
Aptus Financial
2 Van Circle, Little Rock, AR 72207
Fiduciary Wealth Management
1501 North University Avenue, Little Rock, AR 72207
Applied Capital
415 North McKinley Street, Little Rock, AR 72205
Meridian Investment Advisors
11300 Cantrell Road, Little Rock, AR 72212

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • In Little Rock, how do financial planners assist in retirement planning?

    Financial planners and advisors in Little Rock assist families and individuals with retirement planning through investment and asset management that involves estimating monthly income and ensuring those assets last. They also assist in benefits plan optimization to help you understand how your retirement plan operates, learn how to maximize benefits, and align goals with other retirement and investing strategies. In addition, they answer any Social Security-related inquiries and render estate and income planning assistance.

  • In Little Rock, what are the requirements to become a Certified Financial Planner (CFP®)?

    To become a financial planner in Little Rock, you must complete a comprehensive course of study at a university approved by the CFP® Board. You must also pass a comprehensive certification exam covering various aspects of financial planning. Years of experience providing consumers with financial planning services is also required. Furthermore, dedicate hours of continuing education each year to stay up-to-date with the latest industry knowledge and practices.

  • What are the financial planning services available for businesses in Little Rock?

    Businesses in Little Rock can partner with financial consultants to manage their company's financial operations. They will benefit from services like business valuation intended to establish a precise company assessment to include in their unique financial plan. Businesses may also require assistance for tax efficiency and succession planning.

  • How do you know which investment strategy in Little Rock is best for you?

    In Little Rock, the investment strategy best for you will rely on how well you understand your objectives, portfolio structure, risk tolerance, and level of investment knowledge. Financial advisors also consider factors such as the economy's status, business cycle, and industry and sector performance. They can also determine the appropriate asset allocation for your investments by integrating client-specific and economic factors.

  • Which annuity types are available to clients in Little Rock?

    Fixed and variable annuities are available for residents in Little Rock. Fixed annuities provide a guaranteed payout in the form of a fixed sum or fixed percentage based on the assets of the annuity. On the other hand, variable annuities give clients the option to divide their premiums across various subaccounts, potentially resulting in larger returns.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.