Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

57 firms manage $63 billionArkansas

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 935
    StephensLittle Rock, AR · 21,991 clientsBroker-dealer firmHybridStephens Europe Limited
    Pershing 100%
    $18B
  2. 1418
    Stephens Investment Management Group, LLCLittle Rock, AR · 277 clientsAsset managerHybridStephens Europe Limited, Stephens Inc.
    BNY 71%State Street 29%
    $9.5B
  3. 2159
    Sowell ManagementNorth Little Rock, AR · 6,624 clientsWealth managerHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities
    Fidelity 67%Schwab 33%
    $4.8B
  4. 2622
    Arvest Wealth ManagementLowell, AR · 6,810 clientsBroker-dealer firmHybrid
    Pershing 100%
    $3.4B
  5. 3049
    36 North Capital Management, LLCBentonville, AR · 5 clientsAsset manager
    Northern Trust 100%
    $2.7B
  6. 3663
    Greenwood Gearhart, LLCFayetteville, AR · 1,101 clientsWealth manager
    Schwab 100%
    $2.0B
  7. 3783
    Naviter Wealth, LLCLittle Rock, AR · 361 clientsWealth manager
    Schwab 100%
    $1.9B
  8. 3975
    Stephens Group Asset Management, LLCLittle Rock, AR · 225 clientsWealth manager
    Schwab 100%
    $1.7B
  9. 4235
    Legacy Capital Wealth Partners, LLCLittle Rock, AR · 680 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $1.5B
  10. 4989
    Foundation Resource Management, Inc.Little Rock, AR · 250 clientsWealth manager
    Schwab 81%
    $1.1B
  11. 5305
    Bass and Bell, Inc.Little Rock, AR · 373 clientsWealth manager
    Raymond James 100%
    $1.0B
  12. 5351
    Lathrop Investment Management CompanyLittle Rock, AR · 235 clientsWealth manager
    Schwab 100%
    $1.0B
  13. 5464
    The Arkansas Financial Group, Inc.Little Rock, AR · 367 clientsWealth manager
    Fidelity 100%
    $971M
  14. 5481
    Hexagon Capital Partners, LLCRogers, AR · 445 clientsWealth manager
    Schwab 100%
    $965M
  15. 5825
    TMB Capital Partners, LLCLittle Rock, AR · 432 clientsWealth manager
    Raymond James 100%
    $868M
  16. 5851
    Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
    Schwab 65%
    $862M
  17. 6906
    Whiterock Wealth Design, LLCFayetteville, AR · 739 clientsWealth manager
    Schwab 100%
    $633M
  18. 7200
    Newroad Capital Partners, LLCBentonville, AR · 5 clientsPrivate fund adviser
    No custodian reported
    $584M
  19. 7299
    Gilliland Jeter Wealth Management, LLCLittle Rock, AR · 297 clientsWealth manager
    Raymond James 100%
    $569M
  20. 7470
    Mach-1 Financial Group, LLCRogers, AR · 1,566 clientsWealth managerWrap sponsorHybrid
    Schwab 87%
    $546M
  21. 7919
    Ifrah Financial Services, Inc.Little Rock, AR · 598 clientsWealth manager
    No custodian reported
    $489M
  22. 8065
    Cabana Asset ManagementFayetteville, AR · 3 clientsAsset manager
    No custodian reported
    $472M
  23. 8271
    Mustard Seed Wealth ManagementMagnolia, AR · 734 clientsWealth managerBank-affiliated
    Schwab 100%
    $449M
  24. 8428
    Horrell Capital Management, Inc.Little Rock, AR · 81 clientsWealth manager
    BNY 52%Schwab 48%
    $435M
  25. 8958
    New Wave Wealth AdvisorsSpringdale, AR · 516 clientsWealth managerHybrid
    Schwab 100%
    $387M
  26. 9320
    Applied Capital LLCLittle Rock, AR · 687 clientsWealth manager
    Schwab 100%
    $358M
  27. 9355
    Lexington Research and Capital Group, LLCFayetteville, AR · 205 clientsWealth manager
    No custodian reported
    $355M
  28. 9720
    Gutierrez Wealth Advisory, LLCLittle Rock, AR · 141 clientsWealth managerHybrid
    Fidelity 100%
    $329M
  29. 10117
    Clientfirst Wealth Management, LLCLittle Rock, AR · 54 clientsWealth manager
    Raymond James 100%
    $303M
  30. 10662
    Mendel Capital Management, LLCLittle Rock, AR · 170 clientsWealth manager
    Schwab 100%
    $272M
  31. 11125
    Forest Hill Capital, LLCLittle Rock, AR · 5 clientsWealth manager
    Jefferies 100%
    $249M
  32. 11305
    The Circumference Group LLCLittle Rock, AR · 5 clientsPrivate fund adviser
    No custodian reported
    $240M
  33. 11389
    Ipsen Advisor GroupLittle Rock, AR · 337 clientsWealth managerHybrid
    Fidelity 100%
    $236M
  34. 11473
    Millennium Capital Advisors, LLCLittle Rock, AR · 206 clientsWealth managerHybrid
    Schwab 100%
    $232M
  35. 11630
    Natural CapitalFayetteville, AR · 10 clientsPrivate fund adviser
    No custodian reported
    $226M
  36. 11662
    Financial Management, Inc.Little Rock, AR · 184 clientsAsset managerHybridCrews & Associates, Inc.
    Schwab 57%Ascensus Broker Dealer Services 43%
    $224M
  37. 11860
    Brown Capital Management, LLCLittle Rock, AR · 327 clientsWealth manager
    Schwab 100%
    $216M
  38. 12285
    Lieblong & Associates, Inc.Little Rock, AR · 126 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $198M
  39. 12743
    Crews & Associates, Inc.Little Rock, AR · 336 clientsBroker-dealer firmHybridCrews & Associates, Inc.
    Pershing 100%
    $181M
  40. 13113
    Family Legacy PlanningBentonville, AR · 341 clientsWealth manager
    Fidelity 81%
    $169M

RIAs by state