Top advisors in Arkansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor in Arkansas because you're facing a major life event like retirement, inheritance, or a significant change in income. Without focused guidance, it's easy to overlook state-specific tax rules or local investment opportunities that could impact your financial plan.
- Local tax knowledge. Confirm how they navigate Arkansas's tax landscape, including income and property taxes, to optimize your financial decisions.
- Investment options in Arkansas. Ask about their familiarity with regional investment opportunities and how they fit into your overall strategy.
- Experience with life transitions. Look for advisors who understand the financial nuances of events like retirement or inheritance within Arkansas's economic context.
- Coordination with local professionals. Check if they collaborate with Arkansas-based accountants or attorneys to ensure your plan is comprehensive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler offers expertise in real estate investing, annuities, and options strategies, which can be valuable for navigating Arkansas's unique investment landscape during major life events. Based in Cabot, AR, he brings eight years of experience and works with a firm managing $49.5 million in assets, providing customized planning for individuals and business owners with a flexible active and passive investment approach.
Experience: 8 years
Avg account: $107,593
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Stephen D
Series 66
Atlanta, GA
Equitable Advisors
Stephen Dunbar III specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement or Baby Boomers. Although based in Atlanta, he is part of Equitable Advisors, a large firm offering a hybrid advisory and brokerage model with access to diverse asset management programs. His 19 years of experience and involvement in both financial planning and business ownership provide a broad perspective compared to advisors focused solely on Arkansas-based clients.
Experience: 19 years
Avg account: $570,841
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Brete G
Series 63, Series 65
Fayetteville, AR
Stephens
Brete Garland's 31 years of experience and Series 63 and 65 credentials equip him to navigate Arkansas's financial landscape, including wealth management tailored to local tax and investment considerations. Operating independently with a flat-fee structure at Stephens, he serves a diverse clientele and leverages in-house research and centralized committees, distinguishing him from advisors with narrower client focuses or fee models.
Experience: 31 years
Avg account: $672,559
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Lawrence C
Series 63, Series 65
Little Rock, AR
Merrill
Lawrence Chance is well-equipped to assist with financial planning in Arkansas, leveraging 30 years of experience and expertise in wealth management tailored for mid-career professionals and high earners. Operating within Merrill, a large firm, he offers a disciplined, customized approach with a 1.10% AUM fee for managed strategies under $2 million, distinguishing him through his comprehensive certifications and focus on integrating all aspects of clients' financial lives.
Experience: 30 years
Avg account: $860,085
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Donna T
Series 66
Longview, TX
Wells Fargo Advisors
Donna Toombs brings 19 years of experience and a Series 66 designation, specializing in divorce financial planning, business exit strategies, and budgeting, which can support complex financial transitions. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, she offers access to extensive resources and expertise, differentiating her from advisors focused on smaller client segments or firms.
Experience: 19 years
Avg account: $514,335
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