Top wealth management financial advisors in El Dorado, AR

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.

When you're managing significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth, income, and risk over time. Without focused wealth management expertise, it's easy to overlook how your investments and spending plans interact, potentially jeopardizing your financial security.

  • Holistic asset coordination. Look for advisors who integrate your investments, savings, and income sources into a unified plan rather than treating each separately.
  • Tax-aware strategies. Since Social Security income isn't taxed by Arkansas, ask how they leverage this to optimize your retirement cash flow.
  • Risk management approach. Confirm how they adjust your portfolio to protect against market swings while supporting your spending needs.
  • Long-term goal alignment. Ensure they consider your evolving priorities, like legacy planning or healthcare costs, not just immediate returns.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Todd C

CFP®, Series 63, Series 65

El Dorado, AR

Wells Fargo Clearing

Todd Connelly is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a majority ownership in a timberland and mineral royalties business in Magnolia, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options like insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Thomas W

CFP®, Series 63, Series 65

El Dorado, AR

Raymond James Financial

Thomas Watts Jr. is a CFP® with 33 years of industry experience, currently serving as a financial advisor with Raymond James Financial. He previously worked for Edward D. Jones & Co., L.P. for 32 years. Outside of advising, he holds a position with the Eldorado Airport Commission. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs risk profiling and modeling tools in its tailored planning and supports a large advisor network with specialized offerings including municipal and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bruce B

CFP®, Series 65

El Dorado, AR

Mustard Seed Wealth Management

Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Charles S

CFP®, Series 63, Series 65

El Dorado, AR

Independent Advisor Alliance, LLC

Charles Skinner is a CFP® with 10 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial and GenWealth Financial Advisors. Skinner also holds a notary public role outside of his advisory work. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model supported by discretionary and non-discretionary portfolio management and a range of investment strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Paul M

Series 66

El Dorado, AR

LPL Financial

Paul Marx is a financial advisor with LPL Financial who holds a Series 66 designation and has 18 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in business activities including managing Marx Enterprises, Inc., a non-investment-related entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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