Top wealth management financial advisors in North Little Rock, 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.
You might seek a wealth management advisor if you're juggling multiple financial goals like retirement, estate planning, and investment growth all at once. Without focused expertise, it's easy to overlook how these goals interact, leading to missed opportunities or unnecessary risks.
- Holistic goal integration. Look for advisors who consider your entire financial picture, not just isolated parts like investments or retirement accounts.
- Tax-aware planning. Since Social Security income is exempt from state income tax in Arkansas, ask how they factor this into your retirement income strategy.
- Risk and growth balance. Confirm how they tailor investment approaches to your comfort with risk while aiming for long-term wealth growth.
- Coordination with other professionals. Wealth management often involves working with your tax preparer or estate attorney; check how they collaborate with your existing team.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Zachary M
Series 66
Little Rock, AR
Stephens
Zachary Marriott offers wealth management services in Little Rock, AR, with expertise in private and alternative investments and tax-loss harvesting, suitable for clients seeking integrated financial strategies. His firm, Stephens, provides tailored portfolio programs and committee-based oversight, operating with a flat-fee and independent structure, which may appeal to clients valuing transparent fees and personalized management.
Experience: 2 years
Avg account: $672,559
-
Joe K
Series 66
North Little Rock, AR
EGP Wealth Management, LLC
Joe Kersey specializes in wealth management in North Little Rock, AR, with eight years of experience and a Series 66 designation. His firm, EGP Wealth Management, offers both discretionary and non-discretionary portfolio management using diversified model portfolios, and he provides flexible fee options including a 1.25% AUM fee and negotiable hourly rates, distinguishing him from other advisors in the area.
Experience: 9 years
Avg account: $472,078
-
Phillip B
Series 63, Series 65
Little Rock, AR
BOK Financial Securities, Inc.
Phillip Bailey's 17 years of experience and expertise in wealth management, retirement income strategy, and income planning make him well-suited for handling complex financial goals in North Little Rock, AR. His firm, BOK Financial Securities, offers a range of fee structures including flat fees and AUM-based fees, serving diverse clients from individuals to institutions, and employs a mix of quantitative and qualitative research in its investment approach.
Experience: 18 years
Avg account: $309,017
-
Georgianna K
Series 66
North Little Rock, AR
Edward Jones
Georgianna King specializes in wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, making her well-suited for clients in North Little Rock juggling complex financial goals. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a program fee up to 1.35% annually and brings 10 years of experience, providing both discretionary and non-discretionary investment solutions.
Experience: 10 years
Avg account: $246,728
-
La Derrious P
Series 66
North Little Rock, AR
J.P. Morgan Securities
La Derrious Perry specializes in wealth management in North Little Rock, AR, leveraging a Series 66 designation and experience at major firms like Bank of America and Northwestern Mutual. Operating within Merrill's large-firm environment, he offers model-based and discretionary investment strategies with a 0.30% annual AUM fee, serving a diverse client base including executives and business owners, which may provide broader resources compared to smaller firms.
Experience: 3 years
Avg account: $318,381
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in North Little Rock, AR
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)