AdvisorGrade

Financial advisers in Bentonville, AR

6 registered investment adviser firms in Bentonville managing $4.1B in assets, based on public SEC Form ADV filings.

36 North Capital Management, LLC

Bentonville, AR · Est. 2022

Regional
Fee-based
AUM
$2.7B
Per adviser
$890M
Advisers
3

No reported disclosures

Newroad Capital Partners, LLC

Bentonville, AR · Est. 2015

Local
Fee-only
AUM
$584M
Per adviser
$39M
Advisers
15

No reported disclosures

Symbiosis Capital Partners, LLC

Bentonville, AR · Est. 2024

Local
Fee-based
AUM
$357M
Per adviser
$60M
Advisers
6

No reported disclosures

Family Legacy Planning

Bentonville, AR · Est. 2024

Local
Fee-based
AUM
$169M
Per adviser
$56M
Advisers
3

No reported disclosures

Forty Three Eighteen Advisors, LLC

Bentonville, AR · Est. 2024

Local
Fee-only
AUM
$168M
Per adviser
$168M
Advisers
1

No reported disclosures

Thrasher & Chambers Wealth Management, LLC

Bentonville, AR · Est. 2025

Local
Fee-only
AUM
$151M
Per adviser
$50M
Advisers
3