Finding a Top Financial Advisor Firm in Fayetteville, Arkansas
Finding the right financial advisor can be an arduous process. But SmartAsset has simplified your search by determining the top Fayetteville financial advisor firms. Below, we detail what types of accounts and specialities each firm offers, how much an account costs with each firm and other key information. You can also use the SmartAsset financial advisor matching tool, which will match you with up to three vetted financial advisors who serve in your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Greenwood Gearhart, Inc.  Find an Advisor | $1,107,171,077 | $500,000 |
| Minimum Assets$500,000Financial Services
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| 2 | Cabana Asset Management  Find an Advisor | $738,650,000 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Fayetteville, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Greenwood Gearhart, Inc.
Greenwood Gearhart, a fee-only firm, works primarily with individuals and high-net-worth individuals. The firm also serves charities, pensions and profit-sharing plans.
Greenwood Gearhart typically requires clients to keep at least $500,000 in assets under its management or pay a minimum annual fee of $5,000. Professional designations among the firm's advisors include chartered financial analysts (CFA) and various FINRA licenses.
Greenwood Gearhart Background
Greenwood Gearhart has been providing financial advisory services for more than 40 years. Mary Ann Greenwood established it in 1982 but has since moved on from the firm. G. Brock Gearhart, the principal investment advisor, and Johann Komander, the managing director of investment management, are responsible for making decisions on all recommendations and directing the investment decision-making process. Lisa A. Brown was named president in 2021.
The firm's services include financial planning, general investment management and corporate retirement planning. More specifically, it also offers clients trust and IRA strategy management, employee benefits package review, financial organization, individual retirement planning, compliance monitoring and more.
Greenwood Gearhart Investment Strategy
To ensure that its final investment decisions will likely benefit a client’s account, Greenwood Gearhart takes an extremely thoughtful look across all securities to find the best options. This involves not only an evaluation of the company in question but also of the current overall market and industry outlook.
In general, investments that show long-term potential are the ones that Greenwood Gearhart gravitates toward. The firm's investment strategy seeks to provide a balance between traditional cash-flowing companies and 21st-century "new economy" companies that are forward-looking.
Cabana Asset Management
Cabana Asset Management has no account minimum, giving various tiers of investors the option of opening an account. This fee-based firm works with many different types of clients, including individuals, high-net-worth individuals trusts, estates, businesses, charitable organizations and pension and profit-sharing plans.
If you open an account with this firm, you may be offered supplementary insurance policies with your portfolio. While this could result in possible commissions for your advisor — creating a potential conflict of interest — the firm is a fiduciary required to always act in your best interest.
Cabana Asset Management Background
Founded in 2007, Cabana Asset Management is a subsidiary of The Cabana Group, LLC. CI Financial, Inc., holds a 49% stake in The Cabana Group.
The financial planning services this firm provides are comparable to those offered by most firms, though the firm’s services become more targeted as it learns about your unique financial situation. This firm’s services include:
- Retirement planning
- Cash flow analysis
- Portfolio analysis
- Investment planning
- Estate planning
- Insurance review
- Education savings
Cabana Asset Management Investment Strategy
Depending on your financial objectives, Cabana Asset Management will place your assets in one of its model portfolios, which include several target drawdown portfolios. To manage risk and keep clients' asset allocations within a given portfolio's predetermined drawdown percentage, the firm developed its proprietary Cyclical Asset Reallocation Algorithm (CARA). The algorithm uses a combination of fundamental and technical data to help determine economic conditions.
The investment types the firm chooses to place its clients’ funds in will shift depending on which model portfolio a client has been assigned to. The firm's investments range from bonds to equities to mutual funds to exchange-traded funds (ETFs).
