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Top 3 financial advisor firms in Fayetteville

3 SEC-registered financial advisor firms are headquartered in Fayetteville, AR, with $2.96B in combined regulatory assets under management. The largest by assets are Greenwood Gearhart ($1.97B), WhiteRock Wealth Design ($633M) and Lexington Research and Capital Group ($355M).

3
Financial advisor firms
$2.96B
Their combined AUM
$633M
Median firm AUM
2,045
Clients of the top 3

The 3 largest by assets

  1. 1
    Greenwood Gearhart

    RIA

    $1.97B

  2. 2
    WhiteRock Wealth Design

    RIA

    $633M

  3. 3
    Lexington Research and Capital Group

    RIA

    $355M

Profiles of the top 3

No. 1 · RIA

Greenwood Gearhart

Greenwood Gearhart is an investment adviser based in Fayetteville, AR, registered with the SEC since 1982. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.97 billion, as filed on 24 July 2026.

Greenwood Gearhart charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM
$1.97B
Clients
1,101
Advisory staff
14
Founded
1982
Fee schedule
0.25% to 1.00% a year
Custodians
Charles Schwab
Headquarters
26 E Center St, Fayetteville, AR 72701-4278
Phone
479-521-5353
Website
greenwoodgearhart.com

No. 2 · RIA

WhiteRock Wealth Design

WhiteRock Wealth Design is an investment adviser based in Fayetteville, AR, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $633 million, as filed on 28 August 2026.

WhiteRock Wealth Design charges up to 2.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM
$633M
Clients
739
Advisory staff
7
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
4426 North Waterside Court 110, Fayetteville, AR 72703
Phone
479-439-5550
Website
whiterockwealthdesign.com

No. 3 · RIA

Lexington Research and Capital Group

Lexington Research and Capital Group is an investment adviser based in Fayetteville, AR, registered with the SEC since 2000. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $355 million, as filed on 23 March 2026.

Regulatory AUM
$355M
Clients
205
Advisory staff
1
Founded
1994
Headquarters
211 N. Block Suite 105, Fayetteville, AR 72703
Phone
18593122497

Questions about financial advisors in Fayetteville

How many financial advisor firms are headquartered in Fayetteville?

3 SEC-registered financial advisor firms report their principal office in Fayetteville, AR, managing $2.96B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Fayetteville?

Greenwood Gearhart, with $1.97B in regulatory assets under management on its latest Form ADV. The next largest are WhiteRock Wealth Design ($633M) and Lexington Research and Capital Group ($355M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Fayetteville?

The median firm manages $633M in regulatory assets. That is the midpoint of the 3 firms headquartered in Fayetteville.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Fayetteville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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