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Top 3 financial advisor firms in Rogers

3 SEC-registered financial advisor firms are headquartered in Rogers, AR, with $1.64B in combined regulatory assets under management. The largest by assets are Hexagon Capital Partners ($965M), Mach-1 Financial Group ($546M) and Willow Financial ($128M).

3
Financial advisor firms
$1.64B
Their combined AUM
$546M
Median firm AUM
2,119
Clients of the top 3

The 3 largest by assets

  1. 1
    Hexagon Capital Partners

    RIA

    $965M

  2. 2
    Mach-1 Financial Group

    RIA

    $546M

  3. 3
    Willow Financial

    RIA

    $128M

Profiles of the top 3

No. 1 · RIA

Hexagon Capital Partners

Hexagon Capital Partners is an investment adviser based in Rogers, AR, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $965 million, as filed on 25 March 2026.

Regulatory AUM
$965M
Clients
445
Advisory staff
5
Custodians
Charles Schwab
Headquarters
2107 S 54th Street, Rogers, AR 72758
Phone
479-340-0115
Website
hexagoncapitalpartners.com

No. 2 · RIA

Mach-1 Financial Group

Mach-1 Financial Group is an investment adviser based in Rogers, AR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $546 million, as filed on 13 July 2026.

Mach-1 Financial Group charges up to 1.85% a year for its Wrap Fee Program.

Regulatory AUM
$546M
Clients
1,566
Advisory staff
8
Fee schedule
Up to 1.85% a year
Custodians
Charles Schwab, LPL Financial
Headquarters
1001 S. 52nd Street, Suite 100, Rogers, AR 72758
Phone
479-876-2100
Website
mach-1financial.com

No. 3 · RIA

Willow Financial

Willow Financial is an investment adviser based in Rogers, AR, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $128 million, as filed on 30 June 2026.

Regulatory AUM
$128M
Clients
108
Advisory staff
4
Custodians
Charles Schwab
Headquarters
2860 West Walnut Street, Suite 100, Rogers, AR 72756
Phone
479-709-3949
Website
willowfinancialnwa.com

Questions about financial advisors in Rogers

How many financial advisor firms are headquartered in Rogers?

3 SEC-registered financial advisor firms report their principal office in Rogers, AR, managing $1.64B in regulatory assets between them.

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

What is the largest financial advisor firm in Rogers?

Hexagon Capital Partners, with $965M in regulatory assets under management on its latest Form ADV. The next largest are Mach-1 Financial Group ($546M) and Willow Financial ($128M).

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

How large is a typical financial advisor firm in Rogers?

The median firm manages $546M in regulatory assets. That is the midpoint of the 3 firms headquartered in Rogers.

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

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

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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