Company lists · Data refreshed September 2026

Top 21 Financial planning companies based in Little Rock, United States

RevenueBase identified 40 financial planning companies headquartered in Little Rock, United States as of September 2026 and tracks 238 professional contacts across them, including 121 with verified work emails. New York is the largest hub.

This list covers financial planning companies headquartered in Little Rock, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
40Companies
238Contacts tracked
121Verified emails
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The 21 largest financial planning companies based in Little Rock, United States

Ranked by team size
Top 21 of 40 financial planning companies based in Little Rock, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“Securities offered through LPL Financial, Member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Legacy Capital is a boutique wealth management firm with a team-oriented and holistic approach to serving clients’ needs.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 202611-5016 contacts →

Strong evidence

“We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 202611-5014 contacts →

Strong evidence

“Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“Wealth Risk Generosity Advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-109 contacts →

Partial evidence

“We've been helping busy people make smart financial decisions since 1985.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“We help our clients organize their finances by connecting them to everything they own, owe, earn, and spend.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“FOREST HILL CAPITAL, LLC, is a registered investment advisory firm established in”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Wealth management”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“Foundation Resource Management is a registered investment adviser located at 401 W.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Barry M.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Wealth Management's Mission To inspire and empower our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“With more than 30 years of experience, Simpson Wealth is a bespoke wealth solution firm specializing in retirement income and investment management.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“When it comes to wealth management, each person has different priorities, needs, and goals.”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“We provide financial planning and investment management services.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At ClientFirst Wealth, our mission is to get to know and understand your needs, wants, and long-term goals.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Registered Investment Advisors Gilliland Jeter Wealth Management, LLC (“Gilliland Jeter Wealth Management”) offers investment advisory services and is registered with the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“At Insight Wealth, we help owners and executives of closely-held businesses be clear on their financial futures through Discovery, Analysis, Implementation, and Results Management.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceLittle Rock, AR, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“At Baugh Adams Financial, we believe that good service is measured in the long run, not upon completion of any one objective, but over the lifetime of the client and by the…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 21 of 40 financial planning companies based in Little Rock, United States

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Financial planning companies based in Little Rock, United States at a glance

As of Sep 19, 2026
50.8%Verified-email coverage
6.0Average contacts per company
1-10Median size (employees)
992.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
7
51-200
1

Email recency for this list is measured across the whole United States list rather than for Little Rock, so it is reported there. Company counts and contact totals on this page are exact for Little Rock, over 40 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Little Rock, United States whose own description of what they do matches “financial planning companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial planning companies, and records with no verified work email. Companies headquartered outside Little Rock are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 121 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial planning companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning companies are there based in Little Rock, United States?

RevenueBase identified 40 financial planning companies headquartered in Little Rock, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Genwealth Financial Advisors, headquartered in Little Rock, tops this list with the largest team on record.

Which city has the most financial planning companies?

New York leads with 397 headquartered companies, followed by Atlanta (261) and Houston (257).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 121 verified decision-maker contacts tracked across these 40 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.