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Top Financial Advisors in Fayetteville, AR

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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 advisors who serve in your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Cabana Asset Management Cabana Asset Management logo Find an Advisor

Read Review

$2,523,665,121 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
2 Greenwood Gearhart, Inc. Greenwood Gearhart, Inc. logo Find an Advisor

Read Review

$844,164,509 $500,000
  • Financial planning
  • Portfolio management
  • Advisor selection

Minimum Assets


Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection

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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. 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.

Cabana Asset Management

Cabana Asset Management, the top-rated financial advisory firm in Fayetteville, 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 act in your best interest at all times.

Cabana Asset Management Background 

Founded in 2007, Cabana Asset Management is a subsidiary of The Cabana Group, LLC, a Delaware limited liability company owned by parent company CI Financial, Inc. 

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 investments the firm uses range from bonds to equities to mutual funds to exchange-traded funds (ETFs).

Greenwood Gearhart, Inc.

Greenwood Gearhart, a fee-only firm, works primarily with individuals and high-net-worth individuals. The firm also serves charities, pension and profit-sharing plans.

Greenwood Gearhart typically requires clients keep at least $500,000 in assets under its management or pay a minimum annual fee of $5,000. Three of the firm's advisors includes one certified financial planner (CFP) and two chartered financial analysts (CFA).

Greenwood Gearhart Background

Greenwood Gearhart has been providing financial advisory services for nearly 40 years. Mary Ann Greenwood established it in 1982 but has since moved on from the firm. The Investment Advisor Principal, G. Brock Gearhart, as well as the Managing Director of Investment Management, Johann Komander, are responsible for decisions on all recommendations and directs the investment decision-making process. President Lisa A. Brown was named 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 benefit 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 foward looking.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.