Top financial advisors in Bentonville, AR
We've curated a list of the best financial advisors in Bentonville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $165,042,524 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bentonville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Boston Mountain Money Management, Inc.
Boston Mountain Money Management, Inc. is a registered investment adviser established in 2007, specializing in providing personalized financial advice and investment management services to individuals. The firm, majority-owned by founder Scott Alaniz, offers financial planning and discretionary investment management services. With a classical investment approach, the firm's strategy involves individual stocks, bonds, and low-cost exchange-traded funds, emphasizing diversification and long-term investments. Clients have the option to exclude certain securities from their portfolios. The firm manages $196,444,181 in client assets on a discretionary basis as of February 27, 2024, with fees based on a tiered schedule ranging from 1.00% to 0.40%. Clients are billed quarterly for fees, and the firm does not participate in wrap fee programs. Boston Mountain Money Management, Inc. does not accept performance-based fees and primarily serves individuals and families, including professionals with high incomes. The firm conducts quarterly reviews of client accounts and votes proxies on behalf of clients, aiming to enhance long-term shareholder value. The firm does not have any disciplinary disclosures and has not been involved in bankruptcy petitions in the previous ten years.
$165,042,524 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bentonville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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