Top financial advisors in Conway, AR
We’ve curated a list of the best financial advisors in Conway, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$138,316,880
Number of advisors
21 advisors
| $138,316,880 | 21 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.
Methodology
To generate our top financial advisors list in Conway, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Conway. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Trutoro
Veritas Independent Partners LLC, operating as Trutoro, is a registered investment adviser based in Conway, Arkansas, since 2014. The firm's mission is to provide personalized financial management and investment strategies tailored to individual needs. Trutoro manages over $129 million in client assets on a discretionary basis and offers portfolio management solutions and financial planning services. The firm's investment strategies focus on a mix of equity, fixed income, mutual funds, and ETFs to achieve optimal returns based on client goals and risk tolerance. Trutoro emphasizes proactive portfolio management to adapt to market dynamics and achieve long-term success. The firm charges asset-based management fees ranging from 1.00% to 2.00%, with a minimum initial investment of $200,000. Trutoro acts as a fiduciary, prioritizing clients' best interests and offering investment discretion to execute trades without prior client approval. Clients are responsible for voting on securities held in their accounts. Trutoro does not participate in performance-based fees or side-by-side management. The firm discloses no disciplinary events and provides detailed information on its advisory business, fees, investment strategies, and risk management practices.
$138,316,880 under management
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio 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.
Methodology
To generate our top financial advisors list in Conway, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Conway. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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